Therapist Business Owner Cheatsheet 🧠

$15.00

If the password, insurance rate, document link, or random piece of business information you need is currently hiding in six different places, this is for you. Keep the backend information for your therapy business together in one customizable Google Sheet so you can stop hunting for it.

Your NPI, credentialing details, branding information, portals, and frequently used links don’t need to live in your head. Give them a home you can find again.

If the password, insurance rate, document link, or random piece of business information you need is currently hiding in six different places, this is for you. Keep the backend information for your therapy business together in one customizable Google Sheet so you can stop hunting for it.

Your NPI, credentialing details, branding information, portals, and frequently used links don’t need to live in your head. Give them a home you can find again.

📊 Business Information Spreadsheet · Google Sheet
An editable Google Sheet that tracks your business in one spot!

Includes a cover sheet with clickable navigation and 11 sections:
→ Business + Personal Information: Keep frequently needed identifying and business details together
→ Insurance Credentialing Checklist: Organize your credentialing tasks and information
→ Branding Information: Reference your practice’s brand details
→ Admin Login Information: Organize administrative account information
→ CEO Login Information: Keep owner-level account information in its own section
→ Insurance Rates: Record the reimbursement information you use
→ CPT + Billing Codes: Maintain a reference for relevant codes
→ Client Benefits Tracker: Organize benefits information
→ Document Link Tracker: Keep links to your frequently used documents together
→ Quick Links: Find the websites and portals you return to
→ Online Directory Tracker: Track the directories where your practice is listed

Ready to get started?

Therapist Business Owner Cheatsheet 🧠
$15.00

If the password, insurance rate, document link, or random piece of business information you need is currently hiding in six different places, this is for you. Keep the backend information for your therapy business together in one customizable Google Sheet so you can stop hunting for it.

Your NPI, credentialing details, branding information, portals, and frequently used links don’t need to live in your head. Give them a home you can find again.