The Home Nursing Visit Calendar in Excel is a macro-enabled workbook of 7 worksheets that turns one visit list into five linked scheduling views – a printable year planner, a working month grid, a date-range day list, a monthly summary and the master Events table. It ships with 100 sample home-nursing visits running from 05-Jan-2026 to 30-Dec-2026 across 8 service locations – North, South, East, West and Central Zone, the Suburban Route, the Agency Office and Telehealth – so you can see exactly how the layout behaves before you type a row of your own.
Read this first. This is a visit-scheduling spreadsheet. It is not a patient record, not an EHR or EMR, not a care-planning or clinical system, and not a medical device. It carries no HIPAA, GDPR, CQC, Joint Commission or any other health-data certification or compliance claim. It has no access control, no encryption, no audit trail and no user accounts; it sends no reminders and it connects to nothing. An ordinary unencrypted workbook on a laptop or a shared drive is not appropriate storage for protected health information, and meeting your own privacy and record-keeping obligations remains entirely your responsibility. Schedule by visit type, time and service zone – the way the sample data does, using anonymous case references such as “Case 214” – and keep clinical records in the governed system your organisation already uses.
🔑 Key Features of the Home Nursing Visit Calendar in Excel
- 7 worksheets: Home, Annual View, Monthly View, Daily View, This Month, Events and Setting.
- One master table drives every view. The Events sheet holds ID, Date, Day, Event Name, Time, Location and Description – add a row there and it appears on the year planner, the month grid, the day list and the summary.
- 100 ready-made home-nursing visits spanning the whole of 2026, from the first assessment on 05-Jan-2026 to the last entry on 30-Dec-2026.
- Real visit types, not filler: initial home assessments, post-operative wound dressings, IV antibiotic infusions, catheter changes, elderly vital-signs monitoring, palliative comfort visits, newborn and postnatal checks, home physiotherapy, caregiver training, telehealth check-ins, supervisory visits and documentation audits.
- 8 service locations – North Zone, South Zone, East Zone, West Zone, Central Zone, Suburban Route, Agency Office and Telehealth – so route-based and office-based work sit on the same calendar.
- Pop-up entry form with Add, Update and Delete – Date, Time, Event Name, Location and Description, with the Day filled in automatically from the date.
- Printable year planner – all twelve months of 2026 on one page for the agency office wall.
- Daily View date range – pick a start and end date and print a visit list for a nurse, a week or a route.
- This Month summary – Events This Month, Active Days, Locations Used and Next 7 Days, plus Events by Day of Week and a Top 5 Locations table.
- 5 one-click colour themes on the Setting sheet – Default, Blue, Red, Black and Orange – each repaints the whole workbook.
- Set up in under 10 minutes – unzip, enable macros, set the year, replace the sample rows.
- Macros required. Microsoft Excel for Windows, desktop only.
- Scheduling only. Not a patient record, not an EHR, not a clinical or care-planning system, and it makes no compliance claim.
📦 What is Inside the Home Nursing Visit Calendar in Excel
Page 1: Home – Navigation
A title banner and five large buttons – Annual View, Monthly View, Daily View, This Month and Events. Every sheet has a house icon that brings you straight back here, so the workbook behaves like a small application rather than a stack of tabs.
Page 2: Annual View
All twelve months of 2026 on a single page, Sunday to Saturday, with every date that carries a scheduled visit shaded so a year of workload is readable at a glance. Change the year in one cell and the whole grid rebuilds. This is the page to print for the office noticeboard.
Page 3: Monthly View
The working month grid. Pick a Month and Year from the two pickers and the calendar redraws with each visit written into its day cell – in the shipped January 2026 you can read Initial Home Assessment Visit on the 5th, Post-Operative Wound Dressing on the 6th, Monthly Route and Roster Planning on the 8th, Elderly Vital Signs Monitoring on the 12th, IV Antibiotic Infusion at Home on the 15th, Diabetes Foot Care and Insulin Teaching on the 19th, Telehealth Medication Check-In on the 22nd, Urinary Catheter Change on the 27th and Monthly Documentation Audit on the 30th. Two buttons sit above the grid: Add New Event opens the entry form, Show Events jumps to the master table.
Page 4: Daily View
A date-range list. Set a Start Date and an End Date, press refresh, and you get one row per visit with ID, Date, Day, Event Name, Time, Location and Description – the shipped range of 05-Jan-26 to 04-Feb-26 returns ten visits from 09:00 through 16:00 across North, South, Central, East and West Zone, the Suburban Route, the Agency Office and Telehealth. This is the page a coordinator prints for one nurse’s day, or for a week on one route.
