Dental Treatment Plan & Patient Tracker — Free Google Sheets Template

Track dental treatment plans, patient records, and invoices in Google Sheets. Attach X-rays, perio charts, and signed consent forms to every patient.

What's in this template

• Patient Name — Full name of the patient
• Treatment Plan — Summary of the planned or completed dental treatment
• Status — Current status of the treatment plan
• Next Appt — Date of the patient's next scheduled appointment
• Balance Due — Outstanding patient balance after insurance
• Paid — Whether the patient balance has been paid in full
• X-Rays & Perio Charts — Upload patient X-ray images, perio charting PDFs, or CBCT scans (PDF, JPG, PNG, DICOM)
• Consent & Treatment Docs — Upload signed consent forms, treatment plans, or referral letters (PDF, DOCX)

This free Google Sheets template is built to work with FileFox, the drag-and-drop file management add-on for Google Sheets. Attach contracts, photos, invoices, and any other files directly to rows — every file stays in your own Google Drive. Download the template free and install FileFox from the Google Workspace Marketplace to add file-upload columns.