EXCEL help

Question

Hi guys

Would really appreciate someone's help here.

I have recently opened an opticians . I need a way of managing my patient recalls. We have around 2000 patients so it is difficult to track manually.

Essentially, patients can be on a variety of different recall times. Is there anyway of inputing patient data, (first name, surname, DOB, Date of last test and recall period) for excel then to calculate the next test due date and arrange in date order?

Many thanks guys

Answer 1

Sure, take a look:

F2 contains a Data Validation List:
https://support.microsoft.com/en-us/office/create-a-drop-down-list-7693307a-59ef-400a-b769-c5402dce407b

And based on the cell we can add days or month to the date in E2 and calculate the next date.

All data is formatted as table, and so formulas etc. are filled down automatically.

Create and format tables - Office Support

If you have many patients in the file you can sort the data by column G. Or use a Slicer on column C to filter the data by Patient.

Use slicers to filter data - Office Support

Sample file:

https://www.dropbox.com/s/7y7xpmhlmuvvj6p/fe6513cd-a9d8-4f74-9312-b9eae86881e8.xlsx?dl=1

Andreas.

Answer 2

Andrea's you are a life saver. I can't thank you enough.

I shall get on this today when I'm home. If I have any issues, I will be in touch.

But honestly, very much appreciated.

Answer 3

Hi

There are Opticans software available. But at this current stage, I'm not in a position to pay the amount needed. So I wanted a make shift method to keep my going for now

Answer 4

Generally more suitable to MS Access

Is there not Optician specific software for this?