Healthcare Clinic CRM
A complete patient management CRM for clinics and private practices. Track appointments, treatments, billing, and follow-ups — all in Google Sheets or Excel.
Cosa è Incluso
- Patient database and medical history notes
- Appointment scheduler and status tracker
- Consultation and treatment log
- Invoice and payment tracker
- Insurance and coverage notes per patient
- Follow-up reminder system
- Monthly revenue and patient volume dashboard
- Lifetime updates
The Healthcare Clinic CRM helps private clinics, GPs, and specialist practices manage patients and appointments without expensive practice management software.
Stay organized, reduce no-shows, and track your revenue — all from one spreadsheet.
Why a Spreadsheet?
Practice management software for clinics typically costs $50–$200/month per provider. For private practitioners and small clinics, that’s a meaningful overhead before you’ve seen a single patient. This template covers patients, appointments, billing, and follow-ups for a one-time payment — no subscription, no per-user fees, no lock-in.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Today’s appointments, monthly revenue, and patients due for follow-up |
| Patients | Patient profiles with contact info, medical history notes, and insurance |
| Appointments | Scheduler with status (Booked, Confirmed, Attended, No-show) |
| Treatments | Consultation and treatment log per patient |
| Billing | Invoice log with issued, paid, and outstanding amounts |
| Follow-ups | Automated reminder tracker for recurring consultations |
| Settings | Customize appointment types, doctors, and billing codes |
Who It’s For
- Private clinics and GP practices
- Specialist consultants managing their own patient list
- Allied health practitioners (physio, psychology, nutrition)
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
