Nine calculation workbooks turn your records into results, with completed examples and clear next actions. Legacy CSV templates remain available under advanced files.
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Working spreadsheets
9 calculation workbooks for your task.
Each workbook includes formulas, a fictional example, input checks and review actions. Read its row limits and compatibility notes before use.
Payers, credentialing, and cash continuity · XLSX · Calculation workbook
Fee comparison workbook
Compare current and proposed fees using annual procedure volumes, collections, direct costs and chair time. Up to 300 prepared rows calculate weighted revenue changes and contribution per chair hour.
You supply
Permitted coded procedures, annual volumes, current/proposed allowed amounts, collection rates, direct costs and chair minutes.
You get
Weighted revenue change, direct contribution and contribution per chair hour. Formulas run inside the workbook; no separate browser tool is required.
What to do next
Review each unavailable or adverse result, then assign the missing record, reviewer, due date and next action in Review Actions.
Instructions, example, definitions, and AI help5 sheets with formulas, examples, input checks and review actions · Separate fictional example and editable case inputs; row limits and compatibility disclosed · updated 2026-09-19Markets, locations, and competition · XLSX · Calculation workbook
Local market evidence and capacity workbook
Link people to physical sites and control codes. Distinguish directory records from verified provider hours, flag duplicate records and calculate conditional physical and staffed capacity.
You supply
Coded sites, usable chairs, hours, visit assumptions, control codes and evidenced person-site schedules.
You get
Linked market records, evidence gaps and conditional weekly capacity. Formulas run inside the workbook; no separate browser tool is required.
What to do next
Review each unavailable or adverse result, then assign the missing record, reviewer, due date and next action in Review Actions.
Instructions, example, definitions, and AI help6 sheets with formulas, examples, input checks and review actions · Separate fictional example and editable case inputs; row limits and compatibility disclosed · updated 2026-09-19Practice operations, people, and revenue cycle · XLSX · Calculation workbook
Operations and cash reconciliation workbook
Separate production, receivables, receipt channels, bank clearing and operating cash. Keep unexplained differences, owner clinical pay, distributions and reserve shortfalls visible.
You supply
One matching period of production, A/R, receipts, deposits in transit, bank balances, payments and reserve requirements.
You get
A reconciled cash bridge with explicit unexplained differences and reserve margin. Formulas run inside the workbook; no separate browser tool is required.
What to do next
Review each unavailable or adverse result, then assign the missing record, reviewer, due date and next action in Review Actions.
Instructions, example, definitions, and AI help4 sheets with formulas, examples, input checks and review actions · Separate fictional example and editable case inputs; row limits and compatibility disclosed · updated 2026-09-19Patient access, growth, associates, and capacity · XLSX · Calculation workbook
Practice Flow capacity workbook
Calculate aggregate loads for doctors, hygienists, assistants, rooms, imaging and instrument processing from people present and a procedure mix. This workbook does not create an appointment schedule.
You supply
People present, available shift minutes, usable rooms, shared-resource capacity and active minutes per procedure.
You get
Resource loads, capacity constraints and a conditional scale factor for the same procedure mix. Formulas run inside the workbook; no separate browser tool is required.
What to do next
Review each unavailable or adverse result, then assign the missing record, reviewer, due date and next action in Review Actions.
Instructions, example, definitions, and AI help5 sheets with formulas, examples, input checks and review actions · Separate fictional example and editable case inputs; row limits and compatibility disclosed · updated 2026-09-19Payers, credentialing, and cash continuity · XLSX · Calculation workbook
Payer, credentialing and cash continuity workbook
Model up to 20 payer relationships, 160 readiness milestones and 100 payment events. Every prepared payer row feeds the 26-week cash bridge. Add a contract notice calendar and keep unclassified exposure visible.
You supply
Coded payer relationships, allowed amounts, collection assumptions, participation and bank timing, recovery assumptions, reserves and event evidence. For authorized offline fee review, gather coded annual units and both baseline and buyer allowed amounts.
You get
A 26-week cash gap, reserve margin, evidenced readiness and separate payment-event exposure. Formulas run inside the workbook; no separate browser tool is required.
What to do next
Review each unavailable or adverse result, then assign the missing record, reviewer, due date and next action in Review Actions.
Instructions, example, definitions, and AI help16 sheets with formulas, examples, input checks and review actions · Separate fictional example and editable case inputs; row limits and compatibility disclosed · updated 2026-09-19Independent scale, purchasing, and shared services · XLSX · Calculation workbook
Purchasing and vendor workbook
Use three blank quote slots and a separate fictional example to compare documented landed costs, usable-unit costs and operating scenarios. Missing prices, zero usable units and excluded offers stay visible.
You supply
Three comparable annual quote scopes, quantities, usable fractions, prices, freight, tax, received rebates, evidence and operating-cost assumptions.
You get
Documented landed costs and usable-unit costs, separate from scenario and optional exit costs. Formulas run inside the workbook; no separate browser tool is required.
