Chiropractic Patient Visit and Care Plan Tracker
Care plan completion rate as the headline number. The dashboard shows plans sold, average percent of visits completed, patients who have dropped off mid-plan, and the dollar value of visits paid for but not used. That drop-off list, with days since last visit and visits remaining, is the reactivation call sheet — the single highest-return activity in a chiropractic office and the reason this converts at a professional price. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is reusable every school year.
What it does
- Care plan completion rate as the headline number.
- Built around the dates that actually bite: Care plan end dates, reexamination visit numbers, prepaid plan expiry.
- Patients tab
- Visits tab
- Care Plans tab
- Reactivation tab
- Reexams tab
- Income Summary tab
- Every threshold and dropdown editable on the Lists tab, nothing hardcoded
- Two files included: a blank workbook and a filled example to learn from
- Works in Excel and Google Sheets, no add-ons or macros
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Getting Started
- Dashboard
- Patients
- Visits
- Care Plans
- Reactivation
- Reexams
- Income Summary
- Lists
What it looks like
Works in
- Microsoft Excel 2016 or later, Windows and Mac
- Google Sheets - upload to Drive and open
- No macros, no add-ins, no subscription
Honest scope
This is an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district or clinic documentation system - those stay your professional judgement.