Client Tracker

A 3-page printable Word tracker to see all active clients, hours, payers, and upcoming due dates at a glance.

For USA non-medical home care agency owners, office managers, and supervisors. Plus 1 agency instructions page to remove before use.

What's included

1. Page 1: month summary and the client table (status, start date, days, hours, authorization, payer, supervisory visit due, care plan review, emergency plan) with codes
2. Page 2: client table continued
3. Page 3: status-change log and due-in-the-next-30-days list
4. Agency instructions page, to remove before use

Add your logo and name

1. Open the Word file and replace the Your Logo Here box with your logo.
2. Replace Agency Name in the letterhead; the body says "the Agency," so no other name edits are needed.
3. Replace the Street Address, City, State ZIP line and the Phone, Email, Website line with your details.
4. Set the letterhead text to black, delete the instructions page, and save.

Customizable template, not legal advice; check your state's requirements. Not a license to operate, not HIPAA software, and no medical claims. A printable tracker; entries and totals are by hand. Use client initials or IDs and store securely.