What to do next
Review each unavailable or adverse result, then assign the missing record, reviewer, due date and next action in Review Actions.
Instructions, example, definitions, and AI help13 sheets with formulas, examples, input checks and review actions · Separate fictional example and editable case inputs; row limits and compatibility disclosed · updated 2026-09-19Succession, sale, and patient stewardship · XLSX · Calculation workbook
Succession decision and offer comparison workbook
Compare three offers using closing cash, later proceeds, earnout, rollover, terminal value, future clinical compensation and retained service costs. Negative closing cash and terminal losses remain visible.
You supply
Closing cash and costs, seller note, holdback, earnout and rollover assumptions, discount rate, timing, terminal proceeds and retained work/costs.
You get
Three comparable ownership-proceeds cases with work pay and retained costs shown separately. Formulas run inside the workbook; no separate browser tool is required.
What to do next
Review each unavailable or adverse result, then assign the missing record, reviewer, due date and next action in Review Actions.
Instructions, example, definitions, and AI help15 sheets with formulas, examples, input checks and review actions · Separate fictional example and editable case inputs; row limits and compatibility disclosed · updated 2026-09-19Acquisition, clinical transfer, and negotiation · XLSX · Calculation workbook
Acquisition and transfer workbook
Preserve five distinct dollar adjustments, timing, restored costs, clinical compensation, debt and funding needs. Add evidence/reviewer fields and a separate household reserve margin.
You supply
Historical collections, five non-overlapping adjustments, first-year timing, restored costs, clinical pay, debt, funding and reserve requirements.
You get
Buyer-repeatable collections, ownership cash, funding gap and household reserve margin. Formulas run inside the workbook; no separate browser tool is required.
What to do next
Review each unavailable or adverse result, then assign the missing record, reviewer, due date and next action in Review Actions.
Instructions, example, definitions, and AI help12 sheets with formulas, examples, input checks and review actions · Separate fictional example and editable case inputs; row limits and compatibility disclosed · updated 2026-09-19Startup, buildout, equipment, and opening · XLSX · Calculation workbook
Startup and buildout workbook
Connect five budget groups, funding and household reserves to a 100-row change ledger. Approved and pending changes now roll into the funding calculation automatically; bid scope remains visible.
You supply
Five budget groups, committed funding, contingency, working capital, household reserves, change records and comparable bid scope.
You get
Project funding and reserves with automatic approved and pending change totals. Formulas run inside the workbook; no separate browser tool is required.
What to do next
Review each unavailable or adverse result, then assign the missing record, reviewer, due date and next action in Review Actions.
Instructions, example, definitions, and AI help15 sheets with formulas, examples, input checks and review actions · Separate fictional example and editable case inputs; row limits and compatibility disclosed · updated 2026-09-19
Payers, credentialing, and cash continuityMarkdown · Research reference
Payer-transition patient communication checklist
A planning checklist for current documented status, product and network clarity, estimates, patient options, corrections, and no-identity-billing controls.
You supply
Written participation status; exact product/network information; approved estimate and continuity policies.
You get
A reference guide or protocol for the related task. It does not calculate results or create a completed project.
Question
What can the practice accurately tell patients during a payer transition?
After completing it
Obtain review of the actual message and issue a correction if the underlying status changes.
Instructions, example, definitions, and AI helpTechnical file details
Markdown · Preparation, communication, control, and recheck sections · Educational checklist; not a patient notice or legal opinion · v2026.07
Initial payer, credentialing, and cash-continuity release.
Independent scale, purchasing, and shared servicesMarkdown · Research reference
Hypothetical purchasing-pilot charter
An educational ideal for member control, clinical autonomy, commercial transparency, data restraint, independent decisions, operations, correction, and exit.
You supply
Proposed authority map; funding model; clinical exception rules; data map; complaint, portability, and exit design.
You get
A reference guide or protocol for the related task. It does not calculate results or create a completed project.
Question
What governance would a hypothetical purchasing pilot need before accepting members, funds, or data?
After completing it
Prepare a reviewed implementation decision only after each launch boundary has supporting evidence.
Instructions, example, definitions, and AI helpTechnical file details
Markdown · Guardrail plus eight prompts · Contains placeholders, not user data · v2026.07
Removed brittle model-name recommendations.
Before relying on any file
A worksheet organizes the question. Direct records and qualified review establish the facts.
Define every number
State its unit, period, numerator, denominator, source, and important exclusion.
Name the supporting record
Record the document, issuer, date, location, and what it cannot prove.
Reconcile important totals
Tie details to independent bank, tax, practice-system, contract, schedule, or count controls.
Keep uncertainty visible
Do not turn an assumption, missing item, or disputed record into a verified fact.
For advanced users
The download catalog remains available for systems and compatibility checks.
The public catalog carries each file’s stable ID, version, layout, example status, update date, and change note. Ordinary users do not need to understand that structure to use a workbook.