Dietitian Client Progress and Appointment Tracker
Follow-up interval enforcement. Nutrition outcomes collapse when clients drift between appointments, and a dietitian's caseload leaks quietly. The file computes each client's intended follow-up interval against actual elapsed days and produces a daily outreach list. 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
- Follow-up interval enforcement.
- Built around the dates that actually bite: Follow-up appointment intervals, insurance visit limits, care plan review dates.
- Clients tab
- Appointments tab
- Goals tab
- Follow Up List tab
- Care Plan Reviews 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
- Clients
- Appointments
- Goals
- Follow Up List
- Care Plan Reviews
- 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.