Therapist Practice Bundle, Intake Tracker + Good Faith Estimate Tracker, Notion Template + Google Sheets, Solo Therapist Admin

Two TherapistOps trackers in one download: the Practice Tracker (client intake, session log and billing) and the Good Faith Estimate Tracker. You save $5 compared with buying them separately ($34 → $29).

Each tracker comes in two versions (both included), so you can use Notion, Google Sheets, or both.

1. Practice Tracker (TH-INTAKE-v1.3.1), $19 on its own

Client intake paperwork, session log and simple billing in one place.

- Notion template: one-click Practice Hub with 4 linked databases (Clients, Intake, Sessions, Billing), plus relations, rollups, formulas and views (Active Caseload, Balances Owed, Intake Pipeline, Notes To Finish).

- Google Sheet: Dashboard, Clients, Intake, Sessions, Billing and Lists tabs, with session counts, days since last session, balances owed and paperwork progress.

2. Good Faith Estimate Tracker (TH-GFE-v1.2), $15 on its own

Issue date, delivery, expiry and reissue log for the Good Faith Estimates you issue.

- Notion template: one-click GFE Hub with 3 linked databases (Clients, Estimates, Reissue History) and views (Needs Reissue, Current Estimates, Expiry Calendar, Reissue Log).

- Google Sheet: Dashboard, Clients, Estimates, Reissue History and Lists tabs, with automatic expiry dates, days left, and fee-change and reissue flags. The 12-month expiry and 30-day reminder are settings you can change.

What you get (instant digital download, one ZIP)

- A Start Here PDF (with clickable links to both Notion templates)

- One folder per tracker, each with: the Google Sheet tracker (.xlsx; open it in Google Sheets), a one-page Setup Guide (PDF + DOCX) with the Notion template link, an illustrated Notion Setup Walkthrough (PDF), and a backup CSV kit for building the Notion version by hand

Fictional sample data is included so you can see how everything works. Delete it when you're ready.

Please note: these are organizational admin trackers only.

- The GFE tracker records dates and admin steps only. It does not decide whether, when, or how a Good Faith Estimate is required, or what one must contain. For the requirements, see the official CMS No Surprises Act guidance: https://www.cms.gov/nosurprises/policies-and-resources/provider-requirements-and-resources

Fine print

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

The GFE tracker records dates and admin steps only. It does not decide whether, when, or how a Good Faith Estimate is required, or what one must contain. For the requirements, see the official CMS No Surprises Act guidance: https://www.cms.gov/nosurprises/policies-and-resources/provider-requirements-and-resources

All sample data is fictional.