Occupational Therapy Practice Profit Tracker Excel for your practice — services and pricing, a session log, expenses, and a monthly P and L dashboard. Know what every patient actually pays — and whether the month…
About this template
Occupational Therapy Practice Profit Tracker Excel for your practice — services and pricing, a session log, expenses, and a monthly P and L dashboard. Know what every patient actually pays — and whether the month actually made money. Built for occupational therapists and small OT practices who need to know, patient by patient and session by session, what the plan is really worth per session — without accounting software. If a plan is eating hours at a discount rate, this workbook shows it before the next plan.
$49
Excel & Google Sheets template — instant download on Etsy
Services and Pricing — patient, OT care plan, monthly fee, sessions per month, effective rate, add-on revenue, and total monthly revenue for every patient. Change a fee and the rate and totals update.
Session Log — date, patient, task, hours, hourly rate, amount, and whether it was billable for every session. Plan rates are pulled from sheet 1 by formula; add-on sessions are priced per session.
Expenses — rent, supplies, software, marketing, insurance, licensing, and other overhead, with a monthly cost for each.
Monthly P and L — revenue, rent, supplies, software, marketing, insurance, licensing and other expenses by month, Jan-Dec, with net profit and margin. Revenue is a formula from the Session Log.
Dashboard — total revenue, patients, hours, billable vs non-billable hours, capacity used, average rate, expenses, net profit and margin, best and weakest patients, revenue by patient, costs by category, and hours by patient.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Occupational Therapy 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 Occupational Therapy Practice Profit Tracker track?
The Occupational Therapy Practice Profit Tracker tracks Services and Pricing; Session Log; Expenses; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 12 patients; monthly fees 10,791; add-on revenue 730; total revenue 11,521.
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.