• Excel-based clinic management app showing patient records, appointment scheduling, and billing dashboard for efficient clinic operations.
  • excel and csv template for patient payment and Billing
  • Medical office and clinic csv file dashboard
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Clinic Software with Patient Forms and Documentation Templates

Clinic Software with Patient Forms and Documentation Templates

$129.00 USD
$199.00 USD $129.00 USD
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Clinic Management Software + Patient Intake Form

Clinic Management Software and Forms in DOC/Word formats that work on any laptop. Fully customizable and adjust all elements to match your clinic’s brand style.
No subscription. One-time download.

Quick Value Bundle

  • Clinic Management Software
  • Patient Intake Forms and 30+ Clinic Documentation Templates
  • Works for small & Medium size clinics
  • HIPAA-Compliant
  • Lifetime updates
  • 30-day refund guarantee

Running a clinic means dealing with:

  • scattered patient records
  • handwritten forms
  • missing consent documents
  • billing errors
  • slow admin work
  • new staff needing training
Ask yourself

Are you spending more time managing paperwork than treating patients?

Meet Clinic Manager Pro Built for Clinics That Want Control

All-in-one clinic tools

  • Patient registration and demographic data
  • Electronic Health Records / EMR
  • Appointment scheduling and calendar
  • Automated appointment reminders
  • Patient check-in and e-forms
  • Clinical notes / SOAP notes / visit history
  • Prescription management / e-prescriptions
  • Portal to view records and appointments
  • Secure messaging between clinic and patient
  • Telemedicine
  • Follow-up and recall reminders
  • Lab and diagnostic orders and results tracking
  • Document storage for reports and attachments
  • Referral management
  • Waiting list and walk-in management
  • Role-based staff permissions for patient data
Clinic Manager Pro dashboard showing patient, billing, and appointment management forms for clinics and doctors
All-in-one clinic tools
Clinic Manager Pro dashboard showing patient, billing, and appointment management forms for clinics and doctors

All-in-one clinic tools

  • Patient registration and demographic data
  • Electronic Health Records / EMR
  • Appointment scheduling and calendar
  • Automated appointment reminders
  • Patient check-in and e-forms
  • Clinical notes / SOAP notes / visit history
  • Prescription management / e-prescriptions
  • Portal to view records and appointments
  • Secure messaging between clinic and patient
  • Telemedicine
  • Follow-up and recall reminders
  • Lab and diagnostic orders and results tracking
  • Document storage for reports and attachments
  • Referral management
  • Waiting list and walk-in management
  • Role-based staff permissions for patient data
Smart finance and operations
Clinic Manager Pro Excel billing dashboard showing clinic payments, expenses, and patient financial records

Smart finance and operations

  • Billing and invoicing
  • Insurance claims management
  • Insurance eligibility verification
  • Payment collection and receipts
  • Revenue cycle management
  • Payment tracking and dues alerts
  • Reports for revenue, collection, and claims
Extra management tools
Clinic Manager Pro Excel dashboard showing patient files, staff records, call reminders, and data analysis pivots for clinics and doctors.

Extra management tools

  • Dashboard for clinic performance
  • Staff scheduling
  • Inventory and supply management
  • Workflow automation for routine tasks
  • Cloud access (mobile and remote)
  • Compliance and data security
  • Audit logs and activity tracking
Clinic Manager Pro dashboard showing patient, billing, and appointment management forms for clinics and doctors

All-in-one clinic tools

  • Patient registration and demographic data
  • Electronic Health Records / EMR
  • Appointment scheduling and calendar
  • Automated appointment reminders
  • Patient check-in and e-forms
  • Clinical notes / SOAP notes / visit history
  • Prescription management / e-prescriptions
  • Portal to view records and appointments
  • Secure messaging between clinic and patient
  • Telemedicine
  • Follow-up and recall reminders
  • Lab and diagnostic orders and results tracking
  • Document storage for reports and attachments
  • Referral management
  • Waiting list and walk-in management
  • Role-based staff permissions for patient data
Clinic Manager Pro Excel billing dashboard showing clinic payments, expenses, and patient financial records

Smart finance and operations

  • Billing and invoicing
  • Insurance claims management
  • Insurance eligibility verification
  • Payment collection and receipts
  • Revenue cycle management
  • Payment tracking and dues alerts
  • Reports for revenue, collection, and claims
Clinic Manager Pro Excel dashboard showing patient files, staff records, call reminders, and data analysis pivots for clinics and doctors.

Extra management tools

  • Dashboard for clinic performance
  • Staff scheduling
  • Inventory and supply management
  • Workflow automation for routine tasks
  • Cloud access (mobile and remote)
  • Compliance and data security
  • Audit logs and activity tracking

Run Your Clinic Smarter Without Monthly Subscription Fees

Instantly streamline your clinic operation, paperwork, scheduling, and billing with our all-in-one bundle. Get organized, stay compliant, and save hours every week.

