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.