Scheduling & billing for a private practice

The problem

A psychologist running an independent practice needed something much simpler than practice-management software, but far more reliable than tracking everything by hand: one place to follow each patient’s sessions month to month, and a way to stop rebuilding the end-of-month billing summary from scratch every time.

The approach

I built a custom Excel workbook designed for daily, frictionless use: per-patient session tracking across seven months, and automated generation of the end-of-month messages she sends patients with their session summary and amount due — in Spanish, in the tone she already used.

Visual design was part of the brief too: a pastel palette and Nunito typeface, so the tool felt like hers, not a generic corporate spreadsheet.

The outcome

A tool that replaced scattered manual record-keeping with one system, turning monthly billing into a matter of minutes instead of hours — built entirely in a tool the client already knew how to use, with no learning curve.