Client Tracking Spreadsheet Thumbnail 300pxI use a tracking spreadsheet in my private practice and I want to make it available to you for FREE. The video below gives you a good idea of what all this tool can do.

Scroll down to download the spreadsheet.

Here are a few things this spreadsheet will help you with:

  • Tracks multiple clients basic information

  • Tracks when prescriptions are due

  • Tracks when re-evaluations are due

  • Tracks prescription requests from doctors

  • Tracks where customers heard about you

  • Tracks diagnosis of each client

  • Tracks referral dates

  • Tracks potential treatment units

  • Tracks actual treatment units

  • Tracks place of treatment

  • Tracks individual therapist units

  • Tracks funding

  • Tracks referral cycle

  • Doctor report page

  • Graphs of tracked numbers to give you insight into the details of your practice

Below the video you can download the form



Links That Scott Recommends - Click Here


Free Forms - Used in My Clinic


Ebook - Start and Run a Therapy Practice


Academy of Private Practice - Video Lessons, Coaching, Community, Tools And More


Free Therapy Progress Note


Free Client Tracking EMR Spreadsheet


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