Description
One of the biggest challenges of private practice is remembering that when you’re self-employed, time off has a financial impact.
The Private Practice PTO, Benefits & Time-Off Tracker helps you plan for that reality while making it easier to actually use your time off.
Track the days you’ve allocated for vacation, sick time, mental health and wellness, continuing education, holidays, and parental leave. The spreadsheet calculates remaining days and estimates the revenue impact of time away from your practice.
A built-in time-off log also allows you to record specific days away, sessions cancelled, revenue lost, and whether coverage or client notification was handled.
What’s included:
- Annual PTO/time-off allowance tracker
- Vacation tracking
- Sick day tracking
- Mental health/wellness day tracking
- CEU and training day tracking
- Holiday tracking
- Parental leave tracking
- Remaining-day calculations
- Estimated revenue-per-day calculation
- Total financial impact of time off
- Detailed time-off log
- Sessions cancelled tracking
- Revenue lost tracking
- Coverage tracking
- Client notification tracking
- Notes section
Use this tool at the beginning of the year to intentionally plan your time away—or throughout the year to keep track of how much PTO you’ve used and what remains.
Perfect for:
- Solo private practice owners
- Therapists who struggle to take time off
- Clinicians planning annual vacation
- Practice owners budgeting for holidays
- Therapists planning CEU/training days
- Clinicians preparing for parental or extended leave
Your practice needs you—but that doesn’t mean your practice should require you to be available every day.
Digital product: Excel spreadsheet download. No physical product will be shipped.
This resource is intended for business organization and planning purposes and is not financial, tax, employment, or benefits advice.
