Electronic Health Record Template

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supports real-time updates, secure team access, and easy integration of patient data, making it a modern alternative to outdated file-based systems or static spreadsheets.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

1. Comprehensive Patient Profile
   Capture all essential patient details including name, date of birth, gender, contact information, insurance provider, and emergency contact.
2. Visit & Encounter Logging
   Document every patient visit with fields for appointment date, reason for visit, diagnosis, observations, and treatment plans.
3. Medical History & Diagnoses
   Maintain an ongoing record of chronic conditions, allergies, past surgeries, and previous diagnoses to inform better treatment decisions.
4. Prescriptions & Medications
   Record prescribed medications, dosage instructions, start/end dates, and prescription status to manage drug interactions and refills.
5. Doctor & Practitioner Notes
   Add secure notes from attending physicians or specialists, enabling collaborative care and proper handoffs between providers.
6. Status Tracking
   Monitor patient progress through different phases of care such as New Patient, Under Treatment, Follow-up Required, or Recovered.
7. Attachments & Reports
   Upload diagnostic reports, lab test results, or scanned documents directly to each patient’s record for centralized access.
8. Filtered Views & Searchable Database
   Use 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 Keeping
  Consolidate all patient-related data into a single, accessible system, reducing the risk of fragmented or lost information.
• Improved Clinical Efficiency
  Save time locating records, updating treatment details, or coordinating with other care team members.
• Enhanced Patient Care
  With detailed histories and real-time data access, doctors and nurses can make faster, better-informed clinical decisions.
• Scalable & Customizable
  As your practice grows, you can expand the template to include new fields, link multiple tables, or automate patient workflows.
• Data Security & Access Control
  Assign roles and permissions to ensure only authorized team members can view or edit sensitive health information.

Use Cases

• General Clinics & Private Practices
  Maintain full records for all patient appointments, treatments, and follow-ups in one place.
• Hospitals & Specialty Departments
  Track patient progress across different departments and support handoffs between specialists.
• Telehealth Providers
  Manage virtual consultations with accurate documentation and easy sharing of prescriptions or diagnoses.
• Healthcare Startups
  Launch patient-first platforms with customizable and affordable health record infrastructure.
• Mobile Medical Units
  Support 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.