I am working creating a mental health care coordination spreadsheet along with a dashboard for my clinic.
Here a brief framework of what I am working with.
- Dashboard: Where the staff can see a summary of the patient mental health screeners and appointment information. This is the only sheet that will not be completely locked and will be accessible to everyone.
- Roster: List of all the patients with one unique identifier and some other important info.
- Interactions: Sheet with multiple entries for each patient that will include key data points from each patient interaction.
- Screener Database: This sheet includes all of the patient mental health screener scores that are being displayed on the dashboard through pivot tables.
My current issue:
I would like to pull the latest 'current level', 'Interaction note' and 'interaction type' from the 'interaction' sheet using a formula to show on the 'BHI Roster' Sheet
Also, if you have suggestions to improve the worksheet, they are very much welcome!
Thanks for your help!
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