Excel 2003 Worksheet formatting questions

[bethdo97]

I have created a simple income daysheet for my medical practice. The idea is
for all money collected and received in a day to be inputted in that day's
day sheet along with the source of the money, why it was received and if
there is a check or statement number associated with the payemnt for it to be
recorded.

My questions are:
1. Column A is for date - I want to automatically enter the current date in
each cell in column A. So when a new payment is being entered the current
date is automatically entered for the payment clerk. I can get the date in 1
cell using the date function but usn't there a way to get it to apply to a
whole colun?

2. When the daysheet worksheet is opened each day I want a new worksheet
started for that day's business. At the end of the month I should have a
workbook with 28, 30, or 31 days depending on how many days are in the month
and how many days we are open. Should I do this with a sort function and
sort the data to a new worksheet?

3. Finally, I have 2 columns one for deposit posted to patient account and
one for deposit added to checkbook deposit. I would like these to be check
marks so that when the cell in that row is marked a check mark will appear to
indicate that the job has been done. I don't want the check mark to
automatically appear. I have another worksheet that does this but I can't
figure out how the author formatted the columns to do this.

I can send a copy of the worksheet I have come up with to you if it would be
easier to see what I am talking about. My knowledge of excel islimited to
what I learned by teaching myself from a book I purchasedon learning excel.
Thanks in advance for any help you can give me.

Beth Sullivan

 

[Dave Peterson]

First, I'm not sure I'd use excel for this.

I would think that something like QuickBooks (I've never used it) would be
easier to use and have lots of features that you may want. It might be a good
idea to talk to other medical offices to see if they have suggestions about what
software to use (and what software to avoid).

#1. But J.E. McGimpsey has some event code that can add the current date when
you change a cell in that row.
http://www.mcgimpsey.com/excel/timestamp.html

(along with a tip to use the ctrl-; (control-semicolon) to put a date in the
cell.

#2. Don't separate your data. If you do, you'll find
summaries/subtotals/charts/and a bunch of other stuff more difficult to do. You
can use Data|Filter|autofilter to hide/show the information you need.

And once your data is on multiple sheets, you're gonna change one of them and
not the other--it becomes a real pain for data integrity.

#3. You could use a formula in the cell:
=if(x9="","",char(252))
format the cell using a wingdings font and change the X9 to the cell you
want to inspect.
(and copy down the column)

===
But this sounds like quite a project to make perfect. Be very careful, save
often, backup often and think about using a different piece of software <bg>.

"(e-mail address removed) @ (e-mail address removed)>

 

[Debra Dalgleish]

It might be better to buy some software that designed for a medical
practice, or one of the many accounting packages. If you search in
Google, you may find something that's easy to get up and running, and
simple to use.

You can search here:

http://www.google.com/advanced_search?as_q=&lr=lang_en

(e-mail address removed) @ (e-mail address removed)>

 

[bethdo97]

I do use quickbooks as my checkbook program, but do not want to allow access
to it by my office staff. Once burned twice leary and all that. Anyway, all
I want to make is an excel spread sheet that they can log in monies, then I
can review the deposit, post it to my practice management software and make
sure it balances. Right now we are using a manual daysheet similiar to what
most doctors use to post daily payments .