Therapist Insurance Claim & Denial Recovery Dashboard — Google Sheets & Excel

Every denied claim has a clock on it. When the clock runs out, that money is gone for good. This workbook puts a live countdown on every denial, using each payer's own appeal window, and turns your denials into a ranked work queue that tells you, claim by claim, what to do next.

IT DOES NOT ASK FOR A SINGLE CLIENT NAME

No name field, no date of birth, no diagnosis field, anywhere. You identify clients with your own code (C-001, C-002) and keep the code-to-name key wherever you already keep your protected records. PHI-free by design: it tracks money and dates, not people.

WHAT'S INSIDE (one file, 7 tabs)

• CLAIMS LOG: 300 ready rows; ten columns calculate themselves, ending in a plain-English alert on every row
• - DENIALS & APPEALS: an auto-filled work queue with dollars at risk, deadlines, and your appeal recovery rate
• - A/R AGING: receivables split 0-30 / 31-60 / 61-90 / 90+, broken out by payer, plus Days in A/R against your target
• - NO-SHOW TRACKER: values lost sessions at your own rate and projects the annual cost of the pattern
• - DASHBOARD: month by month, denial rate by payer, denial reasons ranked, and one teal number: recoverable money identified
• - SETTINGS: payers, appeal windows, filing limits, CPT codes, contracted rates, targets
• - START: a five-minute setup guide

It catches underpayments too: put your contracted rate next to each CPT code, and every payment that comes in short gets flagged instead of quietly booked as paid.

WORKS WITH

Google Sheets (free) and Microsoft Excel; every formula behaves identically in both. Instant digital download, one .xlsx file with import instructions inside. No subscription, no login, yours forever.

PLEASE NOTE

• Digital download; no physical item will be shipped. For use in your own practice; please don't resell or share the file.
• - A tracking and organization tool. It is not legal, tax, billing or compliance advice, and it does not submit, scrub or adjudicate claims. It is designed to be used without entering protected health information, but how and where you store and share the file is your decision and your responsibility.
• - Appeal windows and timely-filing limits vary by payer, plan and state, and they change. The fourteen pre-filled payer defaults are common published figures, supplied as an editable starting point only; verify every one against your own payer contracts.
• - No reimbursement rate, recovery percentage or financial outcome is promised. Figures shown come from the example data included in the file.
• - Designed by us and built with the assistance of AI tools, then manually reviewed and verified; every formula was hand-checked against an independent calculation before release.
• - Not affiliated with or endorsed by Microsoft or Google.