Practice Operations Guide

Dietitian Client Tracking Spreadsheet Architecture

Organize your private practice in Excel or Google Sheets. Below is the ideal 3-tab workbook structure, essential BMR/TDEE calculation formulas, and steps to import your roster into Nutrena.

Tab 1: Master Client Roster (Columns A to J)

Sheet: Master_Roster

Maintain one row per client. Use these standardized column names to ensure instant CSV mapping if you migrate to CRM software:

ColHeader NameData TypeExample Value
AClient_IDTextNUT-2026-042
BFull_NameTextPriya Patel
CPhone_WhatsAppNumber+91 98765 43210
DAge_GenderText34 / Female
EPrimary_GoalDropdownFat Loss + PCOS Management
FPlan_TierDropdown3-Month Transformation
GStart_DateDate2026-06-01
HRenewal_DateDate2026-09-01
IFee_StatusDropdownPaid (₹7,500)
JStatusDropdownActive / In Progress

Tab 2: Essential Clinical Formulas (Excel & Google Sheets)

1. Body Mass Index (BMI)

Weight in kg divided by Height in meters squared:

=ROUND(Weight_kg / ((Height_cm / 100) ^ 2), 1)

2. Basal Metabolic Rate (Mifflin-St Jeor)

Calculates baseline energy expenditure for men and women:

Female: =(10 * Weight_kg) + (6.25 * Height_cm) - (5 * Age_Years) - 161 Male: =(10 * Weight_kg) + (6.25 * Height_cm) - (5 * Age_Years) + 5

3. Total Daily Energy Expenditure (TDEE)

Multiplies BMR by clinical physical activity factor:

=BMR * Activity_Multiplier [Sedentary: 1.2 | Light: 1.375 | Moderate: 1.55 | Heavy: 1.725]

Ready to upgrade past spreadsheet bottlenecks?

Import your existing client spreadsheet directly into Nutrena. Keep all your client notes, dates, and metrics intact without manual re-typing.

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