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COUNTIF Function- auto populating session counts

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    Question COUNTIF Function- auto populating session counts

    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 |
    Last edited by minekopanda; 10-19-2015 at 03:08 PM. Reason: Mod didn't like my title.

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    Forum Expert Pepe Le Mokko's Avatar
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    Re: Countif Formula not working? Easier way?

    Please post a sample file - Thx

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    Re: COUNTIF Function- auto populating session counts

    I've cleared some data that cannot be shared. But the rest is pretty generic enough not to be a problem.
    This is where the CPA starts this countif function. Unfortunately, although I understood what he said and how to use it, it's not working properly when I try to apply it to the entire workbook. This is just a small snippit of the workbook.
    This method of tracking seems rather cumbersome and I am open to any suggestions!
    Attached Files Attached Files

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    Forum Expert Pepe Le Mokko's Avatar
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    Re: COUNTIF Function- auto populating session counts

    Perhaps apply a Pivot Table. You can include the dates, so you can break it down by months, quarters, etc... You can also add any other column you wish to analyse

    Be aware that grouping dates does not work when there are empty cells

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