Description
How many clients do you actually need to reach your income goals—and what should your caseload look like to get there?
The Private Practice Caseload Capacity & Income Mix Planner helps you answer those questions by looking at both sides of the equation: your financial goals and your clinical capacity.
Enter your desired monthly take-home income, maximum sessions per week, work schedule, administrative hours, and client rates. The spreadsheet then helps you visualize your projected monthly income, total sessions, payer mix, and how much of your available clinical capacity you’re using.
What’s included:
- Monthly income goal calculator
- Maximum weekly session capacity
- Average weeks worked per month
- Administrative/non-billable hour consideration
- Self-pay client tracking
- Reduced-rate client tracking
- Multiple insurance payer tracking
- Sliding-scale client tracking
- Monthly net income projections
- Income gap or surplus calculation
- Total monthly session calculation
- Caseload capacity percentage
- Payer/client mix percentages
This tool is especially useful when you’re deciding whether to accept another client, add insurance panels, raise your rates, adjust your sliding scale, or simply determine whether your current caseload is financially sustainable.
Perfect for:
- New private practice owners
- Therapists building their ideal caseload
- Clinicians balancing insurance and self-pay clients
- Therapists considering rate changes
- Practice owners concerned about burnout
- Clinicians setting income goals
Your ideal caseload isn’t simply about having enough clients. It’s about creating a practice that is financially sustainable and clinically sustainable.
Digital product: Excel spreadsheet download. No physical product will be shipped.
This resource is intended for business planning and organizational purposes and is not financial, tax, or clinical advice.
