Comprehensive Medicare Member Database
Budget: $30 – $250 USD
As a new Insurance Health agent, I'm looking for someone proficient in Excel to assist me in designing a Excel spreadsheet that serves as a comprehensive member information database. I needed to easily help me access members information details for fast and efficient customer service. I want to be able to duplicated in multiple worksheet tabs for each member. I believe a VBA codes would help me search for specific tab fast but not sure how that would exactly work. This will include, but is not limited to, the following details:
- Name
- Phone number
- Date of Birth
- Address
- Email
- Emergency contact
- Medicare Number
- Medicare Part A Coverage date
- Medicare Part B Coverage date
- Medicaid Number
- Medicaid Level
- Health Plan enrolled
- Health Plan Member ID
- Primary care provider
- Date of enrollment
- Previous Health Plans
- Space for member pictures
- Space for notes
- Call/Contact log with date and comments section
The layout should be user-friendly and easily navigable. Would be a plus if you have prior experience in creating similar healthcare databases. Your expertise in data modeling, Excel, and healthcare data management will be greatly appreciated.
- Name
- Phone number
- Date of Birth
- Address
- Emergency contact
- Medicare Number
- Medicare Part A Coverage date
- Medicare Part B Coverage date
- Medicaid Number
- Medicaid Level
- Health Plan enrolled
- Health Plan Member ID
- Primary care provider
- Date of enrollment
- Previous Health Plans
- Space for member pictures
- Space for notes
- Call/Contact log with date and comments section
The layout should be user-friendly and easily navigable. Would be a plus if you have prior experience in creating similar healthcare databases. Your expertise in data modeling, Excel, and healthcare data management will be greatly appreciated.