A friend of mine needs a spreadsheet to keep track of how many times she sees a client, if they paid their copay, and when the insurance pays its portion plus the check number. Essentially, she wants the spreadsheet to automatically write 1, 2, 3, etc. each time a name pops up so she can track how many times she's seen that person since they're only approved for a certain amount of sessions.
She sent me her spreadsheet that her CPA had adjusted for her, but unfortunately, for the life of me, I cannot figure out what he did. The countif formula isn't working properly, and it's not spitting the information in the correct place.
I'm extremely rusty with excel formulas and I'm hoping someone here could offer help/guidance. Thanks!
The layout stands like this at the moment:
|Session Count | Name | DOB | DX | Code | Date| Rate | Co-Pay | Invoice Sent| Amt. Billed | Date Paid | Received Amt | Check# | Check $ | Co-pay YTD | Kaiser YTD | Income YTD | Billed $ | Outstanding |
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