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A patient appointment scheduling template for clinics and hospitals, helping manage bookings, records, and follow-ups efficiently. Templates

Patient Appointment Schedule

Managing patient appointments efficiently is crucial for healthcare providers, clinics, and hospitals. Delays, double bookings, and missed follow-ups can impact patient care and operational efficiency. The Patient Appointment Scheduler Template by Stackby simplifies scheduling, improves record-keeping, and ensures seamless follow-ups—all in one place. Why Use This Template? This no-code template is designed to help doctors, receptionists, and clinic administrators schedule appointments, track patient history, and manage follow-ups with ease. Say goodbye to spreadsheets and manual logs—this automated system allows you to stay on top of patient visits effortlessly. Key Features & Benefits Easy Appointment Scheduling Quickly book, reschedule, or cancel patient appointments. Avoid double bookings with real-time availability tracking. Customize time slots based on doctors’ availability. Centralized Patient Records Maintain a detailed database with patient information, medical history, and visit summaries. Access records instantly to provide better, more personalized care. Automated Follow-Ups & Reminders Set automatic reminders for upcoming appointments via email or SMS (integrations available). Schedule follow-up visits and never miss a patient’s post-treatment care. Integrated Billing & Payments Track invoices and payments linked to patient visits. Generate bills and payment reminders effortlessly. Multiple Views for Easy Access Calendar View for quick appointment scheduling. Kanban View to track patient progress and upcoming visits. Grid View for detailed data management. Customizable & Scalable Modify fields, columns, and automations to fit your clinic's needs. Integrate with other tools like Google Calendar, Slack, or your existing hospital management system. How It Works Add Your Patients: Enter patient details, including name, contact info, and medical history.Schedule Appointments: Assign doctors, select available time slots, and confirm bookings.Manage Follow-Ups: Set automated reminders for future visits or post-treatment checkups.Track Billing & Payments: Record invoices, payment statuses, and pending balances.Customize & Scale: Adjust the template based on your specific clinic or hospital workflow. Who Can Use This Template? Clinics & Private Practices – Streamline patient scheduling and reduce administrative work.Hospitals – Manage appointments across multiple departments efficiently.Specialists & Therapists – Keep track of recurring sessions and follow-ups.Dentists & Orthodontists – Organize appointments and treatment plans.Healthcare Startups – Automate patient data management and scheduling. Why Choose Stackby’s Patient Appointment Scheduler? No Coding Required – Easily set up and customize the template without technical knowledge. Automated & Error-Free – Reduce human errors and avoid scheduling conflicts. Time-Saving & Efficient – Spend less time on admin work and more on patient care. Take control of your patient scheduling today! ???? Get started with this free template on Stackby now!  

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Demographic Survey Form Template for structured data collection. Templates

Demographic Survey Form

Understanding demographic data is crucial for businesses, researchers, and organizations looking to make informed decisions. Whether you're conducting market research, analyzing employee demographics, or gathering customer insights, a Demographic Survey Form Template helps you streamline data collection, organize responses, and visualize key trends. Why Use a Demographic Survey Form Template? Manually collecting and analyzing demographic data can be time-consuming and inefficient. A structured template ensures: Standardized data collection with predefined fields. Efficient organization and easy filtering of responses. Accurate analysis of demographic trends. Customizable forms tailored to specific research needs. With Stackby’s Demographic Survey Form Template, you can effortlessly gather, manage, and analyze demographic data in one place. How This Template Works in Stackby Stackby provides a flexible, database-driven approach to survey data collection. This template includes structured tables for storing responses, categorizing participants, and visualizing trends. Key Tables in the Demographic Survey Form Template Survey Responses Table – Collect participant information and demographic details. Questionnaire Table – Define survey questions for consistent data collection. Data Analysis Table – Organize and filter responses to uncover insights. Each table is customizable, allowing you to modify fields based on specific research goals. Key Features & Benefits Efficient Data Collection Use pre-built survey forms or customize them for different use cases. Collect data on age, gender, location, occupation, income, education, and more. Organized Data Management Automatically categorize responses based on demographic attributes. Filter data to analyze specific audience segments. Data Visualization & Reporting Use Stackby’s built-in visualization tools to generate reports and trends. Export data for further analysis or share insights with stakeholders. Customization & Automation Modify form fields to align with different research objectives. Automate response collection using integrations with Google Forms, Typeform, and other survey tools. Real-World Use Cases The Demographic Survey Form Template is ideal for: Market Research – Understand customer demographics to improve targeting strategies. HR & Workforce Analytics – Analyze employee demographics for diversity and inclusion initiatives. Academic Research – Conduct social studies or public opinion surveys with structured data collection. Event Planning – Gather demographic insights from attendees for better event planning. How to Get Started Import the Template – Add the Demographic Survey Form Template to your Stackby account. Customize Questions – Modify the questionnaire table based on your research needs. Collect Responses – Share the survey form and automatically store responses in the Survey Responses Table. Analyze & Report – Filter data, generate reports, and visualize key trends.

