Therapist Client Tracker, Therapy Schedule, Therapist Bookkeeping Tool
🎉 Transform Your Therapy Practice with the Ultimate Tracker 🌟
Are you ready to take your therapy practice to the next level? Designed specifically for therapists, counselors, and mental health professionals, this SMART Therapy Tracker is your all-in-one solution for effortless organization, insightful analytics, and streamlined management—all within the convenience of a digital sheet!
Available in both Google Sheets & Excel!
Why You'll Love This Tool:
📅 SMART Calendar Tab – Stay on Top of Your Schedule
Easily view your weekly & monthly therapy sessions at a glance!
Dynamic calendar to track upcoming sessions, cancellations, and no-shows
Key details: Duration, Location, Format (In-Person, Virtual, Phone)
Real-time updates for a bird’s-eye view of your schedule
💰 Income & Expense Tabs – Manage Finances with Ease
Stay on top of your practice’s financial health!
Income Tab: Log client payments, insurance reimbursements, and co-pays
Expense Tab: Track business expenses, tax write-offs, and professional costs
📊 Comprehensive Dashboard – Gain Powerful Insights
Get a clear overview of your practice performance with:
Monthly Summaries – Visualize income & expenses with category breakdowns
Session Analytics – Track no-shows, popular formats, most-used locations, and session durations
📝 Session Tracking Tab – Never Miss a Detail
Keep a detailed log of every session:
Track cancellations, schedules, session notes, and follow-ups
Automated Co-Pay Calculator – Quickly determine the split between client payments and insurance reimbursements
Link notes or supporting documents for easy reference
👥 Client Tracking Tab – All Client Info in One Place
Easily manage client data, including:
Emergency contacts, preferred pronouns, session preferences, and insurance details
📱 Access Anywhere, Anytime!
Works on Google Sheets & Excel – seamlessly syncs across all devices
Use it on your phone, tablet, iPad, or computer—wherever you need it!
🎯 Who Is This For?
This SMART Therapy Tracker is designed for:
Therapists, Counselors, Social Workers, Psychologists, and Mental Health Professionals
Those who want to:
Save time
Stay organized
Gain actionable insights
Streamline practice management
📦 What You’ll Receive:
Google Sheets Link (within PDF Guide) – Easy setup with step-by-step instructions
Excel File –
🎉 Transform Your Therapy Practice with the Ultimate Tracker 🌟
Are you ready to take your therapy practice to the next level? Designed specifically for therapists, counselors, and mental health professionals, this SMART Therapy Tracker is your all-in-one solution for effortless organization, insightful analytics, and streamlined management—all within the convenience of a digital sheet!
Available in both Google Sheets & Excel!
Why You'll Love This Tool:
📅 SMART Calendar Tab – Stay on Top of Your Schedule
Easily view your weekly & monthly therapy sessions at a glance!
Dynamic calendar to track upcoming sessions, cancellations, and no-shows
Key details: Duration, Location, Format (In-Person, Virtual, Phone)
Real-time updates for a bird’s-eye view of your schedule
💰 Income & Expense Tabs – Manage Finances with Ease
Stay on top of your practice’s financial health!
Income Tab: Log client payments, insurance reimbursements, and co-pays
Expense Tab: Track business expenses, tax write-offs, and professional costs
📊 Comprehensive Dashboard – Gain Powerful Insights
Get a clear overview of your practice performance with:
Monthly Summaries – Visualize income & expenses with category breakdowns
Session Analytics – Track no-shows, popular formats, most-used locations, and session durations
📝 Session Tracking Tab – Never Miss a Detail
Keep a detailed log of every session:
Track cancellations, schedules, session notes, and follow-ups
Automated Co-Pay Calculator – Quickly determine the split between client payments and insurance reimbursements
Link notes or supporting documents for easy reference
👥 Client Tracking Tab – All Client Info in One Place
Easily manage client data, including:
Emergency contacts, preferred pronouns, session preferences, and insurance details
📱 Access Anywhere, Anytime!
Works on Google Sheets & Excel – seamlessly syncs across all devices
Use it on your phone, tablet, iPad, or computer—wherever you need it!
🎯 Who Is This For?
This SMART Therapy Tracker is designed for:
Therapists, Counselors, Social Workers, Psychologists, and Mental Health Professionals
Those who want to:
Save time
Stay organized
Gain actionable insights
Streamline practice management
📦 What You’ll Receive:
Google Sheets Link (within PDF Guide) – Easy setup with step-by-step instructions
Excel File –
🎉 Transform Your Therapy Practice with the Ultimate Tracker 🌟
Are you ready to take your therapy practice to the next level? Designed specifically for therapists, counselors, and mental health professionals, this SMART Therapy Tracker is your all-in-one solution for effortless organization, insightful analytics, and streamlined management—all within the convenience of a digital sheet!
Available in both Google Sheets & Excel!
Why You'll Love This Tool:
📅 SMART Calendar Tab – Stay on Top of Your Schedule
Easily view your weekly & monthly therapy sessions at a glance!
Dynamic calendar to track upcoming sessions, cancellations, and no-shows
Key details: Duration, Location, Format (In-Person, Virtual, Phone)
Real-time updates for a bird’s-eye view of your schedule
💰 Income & Expense Tabs – Manage Finances with Ease
Stay on top of your practice’s financial health!
Income Tab: Log client payments, insurance reimbursements, and co-pays
Expense Tab: Track business expenses, tax write-offs, and professional costs
📊 Comprehensive Dashboard – Gain Powerful Insights
Get a clear overview of your practice performance with:
Monthly Summaries – Visualize income & expenses with category breakdowns
Session Analytics – Track no-shows, popular formats, most-used locations, and session durations
📝 Session Tracking Tab – Never Miss a Detail
Keep a detailed log of every session:
Track cancellations, schedules, session notes, and follow-ups
Automated Co-Pay Calculator – Quickly determine the split between client payments and insurance reimbursements
Link notes or supporting documents for easy reference
👥 Client Tracking Tab – All Client Info in One Place
Easily manage client data, including:
Emergency contacts, preferred pronouns, session preferences, and insurance details
📱 Access Anywhere, Anytime!
Works on Google Sheets & Excel – seamlessly syncs across all devices
Use it on your phone, tablet, iPad, or computer—wherever you need it!
🎯 Who Is This For?
This SMART Therapy Tracker is designed for:
Therapists, Counselors, Social Workers, Psychologists, and Mental Health Professionals
Those who want to:
Save time
Stay organized
Gain actionable insights
Streamline practice management
📦 What You’ll Receive:
Google Sheets Link (within PDF Guide) – Easy setup with step-by-step instructions
Excel File –