our EHR says the claim was paid. Cool. But did the money actually make it into your bank account?
If you’re a therapist managing your own insurance billing, you already know that claim submitted, claim paid, and money actually received are somehow three completely different events.
This Google Sheets Insurance Payment Tracker was created to give solo private practice therapists a simple way to follow claims from date of service all the way to money in the bank—without adding another complicated system to your practice.
Use the tracker to:
Track claims by date of service
Monitor claim status as it moves through your EHR/payer
Record reimbursement amounts and payment reference numbers
Confirm when payments actually hit your account
Quickly identify claims that still need your attention
Set up conditional email notifications to help you stay on top of outstanding payments
No fancy billing department required. Just one organized place to answer the very important question:
“Did they actually pay me?”
What You'll Receive
Your purchase includes:
A ready-to-use Google Sheets Insurance Payment Tracker
Built-in dropdowns and tracking features
Conditional notification functionality
Step-by-step setup and use instructions
A personal business-use license
After purchase, you'll receive a PDF containing a link to create your own copy of the tracker in Google Sheets. A Google account is required to use the template.
Perfect for: Solo therapists and private practice owners who accept insurance and manage some or all of their own claims and payment reconciliation.
Please note: This is an administrative organization tool and does not replace your EHR, accounting records, payer portal, or professional billing/accounting guidance. Buyers are responsible for storing and using the tracker in accordance with their own privacy, security, and HIPAA policies.
Because “PAID” should mean the money is actually in your bank account.
our EHR says the claim was paid. Cool. But did the money actually make it into your bank account?
If you’re a therapist managing your own insurance billing, you already know that claim submitted, claim paid, and money actually received are somehow three completely different events.
This Google Sheets Insurance Payment Tracker was created to give solo private practice therapists a simple way to follow claims from date of service all the way to money in the bank—without adding another complicated system to your practice.
Use the tracker to:
Track claims by date of service
Monitor claim status as it moves through your EHR/payer
Record reimbursement amounts and payment reference numbers
Confirm when payments actually hit your account
Quickly identify claims that still need your attention
Set up conditional email notifications to help you stay on top of outstanding payments
No fancy billing department required. Just one organized place to answer the very important question:
“Did they actually pay me?”
What You'll Receive
Your purchase includes:
A ready-to-use Google Sheets Insurance Payment Tracker
Built-in dropdowns and tracking features
Conditional notification functionality
Step-by-step setup and use instructions
A personal business-use license
After purchase, you'll receive a PDF containing a link to create your own copy of the tracker in Google Sheets. A Google account is required to use the template.
Perfect for: Solo therapists and private practice owners who accept insurance and manage some or all of their own claims and payment reconciliation.
Please note: This is an administrative organization tool and does not replace your EHR, accounting records, payer portal, or professional billing/accounting guidance. Buyers are responsible for storing and using the tracker in accordance with their own privacy, security, and HIPAA policies.
Because “PAID” should mean the money is actually in your bank account.
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