New to Excel

[MichaelSeigler]

Hello Everyone,

My name is Michael and I am new to the forum. I know how to do simpl
this with excel but I see that there is a lot more for me to learn.
could use some help if someone is willing to. I work in a mental healt
office and I handle record releases. I am trying to make a spread shee
that I can track when I received the request, from what company, client
first and last name, clients ID, when the requested information wa
sent, if it was received, did the client sign the release, and i
payment was received. Would anyone be able to direct me to where
should begin this task?

Michael Seigle

 

[Spencer101]

Hello Everyone,

My name is Michael and I am new to the forum. I know how to do simpl
this with excel but I see that there is a lot more for me to learn.
could use some help if someone is willing to. I work in a mental healt
office and I handle record releases. I am trying to make a spread shee
that I can track when I received the request, from what company, client
first and last name, clients ID, when the requested information wa
sent, if it was received, did the client sign the release, and i
payment was received. Would anyone be able to direct me to where
should begin this task?

Michael Seigler

Hi Michael,

Happy to help you out with building this spreadsheet. I've buil
similar in the past so may have something already that we can adapt t
fit your need.

Feel free to drop me an email on pubnut AT gmail DOT com (swap th
obvious for relevant).

Regards,

Spencer