Page 5: This Month Summary
Pick a month and year and four count tiles fill in – Events This Month, Active Days, Locations Used and Next 7 Days – beside an Events by Day of Week breakdown and a Top 5 Locations table, with the month’s visits listed underneath. The shipped August 2026 view shows 8 visits, from an IV Therapy Line Care Visit on the 4th to a Hand Hygiene and Infection Control Audit on the 28th.
Page 6: Events – the master table
The single source of truth. One hundred rows, seven columns – ID, Date, Day, Event Name, Time, Location and Description – with Add New Record, Update Record and Delete Record buttons across the top. Everything else in the workbook reads from this sheet. Descriptions in the sample data are written the way a scheduling note should be: “Second of six infusions; line flush and cannula site inspection”, “Weekly BP, pulse and SpO2 check for geriatric Case 087” – anonymous case references, never names.
Page 7: The entry form
A VBA user form with Date and Time pickers, an auto-filled Day box, and fields for Event Name, Location and Description, plus Submit and Reset. It is the fastest way to log a visit without scrolling to the bottom of the table, and the Update and Delete buttons reopen the same form against an existing row.
Sheet 8: Setting
A Whole Theme picker with five presets – Default, Blue, Red, Black and Orange. Choose one and the banners, headers and highlight shading repaint across every sheet. The file ships on Red.
📊 This calendar vs. a wall planner vs. home-health scheduling software
| Home Nursing Visit Calendar in Excel | Paper planner or a shared online calendar | Home-health scheduling and EVV software | |
|---|---|---|---|
| Cost | One-time $8.99 | Free to near-free | Per-nurse monthly subscription |
| Setup time | Under 10 minutes | Minutes | Weeks, with onboarding and training |
| Sample data to learn from | 100 visits already typed in | None | Demo tenant, usually sales-led |
| Year, month, day and summary views | All four, from one table | Usually one view | Yes |
| Prints usefully | Year planner, month grid and date-range list | Yes | Varies |
| Mobile check-in / visit verification | No | No | Yes – that is the point of it |
| Access control, encryption, audit trail | No | Limited | Yes |
| Suitable for protected health information | No | No | That is what it is built for |
| Works with no internet | Yes | Paper only | No |
| You own the file | Yes, forever | n/a | No – you rent access |
The honest summary: if you need mobile visit verification, rostering rules, payroll integration or a governed clinical record, buy the software. If you are a small agency, a district-nursing team or an independent nurse who wants next month’s visits visible, printable and in one file you control, this calendar does that for the price of a coffee.
👥 Who This Template Is For – and Who It Is Not For
It is a good fit for: small home-nursing and home-health agencies planning routes and visits for a handful of nurses; community and district nursing teams; independent and agency nurses managing their own week; private-duty and live-in care coordinators; hospice and palliative visiting teams who need a printable schedule; nursing students and educators who want a realistic scheduling workbook to teach with; and anyone coordinating a relative’s care visits at home.
It is not for you if you need electronic visit verification, GPS check-in, mileage capture or payroll; if you need to store patient names, addresses, diagnoses or clinical notes; if you need role-based access, encryption or an audit trail; if you need automatic reminders or SMS to patients and families; if you need rostering that enforces skill mix, working-time rules or continuity-of-carer requirements; or if your organisation requires a certified clinical record system. This workbook does none of those things and should not be used as if it did.
⚙️ How to Use the Home Nursing Visit Calendar in Excel
- Unzip and open the .xlsm in Microsoft Excel for Windows on the desktop. Click Enable Content when the yellow bar appears – every button, the entry form and all five views are VBA and do nothing without macros.
- Set the year on the Annual View, and the month and year on the Monthly View and This Month sheets.
- Look at the sample rows first. Open the Events sheet and read a dozen entries to see the intended pattern: a visit type in Event Name, a service zone or Telehealth in Location, and a short non-identifying note in Description.
- Clear the sample data when you are ready – delete the 100 rows on the Events sheet, keeping the header row and the buttons.
- Add your own visits with the Add New Record button, or from the Monthly View’s Add New Event. Fill Date, Time, Event Name, Location and Description; the Day fills itself.
- Rename the locations to your own zones, routes or teams – they are free text, so “North Zone” can become “Riverside Round” or “Team B”.
