Private Practice Bundle
The Caseload Tracker, Money Ledger and License & CE Renewal Tracker together, normally $57.
Delivery: instant digital download after purchase. No physical product is shipped.
What's inside
- Therapist Caseload Tracker ($24): clients by ID, sessions, insurance authorization alerts, no-show fees and balance aging
- Private Practice Money Ledger ($24): income, claims aging (paid claims count as income automatically), Schedule C expenses and quarterly tax set-asides
- License & CE Renewal Tracker ($9): multi-state licenses, renewal countdown and CE hours by category
$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.