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Job Work Order Form Template - Stackby Templates

Job Work Order Form

Job Work Order Form template from Stackby helps teams streamline task management by organizing essential job details, including work descriptions, materials, assigned personnel, priority levels, and approvals. Easily track progress, record completion dates, and ensure high-quality execution for each job.

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Survey Form Template for collecting and managing survey responses in Stackby. Templates

Survey Form

Surveys are one of the most effective ways to gather insights, measure customer satisfaction, and collect feedback from various audiences. Whether you’re conducting market research, employee feedback, or customer experience surveys, having an organized system to collect and analyze responses is crucial. The Survey Form Template in Stackby simplifies this process, allowing you to create, distribute, and manage surveys efficiently in one place. With this template, you can structure questions, collect responses, and analyze data in real-time. Unlike static survey tools, Stackby’s no-code, spreadsheet-database hybrid platform enables full customization, automation, and integration with third-party applications, making data management seamless. Why Use This Template? Survey data is only as useful as its organization. Managing responses manually can be overwhelming, especially when dealing with large datasets. This Survey Form Template eliminates these challenges by offering: Centralized survey data collection – Store all responses in one place. Customizable form structure – Modify questions to fit your needs. Real-time tracking and analysis – Gain insights instantly. Collaboration & automation – Share with your team and automate workflows. Whether you are a business owner, HR manager, researcher, or educator, this template is built to streamline survey collection and analysis. How This Template Works in Stackby The Survey Form Template is designed with structured tables and views to help you manage your surveys effectively. Here’s how it works: 1. Survey Questions Table :- Store and organize your survey questions. Add multiple-choice, open-ended, and rating-scale questions. Categorize questions based on survey type. 2. Responses Table :- Collect and store survey responses in real time. Track respondent details, answers, and timestamps. Use filters to analyze responses based on specific questions. 3. Data Analysis & Insights Table :- Visualize key findings using charts and graphs. Monitor trends, patterns, and response distributions. Export data for further analysis or reporting. Key Features & Benefits Customizable Survey Structure:- Modify existing templates or create surveys from scratch add different question types, including text, dropdowns, and checkboxes. Automated Data Collection & Organization:- Use Stackby Forms to collect responses automatically. Link survey responses directly to the response table. Real-Time Collaboration & Sharing:- Share surveys with your team or external participants. Set permissions for data access and editing. Seamless Integration with Other Tools:- Connect with Google Sheets, Slack, Zapier, or APIs for automation. Export data to Excel or Google Drive for external analysis. Actionable Insights & Reports :- Generate reports based on collected survey data. Use visual charts and tables to track response trends. Real-World Use Cases Customer Feedback Surveys – Track customer satisfaction and improve services. Employee Engagement Surveys – Understand employee morale and workplace improvements. Market Research Surveys – Gather data for product development and business strategies. Event Feedback Forms – Collect opinions from attendees to enhance future events. Educational Surveys – Assess student or faculty feedback for academic improvements. Getting Started with the TemplateAccess the Template – Open the Survey Form Template in Stackby. Customize Survey Questions – Modify the question list to match your survey goals. Distribute & Collect Responses – Use Stackby Forms to gather responses. Analyze & Visualize Data – Use filters, charts, and reports to extract key insights. Export & Automate – Export reports or integrate with other tools for further analysis.

