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Holistika Consulting
Holistika Consulting
Home
About Holistika
About
Meet Founder
Our Services
Services
Business Coaching
Credentialing
Free Resources
All Free Resources
Practice Set up Checklist
Apply for Type 1 & 2 NPI
Nutrition Licenses by State
Professional Liability Insurance Options
Podcasts
Blog
Contact
Get Started
Home
Folder: About Holistika
Back
About
Meet Founder
Folder: Our Services
Back
Services
Business Coaching
Credentialing
Folder: Free Resources
Back
All Free Resources
Practice Set up Checklist
Apply for Type 1 & 2 NPI
Nutrition Licenses by State
Professional Liability Insurance Options
Podcasts
Blog
Contact
Get Started
Digital Products Billing Made Simple: Dashboard + Stats

Billing Made Simple: Dashboard + Stats

$199.00

A streamlined Google Sheets dashboard built specifically for nutrition professionals—including CNS candidates, dietitians, and holistic providers.

Track your billing, referral sources, appointments, and monthly income all in one place. With automated formulas and organized sections, this tool takes the guesswork out of managing claims and helps you stay on top of your numbers—without needing to be a spreadsheet expert.

What You Can Track:

  • Insurance claims

  • Payment status (pending, paid, denied)

  • Monthly income summaries

  • Referral sources, who’s referring to you?

  • Number of completed appointments

Whether you're just starting your practice or scaling up, this dashboard was made to help you stay organized, get paid, and run your business with confidence.

👉 Built in Google Sheets. Easy to customize. No fancy software required.

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Add To Cart

A streamlined Google Sheets dashboard built specifically for nutrition professionals—including CNS candidates, dietitians, and holistic providers.

Track your billing, referral sources, appointments, and monthly income all in one place. With automated formulas and organized sections, this tool takes the guesswork out of managing claims and helps you stay on top of your numbers—without needing to be a spreadsheet expert.

What You Can Track:

  • Insurance claims

  • Payment status (pending, paid, denied)

  • Monthly income summaries

  • Referral sources, who’s referring to you?

  • Number of completed appointments

Whether you're just starting your practice or scaling up, this dashboard was made to help you stay organized, get paid, and run your business with confidence.

👉 Built in Google Sheets. Easy to customize. No fancy software required.

A streamlined Google Sheets dashboard built specifically for nutrition professionals—including CNS candidates, dietitians, and holistic providers.

Track your billing, referral sources, appointments, and monthly income all in one place. With automated formulas and organized sections, this tool takes the guesswork out of managing claims and helps you stay on top of your numbers—without needing to be a spreadsheet expert.

What You Can Track:

  • Insurance claims

  • Payment status (pending, paid, denied)

  • Monthly income summaries

  • Referral sources, who’s referring to you?

  • Number of completed appointments

Whether you're just starting your practice or scaling up, this dashboard was made to help you stay organized, get paid, and run your business with confidence.

👉 Built in Google Sheets. Easy to customize. No fancy software required.

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San Diego, CA 92101

Disclaimer: The content on this website is for informational purposes only and does not constitute legal advice. Holistika Consulting makes no guarantees regarding outcomes. Clients are responsible for conducting their own due diligence and should consult with legal or regulatory professionals as needed.

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