FriendshipWaffles
New Member
- Joined
- Oct 12, 2022
- Messages
- 5
- Office Version
- 365
- Platform
- Windows
Hi All -- I cannot for the life of me figure this out. I have tried variations of IF, COUNTIFS and INDEX/MATCH with some ISNUMBER thrown in with wildcards in the works too. If anyone would be able to help me I would so appreciate it.
I am trying to make sure all of the procedures done on a specific patient (Report A) have been charged on their bill (Report B). I have three criteria that need to be reconciled -- the patient's eight digit unique identifying number, the date of service, and the actual procedural code. Some patients have multiple procedures across multiple days but would have the same eight digit number. The issue I am running into is that the third criteria (procedural code) listed on Report B has additions to it (like instead of code 12345 it lists 12345-AB-123).
How can I make sure I match all three criteria -- that it's the right patient (eight digit number), date of service second, and then procedure code BUT I only need the partial match (12345). I need the result to just tell me "Yes Match" or "No Match" or some variation of that. This is done across thousands of records on a regular basis so I would love to not have to do text to columns or similar.
Example reports below (I can't download the add-in at work, sorry!!). So the first three would be a match, the fourth would not reconcile.
I am trying to make sure all of the procedures done on a specific patient (Report A) have been charged on their bill (Report B). I have three criteria that need to be reconciled -- the patient's eight digit unique identifying number, the date of service, and the actual procedural code. Some patients have multiple procedures across multiple days but would have the same eight digit number. The issue I am running into is that the third criteria (procedural code) listed on Report B has additions to it (like instead of code 12345 it lists 12345-AB-123).
How can I make sure I match all three criteria -- that it's the right patient (eight digit number), date of service second, and then procedure code BUT I only need the partial match (12345). I need the result to just tell me "Yes Match" or "No Match" or some variation of that. This is done across thousands of records on a regular basis so I would love to not have to do text to columns or similar.
Example reports below (I can't download the add-in at work, sorry!!). So the first three would be a match, the fourth would not reconcile.
