As a healthcare provider we can track our revenue two ways, neither of which give us satisfying information about what we’re bringing in per patient visit.
Bank Account: view by payment date not by date or service or patient.
Billing Reports: view by date of service or by patient.
I wanted to see what we were collecting by patient, insurance, and provider. I needed a way to predict revenue, understand profit margins, and set salaries for my staff physical therapists.
That’s how my custom billing spreadsheet came about.
I worked closely with an insurance biller with 20 years experience, my office manager, and multiple physical therapy & chiropractic business owners to create a spreadsheet that provides real time data on all our insurance claims.
This spreadsheet has saved practice owners an average of 30% by efficiently tracking pended or denied claims. Now, outstanding payments have no chance of slipping through the cracks. Collect what’s due on every visit.
How it works:
Checkout using the payment link provided
Sign product use agreement and schedule customization call
Spreadsheet will be delivered by email within (7) days of purchase
Schedule 30' Zoom call to review together and make adjustments
Tutorial (1) admin how to use (1) owner how to interpret within (7) days
(1) edit available as needed up to 45 days after the office begins using
“I just wanted to send a quick note of thanks. While only a small sample size, I just compared the first 4 weeks of this v. last year. I have seen 11 fewer patients so far this year compared to last, but revenue is up $4,400. Again, only a small sample size. But if this trend continues, it's a perfect illustration of working smarter, not harder.” - Out of Network Physical Therapist, New York
As a healthcare provider we can track our revenue two ways, neither of which give us satisfying information about what we’re bringing in per patient visit.
Bank Account: view by payment date not by date or service or patient.
Billing Reports: view by date of service or by patient.
I wanted to see what we were collecting by patient, insurance, and provider. I needed a way to predict revenue, understand profit margins, and set salaries for my staff physical therapists.
That’s how my custom billing spreadsheet came about.
I worked closely with an insurance biller with 20 years experience, my office manager, and multiple physical therapy & chiropractic business owners to create a spreadsheet that provides real time data on all our insurance claims.
This spreadsheet has saved practice owners an average of 30% by efficiently tracking pended or denied claims. Now, outstanding payments have no chance of slipping through the cracks. Collect what’s due on every visit.
How it works:
Checkout using the payment link provided
Sign product use agreement and schedule customization call
Spreadsheet will be delivered by email within (7) days of purchase
Schedule 30' Zoom call to review together and make adjustments
Tutorial (1) admin how to use (1) owner how to interpret within (7) days
(1) edit available as needed up to 45 days after the office begins using
“I just wanted to send a quick note of thanks. While only a small sample size, I just compared the first 4 weeks of this v. last year. I have seen 11 fewer patients so far this year compared to last, but revenue is up $4,400. Again, only a small sample size. But if this trend continues, it's a perfect illustration of working smarter, not harder.” - Out of Network Physical Therapist, New York
