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Complete Clinical Management Excel Spreadsheet Template

Manage your clinic's financial, inventory, consultations and identify key customers and suppliers

Complete Clinical Management Excel Spreadsheet Template

Set-Up:

Register all your Patients, Health Insurance Plans, Materials, and Suppliers. Record all these items which are relevant to the management of your clinic.

Appointments:

Schedule all appointments with the Patients' details and update their status when they're completed.

Control of Materials Uses, and Purchases:

Record the uses and purchases of materials to get a complete stock report of the materials. The report will automatically show you when you need to purchase more materials.

Expenses:

Record all the monthly expenses of your clinic to get a financial overview.

Clinic Cash Flow:

As you complete your daily and monthly revenues, purchases, and expenses records, you will be able to view this automatic cash flow report with your clinic's key financial information.

Financial Dashboard:

See a financial control panel for your clinic with the key indicators and graphs to help you understand whether you are having a positive outcome month by month or not, and how much you have accrued.

Marked Appointments Report:

See exactly how many appointments you are having monthly and which health plans contributed most to this result.

Appointments Dashboard:

Quickly analyze the total number of Appointments, the revenue generated from it, and the average amount per query Appointments you received. Also, a chart helps you understand the monthly variation of each of these indicators.

Inventory Control Report:

Understand how many available items you have for registered materials in your inventory and receive automatic updates of the status of each material. Whenever a material is less than the minimum stock, you will receive a required purchase notice.

Health Plan Analysis:

Select a health insurance plan and see how many appointments, prescriptions, and percentages are related to that insurance plan.

Inventory Dashboard:

Select a material to get a complete report of the number of entries, exits, the current balance in stock, and minimum stock for that material.

Complete Clinical Management Excel Spreadsheet Template

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