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registered dietitian + certified eating disorder specialist
hannah steffen
purchase the billing tracker
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This isn't an ordinary Google Sheet. This is *the* tracker you need to manage your private practice billing. Built by a dietitian, for clinicians, this billing tracker is filled with automations that allow you to intuitively and efficiently manage your private pay payments, insurance claims, and practice data in one collective place.
the insurance billing tracker
your new private practice bestie -
stay on top of your billing
AND IN THE KNOW OF YOUR NUMBERS
WITHOUT HAVING TO BE A SPREADSHEET EXPERT.
If you are anything like me, this overwhelm can easily lead to production paralysis. While I can't make the billing component of private practice actually go away, I can sure make it way less of a headache for you.
Say see ya later to the frustration that is tracking where all your money is coming from. Between missed payments and the days and weeks (maybe even months) it takes for insurance to pay out, it's not hard for things to get lost. That stops here with this streamlined solution to effortlessly track it all in one place.
are you feeling overwhelmed with keeping track of both client payments and unfiled or unpaid insurance claims?
With easy-to-use functionalities and spreadsheet automations that do the heavy lifting, you can effortlessly record session types, payments, and the status of insurance claims. Enjoy peace of mind knowing that you have a reliable tool to organize your billing information efficiently.
This template provides a comprehensive solution for tracking private pay and insurance payments, along with session and revenue data.
what you'll find in the tracker:
The Summary Sheet is essentially your practice dashboard that compiles your session and revenue data in one place. Analyze trends in session count and revenue on a monthly and quarterly basis, track how many new clients you're bringing in a month, access the number of active clients, and monitor the average time it takes for your claims to be paid.
The Session Stats provides a thorough breakdown of your session data. Here you'll be able to track the number of monthly sessions for each payer type, place of service, session status, and service type. This data will then be funneled into the graphs you see on the Summary Sheet.
The Monthly and Weekly Practice Analytics sheets dive into the numbers behind your business. Access your monthly and weekly revenue and session data in one place.
The Session Calendar is the heart of this billing tracker. This is where you will spend the majority of your time throughout the week. This sheet is filled with automations and formulas to help you easily track payments and billing information as well as manage your day-to-day tasks.
The Client List includes all of your client's billing and insurance related information.
The fee schedule includes the billing and pricing details for all private pay and insurance based services that your practice offers.
what's included:
- Step-by-step tutorial videos to walk you through how to set up your tracker
- Strategies to implement the tracker into your current systems
- Tips & tricks on how to use Google Sheets most efficiently
- 1:1 email support
- Lifetime access
invest in your peace of mind
one payment of $295
$ 295
two payments of $160
$ 160
purchase now
By selecting purchase, you are agreeing to the Terms & conditions
Hey there! I'm Hannah Steffen.
registered dietitian.
private practice owner.
spreadsheet enthusiast.
Spreadsheet formulas run in my blood. No seriously. Growing up with an engineer father, I was raised on spreadsheets. What once prompted eyerolls (sorry Dad!) has now turned into a life saver for my business (and my sanity).
As a business owner, I am always looking for new ways to streamline my processes and make my systems do the work for me. When it comes to staying on top of my billing and payments, this template was my solution. I'm confident it will be yours too.
your colleagues are loving this tracker, too!
don't just take my word for it
When you purchase the tracker, you will receive access to the Insurance Billing Tracker Google Sheets workbook as well as the tutorial videos via ThriveCart. They are set up as a course to walk you through step-by-step how to set up the tracker specifically for your practice.
What's all included in the tracker?
Short answer is yes! If you find yourself thinking, this billing tracker looks amazing but I really wish it could also do 'X'.... I've got you! I offer personalized customizations and add-on features created specifically to meet your needs. Reach out to me directly at hello@hannahsteffenrdn.com to inquire about pricing and availability.
Can I add customizations or additional features to the tracker specifically for my practice?
Once you purchase the tracker, it is yours for good! You will make a copy of the template in Google Sheets which will transfer ownership to you and the sheet will live in your Google Drive. There is no deadline to view the tutorial videos so you can take your time working through them and setting up your tracker. However, I recommend doing it right away so you can get this tracker working for you ASAP!!
How long will I have access to the tracker and tutorial videos?
No prior experience with Google Sheets required! The spreadsheet tracker has been created so the formulas do the heavy lifting. You will also receive step-by-step tutorials that walk you through everything you will need to know to set up and utilize your billing tracker.
Do I need to be proficient in Google Sheets?
Yes, as long as you have a Google Workspace (previously GSuite) account. There are a few easy steps to sign a BAA (Business Associate Agreement) with Google to protect all your client's PHI in this spreadsheet. Don't worry, instructions on how to do so will be provided!
Is the Insurance Billing Tracker HIPAA compliant?
fab. let's get them answered.
have spreadsheet questions?
Take the first step towards greater efficiency and organization by purchasing our Google Sheets template today. Join other therapists and dietitians who have already experienced the difference this tracker makes. Simplify your billing tracking and focus on what truly matters – your clients.