Retail Templates

Streamline Patient Record Management with the Electronic Health Record Template Efficient healthcare begins with organized patient data. With multiple visits, treatments, and prescriptions to track, managing individual health records can quickly become overwhelming without the right tools. Stackby's Electronic Health Record (EHR) Template helps healthcare professionals maintain clear, accurate, and up-to-date records for every patient — all in one place. Designed for clinics, private practices, hospitals, and healthcare startups, this customizable EHR template allows you to digitize patient records and streamline workflows. Whether you're a solo practitioner or part of a larger care team, this template simplifies how you document, access, and analyze patient health data. Why Use Stackby for EHR Management? Traditional health record systems can be expensive, rigid, and difficult to customize. Stackby offers a flexible and collaborative solution that enables healthcare teams to tailor their record-keeping process while keeping everything centralized and accessible. This no-code Electronic Health Record template supports real-time updates, secure team access, and easy integration of patient data, making it a modern alternative to outdated file-based systems or static spreadsheets. Key Features of the Electronic Health Record Template Comprehensive Patient ProfileCapture all essential patient details including name, date of birth, gender, contact information, insurance provider, and emergency contact. Visit & Encounter LoggingDocument every patient visit with fields for appointment date, reason for visit, diagnosis, observations, and treatment plans. Medical History & DiagnosesMaintain an ongoing record of chronic conditions, allergies, past surgeries, and previous diagnoses to inform better treatment decisions. Prescriptions & MedicationsRecord prescribed medications, dosage instructions, start/end dates, and prescription status to manage drug interactions and refills. Doctor & Practitioner NotesAdd secure notes from attending physicians or specialists, enabling collaborative care and proper handoffs between providers. Status TrackingMonitor patient progress through different phases of care such as New Patient, Under Treatment, Follow-up Required, or Recovered. Attachments & ReportsUpload diagnostic reports, lab test results, or scanned documents directly to each patient’s record for centralized access. Filtered Views & Searchable DatabaseUse filtered views to segment patients by treatment status, diagnosis, or assigned physician. Easily search patient records using keywords or filters. Benefits for Healthcare Teams Centralized Record KeepingConsolidate all patient-related data into a single, accessible system, reducing the risk of fragmented or lost information. Improved Clinical EfficiencySave time locating records, updating treatment details, or coordinating with other care team members. Enhanced Patient CareWith detailed histories and real-time data access, doctors and nurses can make faster, better-informed clinical decisions. Scalable & CustomizableAs your practice grows, you can expand the template to include new fields, link multiple tables, or automate patient workflows. Data Security & Access ControlAssign roles and permissions to ensure only authorized team members can view or edit sensitive health information. Use Cases General Clinics & Private PracticesMaintain full records for all patient appointments, treatments, and follow-ups in one place. Hospitals & Specialty DepartmentsTrack patient progress across different departments and support handoffs between specialists. Telehealth ProvidersManage virtual consultations with accurate documentation and easy sharing of prescriptions or diagnoses. Healthcare StartupsLaunch patient-first platforms with customizable and affordable health record infrastructure. Mobile Medical UnitsSupport patient tracking in remote or rural health initiatives with cloud-based accessibility. Get Started with Stackby’s Electronic Health Record Template Managing patient records shouldn’t slow down your practice. With Stackby’s Electronic Health Record Template, you can bring clarity and structure to your healthcare operations. Log patient data, track visits, record diagnoses, and monitor treatment progress — all in a collaborative workspace designed for speed and precision. Whether you’re digitizing paper records or building your clinic’s first EHR system, this template offers the tools to deliver better care and stay organized. Customize fields, connect with other data sources, and scale your setup — all without writing code. Start using this free EHR template today and ensure your patient records are always organized, accurate, and accessible. Let me know if you'd like versions for specialized care areas like pediatrics, mental health, or chronic care clinics.  

