Dental Practice Profit Tracker Excel for your dental office — procedure costs, patient visits, payer mix and collections, and a monthly P and L dashboard. Know what every procedure actually costs, what every visit…
About this template
Dental Practice Profit Tracker Excel for your dental office — procedure costs, patient visits, payer mix and collections, and a monthly P and L dashboard. Know what every procedure actually costs, what every visit actually made, and which payer actually pays. Built for dentists, dental office managers, and small dental practices who need to know, procedure by procedure and payer by payer, whether the fee covers the materials, the lab, and the hygienist — without accounting software. If a payer is paying slowly or a procedure is barely covering its lab bill, this workbook shows it before the next month's payroll.
$49
Excel & Google Sheets template — instant download on Etsy
Procedures and Fees — chair time, materials cost, lab cost, fee, and margin in dollars and percent for every procedure. Change a lab fee and every visit profit updates by formula.
Patient Visits — date, patient, payer, procedure, quantity, fee, revenue, cost per procedure pulled from the procedure sheet, profit per visit, and margin. Log exams, fillings, crowns, root canals, and extractions in one place.
Payer Mix and Collections — payer, patients, billed, insurance adjustment, collected, outstanding A/R, and collection rate. Patients and billed are formulas from the Visits sheet; enter each payer's adjustment and collected amount and the rest fills in.
Monthly P and L — revenue, procedure cost, hygienist pay, rent, and other expenses by month, Jan-Dec, with net profit and margin. Revenue and procedure cost are formulas from the Visits sheet.
Dashboard — total revenue, visits, procedures performed, average collection per visit, gross and net profit and margin, best procedure by margin dollars and by margin percent, best-selling procedure, best visit and best payer, costs by category, total adjustments, total collected, outstanding A/R, and collection rate.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Dental Practice Profit Tracker
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Dental Practice Profit Tracker track?
The Dental Practice Profit Tracker tracks Procedures and Fees; Patient Visits; Payer Mix and Collections; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: Total revenue 9,195 from 20 visits and 22 procedures performed; average collection per visit 459.75.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.