Clinic Patient Intake & Follow-Up Adherence Dashboard
Monitor new patient intake, visit frequency, and follow-up adherence by provider. Free .xlsx with formulas.
Operations · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This operations dashboard brings together indicators like "New Patients This Period", "Overall Follow-Up Adherence Rate" and "Average Visits per Adherent Patient" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
Use this template to track patient intake, scheduled and completed visits, and follow-up adherence across your clinic. Enter a new row for each patient visit, including provider, visit type, and whether the patient adhered to the recommended follow-up. Review the KPIs and comparison chart to quickly identify adherence trends and provider performance. Filter by dates, providers, or visit types to support operational decisions and care quality improvement.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "New Patients This Period" and "Overall Follow-Up Adherence Rate"
- Make faster decisions based on "Average Visits per Adherent Patient"
- Compare your operations without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- New Patients This Period
- Overall Follow-Up Adherence Rate
- Average Visits per Adherent Patient
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 39 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 36 rows × 7 columns already laid out and formatted.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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