Referral follow-up

Create a referral tracker

Choose your columns and stages. Download an empty Excel template.

500 blank working rows9 columns · 6 stages

Starting template

Follow up after (calendar days)Due date = referral received + this number of days.

Customize columns 9 included

Internal reference, received date, current stage, due date, and completion date are always included.

Customize stages 6 stages

Stages, one per lineKeep Completed and Cancelled. Use 3 to 12 distinct stages.

Workbook preview

One referral, from start to finish.

Example only

Internal reference: REF-001
Referral received: Oct 1
Specialist: Example clinic
Coordinator: Care team
Insurance verification: Pending
Current stage: Received
Follow-up due: Oct 8
Completion date: Not completed
Notes: Confirm receipt with the specialist.

500 prepared rows · Stage dropdowns · Due-date formulas · Overdue highlighting. No patient information is entered here. Check dropdowns and formatting after importing into Google Sheets.