Patient Follow-Up Visit Calendar in Google Sheets

The Patient Follow-Up Visit Calendar in Google Sheets is a ready-to-copy scheduling workbook with six tabs, three linked calendar views and 100 sample follow-up visits loaded across 2026, covering 20 review types in 38 named clinic rooms. Buy it once at $4.99, open the PDF in your download, click the copy link, and the calendar lands in your own Google Drive in about two minutes. No subscription and no per-clinician licence. Built and tested by NextGenTemplates, reaching 300K+ subscribers across our YouTube channels. If the file does not open or copy correctly, contact us for a replacement or a refund.

Key Features of Patient Follow-Up Visit Calendar in Google Sheets

• Six tabs, five visible – Home, Annual View, Monthly View, Daily View and Events, plus one hidden List tab that feeds the dropdowns.
• Four navigation buttons on Home jump to each view, and every view carries a “Back” link home.
• Annual View driven by one cell – type a year and all twelve month grids rebuild, with review days shaded so a whole year of follow-up load reads at a glance.
• Monthly View with Month and Year dropdowns – pick April and 2026 and the Sun-to-Sat grid fills with that month’s reviews by date.
• Daily View date range – set a Start Date and End Date and a FILTER formula returns every review between them across all seven columns.
• 100 sample visits on the Events tab, numbered 1 to 100 and dated 06-Jan-2026 to 28-Dec-2026, with room for roughly 900 more rows.
• 20 realistic follow-up types including 3-Month Diabetes Review, Post-Discharge Cardiac Follow-Up, Post-Operative Wound Review, Post-Stroke Neurology Review, Post-Fracture Orthopaedic Review, Post-Cataract Ophthalmology Review, Anticoagulation INR Review, Chemotherapy Cycle Review, Renal Function Follow-Up, Asthma & COPD Control Review, Medication Titration Review, Mental Health Review, Antenatal Follow-Up, Paediatric Growth & Immunisation Follow-Up, Wound Care Nurse Review, Dietitian Follow-Up, Rehab Progress Review, Blood Pressure Recheck, Lab Results Discussion and Telehealth Video Follow-Up.
• 38 named clinic locations across the whole outpatient footprint – Diabetes Clinic, Cardiology OPD, Neurology OPD, Nephrology OPD, Oncology Day Unit, Anticoagulation Clinic, Maternity Clinic, Eye Clinic, Plaster Room, Wound Care Room, Dressing Rooms, Nurse Practitioner Bays, Clinical Pharmacy Room, Psychiatry OPD, Pulmonary Function Lab and two Telehealth Booths.
• Telehealth is scheduled like any other slot – remote reviews sit in Telehealth Booth A and B alongside the in-person clinics, so one calendar covers both.
• Rolling year list – the hidden List tab carries a 36-year range that rebuilds from today’s date, so the year dropdown moves forward on its own instead of expiring.
• Nothing to install – native Sheets formulas only. No Apps Script, no macros, no add-on permissions.

What’s Inside the Patient Follow-Up Visit Calendar in Google Sheets

Home is a title banner over four stacked buttons – Annual View, Monthly View, Daily View, Events. It is the menu, not a dashboard: no counters, no charts.

Annual View lays out twelve month grids, three across and four down, each Sun to Sat. One Year cell drives them all, and days carrying a review are shaded, so a full year’s follow-up workload reads at a glance.

Monthly View puts Month and Year dropdowns above a Sun-to-Sat grid. Each day cell shows the date and the review booked that day; where a day holds more than one, the first name appears with a “1 more…” note – the grid is a summary, and the full list lives in Daily View and Events.

Daily View takes Start Date and End Date over a seven-column table. Set 01-Apr-26 to 30-Apr-26 and it returns the nine April reviews – IDs 25 to 33 – with day, time, room and a one-line description such as “HbA1c trend, foot screening and insulin dose adjustment.”

Events is the single source table behind all three views: ID, Date, Day, Event Name, Time, Location, Description. Add a row here and every view updates without touching a formula. List (hidden) holds the month names and the rolling year range behind the dropdowns.

Patient Follow-Up Visit Calendar in Google Sheets vs. Microsoft Excel Calendar vs. EHR Recall Module – Where This Fits

Read the bottom five rows before you buy. This is a scheduling spreadsheet: it shows which review is due when and in which room. It does not message anyone, generate recalls on its own, hold clinical notes, chase non-attenders, or stop you booking two reviews into the same room at the same time.

Who This Template Is For – and Who It’s Not For

A good fit if you run a small clinic or a single outpatient department and keep the follow-up book on paper or in a plain spreadsheet; if you want a twelve-month view of review load before you commit clinic sessions; or if two or three colleagues need to edit the same follow-up list from a browser.

Not a good fit if you need automated recall or reminder messages, rules that generate the next review date automatically, patient self-booking, clinical notes and results, prescribing, did-not-attend chasing, invoicing or insurance claims, or an audit trail of who changed what. Those are EHR and practice-management jobs, and this template does none of them.

