I set up a spreadsheet recently that does exactly this. My wife started a physical therapy practice late last year and I found it quite difficult to integrate everything into one trackable location automatically.
We use Stripe for billing and private pay invoicing, Navinet for insurance, but also need to track things like prescription active dates, number of allowed visits (and remaining visits). In addition, we use it to track and compare private pay billing vs insurance-based, diagnoses treated, success rates, etc. that will allow her to make decisions about what diagnoses to focus on as her practice grows.
Ultimately we opted for Google Sheets so we can both edit simultaneously and we can easily integrate Stripe with Sheets. My next step is to determine a way to connect Navinet to Sheets (or something else). As far as I can tell, Navinet doesn’t integrate with anything so I am going to find a way to automate as much as possible.
Feel free to reach out if you’d like some help or ideas getting set up.