Free Clinic CRM Spreadsheet Template
Track clinic referral sources, service interest, consent-safe lead labels, stages, owners, and next-contact dates.
Do this with AI
Make this clinic CRM fit your referral follow-up.
Open the workbook and ask Griddy to adapt referral sources, service interests, stages, owners, or next-contact rules.
What is in this workbook?
This workbook has three sheets: Referral Dashboard, Clinic Referrals, and Setup. Referral Dashboard is the quick-review surface, Clinic Referrals is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Clinic Referrals for a privacy-safe lead label, service or need, source, stage, owner, next action, follow-up date, and operational priority; keep controlled stages and working rules in Setup. Referral Dashboard counts privacy-safe IDs, follow-ups, high-priority rows, and active workflow stages without assigning a financial value. Its review rows link directly to Clinic Referrals.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Referral Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use consent-safe labels or internal IDs only. Do not enter patient names, diagnoses, insurance identifiers, clinical notes, or payment data. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Do this with AI
Make this clinic CRM fit your referral follow-up.
Open the workbook and ask Griddy to adapt referral sources, service interests, stages, owners, or next-contact rules.