Track Customer Loyalty and Improve Retention with Stackby’s Net Promoter Score (NPS) Template Understanding what your customers truly think about your brand can be the difference between business growth and stagnation. That’s where Net Promoter Score (NPS) comes in. Stackby’s Net Promoter Score Template is designed to help you effortlessly collect, analyze, and act on customer feedback. Whether you're a startup, SaaS company, agency, or enterprise team — this template gives you a clear snapshot of customer satisfaction and loyalty, all in one place. What is Net Promoter Score (NPS)? Net Promoter Score is a customer loyalty metric that gauges how likely your customers are to recommend your product or service to others. Customers are categorized into three groups based on their rating (0–10): Promoters (9–10): Loyal enthusiasts who will keep buying and refer others. Passives (7–8): Satisfied but unenthusiastic customers. Detractors (0–6): Unhappy customers who can damage your brand. The score is calculated by subtracting the percentage of Detractors from the percentage of Promoters. What’s Inside the Template? This Net Promoter Score Tracker in Stackby helps you: Collect customer responses via forms or integrations. Categorize responses into Promoters, Passives, and Detractors. Auto-calculate your NPS using formula columns. Add follow-up notes or action plans based on feedback. Visualize your data through charts and dashboards. Pre-built columns include: Customer Name and Email Survey Date NPS Rating (0–10) Category (auto-calculated: Promoter, Passive, Detractor) Feedback or Comment NPS Score (formula) Assigned Team Member Status and Follow-up You can also connect it with your CRM, email automation tool, or feedback platform using APIs or third-party tools like Zapier. Key Features Automated Categorization: Based on the score entered, customers are auto-labeled as Promoters, Passives, or Detractors.Real-time Score Calculation: Instantly calculates your current NPS based on active responses.Customizable Views: Filter and group data by rating category, date, or customer segment.Action-Oriented Tracking: Assign team members to follow up and track resolution status.Visual Analytics: View charts for NPS trends over time to spot customer sentiment patterns. Benefits of Using Stackby’s NPS Template Streamline Feedback Collection: Import survey data directly or link Stackby forms with your email campaigns. Improve Customer Relationships: Quickly identify unhappy customers and take action to improve retention. Data-Driven Decisions: Understand what’s driving loyalty and where you need to improve. Cross-Team Collaboration: Assign follow-ups to support, product, or customer success teams. Simple & Scalable: Works whether you're surveying 10 or 10,000+ customers. Who Should Use This Template? This template is ideal for: SaaS businesses measuring user satisfaction post-onboarding or after support. Product teams seeking feature feedback and sentiment analysis. Marketing and customer success teams identifying brand advocates. Agencies or service providers who want to track satisfaction across projects. Ecommerce businesses looking to enhance post-purchase experience. Use Case Example Imagine you're a customer success manager at a growing SaaS startup. You’ve just rolled out a major update and want to see how customers respond. With this template, you can collect user feedback, tag their sentiment, and track changes in your NPS over time. It helps you spot if the new release delighted or frustrated your users — and make smarter decisions going forward. Get Started Today Ready to improve your customer feedback process? Use this free Net Promoter Score template by Stackby to measure what matters most — your customers' loyalty. Customize it to your needs, integrate it with your favorite tools, and start turning insights into action. Try it now — no coding required, fully customizable, and free to use.   

Managing a gallery, museum, or digital asset collection requires a well-structured system to track artwork, exhibits, and other creative materials. The Gallery Asset Management Template in Stackby simplifies this process by offering a structured and customizable platform to catalog, store, and manage assets efficiently. Whether you’re a gallery owner, museum curator, or a creative professional, this template helps streamline operations by keeping records of assets, their locations, conditions, and associated details. With Stackby’s powerful database-spreadsheet hybrid, you can add images, categorize assets, track ownership history, and manage exhibition schedules—all in one place. Say goodbye to disorganized files and spreadsheets; Stackby makes it easier to access, update, and share essential asset information with your team. Why Use the Gallery Asset Management Template? 1. Centralized Asset Tracking Keep all your artwork, exhibits, and creative assets in a structured database. Whether you manage physical art collections, digital assets, or multimedia exhibits, this template helps you stay organized. 2. Streamlined Cataloging & Classification With predefined fields for asset details such as title, artist, year, medium, location, and condition, categorizing and retrieving information becomes effortless. 3. Image & Asset Storage Attach high-resolution images of each artwork or digital file, ensuring every asset is well-documented with visual references. 4. Exhibition & Loan Tracking Stay on top of exhibit schedules, asset movements, and loaned-out items. Manage which artworks are on display, in storage, or out for restoration. 5. Collaboration & Access Control Share your asset inventory with team members, curators, or stakeholders while maintaining control over who can edit or view specific data. 6. Customization & Automation Use custom columns, tags, and API integrations to tailor the template to your workflow. Automate reminders for asset maintenance, upcoming exhibitions, or loan return deadlines. How This Template Works in Stackby The Gallery Asset Management Template consists of essential tables to help you organize and manage assets efficiently: 1. Assets Table This table serves as the core inventory database, storing critical details such as: Asset Name – Title of the artwork or digital asset Artist/Creator – The individual or entity responsible for the piece Category – Painting, sculpture, photograph, video, or digital media Acquisition Date – When the asset was acquired Current Status – Whether the asset is on display, in storage, or on loan Condition Report – Notes on the asset’s condition, restoration needs, or damages 2. Exhibition Log Table A dedicated section for tracking exhibitions and gallery displays, allowing you to: Plan future exhibits and allocate artworks accordingly Record past exhibitions for reference and historical tracking Track which assets were featured in each event 3. Loan & Transfer Records For art collectors, gallery owners, and museums, tracking asset movement is crucial. This table helps you: Maintain records of assets loaned to galleries or institutions Set due dates for returns and conditions for lending Track ownership history for valuable assets Real-World Use Cases 1. Art Galleries & Museums Track valuable artworks, their history, and display locations Manage exhibition schedules and loan agreements with other galleries Document maintenance and restoration work for historical pieces 2. Digital Asset Management for Creative Agencies Store and categorize digital artwork, media files, and brand assets Assign assets to different projects or campaigns Set permissions to control who can access or modify files 3. Corporate Art Collections Maintain records of company-owned art pieces and their placements Schedule asset rotations between office locations Monitor conservation needs for high-value collections Getting Started with the Template Add Assets – Enter details such as artwork name, artist, category, and acquisition date. Upload Images – Attach high-quality images for easy visual reference. Classify & Organize – Use categories, tags, and filters to streamline asset retrieval. Track Exhibitions & Loans – Assign assets to exhibitions, record loan details, and set return deadlines. 5. Collaborate & Automate – Share data with your team, set up reminders, and connect to external tools via Stackby integrations. Check Out Other related Teplates : Product Catalog Sales Pipeline Sales Asset Management Visitor Management System Asset Tracker