I will build your practice management spreadsheet

Running a great practice shouldn't mean losing track of who owes you money or who forgot their appointment.

I build simple, no-fuss Excel or Google Sheets systems for clinics, consultories, and small practices designed for people who aren't "tech people." No complicated macros, no confusing tabs. Just a clear system that tells you, at a glance, what's happening in your business.

What you get:

• A patient records sheet (name, phone, treatment)
• An appointment tracker with status dropdowns (confirmed, completed, no-show, rescheduled)
• A payment tracker that auto-calculates outstanding balances
• Conditional formatting that flags overdue payments and issues in red automatically
• A summary dashboard: monthly appointments, revenue, pending balances, no-show count

How I work:

1. You fill out a short requirements form about your practice and workflow
2. I build the system structure and formulas
3. You review a working draft
4. I adjust based on your feedback
5. You receive the final file, ready to use plus a guide so you're never lost in it

I'm not good with technology will I be able to use this?

I work with dental practices, clinics, and small service-based businesses that need order, not complexity.