- Print what people actually need: the Annual View for the office wall, the Monthly View for the team meeting, and a Daily View date range for an individual nurse’s day or week.
- Repaint it from the Setting sheet if Red is not your agency’s colour.
- Keep it non-identifying. Use case references and visit types, as the sample data does. Patient-identifiable and clinical detail belongs in your governed system, not in this file.
💼 Real-World Use Cases
- A five-nurse home-care agency plans next month’s visits by zone on the Monthly View, then prints a Daily View range per nurse each Friday for the week ahead.
- A district nursing team keeps the recurring work visible – four-weekly catheter changes, weekly vital-signs rounds, six-infusion antibiotic courses – so a covering nurse can see what is due without asking.
- A hospice visiting team schedules palliative comfort visits and family support calls, and uses This Month to see how many active days the coming month holds.
- An independent nurse runs a whole private-duty week from the Events table and prints the month grid for personal reference.
- A clinical educator uses the workbook as a teaching artefact – 100 realistic, fully anonymous visit records for a scheduling and documentation exercise.
- A family coordinating care at home logs the visiting nurse, physiotherapy and caregiver-training sessions in one place everyone can read.
- An agency office manager keeps the non-visit work on the same calendar – monthly route and roster planning, documentation audits, infection-control spot checks and nurse training days.
❓ Frequently Asked Questions
Do I have to enable macros?
Yes. The navigation buttons, the Add / Update / Delete controls, the pop-up entry form and every view refresh are VBA. Without macros you get a static grid and nothing works. Click Enable Content when Excel prompts you.
Will it work on Mac, on Excel Online, or on my phone?
No. This is a macro-enabled .xlsm built for Microsoft Excel for Windows on the desktop. Excel for Mac, Excel Online and the mobile apps will open the file but the VBA will not run.
Can I store patient names and clinical notes in it?
Please do not. This is an ordinary spreadsheet with no encryption, no access control and no audit trail, and it makes no compliance claim of any kind. Schedule by visit type, time and service zone, and use anonymous case references the way the sample data does. Patient-identifiable and clinical information belongs in the governed record system your organisation uses, and your own privacy obligations remain yours.
Is this a care-planning or patient-record system?
No. It is a calendar. It records when a visit is scheduled, what type it is, roughly where, and a short note. It holds no care plan, no assessment, no medication chart and no clinical outcome, and it is not a medical device.
Is the year fixed to 2026?
No. The sample data is dated across 2026 so the views have something to show, but the year is a cell. Change it and every view rebuilds. Delete the sample rows and enter any dates you like.
How many visits can it hold?
It ships with 100 and the table grows as you add rows. A few thousand visits is comfortable; this is a team calendar, not a database, so if you are heading past that you have outgrown the format.
Can I change the locations and visit types?
Yes – both are ordinary text you type. Rename North Zone to your own round, and use whatever visit vocabulary your team already speaks.
Does it send reminders to nurses or patients?
No. It sends nothing and connects to nothing. It is a file on your computer that you look at and print.
Can I change the colours?
Yes. The Setting sheet has a Whole Theme picker with five presets – Default, Blue, Red, Black and Orange – and one click repaints the whole workbook. The file ships on Red.
What exactly do I get in the download?
One ZIP containing the macro-enabled workbook (.xlsm) and the Excel Calendar user manual PDF, which walks through every sheet and every button.
👤 About the Author
Built by PK – Microsoft Certified Professional with 15+ years of Excel, Google Sheets and Power BI experience. Founder of NextGenTemplates, reaching 300K+ subscribers across YouTube channels. Every template is hand-built and tested before release.
🔗 Explore Related Templates
Other clinical calendars on the same engine: Patient Follow-Up Visit Calendar in Excel, Physiotherapy Session Calendar in Excel, Dialysis Session Calendar in Excel and Dental Clinic Appointment Calendar in Excel. Those schedule appointments at a site; this one schedules visits out on a route.
To roster the staff rather than the visits, see the Nurse Duty Roster Calendar in Excel or the Doctor On-Call Calendar in Excel. If your team lives in Google Sheets rather than Excel, the Nurse Duty Roster Calendar in Google Sheets is the browser-based cousin.
Once you have a few months of visits recorded, the analysis layer is where the value moves: the Home Healthcare KPI Dashboard in Excel. For a full multi-user system with logins and roles – which this calendar deliberately is not – see the Hospital Management System Web App.
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