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Appointment Scheduler - tracking visits across worksheets

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    Lightbulb Appointment Scheduler - tracking visits across worksheets

    Hello all,
    In my workplace, we are using a book to schedule all the appointments. We have to track the number of visits a patient comes, because every 10th visit they HAVE to be scheduled with their evaluating therapist and not a PTA. My current problem, is going flipping through the pages to find what day/time i scheduled a patient, which I believe i've fixed with this excel schedule i've created. I need help finding a way to also add the number of visits that patient has come in. In the case that they cancel an appointment, that means i have to push all the numbers back one, is there a way for it to update automatically?

    Ideally, I would like the cell box to say 'Smith, J - 1' (for 1st visit)... then the following week (the next worksheet) it'll say "Smith, J - 2" (for 2nd visit) and so on...

    Or if a popup box could come up with the updated visit # that would work too
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    Last edited by kdelacr2; 11-29-2016 at 01:14 AM.

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    Re: Appointment Scheduler - tracking visits across worksheets

    .
    .
    You could forego the use of macros and formulas if you desire, by using the FIND function built-in to Excel. Refer to this pic:
    .
    .
    Find All.jpg
    .
    .
    I retired from the medical field and am aware of the problem with data being entered in different formats. I presume patient names are derived from the hospital master database ... so every
    time a name is entered into your scheduling worksheet, it will be spelled the same each time ? If not, you're going to run into difficulties finding all the matches.
    .
    You might try including the patient's MRN and search by that. Except for the issue of a patient being given more than one MRN due to multiple registrations. I'm certain you can work out that
    challenge ?

    HTH

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    Re: Appointment Scheduler - tracking visits across worksheets

    You've put a lot of effort in it but since more people will be using the workbook I'd suggest 1 table and 1 Userform to avoid errors and making lookups more easy.
    Avoid using Select, Selection and Activate in your code. Use With ... End With instead.
    You can show your appreciation for those that have helped you by clicking the * at the bottom left of any of their posts.

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    Re: Appointment Scheduler - tracking visits across worksheets

    Thank you Logit. I am currently using Excel Mac 2011 so I couldn't find that FIND ALL function but it looks like that could work. We use microsoft at work so that will probably work there.

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    Re: Appointment Scheduler - tracking visits across worksheets

    I didn't notice you were running a MAC. I'm certain the menu command is probably in the Mac version, just have to find it.

    Glad the suggestion helps you. Best wishes.

    Cheers !

    ps: Thank you for the add rep !!!

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    Re: Appointment Scheduler - tracking visits across worksheets

    Thank you Bakerman2,
    My manager and I were thinking that it will mainly be me that will have access to make changes to the document. Currently, I make a copy of the schedule and send it to them so they know who they're seeing that day. I'll add the userform because I do agree that it'll make it easier writing down the correct patient name, but then I don't know if i'll be able to write the visit number next to it for each diff. appointment?

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