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Private Practice Bundle for Therapists | Caseload, Money, License Trackers (Excel/Google Sheets)

Price:$39.00

Includes Etsy Purchase Protection

You can only make an offer when buying a single item

Highlights

  • Designed by SpartaLabs
  • Digital download
  • Digital file type(s): 3 ZIP, 1 PDF

Three spreadsheet templates for a solo therapist's practice, in one purchase: caseload and insurance authorizations, income and claims, and license and CE renewals. Priced below buying the three templates separately in this shop.

All three work in Excel and Google Sheets, have no macros or add-ons, and use client ID codes only (the license tracker holds no client information at all).

WHAT'S INSIDE
1. THERAPIST CASELOAD TRACKER: clients by ID, sessions with CPT codes and attendance, insurance authorization alerts (visits used and remaining, days to the end date), no-show and late-cancel fees, balance aging, and a dashboard with a needs-attention list.
2. PRIVATE PRACTICE MONEY LEDGER (v1.1, nine tabs): income, insurance claims aging (paid claims count as income automatically), expenses mapped to Schedule C lines, quarterly tax set-asides, a monthly P&L, bank reconciliation and a dashboard.
3. LICENSE & CE RENEWAL TRACKER: multi-state licenses, renewal countdown, CE hours by category with shortfalls spelled out, and certificates not yet filed.

Each template comes as its own zip file with a SAMPLE workbook (fictional data), a BLANK workbook and a setup guide PDF: 3 zips, 6 workbooks, 3 guides. The Money Ledger uses the same client IDs and payer names as the Caseload Tracker. They are separate files; nothing links between workbooks automatically.

WHAT YOU GET
• Three zip files (one per template) and a one-page Start Here PDF explaining how to unzip and open the files.
Etsy can't deliver .xlsx files directly, so the workbooks come inside a zip file.

HOW IT WORKS IN EXCEL AND GOOGLE SHEETS
• Excel 2016 or later / Microsoft 365 (Windows and Mac): unzip the download, open the BLANK workbook and click Enable Editing. There are no macros, so you are never asked to enable them.
• Google Sheets: unzip, upload the .xlsx to Google Drive, open it and choose File > Save as Google Sheets (the setup guide walks through it, including how to re-protect the formula columns, because Excel's sheet protection does not carry over).
• LibreOffice Calc: open the .xlsx directly. Linux users: use Google Sheets or LibreOffice Calc.

WHO IT'S FOR
Solo therapists and counselors in private practice (for example LPC, LCSW, LMFT or psychologists). The Money Ledger is built around US practice: Schedule C expense lines, IRS quarterly dates and CPT codes. The Caseload Tracker is designed for one clinician.

PRIVACY
Client ID codes only: no names, dates of birth, diagnoses or clinical notes. These are organizational spreadsheets, not an EHR, billing service or HIPAA compliance solution.

NOT INCLUDED
Clinical notes, claim submission, an EHR, macros, or legal, billing, tax or clinical advice. Not tax, legal or accounting advice: consult a CPA. CE requirements vary by board; verify with your licensing board.

INSTANT DOWNLOAD
Your files are available on your Etsy Downloads page as soon as your payment clears. Nothing physical ships.

LICENSE
One license per buyer, for use in your own practice. Please don't resell, share or redistribute the files. Need copies for more than one clinician? Message us before you buy.

Instant Download

Your files will be available to download once payment is confirmed.  Here's how.

Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Etsy Purchase Protection
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Listed on Oct 15, 2026
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