I am trying to have one sheet in an excel spread sheet (Form) where I input patient data.
I would like it to send to all information entered to NPI (sheet)
and From the NPI sheet I would like to be able to update the event type and it to be duplicated to its like sheet. for example if they are from event type massage it needs to go to the massage sheet. in order to track patients and where they are coming from. I would like them to be entered only once in to each sheet that corresponds so if I hit the transfer button or Done button it does not make multiple copies of the same patient
And From the NPI sheet I would also like to filter Status type. From the NPI sheet I will be inputting the data in this column ( I wont know the status of the patient until they complete there first visit) SO for instance a patient has converted it should be added to the converted sheet.
Example: of patient on NPI (sheet)
Name Last Name Event Address City Phone # Email Address Event Type Status
John Doe Ameritrade 123 red st Roanoke 817-413-1234 [email protected] Massage Converted
this patient would go in the would stay in NPI but would also be added to the following sheets
Massage (sheet) and in Converted (sheet)
I am newer to the macros and I am not really sure what to do at this point if someone could please help me it would really be amazing!
thank you so much
JC
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