Know your numbers. These five Excel workbooks, with working formulas, show you exactly how your clinicians, your practice, and your cash are performing, so you can make decisions from data instead of guesswork.
What's inside:
Clinician KPI Dashboard: attendance, cancellations, no-shows, utilization, and documentation timeliness, color-coded against your targets
Practice Performance Dashboard: 12 months plus YTD: revenue, revenue per session and per clinician, inquiry-to-intake conversion, profit margin, and payer mix
Compensation and Payroll Planner: split, hourly, and salary pay models, employer cost, and a minimum wage check
Clinician Cost Calculator: what one clinician really costs and the margin left over
Profit First Cash Allocation Planner: allocation percentages, transfers, and account balances
Instant digital download (.zip) of editable files. Every fill-in field is highlighted, and template notes explain how to customize each document. Not legal, tax, HR, or financial advice; have your attorney review for your state. For use in your own practice only.
Know your numbers. These five Excel workbooks, with working formulas, show you exactly how your clinicians, your practice, and your cash are performing, so you can make decisions from data instead of guesswork.
What's inside:
Clinician KPI Dashboard: attendance, cancellations, no-shows, utilization, and documentation timeliness, color-coded against your targets
Practice Performance Dashboard: 12 months plus YTD: revenue, revenue per session and per clinician, inquiry-to-intake conversion, profit margin, and payer mix
Compensation and Payroll Planner: split, hourly, and salary pay models, employer cost, and a minimum wage check
Clinician Cost Calculator: what one clinician really costs and the margin left over
Profit First Cash Allocation Planner: allocation percentages, transfers, and account balances
Instant digital download (.zip) of editable files. Every fill-in field is highlighted, and template notes explain how to customize each document. Not legal, tax, HR, or financial advice; have your attorney review for your state. For use in your own practice only.