Development of a Premium, Automated Practice Management System (Notion Template & Google Sheets Ecosystem) for Independent Clinicians
Budget / Salary$250–750
TypeFreelance project
LocationRemote
Posted1 hour ago
Project Overview:
We are seeking an expert Notion Creator and Google Sheets Developer to build a comprehensive, high-value Practice Management System designed for independent therapists and private practitioners. The goal is to create a seamless, professional digital ecosystem that replaces expensive monthly SaaS subscriptions. This product will be delivered as a premium digital download bundle ready for commercial resale.
Scope of Work & Technical Specifications:
Module 1: Premium Notion Practice System
• Client Database: Robust tracking with linked relational records for sessions, notes, and invoicing.
• Session Notes & Attendance: Integrated tracking matrix with reusable client page templates for smooth note-taking.
• Goals & Progress Tracker: Relational database mapping client milestones, progress reviews, and clinical outcomes.
• Administrative Dashboard: Centralized view for clean tracking of invoices, payments, cancellations, and supervisor check-ins.
• UX/UI Optimization: Highly intuitive, clean dashboard with filtered database views tailored for active daily practice.
Module 2: Advanced Google Sheets Practice System
• Metrics Dashboard: A high-level visual summary showing active client counts, running balances, and practice revenue.
• Client Log & Validation: Structured database utilizing strict data validation dropdowns to keep inputs error-free.
• Automated Progress Tracker: Clean formulas mapping progress scores over consecutive sessions.
• Financial & Invoice Tracker: Advanced cross-sheet formulas to handle running client balances, tracking paid versus outstanding invoices.
• Conditional Formatting: Visual alerts highlighting overdue payments, low progress scores, or high cancellation rates.
• Structure: Must utilize clean named ranges, protected sheets/formulas, and a dedicated, user-friendly instructions tab.
Module 3: Final QA, Testing & Delivery Packaging
• Rigorous Testing: Full formula validation, cross-sheet reference checks, and database performance testing.
• Resale-Ready Delivery: Fully tested template links, locked spreadsheet cells, and clear customer onboarding documentation ready for immediate digital delivery.
We are seeking an expert Notion Creator and Google Sheets Developer to build a comprehensive, high-value Practice Management System designed for independent therapists and private practitioners. The goal is to create a seamless, professional digital ecosystem that replaces expensive monthly SaaS subscriptions. This product will be delivered as a premium digital download bundle ready for commercial resale.
Scope of Work & Technical Specifications:
Module 1: Premium Notion Practice System
• Client Database: Robust tracking with linked relational records for sessions, notes, and invoicing.
• Session Notes & Attendance: Integrated tracking matrix with reusable client page templates for smooth note-taking.
• Goals & Progress Tracker: Relational database mapping client milestones, progress reviews, and clinical outcomes.
• Administrative Dashboard: Centralized view for clean tracking of invoices, payments, cancellations, and supervisor check-ins.
• UX/UI Optimization: Highly intuitive, clean dashboard with filtered database views tailored for active daily practice.
Module 2: Advanced Google Sheets Practice System
• Metrics Dashboard: A high-level visual summary showing active client counts, running balances, and practice revenue.
• Client Log & Validation: Structured database utilizing strict data validation dropdowns to keep inputs error-free.
• Automated Progress Tracker: Clean formulas mapping progress scores over consecutive sessions.
• Financial & Invoice Tracker: Advanced cross-sheet formulas to handle running client balances, tracking paid versus outstanding invoices.
• Conditional Formatting: Visual alerts highlighting overdue payments, low progress scores, or high cancellation rates.
• Structure: Must utilize clean named ranges, protected sheets/formulas, and a dedicated, user-friendly instructions tab.
Module 3: Final QA, Testing & Delivery Packaging
• Rigorous Testing: Full formula validation, cross-sheet reference checks, and database performance testing.
• Resale-Ready Delivery: Fully tested template links, locked spreadsheet cells, and clear customer onboarding documentation ready for immediate digital delivery.
Apply on Freelancer →
Project sourced from Freelancer.com. Applications happen directly on the original platform — we never collect your data.