Small Clinic Patient Management Tool

I need a straightforward, low-overhead way to keep my small clinic organised. The solution can be a well-structured Microsoft Excel workbook (with formulas or VBA) or a lightweight standalone program—whichever you feel will deliver speed and reliability without forcing us into a steep learning curve.

Core functions
• Patient appointment scheduling presented in an intuitive daily calendar view—simple drag-or-drop or dropdown rescheduling is ideal.
• A unified medical record section that stores and lets me update basic patient information, treatment history and current / past medication records in just a few clicks.

Essential workflow features
– Quick patient search by name or ID.
– One-page printable visit summary.
– Automatic backup or easy export to CSV/PDF so I never lose data when upgrading computers.

Deliverables
1. Fully working Excel file or application with the above features enabled.
2. Clear, step-by-step user guide (PDF or embedded help sheet).
3. A short walk-through video or live call at hand-over so I can see the process in action.

If you prefer Access, Google Sheets, or a simple desktop executable built in C#/Python, mention it—I’m flexible as long as I keep the daily calendar view and the three record categories intact. Let me know your preferred approach and timeline, and we can get started right away.