Excel-Based Script Generator with Auto-Population & Formatting

Objective:

To develop an interactive Excel tool that allows users to:
1. Select a script type from a dropdown menu.
2. Auto-populate relevant questions in Column A.
3. Input answers in Column B.
4. Automatically generate a formatted script in a designated pink output block.
5. Copy each generated script with a single click.
6. Auto-reset fields after copying for the next entry.
7. Include THREE sets of the layout for multiple script entries at once.

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Layout & Functionality Requirements:

1. Three Separate Sets of the Layout:
• The sheet should include three identical sections stacked vertically.
• Each section consists of:
• Dropdown selection for script type.
• Two-column question & answer table (left side).
• Pink output block (right side) for auto-generated script.
• Copy Script button (for each section) to copy only the corresponding script.
• Auto-reset function after copying.

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2. Dropdown Selection for Script Type:
• Dropdown in each section to select the type of script.
• Options include:
• Commercial
• Medicare Advantage (MC Adv)
• Medicare (MC)
• Medicare Supplement (MC Supplement)
• Medicare Assistance (MA)
• Veterans Affairs (VA)
• Upon selection, Column A in that section should auto-fill with the corresponding questions.

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3. Auto-Populated Questions (Column A) for Each Script Type:

(Each section should populate these based on selection.)

Commercial:
• IV
• INS
• CONTACT
• SUB
• COB
• PLAN
• PAR STATUS
• AUTH & NOTIFICATION: COMPLETED BY UM
• COPAY
• DED
• OOP
• COIN

Medicare Advantage (MC Adv):
• IV
• INS
• CONTACT
• SUB
• COB
• PLAN
• AUTH & NOTIFICATION: COMPLETED BY UM
• COPAY
• DED
• OOP
• COIN
• PART A
• PART B
• MEDICARE DAYS = 60/30/60
• HIC#

Medicare Supplement (MC Supplement):
• IV
• INS
• CONTACT
• SUB
• PLAN: MC SUPP PLAN
• SECONDARY
• PAYS PART

Medicare (MC):
• IV
• INS
• CONTACT
• SUB
• COB
• PLAN: MC
• PART A
• PART B
• MEDICARE DAYS = 60/30/60
• HIC#

Medicare Assistance (MA):
• IV
• INS
• CONTACT
• SUB
• COB
• PLAN
• PAR STATUS
• AUTH & NOTIFICATION: COMPLETED BY UM
• COPAY
• DED
• OOP
• COIN
• MEMBER ID

Veterans Affairs (VA):
• IV
• INS
• CONTACT
• SUB
• COB
• PLAN
• PAR STATUS
• AUTH: COMPLETED BY UM
• NOTIFICATION: COMPLETED BY ED REG ID#
• COPAY
• DED
• OOP
• COIN

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4. User Input Section (Column B):
• Users manually enter responses.
• The pink output block updates dynamically based on inputs.

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5. Auto-Generated Script Formatting (Pink Block):
• Each section will generate its own formatted script in a separate pink block.
• Maintains the structured format (slashes separating fields).
• Example Output:
Before Input (Placeholder Format):


( see attachment)


6. Copy Functionality:
• Each section should have a “Copy Script” button that:
• Copies the script from that specific pink block.
• Does not affect the other two sections.

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7. Auto-Reset After Copying:
• After copying:
• Column B (answers) clears.
• Pink output block resets.
• Dropdown selection remains (so users don’t have to reselect).

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Preferred Implementation Approach:
• Dropdown & Auto-Population:
• Use Data Validation (Dropdown List) for script selection.
• Use INDEX/MATCH or VLOOKUP to auto-populate questions in Column A.
• Auto-Generated Script Formatting:
• Use TEXTJOIN() or concatenation formulas to format the generated script.
• Copy Button & Auto-Reset:
• Implement a VBA macro for each “Copy Script” button to:
• Copy only that section’s script.
• Reset only that section’s inputs.

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Deliverables:
• A fully functional Excel file with three identical sections stacked vertically.
• Dropdown menus for script selection that auto-populate questions.
• User input sections (Column B) for responses in each section.
• Auto-generated script in the pink blocks (formatted correctly).
• Three “Copy Script” buttons, one for each section.
• Auto-reset functionality for each section.
• Documentation explaining how the tool works.

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Final Notes:

This tool should be:
✔ User-friendly – Easily enter, generate, and copy scripts.
✔ Efficient – Automated formatting, copying, and resetting.
✔ Visually structured – Matching the exact layout provided in the screenshot.
✔ Multi-entry capable – Allowing three scripts at once.