Healthcare Follow Through & Next Steps Tracker | Google Sheets
$16.99
Keep Healthcare Follow Ups From Falling Through the Cracks
A referral was sent. A test was ordered. Your provider said someone would call. You are waiting for results. Insurance still needs to respond.
But who was supposed to do what next?
The Healthcare Follow Through & Next Steps Tracker gives you one organized place to keep track of the healthcare loose ends that are easy to forget but important to follow through on.
Instead of relying on memory, portal messages, sticky notes or scattered paperwork, you can document what needs to happen, who is responsible, what happened last, what should happen next and when you need to follow up.
Created by a Registered Nurse with professional experience in healthcare navigation, utilization management, prior authorizations, insurance appeals and patient advocacy.
One Place for the Healthcare Loose Ends
Use your tracker to organize follow through related to:
• Referrals and specialist appointments
• Tests, labs and imaging
• Results that still need to be discussed
• Medication changes
• Treatment and therapy
• Medical records
• Prior authorizations
• Scheduling
• Provider and facility follow ups
• Pharmacy follow ups
• Insurance follow ups
• Other healthcare next steps
Keep the Whole Story in One Place
For each item, you can track:
• Patient or family member
• Provider or facility
• Follow through type
• What needs to happen
• Why or what it relates to
• Who is responsible
• Due date
• Current status
• Last action and what happened
• Last action date
• Next expected step
• Next follow up date
• Outcome or resolution
• Notes
• Completion
Automatic fields calculate the days until your next follow up and flag items that may need attention.
Know What Needs Your Attention Next
The built in Action Center automatically brings open follow through items together in priority order.
Quickly identify items that are:
FOLLOW UP OVERDUE
FOLLOW UP TODAY
FOLLOW UP SOON
WAITING ON ME
Instead of searching through your full tracker, you can see what needs your attention next in one place.
See the Big Picture at a Glance
Your Healthcare Follow Through Dashboard gives you a quick overview of:
• Open Items
• Overdue Follow Ups
• Due This Week
• Waiting on Someone Else
• Results to Discuss
• Items With No Follow Up Date
• Needs Attention Now
• Upcoming Follow Ups
• Recently Completed Items
This makes it easier to see not only what you are tracking, but where follow through may still be missing.
Built to Help You Follow Through
Your tracker includes:
✓ Automatic Attention Flags
✓ Days Until Follow Up calculations
✓ Action Center
✓ Healthcare Follow Through Dashboard
✓ Dropdown menus
✓ Completion tracking
✓ Automatic completion dates
✓ Clear Selected Row tool
✓ Warning before a record is cleared
✓ Protected automatic fields
✓ 200 tracker rows
✓ Google Sheets format
Clear a Record Without Accidentally Deleting the Wrong Information
The built in Clear Selected Row tool includes a confirmation warning before information is removed.
Select the record, choose RTC Tracker Tools → Clear Selected Row, and confirm that you want to continue.
Who Is This Tracker For?
The Healthcare Follow Through & Next Steps Tracker may be helpful for individuals managing their own healthcare, caregivers coordinating care for someone else, families keeping track of healthcare next steps, people seeing multiple specialists, and anyone managing referrals, testing, results, medications or ongoing healthcare follow ups.
You do not need to be managing a complex medical condition to use it.
Sometimes the hardest part of healthcare coordination is simply remembering:
“Was I supposed to call them, or were they supposed to call me?”
This tracker gives you somewhere to keep the answer.
What You'll Receive
Your purchase includes:
1 Healthcare Follow Through & Next Steps Tracker in Google Sheets
1 PDF Access Guide
1 Start Here guide built directly into the tracker
This is a digital product. No physical product will be shipped.
How It Works
After purchase:
1. Download your Access Guide.
2. Use the link provided to open the Google Sheets template.
3. Select Make a copy to create your own editable version in Google Drive.
4. Start entering the healthcare items you need to follow through on.
A Google account is required.
Google may ask you to authorize the included script the first time you use certain automated tracker functions.
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Important Information
This tracker is an organizational tool and does not provide medical advice or replace professional medical care.
Digital products are intended for personal use unless otherwise stated. This product may not be resold, redistributed, shared, reproduced for commercial distribution or represented as your own work.
© 2026 Right to Care Solutions. All rights reserved
Disclaimer: We at Right to Care Solutions want to be clear about what we do. We offer healthcare advocacy services like denial and prior authorization assistance, but we are not a law firm, insurer, or medical provider, and we can't guarantee outcomes.
By using our services, you agree to our Terms of Use. We maintain safeguards designed to protect confidential information and handle protected health information in accordance with applicable privacy requirements. We are not liable for decisions made by your insurer or provider.
Our team, which includes licensed Registered Nurses in Ohio, provides services for educational and administrative purposes only. We don't provide nursing care, medical advice, or treatment. Final medical decisions must be made with your licensed healthcare provider, as we don't prescribe medications or perform exams.