Format: Excel
Who is it for?
- ABA Business Owner or Business Operations Manager
What is it for?
This spreadsheet tracks the quarterly count of clients by primary and secondary payor. It automatically analyzes annual net gain by payor and generates visual graphs, providing insight into client distribution, growth trends, and payor mix over time.
What does it include?
- This tool includes a blank template and a sample with pre-filled data to illustrate the analysis.
- Users enter quarterly client counts by primary and secondary payor. The spreadsheet then analyzes year-start versus year-end client counts, calculates the net gain per payor, and generates graphs to visualize client distribution and payor mix trends over time.
KPI Client Payor Mix
This spreadsheet is provided as a tool to support tracking and analysis of client pipeline and flow within ABA services. It is intended for informational and administrative purposes only and does not constitute clinical, financial, or legal advice. Users are responsible for verifying the accuracy of the data they enter and for making business or clinical decisions based on their own professional judgment. The creator of this spreadsheet is not liable for any errors, omissions, or outcomes resulting from its use.