I need someone to make the following spreadsheets:
I have a counseling office with 4 therapist, that each see clients, and the insurance pays my company for the sessions. I need to know how much each therapist brings in per month, and how much I give them, so I have a clear oversight as to what the income is if any.
At the same time, I need to keep the insurance payments in clear view. I need to know which of the sessions are paid, and which are not yet paid. Then there is a copay that may exist for a client, but may not exist, I need to know if there is a copay, and if this has been paid.
I need to have a monthly oversight, and then a final page in which I can see all the month, and total income, total expenses . The company also has expenses other than the wages of the therapists, so I need to be able to enter that so that it will be reflected in the monthly expense's, and will come off the monthly income. So for the therapists I need to know their income and deduct their wages, so I have an idea how much they bring in, and for the company I need to have a total income per month and grand total. I need to be able to enter an expense to reflect to the total monthly income.
For the insurance claims, I need a few columns: 1) Day 2) date 3) clients name 4) insurance paid (this is to be yellow, and turn white when I add a number, so that I know if it was paid, by it being white and not yellow) 5) copay (this is little more tricky, as I know upfront how much they owe me, so I need to enter that amount, and I also need to know if the copay was paid, so I need to have some kind of oversight just like by the insurance payment it turns white from yellow, similar here, just there is a number due and number paid, so I need to have some kind of wat to see that clearly) 6) billing code 7) insurance details 8) diagnosis and than I guess 9) would be which therapist provided the session, an then that would reflect a separate area in which I can see how much each therapist made, and over there I need to enter the wages /other expenses for the particular therapist and the total net gain. that would be for the four therapist. (their names are: 1) Donna 2) Katherine 3) Michelle 4) Crystal. this is per month, and that will also be visible on a finance page, in which I can see how much income for each moth, how much expenses (the wages that are already written in under each therapists income on the month page) and then an area where I can add other expenses for the company, such as rent, furniture, phone etc etc. (there has to be an area for the expense and also an area where I can specify what the expense is for)So then I have a monthly total income, and a grand total that tells me pure net income after all expenses.