BlueFinch Advisors ยท Working worksheet
Cash-pay physical therapy: connect estimates, visits, and payments
Version 2026-09-07. Complete private details only in your own records. This worksheet does not submit information to BlueFinch.
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Print the estimate-to-payment worksheet
Use a practice account reference, not patient details, when trying the worksheet. Keep completed patient records inside your approved system. Reconcile against actual receipts before discussing a balance.
| Account record | Count / amount | Date / reference |
|---|---|---|
| Current estimate version | ________________ | ________________ |
| Expected services and charges | $_______________ | ________________ |
| Package visits purchased | ________________ | ________________ |
| Visits delivered | ________________ | ________________ |
| Payments received | $_______________ | ________________ |
| Approved change or credit | $_______________ | ________________ |
| Refund issued | $_______________ | ________________ |
| Unused visits / prepaid allocation | ________________ | ________________ |
| Receipt or superbill provided | ________________ | ________________ |