I receive a file each month with a list of patients and what preventative services are due. I change the cell color of the x cells to green when I have completed them. next month I will receive a file and I would like to see the differences of what they needed this month versus last month that I may have already done but the company did not receive the service yet. there can be patients added or taken off each file and I would like to see the differences and/or merge so that I do not duplicate work I have already done.
example: last month jill smith needed a bmi and a colon, I completed the bmi (which is why it is green) and submitted to the insurance company.
the current report shows jill smith needing bmi (which I have already completed last month but they did not receive in time to update) , a mammogram (wasn't needed last month so wasn't completed), and a colon (I did not complete last month, which is why it was not colored green in last month's spreadsheet and remains on it this month)
I do not need to submit the bmi again since I have already done it so I would like that to be green on the current months report. new patient rows would have to be added as well.
what is the easiest way to accomplish this? I have excel 16 (but I cannot find inquire or compare on my ribbon or in the addins)
I cannot give you the answer to the easiest way, but to turn on inquire, Go File, Options, Add-ins, then at the bottom switch Manage to Com Add-ins and you can enable inquire there. Good luck with an easier option, i am sure someone on here will have the answer.