Optometry Practice Profit Tracker Excel for your optometry practice — patient plans, visit log, expenses, and a monthly P and L dashboard. Know what every patient actually pays — and whether the month actually made…
About this template
Optometry Practice Profit Tracker Excel for your optometry practice — patient plans, visit log, expenses, and a monthly P and L dashboard. Know what every patient actually pays — and whether the month actually made money. Built for optometrists and small optometry practices who need to know, patient by patient and visit by visit, what the care plan is really worth per visit — without accounting software. If a patient is eating hours at a discount rate, this workbook shows it before the next care plan.
$49
Excel & Google Sheets template — instant download on Etsy
Patient and Care Plan — patient, care plan, monthly fee, visits per month, effective rate, add-on revenue, and total monthly revenue for every patient. Change a fee and the rate and totals update.
Visit Log — date, patient, task, hours, hourly rate, amount, and whether it was billable for every visit. Retainer rates are pulled from sheet 1 by formula; add-on visits are priced per visit.
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 Visit 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 — Optometry 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 Optometry Practice Profit Tracker track?
The Optometry Practice Profit Tracker tracks Patient and Care Plan; Visit Log; Expenses; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 12 patients; monthly fees 3,430; add-on revenue 750; total revenue 4,180.
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.