Templates

Templates to download and use

Free working documents for clinics and agencies, ready to download and adapt - no sign-up needed.

Excel workbookPatient tracker spreadsheet (Excel)A free Excel template that follows every patient from first enquiry to treatment on one row. It comes with drop-down lists, colours that flag overdue next steps, and a summary sheet that works out your conversion rate by stage, source and treatment.
Word documentTreatment quote template (Word)A free Word template for the treatment quotes you send patients: options with a price table, what the price includes, the deposit and balance, payment details for your clinic's bank account, cancellation terms and a signature for acceptance. Just fill in the fields in square brackets.
Word documentPatient intake form (Word)A free Word form that gathers what your doctor needs to assess a patient's treatment options: personal and contact details, travel dates, medical history, medication, allergies, previous operations, smoking and the photos to send. It is not medical advice.
Excel workbookAftercare plan template (Excel)A free Excel template that plans who contacts the patient, and how, on days 1, 3, 7, 14, 30, 90, 180 and 365 after treatment. Enter the treatment date and the check-in dates work themselves out, with late check-ins shown in red.
Excel workbookTransfer and stay planner (Excel)A free Excel template for planning the trips of patients who travel for treatment: travellers, flights, hotel, transfers and treatment days in one file. It counts the nights and highlights today's arrivals and any transfer in the next two days that is not yet confirmed.
Word documentPrivacy notice and explicit consent example (Word)A free example privacy notice and explicit consent text for health data, written for clinics and health-tourism agencies under Türkiye's data protection law (KVKK), to fill in and adapt with your lawyer. It reflects the 2024 amendments by Law No. 7499 and is not legal advice.

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