Veterinary Clinic CRM
Manage pet owners, patient records, vaccination schedules, and appointment history in one spreadsheet. Built for independent vet clinics and mobile vets who want organised records without expensive practice management software. What's Included Owner contact database with all household pets linked Pet profiles (species, breed, DOB, weight, microchip) Vaccination schedule with colour-coded due date alerts Full medical history and medication tracker per patient Appointment history and follow-up reminders Multi-pet household management Revenue dashboard by service type Lifetime updates Compatible with: Google Sheets and Microsoft Excel The Veterinary Clinic CRM tracks the relationship between owner, pet, and your clinic — with complete patient records, vaccination schedules, and medical history all linked together. Know every pet by name, their full history, and what's coming up before the owner even calls. One spreadsheet. Every patient. Every owner. Every vaccination due. Why a Spreadsheet CRM? Full veterinary practice management systems like Cornerstone, AVImark, or VetPort cost $300–$500/month and are designed for multi-vet hospital chains. For independent clinics, mobile vets, and exotic animal specialists with 100–500 active patients, this template gives you everything that matters — for a single one-time payment. Included Sheets Sheet Purpose Dashboard Appointments today, vaccinations due this month, active patients, revenue snapshot Owners Client database with contact details and household summary Patients Pet records: name, species, breed, DOB, weight, microchip number, and status Medical History Full visit log per patient: date, presenting complaint, diagnosis, treatment, vet Vaccinations Due date tracker for every patient, colour-coded 30/60/90 days in advance Medications Active prescriptions and repeat medication tracker Appointments Appointment log with type, vet assigned, and follow-up notes Who It's For Small independent vet clinics with 1–3 vets Mobile and house-call veterinarians Exotic animal specialists and wildlife rehabilitators Compatibility Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Get it → viasheet.gumroad.com