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A complete Chart of Accounts designed for medical practices, clinics, dental offices, and healthcare providers. Learn the best practices for tracking patient revenue, insurance claims, and medical expenses.
Use This TemplateThis template includes 28 accounts organized by category. Each account is designed for healthcare businesses.
Primary business banking account for deposits and expenses
Reserve funds and emergency cash
Track unpaid patient invoices and insurance claims
Track pending insurance reimbursements
Medical supplies, vaccines, pharmaceuticals on hand
Malpractice and liability insurance paid in advance
Medical equipment, diagnostic tools, furniture
Track bills owed to vendors and suppliers
Business credit card balance
Wages, taxes, benefits owed to staff
Advance payments for upcoming procedures
Owner's investment in the practice
Accumulated profits from prior years
Distributions to owner (reduces equity)
Revenue from patient visits and procedures
Payments received from insurance companies
Direct patient payments and copays
Lab fees, x-rays, specialized services
Consumable medical supplies and materials
Outside lab work and diagnostic services
Medications and vaccines
Medical licenses, DEA registration, certifications
Professional liability insurance
Salaries for nurses, medical assistants, admin staff
Equipment repairs and calibration
CME credits, conferences, training
Clinic or office space rent
Electricity, water, phone, internet
Maximize the value of your Chart of Accounts with these proven strategies.
Track insurance reimbursements and direct patient payments separately. This helps you understand your revenue mix and identify which payment sources are most profitable and reliable.
Medical supplies can be a major expense. Use dedicated accounts for supplies, pharmaceuticals, and lab fees to identify cost-saving opportunities and prevent inventory shrinkage.
Use a dedicated A/R account for insurance claims to track payment timelines and identify slow-paying insurers. This improves cash flow forecasting and collection efforts.
Healthcare has unique compliance expenses like malpractice insurance, licenses, and continuing education. Track these separately to ensure you budget adequately each year.
Generate this template for QuickBooks® Desktop (IIF) or Online (CSV) in seconds.
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