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Feature Request Form Template for tracking and managing product feedback. Templates

Feature Request Form

Product development thrives on user feedback, but managing feature requests can be overwhelming without the right system. The Feature Request Form Template in Stackby helps you collect, organize, and prioritize feature suggestions from users, teams, or stakeholders efficiently. Whether you are a product manager, developer, or part of a customer support team, this template simplifies the feedback loop and ensures that valuable insights are never lost. Stackby’s intuitive spreadsheet-database hybrid makes it easy to customize the request tracking system, categorize ideas, and streamline collaboration with your team. Why Use This Template? Handling feature requests through scattered emails, chat messages, or spreadsheets can lead to inefficiencies and lost feedback. This template offers a structured approach to: Centralize feature requests in one location. Track requests by priority, category, and status. Streamline team collaboration by assigning requests and tracking decisions. Improve user engagement by acknowledging and implementing valuable feedback. How This Template Works in Stackby This template consists of well-organized tables and views to help you manage feature requests effortlessly. 1. Feature Requests Table The core table where all incoming feature requests are stored. It includes: Request Title – Brief name of the feature request. Description – Detailed explanation of the requested feature. Requester Name & Contact – Who submitted the request? Priority Level – Low, Medium, or High to help prioritize development. Status – Track progress (Pending, In Review, Approved, Rejected, In Development, Released). Category – Group similar requests under categories like UI/UX, Performance, Integrations, etc. Impact & Votes – Measure request importance with user votes or business impact. 2. Prioritization Dashboard A categorized and filterable view that allows you to sort feature requests based on priority, impact, or status. Use this to decide which features to work on next. 3. Request Submission Form A ready-to-use form view lets users submit feature requests directly into the system. Share the form with internal teams or customers and collect inputs without manual data entry. 4. Development Pipeline A Kanban-style view to visualize the progress of each feature request from submission to release. It helps teams keep track of the feature backlog and development workflow. Key Features & Benefits Customizable Forms: Collect feature requests from users in a structured format. Automated Workflows: Set up automated actions based on request status changes. Collaboration-Friendly: Assign requests to team members and track discussions. API & Integration Ready: Connect with tools like Slack, Trello, or Jira for seamless workflow management. Visibility & Reporting: Generate reports and insights on most-requested features and user trends. Real-World Use Cases Product Teams: Capture user feedback, evaluate demand, and decide on roadmap priorities. Customer Support Teams: Streamline customer requests and pass valuable insights to developers. SaaS Companies: Manage ongoing feature enhancements and improve customer satisfaction. Startups: Collect and validate user needs before investing in development. Getting Started with the Template Import the Feature Request Form Template into your Stackby account. Customize fields to match your specific product or industry needs. Share the request submission form with customers or team members. Sort and filter requests based on priority and category. Integrate automation to notify relevant teams when new requests are submitted. Final Thoughts Collecting and managing feature requests doesn’t have to be a tedious process. With the Feature Request Form Template in Stackby, you can gather, evaluate, and implement user feedback effortlessly, keeping your product aligned with customer expectations. Start using this free template today and streamline your feature tracking workflow.

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Material Requisition Form Template on Stackby - Centralized system to request, approve, and track materials efficiently Templates

