Healthcare Excel Templates

Financial templates built for healthcare practices — from private clinics and therapy offices to specialty practices and medical groups. Pre-loaded with billing categories, insurance reimbursement tracking, and healthcare-specific KPIs.

Balance Sheet Template for Excel
Budget Template for Excel
Business Plan Template for Excel
Cash Flow Template for Excel
Expense Tracker Template for Excel

Get all 14 Healthcare templates for $99

Budget, P&L, cash flow, and 11 more — $416 value

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Healthcare Balance Sheet Template

See exactly what your practice owns, owes, and is worth — a balance sheet built for healthcare with insurance AR aging, ...

$29

Healthcare Budget Template

Plan and track your medical practice's finances with a budget template built around healthcare revenue cycles, clinical ...

$29

Healthcare Business Plan Template

A complete business plan template for healthcare providers, medical practices, and clinics. Model patient volume and rev...

$39

Healthcare Cash Flow Template

Track and project cash flow for your medical practice — with insurance reimbursement timing, AR aging, and payer-by-paye...

$29

Healthcare Expense Tracker Template

Log and categorize every healthcare practice expense — clinical staffing, medical supplies, malpractice insurance, EHR f...

$29

Healthcare Financial Model Template

Model patient volume by payer, forecast provider revenue based on RVU production, and track accounts receivable — built ...

$29

Healthcare Income Statement Template

A healthcare income statement template built for medical practices — with revenue by payer type, net collection rate tra...

$29

Healthcare Invoice Template

Bill patients and track insurance claims with an invoice template built for healthcare practices — includes patient bill...

$29

Healthcare KPI Dashboard Template

Track collections rate, days in A/R, denial rate, provider productivity, and the other KPIs that determine whether your ...

$29

Healthcare P&L Template

Track revenue and profitability for your medical practice with a P&L template built around healthcare billing, payer mix...

$29

Healthcare Pro Forma Template

Project a medical practice's revenue by payer mix, clinical staffing costs, accounts receivable timing, and operating ex...

$29

Healthcare Project Budget Template

Budget and track healthcare capital projects — clinic build-outs, equipment purchases, EHR implementations, and new serv...

$29

Healthcare Sales Forecast Template

Project your practice's revenue by patient volume, payer mix, and service line — with monthly breakdowns, reimbursement ...

$29

Healthcare Valuation Template

Value your healthcare practice using SDE multiples, EBITDA approach, and DCF — with benchmarks calibrated to current med...

$29