Included Editable patient intake forms and Documentation Templates

Editable patient registration, admission, and medical history form templates from Clinic Manager Pro for doctors and health clinics.

  • Patient Forms: New Patient Registration, Medical History Form, Covid-19 Declaration Form, Appointment Scheduling.
  • Consent and Compliance : Patient Consent Form, Compliance Template.
  • Clinical and Treatment Record:
    Patient Progress Notes, Medication Administration Record, Immunization Record.
  • Diagnostics and Referrals :
    Radiology and PathLab Order Forms, Referral Forms.

Complete set of editable clinic management templates from Clinic Manager Pro including compliance, legal, and daily operations forms.

  • Finance: Invoice, receipt, insurance claim, and financial forms for smooth billing and payments.
  • HR: Hiring forms, contracts, job roles, leave requests, and staff evaluations.
  • Legal: Arbitration, vendor agreements, and NDAs to protect clinic data and compliance.
  • Operations: Equipment logs and lease agreements for space and assets management.

List of Clinic Forms and Templates (Included)

Patient Intake & Clinical Documentation

  • New Patient Registration
  • Medical History Form
  • Covid-19 Declaration Form
  • Appointment Scheduling
  • Patient Consent Form
  • HIPAA Consent Form
  • Patient Progress Notes
  • Medication Administration Record
  • Immunization Record
  • Referral Forms
  • Radiology & Path Lab Order Forms
  • Patient Arbitration Agreement

Compliance, Safety & Operational Protocols

  • OSHA & CLIA Compliance
  • Emergency Procedures and Protocols
  • Infection and Waste Disposal Protocols
  • Equipment Maintenance Form
  • Inventory & Supply Order
  • Business Associate Agreements
  • Lease or Rental Agreements
  • Non-Disclosure Agreement
  • Workplace Safety Checklist
  • Incident Reporting Form
  • Fire Safety & Evacuation Checklist
  • Clinic Opening & Closing Checklist

Financial & Insurance Management

  • Invoice Template
  • Financial Application
  • Insurance Claim Forms
  • Payment Receipt
  • Patient Billing Sheet
  • Refund Request Form
  • Payment Plan Agreement
  • Daily Cash Reconciliation Sheet
  • Insurance Verification Form
  • Fee Schedule Sheet
  • Outstanding Balance Notice
  • Revenue Tracking Sheet

HR, Staff Management & Administration

  • Employment Application
  • Employee Contract
  • Job Descriptions (Nurse, Assistant etc)
  • Time-off Request Form
  • Performance Evaluation Form
  • Attendance Sheet
  • Staff Onboarding Checklist
  • Disciplinary Action Form
  • Exit Interview Form
  • Training Completion Form
  • Payroll Authorization Form
  • Work Shift Schedule

WHO IT IS FOR

General physicians & Small Clinics

Physiotherapy clinics & Dental Clinics

Telemedicine Practitioners & Online Consult Clinics

Aesthetic & Cosmetic Clinics

WHY $129

Comprehensive Clinic Software + Patient Intake, Consent and Clinic Forms+ Compliance and Legal Documentation Templates

You pay once.

You download once.

You own it for life.

Ask yourself

Why pay monthly when your needs are simple?

Customer Testimonials

Outstanding Experience

The Clinic app is incredibly user-friendly and has streamlined our entire clinic management process. Outstanding product!

D
Dr Jerome Grant
General Practitioner
Meta

Time-Saving & Accurate

This comprehensive package has saved us so much time and improved our patient data accuracy. A must-have for any clinic

S
Sarah Tyler
Medical office manager
Meta

Simply the best

Clinic Manager Pro helped me organize appointments and payments perfectly. The system is clean, easy to use, and designed exactly for small clinics like mine. Great value for the price!

E
Emily R
General Practitioner
Meta

Worth the price

Clinic Manager Pro replaced three separate tools I was using earlier. Everything patients, billing, and reports in one clean app.

D
Donna M
Pediatrics
Meta

Time saving

The clinic forms and management app is perfect for my clinic. Highly recommended!

D
Dr Ruby Richards
Dermatologist
Meta

Frequently Asked Questions

Simply click the download link after purchase, and the file will be ready to use.

No, this is a one-time purchase with no recurring fees.

Yes, our forms and templates are fully compliant with USA regulations, including HIPAA.

The application is available in Google Spreadsheet/MS Excel/CSV format.

Absolutely! The application is designed for easy customization.

All data remains on your local systems, ensuring maximum security.