I am going to describe what I am doing and what I want to happen and hopefully someone can tell me how to do it in Excel.
I am a therapist in private practice and needing to set up worksheets for individual "Clients" to track insurance/billing, etc. I also have a "Master Income/Expense" sheet and a "Master Income Sheet" which will show where the income (on the Master Income/Expense worksheet) is coming from i.e. Jane Doe - Co-pay $25, Insurance Payment $100, etc.
When I record information after each appointment on individual client worksheets, I need it to automatically update on the Master Income and Master Inc/Exp sheet.
My master "Client" worksheet is already set with formulas for insurance payments, co-pay etc. I have linked this "Client Master" with my two Master Income sheets but....here is the problem-- when I copy & paste the worksheet for new clients...their data isn't automatically added to the Master Income sheets.
I realize I can go through each client and link the individual cells to each of the master income sheets but I need it to do it automatically as I add new clients/new worksheets.
Does that make sense? Can anyone help me?
I have attached my file if that helps.
Thank you in advance!
StaceyR
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