My wife is setting up a small business and I am trying to help get all the paperwork organized and set up some systems which will help us keep track of things.
I would like any suggestions for websites which have templates we can use. We need things like patient lists, accounts which have not been paid etc.
I have tried searching on google but most of the websites have templates for sales and stock but my wife is a psychologist, so she does not need these things. Any suggestions would be helpful.
You can use Access and look at the sample database, Northwind. That may give you a good starting point.
If you want to use Excel, you can set up a table to track each piece of information you want to track. The data will be repetitive (since it won’t really be a relational database) but it’ll be easier to develop.
Once you have each mini database (one per worksheet, for example) you can build reports using vlookup & sumproduct formulas. So, you can have one worksheet that tracks patients, their last visit and when paid. You then build either another worksheet or a separate area in the same worksheet that can be formatted as you wish that will use vlookup to find a non-paid patient (note: vlookup only returns a single patient. If you want the functionality to return the entire set of patients that have not paid within a time period, you are definitely better off with Access. If you MUST use Excel, look into the SQL.REQUEST function, that can also do the entire set but it takes some tweaking to get right)
I’ve built similar models in the past, if you need more guidance feel free to email me.
You are better off getting some simple software (Quickbooks, etc.) that already works rather than re-create the wheel using Excel or Access.
While these products are typically geared towards selling and accounting for physical products, you can just as easily setup an item called “counseling” and bill the number of hours etc. as the units.