Private Practice Insurance Call Log – Google Sheet

Document insurance calls and authorization details with ease using this editable Google Sheet designed for private practice providers.
Track communication with insurance reps, note call outcomes, and record key details like auth numbers, co-pays, and reference info—all in one organized, color-coded log.

✨ Product Highlights
• Fully editable Google Sheet
• Columns for client name, date, insurance company, phone number, and representative
• Space to log call reason, auth status, co-pay/deductible info, and reference numbers
• Streamlined format for documenting prior authorizations or benefit checks
• Color-coded layout for fast visual reference
• Google account required to use

📩 This is a digital product. After checkout, you'll receive a PDF with a link to your Google Sheet. No physical item will be shipped.

HIPAA Compliance Notice:
These tools are provided as templates to assist with organization and documentation. It is the responsibility of the user to ensure that all data entered and stored within these sheets is handled in compliance with HIPAA regulations. Users must implement appropriate safeguards (such as secure storage, password protection, and limited access) to protect any protected health information (PHI) they enter. Emily B Speech is not responsible for how these tools are used or for any breach of confidentiality that may result from improper handling of PHI.