Outstanding Debtors List

This template helps your practice:

• Track outstanding patient balances in one place
• Record contact attempts and follow-up activity
• Monitor status of debts using a clear key
• Maintain organised notes and action history
• Improve consistency in debtor management

Structured tracking supports more efficient follow-up and better financial control.

• 2 High-resolution A4 Printable PDFs
• Editable Canva Templates (Both Pages - see note below)
• Excel Spreadsheet (.xlsx)
• Google Sheets Version (Instant Access)
• Unlimited Use Within Your Practice

Print for manual tracking or customise digitally to align with your internal processes. Please note, the canva contact attempt numbers, table layout and size is un-editable

The included Google Sheets and Excel versions are designed for ease of use, featuring simple drop-down selections for contact attempts and account status.

A live summary automatically updates as you enter data, providing a clear overview of outstanding accounts, overdue balances, and totals by provider—allowing your team to track performance and prioritise follow-ups efficiently.

Page 1 – Summary Tracker
A clear overview of outstanding accounts, including four contact attempt checkboxes, debt status, and a structured layout for quick reference.

Page 2 – Notes & Actions
Dedicated space to record further patient communication notes, and ongoing account management.

• Dental practice managers
• Reception and administration teams
• Clinics managing accounts and debtor follow-up

Flosswell templates are practical business resources designed to assist with the administration and management of dental practices.

 

These templates are provided as editable documents and should be reviewed, customised and adapted to suit the individual requirements of your practice. As every dental practice operates differently, purchasers are responsible for ensuring all documents, procedures and policies comply with applicable Australian legislation, workplace obligations, professional standards, modern awards and any other regulatory requirements relevant to their business.

 

Flosswell provides organisational resources only and does not provide legal, employment, financial, clinical or professional advice.

 

To the maximum extent permitted by law, Flosswell accepts no liability for any loss, damage, claim or consequence arising from the use of, or reliance on, these templates. By purchasing and using these resources, you acknowledge that you are responsible for determining their suitability for your individual practice and circumstances.