Help creating workbook with master sheet

[wrsharp]

We are a medical office. I am trying to create a workbook to track missed notes by each doctor. I want to enter information into a master sheet then have additional sheets populated by doctor.

Master sheet Info:
Patient Name
Date
Doctor

then have a separate sheet by doctor with same info.

Hope this makes sense

 

[My Aswer Is This]

The best way to setup any Database is to:

Use Columns as fields and rows as records.

A field is in this case is a column
A Record is a row

So Like in column A Enter all Patient Names
Column B enter all Dates
Column C enter all Doctor Names
Column D and on can be used for other things like address Phone Number Patient ID Number

Actually it's best to use one column for first name and another column for last name.
And to do searches later on which you may want to do is best done with having a Unique Patient ID number for each patient.

Do not combine such things as First name Last Name all in one column.

If you do so two years from now you will be asking for some one to split out these fields for some task you may want. And doing this can be difficult.


And you mentioned missed notes. You would need to have a column for missed notes.
For example if there is a missed note put a X in column G of every row where this patient or doctor has a missed note.

Then a script could look down column G and if it finds a X in column G that rows data will be copied to the Doctors sheet. Or that row could automatically be copied to the proper sheet when you enter a X in column G for example.

Hope that gives you some ideals.

Use Row(1) for headers Like the word Name Doctor this identifies what each column represents.

You would need to provide more details about when you want data on Master sheet copied to individual Doctor sheets.

Each sheet should be named exactly like the Doctor name in column C

At least this is how I would setup things. And after hearing back from you I may need to suggest more.