Excel automation
Budget: ₹600 – ₹1,500 INR
NEED THREE SHEETS
Patient Entry Sheet
Columns:
Patient Name
Phone Number
Last Visit Date
Follow-Up Interval (in days/weeks)
Next Appointment Date (automatically calculated)
Description/Notes (for treatment notes or other relevant information)
Purpose: To enter and store patient details, calculate their next appointment date, and record any notes or treatment descriptions.
Today's Call List Sheet
Columns:
Patient Name
Phone Number
Next Appointment Date
Call Status (checkbox or dropdown for 'Called', 'Not Called', etc.)
Description/Notes (pulled from the Patient Entry Sheet)
Purpose: To display patients who need to be called today, along with relevant notes.
Additional Requirement: If the Call Status is not marked as 'Called', the patient should remain on the list for the next day.
Complete Patient List Sheet
Columns: A comprehensive list of all patient details, including notes.
Purpose: To maintain a complete record of all patients, their appointment history, and any notes or treatment descriptions.
Functional Requirements
Automated Date Calculation: The system should automatically calculate the Next Appointment Date based on the Last Visit Date and Follow-Up Interval.
PLEASE ALSO SUGGEST SOME OTHER TOOLS TO MAKE THIS EASY
Patient Entry Sheet
Columns:
Patient Name
Phone Number
Last Visit Date
Follow-Up Interval (in days/weeks)
Next Appointment Date (automatically calculated)
Description/Notes (for treatment notes or other relevant information)
Purpose: To enter and store patient details, calculate their next appointment date, and record any notes or treatment descriptions.
Today's Call List Sheet
Columns:
Patient Name
Phone Number
Next Appointment Date
Call Status (checkbox or dropdown for 'Called', 'Not Called', etc.)
Description/Notes (pulled from the Patient Entry Sheet)
Purpose: To display patients who need to be called today, along with relevant notes.
Additional Requirement: If the Call Status is not marked as 'Called', the patient should remain on the list for the next day.
Complete Patient List Sheet
Columns: A comprehensive list of all patient details, including notes.
Purpose: To maintain a complete record of all patients, their appointment history, and any notes or treatment descriptions.
Functional Requirements
Automated Date Calculation: The system should automatically calculate the Next Appointment Date based on the Last Visit Date and Follow-Up Interval.
PLEASE ALSO SUGGEST SOME OTHER TOOLS TO MAKE THIS EASY