Open on sample data
Every workbook arrives filled with a fictional clinic, so you see what it shows before you type a number. Clearing the sample takes one step.
Free templates
Free Excel templates for clinics
Workbooks for the sums a clinic does every week and every month. Each one opens on a sample clinic so you can see it working, then clears in one step for your own numbers.
Money
Excel
Doctor share statement
Each doctor’s monthly share from the services they delivered, with discounts, lab fees and a signed statement.
Download free ExcelClinic profit and loss
A monthly income statement per branch and for the whole clinic, with break-even revenue and the day each month pays for itself.
Download free ExcelRevenue analysis
One transaction sheet read five ways: by doctor, room, service and patient source, with a six-chart dashboard.
Download free ExcelDaily cash closing
Expected cash against counted cash for every shift, a reason for each difference, and an A5 slip to sign.
Download free ExcelPatient receivables tracker
Patient balances aged in 30-day buckets, with a log of every follow-up and a list of the ones that are late.
Download free ExcelPackage pricing workbook
The real cost of one session, the lowest price that keeps your margin, and three package tiers with instalments.
Download free ExcelDeferred revenue register
Every package sold as an obligation: paid, delivered, recognised and still owed, with stalled packages to call.
Download free ExcelPetty cash book
Small cash spending per branch with a running balance, a monthly summary by type and a top-up request to sign.
Download free ExcelClinic opening budget
The capital to open, the monthly running cost, an 18-month forecast and the month you break even.
Download freeOperations
Excel
Clinic KPI dashboard
Twelve numbers entered once a week and read in fifteen minutes, coloured against your own targets.
Download free ExcelStaff roster and leave tracker
A month of shifts per branch that flags an understaffed shift and anyone over their weekly hours.
Download free ExcelAppointment book and room schedule
A week of appointments per doctor that flags the same room or device booked twice at once.
Download free ExcelNo-show log
Every appointment with its reminders and outcome, and the no-show rate by channel, doctor and day.
Download free ExcelInventory and expiry tracker
Stock by item, batch and branch, with minimum levels, a ready order list and every batch sorted by expiry.
Download free ExcelConsumables per service
What each service uses from stock, its consumables cost per session, and where the month’s waste went.
Download free ExcelEquipment maintenance and sterilisation log
Every device with its next service date, and every autoclave cycle, with a monthly log to print and sign.
Download free ExcelPatient complaint log
Every complaint with its owner, reply time and outcome, summarised by category, branch, shift and channel.
Download freeHow the templates are built
Formulas locked, entry open
Cells you fill are tinted yellow. Formulas are grey and protected without a password, so nothing is hidden from you.
Arabic and English
Two files per template, each the right way round: Arabic opens right to left with Arabic sheet names. Excel and Google Sheets both open them.
Questions
Are the templates really free?
Yes. Download the file directly: no form, no account and no watermark.
Do they work in Google Sheets?
Yes. Upload the file to Google Drive and open it with Google Sheets. The formulas avoid functions that only the newest Excel has.
Can I change the currency?
Yes. Each workbook has one currency cell on its Settings sheet, and every amount follows it.
Is my data sent anywhere?
No. The file lives on your computer or your own Google Drive. Nothing you type reaches us.
Want these numbers without the typing?
Medicolize fills them from the appointments, sessions and invoices you already record. Thirty minutes on your own clinic.