Please note. The word “Patient” is in the title because these are patient follow-up appointments – but this is a scheduling spreadsheet, not a clinical or patient-records system. It is not an EHR or EMR, it is not practice-management software, and it makes no HIPAA, GDPR or other compliance or certification claim. It holds only what you type into a file in your own Google account, with no access control, encryption or audit trail beyond the sharing settings Google itself provides. Do not store identifying patient data in it. The 100 sample rows deliberately carry review types, times and rooms only – there is no patient name, patient ID, contact detail or clinical-notes column anywhere in the workbook, and we recommend you keep it that way.

How to Use the Patient Follow-Up Visit Calendar in Google Sheets

1. Open the PDF in your download and click the “Make a copy” link. The calendar is created in your own Google Drive.
2. Open the Events tab. The sample data runs from ID 1 to ID 100.
3. Rename the clinic rooms first in the Location column – it is the field you will scan most.
4. Replace the samples with your own reviews, keeping the column order and using real dates so the views can read them. Keep it to review type, time and room – not patient identities.
5. Check Monthly View – pick your month and year from the dropdowns and the grid fills from Events automatically.
6. Use Daily View for the week ahead by setting Start Date and End Date to the range you want, then print it for the clinic desk.
7. Use Annual View for planning – change the Year cell to see the whole year’s review days at once and spot the weeks that are already full.
8. Share it with Google’s own Share button. Anyone with the link sees whatever the sheet contains, so set the sharing scope deliberately.

Real-World Use Cases

Ravi, practice manager at a four-room outpatient clinic. He keeps Diabetes Clinic, Cardiology OPD and the two Nurse Practitioner Bays in the Location column, then uses Annual View each quarter to find the weeks where the diabetes reviews stack up and moves the routine blood-pressure rechecks to the quiet ones.

Elena, senior nurse running a wound-care and dressings service. Every Friday she sets Daily View to the coming week and prints the filtered list for the treatment room, so the team can see which slots are suture removals in the Minor Procedures Room and which are chronic-ulcer reviews in the Wound Care Room.

Tom, coordinator for a small telehealth-and-clinic hybrid service. He books remote reviews into Telehealth Booth A and B in the same calendar as the in-person clinics, uses the Monthly View dropdowns to check a Tuesday is not already full, and shares view-only access with the two visiting consultants.

Frequently Asked Questions

Is this a patient-records or practice-management system?

No. It is a scheduling calendar in Google Sheets. It is not an EHR or EMR, it holds no patient records, results or notes, and it is not HIPAA, GDPR or otherwise certified. It stores only what you type into a file in your own Google account, with no access control, encryption or audit trail beyond Google’s own sharing settings. Do not put identifying patient data in it.

It is called a Patient Follow-Up calendar – does it store patient details?

No, and that is deliberate. There is no patient name, patient ID, contact or notes column anywhere in the workbook. Each row records the type of review, the date and time, and the room. You schedule the appointment here and keep the person’s identity in whatever clinical system you already use.

Does it generate the next follow-up date automatically?

No. There is no recall rule engine – a “3-Month Diabetes Review” does not create the next one three months out. You enter each review date yourself. If you want that automated, you need an EHR recall module.

Does it send reminders to patients?

No. Nothing here sends an SMS, an email or a notification of any kind, and it does not connect to any booking or clinic system. It is a spreadsheet you and your team read.

Will it stop me double-booking a room?

No. Nothing validates a clash – two reviews in the same room at the same time will both simply appear. Monthly View flags a busy day with a “1 more…” note and Daily View lists everything in the range, so clashes are visible, but you have to look.

Does it track did-not-attends or rebooking?

No. There is no attendance, outcome or status field. The Description column is a one-line note about what the review involves, not a clinical or administrative record.

What exactly is in the download?

A PDF carrying the “Make a copy” link for the Google Sheet. There is no Excel or ZIP file – the PDF is how you get the sheet into your own Drive.

Can I change the review types and rooms?

Yes. All 20 review names and 38 locations sit in ordinary cells on the Events tab. Overwrite them and all three views follow.

Do I need Apps Script, macros or an add-on?

No. The views use native formulas – FILTER, VLOOKUP and DATE. Nothing asks for permissions and nothing runs in the background.Patient Follow-Up Visit Calendar in Google Sheets

The sample data is 2026 – does it expire?

No. The Year cell accepts any year and the hidden List tab rebuilds its 36-year range from today’s date, so the dropdown moves forward with the calendar.Patient Follow-Up Visit Calendar in Google Sheets

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.

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To record what happened at a visit rather than only when it is booked, add the Patient Visit Log Data Entry System in Excel or the Patient Appointment Data Entry System in Excel. For the medication side of a titration or anticoagulation review there is the Prescription Record Data Entry System in Excel, and for staff rotas alongside the clinic diary the Doctor Duty Roster Data Entry System in Excel. When a spreadsheet is no longer enough, the Hospital Management System Web App is the multi-user step up.

Browse the whole Google Sheets Calendar category or the wider Google Sheets template library.Patient Follow-Up Visit Calendar in Google Sheets

Get the Patient Follow-Up Visit Calendar in Google Sheets for $4.99 – one payment, no subscription, yours to copy and edit in your own Google Drive. A full walkthrough of every tab is on the blog: Patient Follow-Up Visit Calendar in Google Sheets.

Watch the step-by-step video Demo:

Last updated: 24 August 2026.