Free Weekly Practice Admin Checklist for Therapists | Notion Template + Google Sheets | Scheduling, Billing, Claims & Inquiry To-Dos

A free weekly checklist for the business side of a solo therapy practice. Confirm next week's schedule, send reminders, log payments and collect balances, check superbills and claims status, update inquiry follow-ups, back up records per your own system, review your calendar for openings and keep an eye on CE and license renewal dates, all in one simple Notion template or Google Sheet.

Benefits

- Your whole admin week on one page: schedule, reminders, payments, claims, inquiries, backups and CE dates.

- Status fills in on its own: Done, Overdue, Due today or Coming up, from each task's Week Of and Due Day.

- See your progress at a glance: percent done in Notion, plus a Weekly Summary tab by category and day in Google Sheets.

- Two-minute Monday reset: move your tasks to the new week, untick Done, and go.

- Small and easy to change: 12 generic sample tasks to edit, delete or add to. No client names, no clinical content.

What's included

- Notion template (one-click Duplicate): https://steep-tortoise-306.notion.site/TherapistOps-Weekly-Practice-Admin-Checklist-3fa2448f968d81acb568e1e67a107dca. One database (Weekly Admin Tasks) with This Week, By Day and All Tasks views.

- Google Sheet checklist (.xlsx; open it in Google Sheets): Checklist, Weekly Summary and About tabs.

- One-page Quick Start Guide (PDF).

- Download file: TH-FREE-v1 - Free Download.zip (Sheet + Quick Start Guide + README).

Price: Free ($0)

Fine print

Not HIPAA-compliant storage. Not an EHR. Not legal or clinical/medical advice. This is an organizational template only. Keep client data wherever your own compliance requires.

Scope: Operational admin tasks only: no client names, no session content and no clinical details. Track the task, not the client; keep client records in the systems your own obligations require. All sample tasks are generic examples.

More from TherapistOps

Full systems from TherapistOps: Practice Hub (intake), GFE, Credentialing, Inquiry and Re-engagement hubs.

- Payhip: https://payhip.com/TherapistOps

- Etsy: https://www.etsy.com/shop/SaltandLightLLC