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NAICS 62 - template detail

Healthcare & Social Services chart of accounts, built for review.

For medical practices, hospitals, and social assistance. This GAAP (Generally Accepted Accounting Principles)-aligned starting point helps you compare an existing QuickBooks Online chart against a cleaner industry structure before making changes.

Professional healthcare & social services chart of accounts template designed for medical practices, hospitals, and social assistance. This GAAP-aligned template provides the foundational account structure needed for accurate financial reporting and analysis.

GAAPIndustry namingNumberingCustomizable
Who it is for

Built around the way this industry gets reviewed.

  1. 01Healthcare & Social Services businesses using QuickBooks Online that need a cleaner starting chart.
  2. 02Bookkeepers and accountants reviewing health care and social assistance files before cleanup.
  3. 03Teams that want industry-specific account names before customizing the chart in the app.
A look at the chart

Sample account structure

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CodeAccountTreatment
1000Operating CashAsset
1010Petty CashAsset
1200Accounts ReceivableAsset
1210Patient ReceivablesAsset
1220Insurance Receivable - MedicareAsset
1221Insurance Receivable - MedicaidAsset
1222Insurance Receivable - PrivateAsset
1299Allowance for Doubtful AccountsAsset
1300Medical Supplies InventoryAsset
1310Pharmaceutical InventoryAsset
1400Prepaid InsuranceAsset
1410Prepaid RentAsset
1420Security DepositsAsset
1500Medical EquipmentAsset
Showing 14 of 68 accounts.Full chart review is available in the app.
Conventions baked in

The structure starts opinionated, then stays editable.

GAAP-aligned account structure
Industry-specific account naming
Standard numbering system
Ready to import and customize
Reports this structure supports

A cleaner chart gives the review less clutter to fight.

Chart cleanup review

Use the template as a reference point while deciding which accounts to keep, merge, rename, or add.

Profit and loss structure

Keep revenue, direct costs, and operating expenses grouped in a way that supports clearer review.

Balance sheet organization

Preserve the common asset, liability, and equity sections expected in a reviewable chart.

Owner-ready exports

Review the proposed structure in the app before preparing exports or implementation notes.

A note from the product team

Start with this template as a review baseline, then let the app help you decide what belongs in the final chart.

The goal is not to force a generic chart onto the business. It is to make the first pass structured enough that cleanup decisions are easier to explain and easier to check.

Demo - 68 accounts - Review in app

Open the full Healthcare & Social Services template in Chart Optimizer.

Use demo data first. In the app, review the account structure, customize naming, and decide what should be exported or applied after approval.

What opens next

All 68 accounts with codes and descriptions.

Industry-specific naming and standard section grouping.

Template comparison inside the optimizer before implementation.

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