Dental Clinic CRM
Manage patients, appointments, treatments, and billing for your dental practice — in a professional Google Sheets or Excel template.
What's Included
- Patient profile and dental history notes
- Appointment and treatment scheduler
- Treatment and billing tracker
- X-ray log and document checklist per patient
- Insurance claim tracker
- Recall and follow-up reminder system
- Revenue and patient volume dashboard
- Lifetime updates
The Dental Clinic CRM is built specifically for dental practices that want to stay organized without overpriced dental practice software.
Track every patient, treatment, recall appointment, and payment — all in one clean spreadsheet that your front desk can use from day one.
Why a Spreadsheet?
Dental practice software can cost $100–$400/month, with additional fees per practitioner. For solo dentists and small practices, that overhead is hard to justify. This template gives you complete patient and billing management for a one-time cost — and you own it permanently, with no subscription renewals.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Appointments today, revenue this month, and recalls due |
| Patients | Patient database with dental history, insurance, and contact info |
| Appointments | Scheduler with treatment type, duration, and status |
| Treatments | Procedure log with tooth references, cost, and completion date |
| Billing | Invoice and payment tracker with insurance and out-of-pocket splits |
| Recalls | 6-month and annual recall system with reminder status |
| Settings | Customize procedure codes, dentists, and insurance providers |
Who It’s For
- Solo dentists and small dental clinics
- Dental practice managers wanting better patient visibility
- Orthodontists and dental specialists managing private patients
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.
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