Independent ProviderPractice Planner
All three formats in one purchase — Printable PDF, Fillable PDF, and Google Sheets Edition. Plan the way that works best for you. One price, instant download, yours to keep forever.
Three formats.
One purchase. Every way to plan.
Seven dynamic tabs covering the full provider planning lifecycle — with auto-calculating formulas throughout.
- 15 beautifully designed pages
- Daily & weekly planning pages
- Patient panel tracker
- Revenue tracker
- Monthly goals & review
- Practice ops checklist
- Print unlimited copies forever
- Same 15-page layout as printable
- Type into any field digitally
- iPad · Tablet · Laptop · Desktop
- Works in any PDF viewer
- No special app required
- Save to device or cloud
- Access anywhere, anytime
- 7 fully branded dynamic tabs
- Patient panel with auto-counts
- Revenue tracker — MRR auto-calculates
- 26 built-in formulas
- Works in Google Sheets & Excel
- Real-time data updates
- Fully customizable
- Date, day & energy level
- Today's intention
- Top 3 priorities
- Schedule & appointments
- Patient follow-ups & tasks
- End of day notes & wins
- Week of & theme / focus
- Week at a glance
- Top priorities this week
- Team tasks & waiting on
- Wins & what to improve
- Admin reminders
- Month & revenue target
- Practice goals this month
- Month-end numbers & review
- Weekly, monthly & quarterly tasks
- Custom recurring tasks
- Win to celebrate
Built for providers who want
every way to plan in one purchase
For independent providers who want the flexibility to plan on paper some days, digitally on others, and track their numbers dynamically — all in one purchase.
Direct Primary Care providers who want every planning tool they need — print for the desk, digital for the iPad, spreadsheet for the numbers.
Concierge and membership-based providers who want the premium printed planner on their desk and the dynamic tracker open on their laptop.
Functional medicine providers who want flexibility — print their weekly page, track their panel digitally, and run their revenue numbers in Sheets.
Solo and micro-practice owners who want to try all three formats and find what works — without buying them one at a time.
Any provider who wants maximum value — three formats, one price, use what you need when you need it.
One purchase.
Three formats. Instant access to all.
No app, no subscription, no learning curve. Purchase once and get instant access to all three files — ready to use immediately.
One price.
All three formats. Best value.
- Printable PDF — print unlimited copies forever
- Fillable PDF — type into any device, any PDF viewer
- Google Sheets Edition — auto-calculating MRR & panel
- 15 planning pages across all PDF formats
- 7 dynamic tabs in the Sheets edition
- 26 auto-calculating formulas
- Instant ZIP download — all 3 files included
- Use across your entire team, forever
Why choose one format when you can have all three?
- Stop losing track of your panel and priorities
- Know your MRR and membership numbers at a glance
- Plan each day in 5 minutes — and actually follow through
- Print as many copies as you need, forever
Frequently asked
A ZIP file containing all three formats: the Printable PDF, the Fillable PDF, and the Google Sheets Edition (.xlsx). All three are instantly available after checkout.
No. The PDFs open in any PDF viewer (Adobe, Preview, GoodNotes, or your browser). The Sheets edition works in Google Sheets (free) or Microsoft Excel.
Buying all three separately costs $121 ($27 + $27 + $67). The Complete Bundle is $97 — saving you $24 and giving you everything in one download.
Yes. Your purchase covers your entire practice team. Share any or all three files with your VA, practice manager, or staff — no restrictions.
Not at all. The Complete Bundle is designed for any independent provider — DPC, concierge, functional medicine, or private-pay. All three formats apply universally regardless of practice model.
Reach out within 7 days of purchase and we'll make it right. We'd rather you love it than feel stuck with something that doesn't serve you.