Medical expenses tracker - Notion template

The Medical Expenses Tracker is a complete Notion system designed to simplify how you manage healthcare costs and reimbursements. It centralizes your expenses, patients, tasks, providers, services, categories, documents, insurance, and payment methods—giving you full visibility into your medical finances.

Log every medical expense, note whether it’s covered by insurance, record reimbursement details, and link related documents or providers. Stay organized with a Tasks database to handle follow-ups, bill payments, or paperwork deadlines—all connected directly to patients and expenses.

The Summary dashboard automatically compiles key insights, including monthly spending, pending insurance reimbursements, overdue tasks, and out-of-pocket totals—helping you stay financially organized and stress-free when it comes to healthcare management.