Independent ProviderPractice Planner
A dynamic, formula-driven planner tracker built for independent providers. Upload to Google Sheets or open in Excel — and let your numbers do the work. Revenue totals and panel counts calculate automatically.
Seven dynamic tabs.
Zero manual math.
Seven dynamic tabs covering the full provider planning lifecycle — with auto-calculating formulas throughout.
- Date, day & energy level
- Today's intention
- Top 3 priorities
- Schedule & appointments
- Patient follow-ups & tasks
- End of day notes & wins
- 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
- Patient name & membership tier
- Start date & renewal date
- Status tracking (A/P/C/N/R)
- Auto-count summary row
- Notes column
- Enter your tier names & rates
- Member count per tier
- Monthly revenue calculates automatically
- Annual revenue calculates automatically
- Total MRR row auto-sums
- Month & revenue target
- Practice goals this month
- Month-end review & reflection
- Weekly, monthly & quarterly tasks
- Custom recurring tasks
Built for providers who want
their numbers to do the work
For independent providers who want real-time visibility into their panel, their revenue, and their priorities — all in one place.
Direct Primary Care providers who want to know their MRR, their active member count, and their renewal pipeline without doing manual math.
Concierge and membership-based providers who track multiple membership tiers and want revenue projections that update automatically.
Functional medicine providers with complex patient relationships who need a dynamic panel tracker that shows status at a glance.
Solo and micro-practice owners who already live in Google Sheets or Excel and want a planning tool that fits how they already work.
Any provider who wants their revenue, panel, goals, and daily planning in one dynamic, always-updated file.
Download once.
Your numbers update automatically.
No app, no subscription, no learning curve. Upload to Google Sheets or open in Excel and start entering your practice data.
One price.
Your numbers, always up to date.
- 7 fully branded dynamic tabs
- Daily & weekly planning pages
- Patient panel tracker with auto-counts
- Revenue tracker with auto-calculating MRR
- Monthly goals & review tab
- Practice ops checklist tab
- 26 auto-calculating formulas
- Works in Google Sheets (free) and Excel
- Instant .xlsx download — no account required
The most successful membership practices know their numbers. This makes it automatic.
- 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 single .xlsx file that works in both Google Sheets and Microsoft Excel. Download it, upload to Google Sheets (free), and you're ready to go.
No. Google Sheets is completely free with any Google account. You can also open the file in Microsoft Excel if you prefer.
Absolutely. The membership tier rows are blank so you can enter your own tier names and rates. The formulas will automatically calculate your MRR and annual revenue based on whatever you enter.
Yes. Once it's in Google Sheets or Excel it's fully editable. Add rows, duplicate tabs, adjust colors — make it yours.
Not at all. The tracker is designed for any membership-based independent provider — DPC, concierge, functional medicine, or private-pay. The revenue and panel tracking apply universally.
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.