Material Requisition Form

What is Material Requisition From? A Material Requisition Form (MRF) is an internal business document used to request the supply of materials, tools, or equipment needed for a project, production process, or office use.  It serves as a formal record to ensure the right materials are requested, approved, and issued in a controlled way.  In other words Material Requisition Form is a request and approval document that ensures materials are issued properly, tracked, and accounted for in an organization.  Standardize, track, and manage material requisitions with ease. Who can use the Material Requisition Form? The Material Requisition Form Template is perfect for: Procurement teams are managing multiple material requests daily. Project managers ensure the right materials reach projects on time. Operations managers are looking for a centralized request system. What Problems are solved using the Material Requisition Form? Unorganized requests: Replace scattered paper or email requests with a structured form. Approval delays: Streamline workflows to ensure timely review and authorization. Tracking issues: Maintain a record of requested, approved, and delivered materials. Miscommunication: Keep requesters, approvers, and procurement aligned in one system. Key Features of the Material Requisition Form Template Structured Form Fields: Capture all critical information in a single form, including material description, quantity, department, purpose, priority level, and delivery timeline. Customizable Approval Workflow: Route requests automatically to the designated approver and allow for multiple approval levels if needed. Real-Time Status Tracking: Track every request from submission to fulfillment, including pending, approved, in-process, and completed statuses. Collaboration and Communication Tools: Allow multiple team members to view, comment, and provide input, improving cross-departmental communication. Audit Trail and Reporting: Maintain a complete history of all requests and approvals for auditing, compliance, and performance analysis. Integration Capabilities: Sync the template with inventory, finance, and project management tools to ensure smooth workflow automation. Customizable Template Fields: Modify form fields, workflow steps, and status categories to meet the organization’s specific requirements. Benefits of Using the Template Implementing the Material Requisition Form Template provides several advantages: Standardization: Ensures that all requests follow the same format, reducing errors and missing information. Faster Approvals: Automated workflows eliminate delays caused by manual routing or lost requests. Improved Accountability: Assign approvers and track every request for complete visibility and responsibility. Transparency: Everyone involved in the request process can see the status in real-time. Enhanced Productivity: Saves administrative time, allowing teams to focus on strategic activities rather than tracking requests manually. Data-Driven Insights: Historical data allows analysis of material consumption, cost optimization, and process improvement opportunities. Detailed Use Cases Construction Projects:Track materials such as cement, steel, bricks, and construction tools across multiple sites. Ensure timely deliveries and accurate record-keeping to prevent project delays. Manufacturing Units:Manage raw material requisitions, track consumption rates, and maintain precise inventory levels to avoid production halts. Office Operations:Standardize requests for office supplies, IT equipment, and furniture. The template allows multiple departments to request materials efficiently, with a centralized approval and tracking system. Educational Institutions:Streamline departmental requests for lab equipment, teaching materials, and classroom supplies. This reduces administrative workload and ensures timely fulfillment of requests. Healthcare Facilities:Track and manage requests for medical equipment, consumables, and supplies. Ensure that critical materials are approved and delivered promptly to maintain operational readiness and patient care standards. Step-by-Step Workflow Request Submission: Employees or department heads fill out the form with detailed material requirements. Automatic Routing: Requests are automatically sent to the designated approver(s) for review. Approval or Rejection: Approvers review the request, provide feedback, and approve or reject it. Fulfillment: Approved requests are processed, materials are issued, and status is updated in real-time. Tracking and Reporting: All completed and pending requests are logged, making it easy to generate reports for budget tracking, inventory analysis, and process improvement.  

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Purchase Approval Form Template for managing and tracking purchase requests. Templates

