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Free Clinic Patient Register (Excel) — patients, visits & billing

A small clinic runs on scraps of paper — a patient card here, a receipt book there — until no one can say who still owes what. This free register keeps patients, their visits and the money in one place: add a patient once, log each visit, and billing and balances roll up on their own.

Get it — KES 100 · Excel (.xlsx) ↓Pay once via M-Pesa (Kenya) · yours to keep · opens in Excel or Google Sheets

What's inside

  • Add a patient once; visits and balances roll up
  • One row per visit with billed and paid amounts
  • Outstanding balance per patient, flagged in red
  • Live dashboard: patients, visits, billed, collected, outstanding
  • Privacy guidance built into the guide

The tabs

  • Start Here (guide)
  • Patients
  • Visits
  • Dashboard

Yellow cells only. You type in the yellow cells; the rest are locked formulas. Gridlines are off and it prints clean on A4.

Add each patient once on the Patients tab — number, name, phone, gender, age — and their visit count, total billed, total paid and outstanding balance fill in automatically. Record each visit on the Visits tab: date, patient (from a dropdown), reason or diagnosis, service, amount billed and amount paid. Any patient with a balance is flagged in red.

The Dashboard totals your patients, visits, amount billed, collected and outstanding at a glance. Patient records are sensitive — keep the file on a device only your staff can reach, and if you use Google Sheets, share it with named people, never a public link. Yellow cells are for typing; the rest is locked.

Do it online instead

Make a receipt or invoice for a patient — free

Open the free tool →

Frequently asked questions

Is patient data safe in this file?

The file lives wherever you keep it — no data is sent anywhere. Because patient records are confidential, keep it on a device only authorised staff can access, and in Google Sheets share it with named people, not a public link.

Does it track who still owes money?

Yes. Each patient's total billed minus total paid is their balance, shown in red when positive, and the dashboard shows total outstanding across the clinic.

Will it work in Google Sheets?

Yes. Upload the .xlsx to Google Drive and open it with Google Sheets; the dropdowns and dashboard carry over.