Healthcare

Clinic Billing & Revenue Dashboard

Track claims from submission to payment with auto-calculated balance and aging buckets, collection and denial rates, and a per-payer breakdown. AR aging chart so you can chase 60+ day balances.

What's Inside

Start Here — How to log claims, how aging buckets work, and the denial-tracking workflow.
Billing Log — One row per claim. Balance and Aging Bucket (Paid / 0-30 / 31-60 / 61-90 / 90+) auto-calculated. Status pills (Submitted / Approved / Paid / Denied).
Denial Tracker — Active denials with reason, appeal status, resubmission date.
Revenue Dashboard — Snapshot (Total Billed, Collected, Outstanding, Collection Rate, Denial Rate), AR Aging chart, per-payer table (Claims, Billed, Collected, Outstanding, Denials).

Key Features

Balance and Aging Bucket auto-calculated per claim from Date of Service and Payment Received.
Collection rate and denial rate computed from the full log.
Per-payer breakdown shows who pays you, who denies, and where the AR sits.
Status pills (Submitted / Approved / Paid / Denied) and Aging pills (0-30 / 31-60 / 61-90 / 90+).
Column chart of AR Aging so you see the 60+ day pile.
Currency formatting throughout with right-aligned mono numbers.

Sample Formulas

Here are some of the formulas powering this template:

Auto Balance per claim

=D2-G2

Aging bucket based on Date of Service

=IF(D2-G2<=0,"Paid",IF(TODAY()-C2<=30,"0-30",IF(TODAY()-C2<=60,"31-60",IF(TODAY()-C2<=90,"61-90","90+"))))

Collection rate

=SUM('Billing Log'!G2:G) / SUM('Billing Log'!D2:D)

Get this template free

Enter your email and we'll give you instant access to copy this template into your Google Drive.

You're in.

Click below to copy this template into your Google Drive. Check your email for setup instructions.

Make a Copy

Need this connected to your billing system?

We build custom revenue dashboards that pull from your practice management software — automated claim tracking, denial alerts, and real-time collection reporting.

Start a build