Small Practice Patient Panel & Preventive Care Dashboard — free Excel template
Track panel size, recall compliance, and preventive care coverage by month
Operations · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This operations dashboard brings together indicators like "Active Patient Panel Size", "Recall Appointment Compliance Rate" and "Preventive Visit Coverage Rate" 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.
This template helps small medical practices monitor patient panel size, recall compliance, and preventive care coverage across months. Enter each month’s patient counts, recalls, and preventive care services in the Data sheet. The KPIs and comparison bars summarize performance so you can quickly identify gaps in recalls or preventive care coverage. Use these insights to adjust outreach efforts and improve overall quality of care.
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 "Active Patient Panel Size" and "Recall Appointment Compliance Rate"
- Make faster decisions based on "Preventive Visit Coverage Rate"
- Compare your operations without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Active Patient Panel Size
- Recall Appointment Compliance Rate
- Preventive Visit Coverage Rate
- 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
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 15 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
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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