Weekly summary template
The Monday review on one sheet: what moved, what is stuck, accounts receivable by age and payer, authorization risks, credentialing movement and the decisions the owner needs to make.
Checked November 2, 2026 · Billing4ABA · Billing built only for ABA.
billing4aba-weekly-summary-template.xlsx
Opens in Excel, Google Sheets or Numbers. No sign-up.
How to use it
- 1Copy the "This week" tab each Monday, or save a new file per week.
- 2Fill in the counts and amounts. Totals and AR columns add up on their own.
- 3Keep "What is stuck" to items with a reason and an owner. If no one owns it, that is the decision to make.
- 4The EXAMPLE tab shows a filled-in week. All its numbers are made up.
What's inside
Tab · How to use
Plain-English instructions and the date the template was checked.
Tab · This week
Blank, with formulas for totals: What moved, What is stuck, AR by age and payer, Authorization risks, Credentialing movement, Decisions needed from the owner, Next week's actions.
- Payer
- 0–30
- 31–60
- 61–90
- 91–120
- 120+
- Total
Tab · EXAMPLE
The same layout filled in with made-up numbers, so you can see what a finished week looks like.
A quick look
Illustrative sample · made-up data
Part of the This week · AR by age and payer tab. The real file has more columns, dropdowns and colour flags.
| Payer | 0–30 | 31–60 | 61–90 | 91–120 | 120+ | Total |
|---|---|---|---|---|---|---|
| EXAMPLE Plan A | $4,200 | $1,150 | $300 | $0 | $0 | $5,650 |
Example rows in the file are marked EXAMPLE and use made-up data. Do not enter patient names or member IDs. Checked November 2, 2026. Billing4ABA is a billing service, not legal counsel. Payer rules change; confirm with the payer before acting.
Want a second pair of eyes on it?
On a free billing review we walk through where your claims, authorizations and credentialing stand today, and what we would look at first.
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