You don’t have your NPI pulled up.
You can’t find your login.
You swear you saved that document somewhere.
And now you’re clicking through tabs while your anxiety spikes.
Yeah.
That’s not a you problem.
That’s what happens when your business is living in 17 different places and your brain is trying to hold all of it at once.
So everything starts to feel urgent 🔥
Even the small stuff.
And instead of feeling organized, you feel behind… all the time.
This Business Owner Cheatsheet exists for that exact moment.
Not to make you “more productive.”
Not to give you another system to manage.
But to give everything you’re already carrying a place to live…
So your brain doesn’t have to hold it all at once.
Inside the cheatsheet, you'll find organized tabs for...
✔️ Business & personal information (NPI, tax ID, licensure, banking, etc.)
✔️ Insurance credentialing checklist (so you’re not guessing what’s needed)
✔️ Branding and business details (bios, links, colors, logins)
✔️ Admin + CEO login tracking (separated intentionally)
✔️ Insurance rates by CPT code (quick reference without digging)
✔️ CPT + billing code breakdowns (with when and how to use them)
✔️ Client benefit tracking (copays, deductibles, updates)
✔️ Document + resource link tracker (so nothing gets lost again)
✔️ Quick links hub for your entire business
✔️ Online directory tracker (logins, renewals, updates)
You don’t have to use every tab.
You just need the ones that make your day feel less chaotic.
This is a fully editable Google Sheet designed to hold the backend of your therapy business in one place.
Not the polished, front-facing stuff.
The real stuff.
👉 your logins
👉 your credentialing info
👉 your insurance rates
👉 your CPT codes
👉 your client benefit tracking
👉 your document links
👉 your business details
The things you need access to… but never seem to have in the moment you need them.
It’s the sheet you keep open during:👉 insurance calls
👉 admin days
👉 credentialing updates
👉 “where did I put that?” spirals
This isn’t about building a perfect system. It’s about having one place that makes everything feel less scattered.
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