Therapist Practice Tracker Google Sheets, Client Intake, Session Log & Billing Spreadsheet for Solo Therapists, Excel Digital Download

A calm, ready-to-use spreadsheet for the admin side of a solo therapy practice: new-client paperwork, your session log and simple billing in one place.

Google Sheets / Excel only. No Notion needed. This is the spreadsheet-only edition of the TherapistOps Practice Tracker. Everything runs inside one Google Sheet (or Excel workbook), on desktop or the Google Sheets phone app. No Notion account, no other apps.

What's in the spreadsheet (7 tabs)

- Start Here: the setup steps, right inside the file

- Dashboard: active clients, sessions this month, notes not complete, intakes not complete, billed / collected / outstanding, and active clients due for a check-in

- Clients: one row per client; attended sessions, last session, days since last session, total billed / paid, balance owed and intake status calculate on their own

- Intake: paperwork checklist (consent, privacy notice, questionnaire, emergency contact, payment info) with Paperwork %

- Sessions: session log with Client ID dropdown; billable sessions not yet invoiced show in red

- Billing: one row per invoice; balance and days outstanding calculate

- Lists: dropdown options plus your own check-in threshold (21 days by default)

What you'll get (instant download, one ZIP)

- Google Sheet tracker (.xlsx; open it in Google Sheets or Excel)

- One-page Start Here guide (PDF + DOCX)

Good to know

- Set up in about 2 minutes: open the file, delete the fictional SAMPLE rows, set your check-in threshold.

- Formulas are pre-filled through row 200 and shaded so you know not to type over them.

- Fictional sample data shows how everything works.

- The images are previews rendered from the real spreadsheet with its fictional sample data. Menu wording in Google Sheets or Excel may differ slightly.

- You'll need your own Google account (free) or Microsoft Excel.

- Want the Notion version too? The full TherapistOps Practice Tracker (TH-INTAKE) includes it. This listing is the spreadsheet only.

Digital download

This is a digital product: you'll download one ZIP file right after purchase. No physical item will be shipped. Because it's a digital file, returns and exchanges aren't accepted, but message me if anything doesn't open and I'll help.

Fine print

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