Review criteria
- +Appointment by therapist and client
- +Time block and location
- +Confirmed and no-show status
- +Daily-schedule view
OT Appointment Tracker in Occupational Therapy Clinic
The OT Appointment Tracker is a copy-ready spreadsheet for occupational therapy clinic that tracks appointments, therapist, client, time, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “OT Appointment Tracker”
Tabs: How to use · Appointments · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 10
Columns (grey = calculated for you)
- Date
- Start
- Minutes
- Client ref
- Service
- Therapist
- Status
- Price
- End
- Double-booked
- Open the Appointments tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Front-office scheduling only: client references; treatment notes and plans of care stay in your EMR.
- Double-booked flags overlapping sessions per therapist; track late cancels for your attendance policy.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
OT Appointment Tracker
About this template
It is built for people who want results without another subscription: front desks scheduling therapy visits. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing OT Appointment Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Front desks scheduling therapy visits
- +Anyone tracking no-show rates
Pause before choosing when
- -Clinical notes or PHI
- -EMR integration
About Occupational Therapy Clinic
Why people consider this option
- +Track appointments, authorizations, and billing without paid software
- +Keep front-office scheduling and A/R in a file you own
- +Know visits used against authorizations
What to review before acting
- -Front-office use only — not for clinical notes or PHI
- -Growing clinics eventually need therapy-practice software
Trust FAQ
Questions people ask before copying a template
Does the OT Appointment Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the OT Appointment Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the OT Appointment Tracker track?
It tracks appointments, therapist, client, time, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.