Updated: September 5, 2026
About the site
Clinic Ops Desk is an independent editorial project providing spreadsheet templates and practical guidance for non-clinical administration. Questions can be sent through the Contact page.
Permitted use
You may download, modify, and use the workbooks for personal, professional, or internal organizational purposes. You may share an adapted copy with people participating in the same clinic or administrative workflow.
Not permitted
You may not resell, republish, or distribute the original files as a competing template collection, remove notices in order to claim authorship, or use the site in an unlawful manner.
Your review is required
Templates are general administrative tools. Before relying on one, review data, formulas, dates, thresholds, access controls, retention requirements, and rules that apply to your organization. Content is not medical, legal, privacy, accounting, billing, or compliance advice.
Patient and sensitive data
Your organization is responsible for deciding whether a spreadsheet is appropriate for any patient, employee, payer, or financial information. Apply least-privilege access, approved storage, retention, and deletion practices. A template does not establish HIPAA, payer, tax, or other regulatory compliance.
Availability and liability
We may correct, update, or remove content without notice. The site and files are provided as available and without a guarantee that they fit every use. To the extent permitted by law, Clinic Ops Desk is not liable for losses caused by unsuitable use, user modifications, or entered data.
Copyright
Original text, graphics, and workbooks are protected by applicable copyright law. The permitted-use license above does not transfer ownership.
Changes and governing law
We may update these terms. They are governed by applicable United States law, without limiting mandatory rights that apply to you.