How To Create A Health Clinic Management System With Scheduling & Invoicing In Excel [FREE DOWNLOAD]

How To Create A Health Clinic Management System With Scheduling & Invoicing In Excel [FREE DOWNLOAD]


In this week’s training, I will show you how to create a drag & drop scheduling with 1-click invoicing for any health clinic.



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0:00 – Introduction
0:45 – Overview
11:09 – Named Ranges Detail
26:24 – Delete Attachment
28:17 – Conditional Formatting
31:02 – New Patient
32:30 – Save Patient
40:53 – Load Patient
41:16 – Change Event
44:48 – Load Attachments
50:41 – Load Appointment
53:01 – Load Invoices
56:04 – Selection Change Event
57:36 – View Invoice
59:16 – Change Event
59:10 – Sort List
1:04:53 – Delete Patient
1:06:52 – Save and Update Appointment
1:10:58 – Saved Message
1:11:07 – New Appointment
1:11:43 – Load Appointment
1:14:47 – Create Load Invoice
1:17:54 – Delete Appointment
1:19:58 – Selection Change Event
1:22:45 – Add Attachment
1:30:38 – Preview Attachment
1:37:44 – Open Attachment
1:39:28 – Delete Attachment
1:42:53 – Show Calendar Schedule
1:48:16 – Refresh Schedule
1:59:37 – Select Appointment
2:04:36 – Check for Move
2:14:37 – Save and Update Invoice
2:17:18 – New Invoice
2:17:40 – Load Invoice
2:20:21 – View Appointment Invoice
2:21:14 – Print Invoice
2:21:48 – Email Invoice
2:25:00 – Delete Invoice
2:27:33 – Change Event
2:35:08 – Go to Sheet Menu

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Randy Austin


  1. Bert Gerrits van den Ende on October 22, 2022 at 8:42 pm

    I’ve seen all your presentation, I think. Building my own I always come with the same problem: a set amount of rows voor invoices or other stuff, but what if there are more. There is no way to show them, because it will replace the next rows with data. No scrollable lines or should I use pivot tables?

  2. Kenneth Livkär on October 22, 2022 at 8:43 pm

    This is perfect Randy exactly what I have been waited for🙏🏻🙏🏻

    You are the best no discussion about that! Thank you so much for this training… I’m really looking forward to this training👍🏼🙏🏻

  3. Ahmed Fizah on October 22, 2022 at 8:47 pm

    This is just appointment making? It doesn’t have Laboratory Test requests or any nursing care modules?

  4. Umoke Nshii on October 22, 2022 at 8:47 pm

    wonderful application. However, I want to suggest that the actual doctor’s encounter with the patient may not be a simple drag and drop like the application suggested. It should be a kind of tab with merged cells created each for the following fields: (1) Patient’s complaint, (2) details of patient’s complaint (3) doctor’s examination of the patient (4) laboratory tests which the doctor ordered for the patient and (5) treatment plan for the patient. All these may not be entered within a simple drag and drop box. Another feature I would like to suggest is that doctors should be able to log into the application. When a doctor logs in, a counter should exist to automatically record the number of patients the doctor interacted with throughout his shift of duty. And it will be the doctor’s name alone that will be displayed in his signed in page. Not many doctors as in the present application. I believe that if these suggestions are integrated into the clinic manager, it will resemble real electronic health management system.

  5. cabaazi YC on October 22, 2022 at 8:47 pm

    Kafuu sir Randy
    Can’t wait it

  6. S ROCKY on October 22, 2022 at 8:48 pm

    sir how to create excel prepare the income tax format create the video’s income tax preparation

  7. Taimoor Khan on October 22, 2022 at 8:49 pm

    this is of particular interest to me… soon I will be opening a dental clinic for my sibling and this will help alot… 😎

  8. Gest'Excel LUDMO on October 22, 2022 at 8:49 pm

    J’adore mon Grand. Que Dieu tout puissant vous comble de grâces. C’est vrai que je ne suis pas bon en anglais, mais je fais un gros effort pour vous comprendre. Merci beaucoup pour les formations combien intéressantes

  9. Umaid Gulzar on October 22, 2022 at 8:50 pm

    Sir zoo Park software.plz

  10. Md. Billal Hossain on October 22, 2022 at 8:51 pm

    Good job 👌

  11. Syed Muzammal Muhasin on October 22, 2022 at 8:51 pm

    Thanks Randy for this beautiful video.

