Description
Full Walkthrough
Track production, collections, plan-of-care acceptance, PTA share, new patients, overhead and A/R, with provider scorecards and target flags.
Who it’s for
Clinic owners and office managers who want clear monthly numbers without another software subscription.
What’s inside
- Dashboard: Net production, collections, collection ratio, production per day, % of goal, overhead, new patients, plan-of-care acceptance, PTA %, no-shows, A/R > 90, profit, provider scorecard, charts
- Monthly KPIs: 12 months of production, collections, days open, goal %, patients, PTA %, plan-of-care acceptance, no-show rate, overhead and A/R
- Daily Log: One row per provider per day, with net production, production per hour and plan-of-care acceptance worked out
- New Patients: Each new patient's source, insurance, first-visit production and treatment acceptance (chart # only)
- Expenses: Clinic overhead by category
- AR Aging: Month-end accounts receivable by age bucket, % over 90 days, insurance vs patient
- Settings: Currency, report month, goals and targets, providers and roles, lists
What you get
- The .xlsx workbook with sample data that’s easy to clear
- Setup Guide PDF, with every tab explained
- A video walkthrough
FAQ
Does it work in Google Sheets?
Yes. Upload it to Google Drive, open it with Google Sheets, then choose File > Save as Google Sheets.
Which Excel version do I need?
Excel 2019 or newer, Microsoft 365 or Excel for Mac.
Is this a subscription?
No. You pay once and keep the file. No macros, no add-ons.
A HIPAA-conscious workflow: use chart numbers only, with no patient names. Not legal advice.
This is a digital product. No physical item will be shipped.
Also on Gumroad: Physical Therapy Clinic KPI Dashboard: Visits, Collections & Plan-of-Care on Gumroad
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