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Private Practice Bundle cover: three tablets showing the Caseload Tracker, Money Ledger and CE Tracker, with the text 3 templates, $57 value, now $39.
Best value

Private Practice Bundle

Three templates for Excel and Google Sheets

The Caseload Tracker, Money Ledger and License & CE Renewal Tracker together, normally $57.

Normally $57 $39Buy bundle — $39

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Delivery: instant digital download after purchase. No physical product is shipped.

What's inside

$57 value, $39 together.

Each template comes as its own zip with a SAMPLE workbook (fictional data), a BLANK workbook and a setup guide PDF.

Works in Excel 2016+ / Microsoft 365, Google Sheets and LibreOffice Calc on Windows, Mac & Linux (Linux: use Google Sheets or LibreOffice Calc). No macros or add-ons. Formulas are protected with no password.

Client IDs only: no names, dates of birth, diagnoses or notes. These are organizational spreadsheets, not an EHR or a HIPAA compliance solution. Not tax, legal or accounting advice. CE requirements vary by board; verify with your licensing board.

Digital download. Nothing physical ships. One license per buyer; for use in your own practice.

The three bundle templates side by side: Therapist Caseload Tracker, Private Practice Money Ledger and License & CE Renewal Tracker. $39 for all three, normally $57 bought separately.
The three templates in the bundle
What's included: three zips and six workbooks, each template with a SAMPLE workbook, a BLANK workbook and a setup guide PDF. Bought separately $57, bundle $39.
What's included
Normally $57 $39Buy bundle — $39

Also on Etsy