Im currently using the attached sheet to keep track of our patients paperwork, and insurance. What I need to do is be able to run 2 separate reports. The first would verify insurance and in the case of NONE pull the data of the patients name/DOB/phone number/ and Case manager to a separate sheet for all 26 sheets of data. The second would need to check the paperwork for the words EXPIRED and in that case pull up the data on a separate sheet as well. If possible I would like to make this a separate workbook that can pull the information in.
Bookmarks