Purchase Approval Form

Now you don’t need to manage misplaced receipts, forgotten requests and rouge spending. Buckle up as Stackby’s Purchase Approval Form Template can turn your efficient management dream into reality. Managing purchases can be a crucial task and traditional methods like paper forms, unclear communication and lost documentation can turn into a financial and logistical nightmare. That’s where Stackby’s Purchase Approval Form Template swoops in, wielding the power of automation and a streamlined purchase approval process. Here’s Why you Need Stackby’s Purchase Approval Form Imagine a world where requesting and approving purchases is a smooth system just like swiping smartphones. With Stackby’s customizable Purchase Approval Form template, you exactly get that. Item Description: Eliminate the mystery box of purchases by writing a clear description of the requested item. Now you don’t need to worry more about the items. Quantity: You can ensure you get exactly what you need. Specifically updating the quantity helps avoid or delay the insufficient supplies. Estimated Cost: Keep your budget in check with the help of Purchase Approval Form. This will help in planning and ensuring the purchases stay within the approved limits for your purchase order. Vendor Information: Streamline the communication from the get go. You can capture vendor details like contact information that helps facilitate a smooth purchasing process. Remarks or Justification: Empower faster decision making by adding a column for it. A clear explanation for the same helps approvers understand the needs and make informed decisions with the help of Stackby’s purchase order approval template. Why Stackby’s Purchase Approval Form Template? Unclear requests, confused receipts and irregular spendings can be disadvantageous to your company’s financial lifeblood. Here’s how a well-defined purchase approval workflow facilitated by Stackby’s template can be a financial saver. Maintains Control Over Spending: Set clear spending limits with the help of Stackby’s template for different departments or individuals within the workflow. This ensures that all the purchases are aligned with the company needs and stay within budget constraints in your purchase order form. Boost Transparency and Accountability: The template will keep everyone informed when they are added as a collaborator. This will reduce errors and foster better management as well as responsible spending. Simplify the Approval Process: There will be no more chasing down the right person for approvals. Stackby’s workflow system automatically routes the request to the designated approvers based on the pre-defined criteria. The purchase order approval form speeds up the purchase process and helps manage an effective workflow. What are the Benefits of Using Stackby’s Purchase Approval Form? Here are certain benefits of using the template: Seamless Integrations: You can easily connect your purchase approvals to your existing account software, project management tools or any other relevant platform which you have been using in the company for management of inventory. This eliminates manual data entry and ensures synchronized financial data of the firm. Powerful Automations: Say goodbye to repetitive tasks! With this template you can set up automated workflows to streamline your process of purchases. Reminders, approvals, automatic updates all in one place without any extra manual effort. Customizable Views: Bogged down with unnecessary information? Not now! Stackby allows you to create custom views based on user roles such as Kanban or calendar. Managers see a clear overview of all the pending approvals and requesters can track the status of specific submissions. Track your Purchases Database Efficiently Now you don’t need to waste your time and money on inefficient purchase approvals. Sign up for a free trial of Stackby today and discover how Purchase Approval Form Template transforms your purchasing process and helps you track your entire purchases database. Experience the power of Stackby by signing up today!

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Stackby Donation List Template for tracking donations, donors, and contributions. Templates

Donation List

While donating to those less fortunate is one of the kindest gestures globally, managing, recording, and tracking the donations can be quite a hassle. That’s where Stackby’s Donation List Template can make things easier. Maintaining meticulous records of items donated every month requires hard work. In addition to this, you must record details and information about the donor for future reference. Are you tired of maintaining multiple databases for recording all the information related to donations? Looking for a template that will help you consolidate all the data and streamline the donation process? Stackby has developed an easy-to-use Donation List Template for recording all the donation-related data. This user-friendly template will allow you to store all your donations data in one place . You can also store donor information on the same platform. You will no longer have to refer to different spreadsheets to get access to donor information. Here’s how you can use our Donations List Template to simplify your work. This template will allow you to: Store detailed records of all your donors on a single interface. Record the names of the donors who have contributed in one way or the other. Store the contact information of the donors to facilitate seamless communication and avoid any misunderstanding. You can record the phone number and email address of the donor in this template. Add the current address of the donor. You can also record the current city and state of residence of the donor separately, along with this. Store the zip code of the donor along with the address. You can maintain the above information for as many donors as you want! Apart from the donor information, you can also track the details of the donations made by each of them. Record the type of donation corresponding to each donor. This can be kitchenware, clothing, books, toys, etc. Store detailed information about each donation made. For example, you can list the type of kitchenware donated, that is, pans and glasses. Similarly, jackets and t-shirts under clothing and magazines under books. Filter and sort the information according to your requirements. Record and update the information as and when needed. Stackby's Donation List Template also offers an in-built Donation Form to its users. This donation form can be used by all the donors and help standardize the process of donation. The form asks for all the relevant information.Related Template: Project Management Donation Tracker

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A customizable online petition form with e-signature collection feature Templates

