Therapist Planner Caseload tracker Session log Therapy organizer

🩺 THERAPIST COMPANION | Google Sheets Private Practice Planner & Client Tracker

Run your therapy practice with greater clarity, confidence, and organization. The Therapist Companion is an all-in-one Google Sheets planner created to help therapists, counselors, psychologists, social workers, and mental-health professionals manage their caseload, appointments, payments, practice goals, and professional requirements—all from one organized workspace. ✨

Whether you are starting a private practice or want a better overview of an established one, this tracker makes it easier to see what is happening in your practice and what needs your attention.

👉 ALL SHOP ACCESS – Lifetime Updates (PLR + MRR Digital Products Resell Rights) 
https://www.plrduck.com/products/mrr-plr-digital-products-all-shop-access

📊 WHAT’S INCLUDED

This detailed Google Sheets template includes 15 organized tabs, plus a full setup and instruction tab.

✨ 1. Executive Practice Dashboard
See the big picture of your practice in one place, including revenue, expenses, net profit, sessions completed, active clients, outstanding payments, cancellation rate, and average session value.

👥 2. Clients & Caseload Management
Keep an organized overview of your clients, caseload capacity, client status, number of sessions, and important practice-level details.

📅 3. Appointments & Schedule Tracker
Track upcoming sessions, appointment dates, session types, cancellations, no-shows, completed sessions, and more.

📝 4. Session Log
Record sessions in one streamlined place and easily review your completed session activity over time.

💳 5. Payments & Outstanding Balances
Monitor session fees, payment status, outstanding payments, balances, and payment trends so you can stay on top of your practice finances.

💰 6. Income & Expense Tracker
Track business income, practice expenses, monthly profit, and overall financial performance.

🎯 7. Goals & Growth Planner
Set annual revenue goals, session goals, active-client goals, continuing education goals, and capacity targets.

📈 8. Caseload Capacity Overview
See your current caseload, maximum capacity, available spots, and weekly or monthly session goals at a glance.

🤝 9. Referral Tracker
Track where clients are finding you, including referrals from doctors, insurance providers, websites, Google, past clients, schools, and other sources.

📚 10. Licensure & CE Tracker
Organize licensure information, continuing education units, requirements, renewal dates, and professional-development goals.

📉 11. Practice Insights & Reports
Review automated charts and visual summaries for revenue versus expenses, monthly profit, session types, monthly sessions, referral sources, and client-status distribution.

🌍 12. Multi-Currency Friendly
Easily customize the template to use the currency that works for your practice.

🧾 13. Full Setup & Instructions Tab
Simple guidance is included to help you get started and personalize the tracker for your workflow.

🌟 WHY YOU’LL LOVE IT

✅ Keep your practice information organized in one place
✅ View your caseload, sessions, finances, and goals quickly
✅ Identify unpaid balances and monitor payment status
✅ Track cancellations and no-shows with greater ease
✅ Understand your business performance with automated visual reports
✅ Set realistic capacity and revenue goals
✅ Save time on manual calculations and scattered spreadsheets
✅ Create a more focused, organized private-practice routine

🎓 PERFECT FOR

• Therapists
• Counselors
• Psychologists
• Social workers
• Psychotherapists
• Mental-health professionals
• Private-practice owners
• Coaches and wellness professionals
• Therapy interns building a professional practice system

📥 HOW IT WORKS

Purchase this digital listing.
Download the PDF provided by Etsy after purchase.
Open the PDF and click the access link.
Make your own copy of the Google Sheets template.
Customize it for your practice and begin organizing!

💻 PLEASE NOTE

• This is a digital product. No physical product will be shipped.
• You will need a free Google account to access and use Google Sheets.
• Due to the digital nature of this product, refunds cannot be offered after download.

💚 Organize your practice, stay on top of your numbers, and make room for the work that matters most—supporting your clients.

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