ClinicFlow CRM Pro — Google Sheets Patient Pipeline System for Health Clinics
Running a health clinic is demanding enough.
Your patient follow-ups shouldn't fall through the cracks.
ClinicFlow CRM Pro is a ready-to-use Google Sheets system that helps small clinics — physio, chiropractic, dental, wellness — track every patient from first enquiry to confirmed booking, without expensive software or a steep learning curve.
Built by a consultant who built it live for a real clinic. Tested on a real 30-day pilot. Zero fluff.
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WHAT'S INSIDE (5 tabs, fully built)
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📋 Central Patient Database
Track every lead with drop-down fields for source, condition, and status. Holds up to 100 patients. Auto-numbered rows, alternating shading, instant search.
📊 30-Day Pipeline Tracker
Know exactly who to call today. Color-coded by urgency (Immediate / This Week / Booked). Live "Days Since Contact" counter and automatic ⚠ Overdue flag.
📈 Executive Weekly Performance
4-week KPI grid showing enquiries, bookings, conversion rate, and revenue — all auto-calculated. No manual entry needed.
🎯 Live Dashboard
5 headline KPIs update automatically as you add patients. Share with your clinic owner or investor in one screenshot.
🏠 Setup Guide tab
Step-by-step instructions built right into the file. Be up and running in under 20 minutes.
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WHO THIS IS FOR
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✅ Physiotherapy, chiropractic, and sports rehab clinics
✅ Dental and wellness practices
✅ Any small health clinic that tracks patient leads manually
✅ Practice managers who want a professional report for ownership
✅ Clinic consultants who want a done-for-you template to resell to clients
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WHAT YOU GET
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→ ClinicFlow CRM Pro (.xlsx) — open in Google Sheets or Excel
→ 263 live formulas — fully automated, nothing to set up
→ Drop-down menus for Lead Source (8 options), Condition (10 options), Status (7 options)
→ Sample data pre-loaded so you can see it working immediately
→ International-ready — works for any country and currency
→ One-time purchase. No subscriptions. No recurring fees.
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RESULTS FROM THE PILOT
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The template was built for a real physiotherapy clinic running a 30-day growth pilot:
• 24 patient enquiries tracked across 4 weeks
• 58% enquiry-to-booking conversion rate
• $6,200 in pipeline value captured in one month
• Overdue follow-ups flagged automatically — zero missed leads
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FREQUENTLY ASKED QUESTIONS
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Do I need to know formulas or coding?
No. Everything is built. Just open it, enter your clinic name, and start adding patients.
Does it work with Google Sheets?
Yes — it's built for Google Sheets. Download the file, upload to Google Drive, open with Sheets. Takes 2 minutes.
Can I customize it for my clinic type?
Absolutely. The drop-down options are editable and the layout is fully unlocked.
Is this a one-time payment?
Yes. Pay once, use forever. No subscriptions.
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INSTANT DOWNLOAD — NO WAITING
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You'll receive the file immediately after purchase via your Payhip receipt email.