Healthcare

Clinic Billing & Revenue Dashboard

See where your money is — and where it's stuck. Track every claim from submission to payment, catch insurance denials before they age out, and monitor collection rates across carriers. Built for practice managers who are tired of surprises at month-end.

What's Inside

Billing Log — One row per claim. Patient name, date of service, CPT code, amount billed, insurance carrier, date submitted, payment received, balance due, and claim status (Submitted / Paid / Denied / Appealed). This is your single source of truth for every dollar moving through the practice.
Denial Tracker — Filtered view of denied claims only. Denial reason code, appeal status, days since denial, resubmission date, and resolution notes. Flags denials approaching appeal deadlines so you recover revenue before the window closes.
Dashboard — Revenue collected vs. billed, collection rate percentage, denial rate by carrier, aging receivables in 30/60/90/120+ day buckets, and monthly revenue trends. One glance tells you if your billing is healthy or hemorrhaging.

Key Features

Aging receivables in 30/60/90/120+ day buckets — see exactly where payments are stalling
Denial rate breakdown by insurance carrier to spot problematic payers
Collection rate tracking (total collected vs. total billed) updated in real time
Appeal deadline alerts flag denials approaching their filing window
Monthly revenue trends via SPARKLINE charts for quick pattern recognition
Works for solo practitioners, group practices, and multi-location clinics

Sample Formulas

Here are some of the formulas powering this template:

Collection rate (paid vs. billed)

=SUMIF(F:F,"Paid",G:G)/SUM(D:D)

Aging bucket assignment

=IF(F2="Paid","—",IF(TODAY()-E2>120,"120+",IF(TODAY()-E2>90,"91–120",IF(TODAY()-E2>60,"61–90",IF(TODAY()-E2>30,"31–60","0–30")))))

Denial rate by carrier

=COUNTIFS(C:C,H2,F:F,"Denied")/COUNTIF(C:C,H2)

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