Jun 29 2021 05:45 PM - edited Jun 29 2021 05:47 PM
I am trying to design a spreadsheet to help our medical coordinator keep track of when the last annual appointment was for the individuals we serve.
I had a few ideas and i wasn't sure if they're possible or even how to do them. So here I go, any help would be much appreciated.
I am trying to convince her that this will be a better more convenient option than a paper version.
Our company is too small(cheap) to provide Microsoft 365 for business for us. I am using my Personal Paid version and I believe she has a student version that she uses, if that makes any difference.
thanks for taking a look at this.
Jun 30 2021 10:39 AM
This medication chart template tracks dosage, instructions, purpose, side effects, physician, pharmacy, and other details.
You can change this template as you wish.
If you then need further help, we are at your disposal.
This means that you can also try out your colleagues' other offices to see whether the file works everywhere.
Here is the Microsoft link with the online templates
Thank you for your understanding and patience
Nikolino
I know I don't know anything (Socrates)
Jun 30 2021 09:17 PM
There is a lot here but what I would recommend for you to get started is to think of setting up the sheets as 1 for patient entry and another for appointment entries. So the Patient sheet would have 1 row for each patient and all their 'fixed' information and the Appointment sheet can have an entry for every appointment with the date, patient ID, type, and any other relevant info.
Then you can use pivot tables and power pivot tools to create all kinds of reports if you want.
As in the attached example you can also have some formulas on the patient sheet to extract the latest/last appointment of each type.
I hope this concept gets you going and maybe we can tackle additional questions as they come up.