  12. Matthew Steedman on October 22, 2022 at 8:58 pm

    beautiful, which template is this one?

  13. Latest video on October 22, 2022 at 9:01 pm

    I can’t afford to miss this training🤓

  14. Rofiqul Islam on October 22, 2022 at 9:06 pm

    Good video 💖💖💖

  15. Rafi Hasan on October 22, 2022 at 9:07 pm


  16. Oscar Uriel Garcia Calderon on October 22, 2022 at 9:09 pm

    Let me express how fantastic work you have done. Thanks for sharing. I hope would be downloadable

  17. কৌতুহল on October 22, 2022 at 9:12 pm

    Great ❤️. Can I have the download link please?

  18. Jahid Hasan 27 on October 22, 2022 at 9:12 pm

    keep it up

  19. MD HOMAYON on October 22, 2022 at 9:14 pm

    Good vide

  20. Mark Lister Bacaron on October 22, 2022 at 9:14 pm

    This is very helpful indeed! Thank you very much.

  21. Chiang May on October 22, 2022 at 9:16 pm

    amazing application. thank you. if you could create admin log in and add more feature it will be amazing

  22. Odiaka on October 22, 2022 at 9:16 pm

    Rather than using Patient Name, can we use Patient ID instead?

  23. Armo Txa on October 22, 2022 at 9:17 pm

    Thank you Randy again. After evry videos i learn so much. God bless you 💐👍. Thanks to you my apps getting smarter, better and faster.

  24. MAZ Fun on October 22, 2022 at 9:19 pm

    Please make a complete course how to make madical Lab software testing reports

  25. Sandi Creative on October 22, 2022 at 9:20 pm

    Amazing, master Excel 👍

  26. DC BouchardWood on October 22, 2022 at 9:21 pm

    Thanks… I will be modifying this carefully now that I have watched the video. I will be adapting this for Canada and local invoice forms. Is this site available to troubleshoot issues as needed?

  27. safaa KL on October 22, 2022 at 9:21 pm

    Thank you for this amazing video. I couldn’t find the link to download this template. Can you please put the link on a comment. Thank you so much

  28. Tola Jupiter on October 22, 2022 at 9:22 pm

    Can’t wait for this training Sir 😀

  29. Robert Ktl on October 22, 2022 at 9:24 pm

    Amazing, as always !!!

  30. Gurdeep Jassal on October 22, 2022 at 9:26 pm


  31. Electromecánica Industrial on October 22, 2022 at 9:27 pm

    Amazing, I’m seeing things that I didn’t knew were possible to do with Excel, thanks for sharing

  32. KC Tan on October 22, 2022 at 9:27 pm

    Thanks for sharing, sir! but i found out the invoice page address is not match with patients can i change to the correct address at invoice sheet?

  33. shakil nagori on October 22, 2022 at 9:29 pm

    One thing is always missing in your sheets and that is integration with smartphone ex. Customer (Patient) can book appointment from their smartphones through app or some interactive form and if we approve it on sheet he gets notification of approval or rejection. Hope you add in your next application.

  34. Kishore Allampallu on October 22, 2022 at 9:30 pm

    Sir pls make retailshop coworker schedule based on sales volume and transaction hourly base monthly schedule

  35. Elson Als on October 22, 2022 at 9:31 pm

    How to create this spreadsheet, send it to someone, make modifications and sent those modifications and not effect the data of the receiver spreadsheet.

  36. Excel For Freelancers on October 22, 2022 at 9:36 pm

    😲New To VBA? Learn How To Create Excel Applications Without Any Prior Experience👉

  37. Ashley Watson on October 22, 2022 at 9:40 pm

    Such fantastic videos! love the training. Is their any way we can repeat the appointments?