Online Petition Form with e-Signature

The Online Petition Form with e-Signature is a powerful digital solution designed to help individuals, organizations, or advocacy groups streamline the process of collecting support for causes, movements, or campaigns. This form-based template enables you to gather essential supporter information, consent, personal messages, and most importantly—secure digital signatures. Whether you're running an environmental campaign, a social justice movement, or a local community initiative, this form allows you to create a centralized platform for collecting meaningful signatures and comments with full transparency.  Key Features Digital Signature CollectionSupporters can securely provide their digital e-signatures via mouse, touchscreen, or stylus—making the form 100% paperless and legally traceable. Customizable Input FieldsFrom capturing full name, email, and country to an optional reason for signing—each field can be tailored to suit your campaign’s tone and reach. Consent and Terms CheckboxesEnsure that all data is collected ethically by including opt-in checkboxes for data sharing consent and agreement to platform terms. Auto-TimestampingEvery submission is automatically time-stamped, helping you maintain accurate records and trace campaign momentum. Mobile-Friendly Form DesignAccessible on any device—this form is optimized for mobile, tablet, and desktop, so supporters can sign anytime, anywhere.  Form Fields Overview The form includes the following fields: Full Name Email Address Phone Number  Reason for Signing  e-Signature  Date of Signing These fields ensure that all relevant information is collected without overburdening the supporter, creating a smooth and fast user experience.  Use Cases NGOs and Non-profits: Mobilize mass support for causes like climate action, education reform, or health equity. Student or Community Activism: Drive change on campus or in your city with targeted, digitally enabled campaigns. Corporate Responsibility: Gather employee support for CSR initiatives or sustainability pledges. Government Petitions: Digitalize formal petitioning processes for public policy proposals. Benefits Boost supporter engagement with a professional and easy-to-use form Build credibility with traceable signature records and public transparency Reduce paper-based clutter and go fully digital Shareable via email, social media, or QR codes to maximize reach Secure, cloud-based database integration with Stackby Ready to amplify your cause and collect verified support in just a few clicks?Use this Online Petition Form Template with e-Signature – free, customizable, and powerful.  

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Data Request Form Template for efficient data collection and management. Templates

Data Request Form

Data is the backbone of decision-making in any organization. However, managing data requests manually can lead to inefficiencies, miscommunication, and errors. The Data Request Form Template in Stackby provides a structured approach to collecting, tracking, and managing data requests within teams, ensuring a smooth workflow from submission to approval. Why Use a Data Request Form Template? Organizations often deal with multiple data requests across departments, ranging from research teams needing analytical reports to marketing teams requesting customer insights. Without a streamlined process, handling these requests can become chaotic. With the Data Request Form Template, you can: Standardize the data request process. Ensure all necessary details are captured in one place. Automate approvals and tracking for efficiency. Keep a record of past and pending data requests. Improve team collaboration and response times. How This Template Works in Stackby This template is structured to handle data requests efficiently. It includes key tables that help you collect, categorize, and manage requests in an organized manner. Key Tables in the Data Request Form Template Request Submission Table – Collect all necessary details, including request type, priority, and requester information. Approval & Status Table – Track the status of each request (Pending, In Progress, Approved, Denied). Request Logs Table – Maintain a historical log of all previous requests for reference and reporting. Assigned Team Members Table – Assign requests to relevant team members and track responsibility. Each table can be customized to fit the needs of your organization. Key Features & Benefits Efficient Data Request Collection Use a structured form to capture key request details. Standardize data collection across teams. Real-Time Tracking & Status Updates Monitor request progress with clear status labels. Keep stakeholders informed about approvals and completion timelines. Seamless Collaboration Assign requests to specific team members. Enable discussions and updates within Stackby for better communication. Automated Approvals & Notifications Set up automated workflows to approve or reject requests based on predefined criteria. Notify requesters instantly when their data is ready. Historical Data Tracking Maintain a searchable log of all past requests for auditing and reference. Analyze trends in data requests to optimize internal workflows. Real-World Use Cases This template is ideal for: IT & Data Teams – Manage internal requests for reports, analytics, or database access. Marketing Departments – Request customer insights, campaign data, or performance analytics. Finance Teams – Handle data requests related to budgeting, transactions, or compliance. Research & Development – Organize research data requests and ensure timely fulfillment. Getting Started with the Template Import the Data Request Form Template – Add it to your Stackby workspace. Customize Request Fields – Modify form fields to capture specific data points relevant to your team. Assign Responsibilities – Ensure each request is assigned to the right team member for quick action. Track & Manage Requests – Monitor progress, approve requests, and communicate updates. Automate Notifications & Approvals – Set up workflows to speed up the approval process.