Trying to use SUMIFS to transfer 'text data' not #s from sheet to summary page

Basically I was using a different template that I have as a business expenses tracking spreadsheet that has a main summary page with graphs and charts etc.

For one of the columns (I do have all my areas grouped by name so I am not doing $F$5 for example. One of the columns has either OT or PT that I need in there. But when I use the SUMIFS it only wants to transfer the data over if it is in a numerical form. I am trying to figure out how to transfer the text data from sheet 3 over to my summary page and have it line up on the correct line based on the name for that client.

Getting to the point of desperation I finally tried to see if I had my team write in "1" if that could then say "PT" for being a TRUE statement or something on those lines as well. or am I able to write on there an IF within the SUMIFS. When I add multiple criteria in my SUMIFS I got an error.

Here is one of the formulas as I have it written: =SUMIFS(EVAL[THERAPY TYPE],EVAL[PATIENT NAME],IF(EVAL[PATIENT NAME]=[@[PATIENT NAMES]], IF EVAL[THERAPY TYPE]=1, "PT"))

or here is one that seemed to work enough to the point I got a #Value error, except with me using the group names and not the criteria expanded I cannot see that they would have a different amount which commonly gives you a value error on a SUMIFS formula.

=SUM(IF(EVAL[THERAPY TYPE],EVAL[PATIENT NAME],[@[PATIENT NAMES]])*IF(EVAL[THERAPY TYPE]="PT", ("PT"), ("OT")))

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I also have a second task that I was trying to do. Basically a true/false statement that when that name on the summary sheet is added to a sheet titled "discharged" that the column on the summary sheet would say yes or have an X or something like that.

Help Please!! I have spent nearly a day trying to figure out this one last thing on my chart . Many thanks

Hi Richard - thanks for looking at it. Sorry my message wasn't as clear.

I want to have in Column D on the Summary Sheet the automation of saying either PT or OT and this would be linked from the second sheet (waiting on eval)column D therapy type.

I am looking to have a way to have it both automated to fill in the cell on the summary page AND have it link correctly with the name (column B). I can do this easily on other sections with a SUMIFS but I cannot seem to make it work with having the words PT or OT.

I reattached it here (sorry this is a work in progress so I know some of it might not look clear).

I tried the formula provided, thank you, and it is giving me the answers of 1 and 0, I am trying to have it replicate the actual text of PT and OT if that is possible.

You will see on the second sheet the column with the text being PT and OT that it is pulling from.

(and I apologize, I am pretty efficient with Excel but have some more learning to go and was unsure what function command I am missing to not get the results, whether multiple IF or a sumproduct or countif)

THANK YOU ~ THANK YOU!! That worked like a charm.