Doctor Contact Tracking Template Outlook Style | Contact Tracking Database

Doctor Contact Tracking Database/Template System

Microsoft Access Doctor Contact Tracking Database

Efficient contact management is critical for maintaining patient relationships, coordinating appointments, and ensuring smooth practice operations. The Microsoft Access Doctor Contact Tracking Database is a comprehensive contact management system built entirely in Microsoft Access using tables, forms, reports, and VBA (Visual Basic for Applications) code. This robust template is designed to simplify the process of recording and maintaining patient, vendor, and professional contact information within a medical or clinical setting.

Inspired by Microsoft Outlook’s contact module structure, this template offers a user-friendly layout and complete functionality—entirely within the Microsoft Access platform. Because it is fully 100% Access-based, it integrates seamlessly into your existing database system, providing a centralized solution for managing communications, scheduling, and billing.

Key Features:

• Patient and Professional Contact Management: Store detailed contact records for patients, referring physicians, vendors, staff, and other healthcare professionals.
• Appointment and Contact Scheduling: Schedule follow-up calls, consultations, or appointments with built-in date tracking and reminders.
• Invoice and Payment Tracking: Generate printable invoices and maintain accurate records of payments and outstanding balances tied to specific contacts.
• Built-In Reporting Tools: Access a suite of reports including patient activity logs, contact histories, financial summaries, and upcoming scheduled interactions.

Whether you're a solo practitioner, run a multi-physician office, or manage administrative systems within a clinic or hospital, this contact tracking system provides a scalable and customizable solution to support your daily workflow.

Please Note: This is a template database. If it does not fully meet your needs and you’re not able to customize it yourself, Winning Solutions, Inc. (WSI) is available to provide professional customization services. We’ll ensure the final solution is tailored specifically to your medical or healthcare practice.

📞 Contact Us today to request a customization quote or to learn more about how this Microsoft Access Doctor Contact Tracking Database can improve your medical contact management workflows.

Are you looking for the ability to use this template in a calendar view as well? Then be sure to learn more about Microsoft Access Doctor Scheduling Database. This version of the tool allows you to view your data in a calendar view (day/week/bi-weekly and monthly).

If you are interested in a VB.NET, C#.NET or ASP.NET version of this template, please Contact us for more details.

The following document explains, in detail, how to install the demo and how to avoid some common setup issues:
Download Instructions

Live Demonstration: To experience a more interactive and personalized demonstration of this WSI template, we invite you to contact WSI and schedule a live demonstration with one of our team members. This opportunity allows you to engage directly with us, either as an alternative to or in conjunction with downloading and exploring the demo version of the template at your leisure. Please note that downloading Microsoft Office files, including Microsoft Access database files, might trigger a security warning on your computer. To avoid this and get a comprehensive overview, you have the option of viewing the template through a virtual meeting on Teams or Zoom with a WSI representative.
Once you purchase the database template, you will receive the full version of the database in a standard Access Database file. The purchased database will have full access to the database window, all design objects, the visual basic project code, and you will be able to modify or add to the design in any way you wish (this does not apply to the run-time/compiled versions). If you lack the time to integrate this database into your system, please Contact Us and we will be glad to help with your integration process. If you like the basics of what you see in the database, but need enhancements to make the system functional for your business, please Contact Us and we will develop a quote for you to implement the additional features and enhancements that you require.