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.
What's Included
- 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+.
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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