Medical Expense & Insurance Claims Tracker Spreadsheet

Track doctor visits, bills and insurance claims for the whole family in one organized file.

Keep the whole family's health admin in one workbook: vaccines, appointments, documents that expire and every medical expense you want reimbursed.

What's inside:

• Members: insurer, member number, clinic and next check-up, with age calculated

• Vaccines: dose log with next-dose dates and days left

• Appointments: place, what to bring, status and next step

• Documents: certificates and prescriptions that turn red when they expire

• Claims: set your insurer's claim window once; each expense shows its deadline, days left and status (To submit, Submit now, Submitted, Reimbursed, Deadline passed)

• Disputes: reply and escalation dates in working days, editable to match your policy

• Yearly review checklist

Works in Excel and Google Sheets. No macros, no subscriptions, instant download. Record-keeping tool; not medical, legal or insurance advice.