Free Excel Contact Appointment Scheduler

CNET Editors' review

by: CNET staff on October 26, 2011

Med-e-Forms specializes in PDF-based document solutions for health care providers, but it also offers a range of free Excel workbooks, including Free Excel Contact Appointment Scheduler. This free spreadsheet template for Microsoft Excel automatically schedules appointments based on your contacts list and office hours. It keeps track of contact data, referrals, and the date, time, and length of appointments. It's optimized for physicians or health care providers in small, private practices, but lots of businesses can use it, too, and even customize it to their own needs.

Opening this workbook in Excel didn't exactly dazzle us--more like daze--but that's not the workbook's fault so much as it is the nature of using Excel's cell-based structure to record the data. Once you develop an eye for scanning Excel's cells for the data they contain, it not only makes perfect sense but is extremely efficient, which may be why the business world relies upon it. But this workbook isn't exactly a thing of beauty, even as Excel templates go. It opened with an Instructions sheet that described how to configure the Contacts sheet. Moving to the Contacts sheet, we saw several familiar names like "Fudd, Elmer" provided as examples of contacts and referrals. The data extends through four quarterly Schedule sheets, and the template tracks appointments by the minute. The instructions describe which fields are fixed and which can be customized, and of course the usual Excel features apply. We started by naming and saving our schedule and customizing it with our personal data. With templates that offer sample entries, you need to make sure that you remove or change any sample data that doesn't apply to your schedule or, worse, your billing. We entered and changed data as needed, and the template automatically updated the appropriate cells.

Of course, Free Excel Contact Appointment Scheduler won't call or e-mail your patients or clients; for that, you'll probably still need a patient, pleasant receptionist, or at least some expensive software. But if you already have Excel, here's a useful option that's a lot easier on the bottom line.

 

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Publisher's Description

From Med-e-Forms:

This simple contact scheduler based in Microsoft Excel allows any type of business to create a list of contacts, then use those same contacts with automated drop down list to fill out time blocks on a daily calendar. This schedule is fully customizable, allowing you to specify an exact Start Date, Start and End Times, and optional Schedule Intervals of 15, 30 or 1hr. A simple check box allows you to select the exact days of the week you want to appear in your schedule as well an option to add up to 3 Waiting Lists rows for days in which your schedule is full. Appointments can be set for as little as 15 min, up to 4 hours at a time. Simply select the duration & contact from drop down lists, and the time slot will be blocked out.The Current day is always displayed in orange, so you can easily see today's date.

A Charts page automatically tracks and measures all Contact Appointments,Scheduled Visits, and Contact Referrals, so viewing trends in contacts and appointments is simple. Contacts can be listed by first name or last name. Using the import features of many software applications, including QuickBooks, your contacts can be linked and imported into your accounting or other contact management software to avoid duplicate entries. Download the Free Excel Contact Scheduler today

What's new in this version: Version 7.0 has been completely redesigned based on customer feedback and is now fully customizable. Just a few of the new options include: -Customizable Start and End Times -Ability to change row intervals from 15 min., 30 min. or 1 hr. intervals. -Ability to schedule appointments from 15 min. up to 4 hours (based on row intervals) -Add up to 3 Waiting List lines to all schedules. -Simply select which days of the week to appear on your schedule. -New Charts sheet automatically updates 8 differe... See all new features

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