Are you using antiquated systems to keep track of your insurance based claims? Are you highlighting your excel spreadsheet when claims are paid or writing them down on scraps of paper, causing you to spin your wheels because have no idea where your money is coming from and when?

I get it. As your insurance based private practice is growing, it becomes harder and harder to keep track of the status of all your claims. How are you going to track if the claims are paid for hundreds of your visits? Do you have systems in place to understand the financial health of your business?

Tracking claims from what seems like a million portals and then reconciling from your bank account can make you want to pull your hair out. It is overwhelming and leaves you feeling discouraged and hopeless. Been there, done that, and I can tell you is not because you lack some magic power, you were just never taught the strategies and the systems needed for you to SUCCEED! I’ve been there… my head used to spin because I didn’t know which claims were pending, which will be paid and how much do I need to pay my independent contractors. Not knowing where your money is means a lot of claims would fall through the cracks and as a result would incur some serious loss of $$$.

Have you ever tried putting together a puzzle without knowing the final image on the box? Our system gives you a snapshot of your finances at any point in time and provides a cohesive view of your financial fitness. It is an all in one spreadsheet to record everything related to the claim – claim number, copay collected, payment by insurance, when it was paid, if its pending payment or denied, etc.

How many times have you forgotten what happened to a claim or if it was deposited in your bank account? What a headache to keep track of that without a system ! If you are struggling with being on top of your claims and making sense of the madness, this spreadsheet is for you ! Removing the confusion/overwhelm will allow you to have a better overall understanding of your financial status as an insurance based practice and help you get a grip on where your money is coming from.

Once you try our system, you will never want to go back to the old ways of keeping records. It will empower you to understand your finances and track your claims like a PRO ! And who doesn’t want that?

This is why we created an easy system that allows you to track the status of submitted claims and allows you to know at any point in time:

·      How much $$$ do you need to pay your Independent Contractors

·      How much money came in for which month or by year

·      What payments are you expecting to come in, which are denied, which have been paid, and which you need to follow up on in one easy click

·      Filter in one easy click by patient, provider, insurance company, date of service, month, etc.

·      Easily change the rate of payment of providers

As a business owner of an insurance based private practice that bills more than 200 claims a month, I created this excel spreadsheet that helps me keep me organized and on top of my successful multi 6 figure practice ! Its hard to grow your business if you don’t know where your money is coming from or the financial fitness of your business.

If there is anything else that you would like to have added/customized to your specific needs, it can be done at an additional cost as this excel file uses advanced excel functionalities such as Macros. It was built by a programmer (my father) and can be customized to add/edit anything you may need that I haven’t thought of .

For example, the first time you input a patients demographic info into the file, it saves it so next time all you have to do is input the first few letters and voila, it auto populates that information and saves time !

Once you purchase the spreadsheet, you will receive a link to a recorded tutorial on the functionalities of the file as well as the actual file. We provide support for the first 2 weeks of purchase to answer any questions.

We also have a separate excel file that integrates this file with income from other sources as well as expenses (with ability to link your receipts in the actual excel file so you never have to look for a receipt again). If this is something that also interests you, please reach out to us. However, to be clear, this is NOT an accounting software.

LICENSE: You may not share, sell, or distribute the file.

Copyright 2025 © Nutrition Habits, PLLC. Nutrition Habits, PLLC retains all rights to the design and file.

Because this is a digital file, no refunds will be made.