Dental Clinic CRM
Manage patients, appointments, treatments, and billing for your dental practice — in a professional Google Sheets or Excel template.
Cosa è Incluso
- 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+.
