The Interactive Private Practice Financial Ledger
Special Pricing thru 4/30/2024
$350.00 ~ Regular Price $400
Start the new year with a solid financial strategy! The Interactive Private Practice Financial Ledger I developed & customized over the past 20 + years owning multiple group practice locations. Are you ready to grow and scale your private practice? Schedule a call with Kathleen to preview the features of the ledger. Our team will support you in streamlining the operations of your growing private practice.
The financial ledger is a bestseller with my Private Practice Strategy Coaching clients. Furthermore, this product was developed to help manage solo or group counseling practices. The private practice financial ledger will assist you in maintaining a daily pulse on the financials of your practice. The formulas in the ledger will track on a daily, weekly, monthly, and yearly basis the amount collected through insurance, copayments, & self-pay.
In addition, on a daily basis you will see the number of paid claims, pending claims, total year-to-date income collected, and year-to-date gross income. The Private Practice Financial Ledger makes it easy to identify any outstanding claims by highlighting them on the spreadsheet. For example, there is a comment area next to each date of service to help you follow the status of collecting payments. Your billing representative can easily document the status of each claim call in this area.
For instance, the Private Practice Financial Ledger is fully customizable for your private practice needs. “Your Practice is an Asset”, it is important to invest wisely in the early stages of growth in your practice. We are here to support you along the journey while you get the necessary systems in place.
In addition, the Private Practice Ledger includes the following:
- Individual monthly sheet – January – December
- The ledger can also be individualized to meet the needs of your growing practice
- The year-end sheet will gather data automatically from the monthly sheets
- Your tax preparations will be streamlined for income tracking
- View copayment and insurance amounts collected weekly, monthly & yearly
- Pending balances no problem this will populate automatically with the formulas weekly, monthly & yearly
- Payroll tracking, expense, & other categories are included to help you streamline your operations
- You will know how many sessions are completed weekly, monthly, and yearly
The Private Practice Ledger is available for the one-time fee listed above. The payment can be made directly on our secure payment portal.