Physical Therapy Clinic Profit Tracker Excel for your physical therapy clinic — patient plans, session log, expenses, and a monthly P and L dashboard. Know what every patient actually pays — and whether the month…
About this template
Physical Therapy Clinic Profit Tracker Excel for your physical therapy clinic — patient plans, 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 physical therapists and small PT clinics who need to know, patient by patient and session by session, what the treatment plan is really worth per session — without accounting software. If a patient is eating hours at a discount rate, this workbook shows it before the next treatment plan.
$49
Excel & Google Sheets template — instant download on Etsy
Patient and Treatment Plan — patient, treatment 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. Retainer 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.
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 Physical Therapy Clinic Profit Tracker track?
The Physical Therapy Clinic Profit Tracker tracks Patient and Treatment Plan; Session Log; Expenses; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 12 patients; monthly fees 6,136; add-on revenue 850; total revenue 6,986.
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.