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MedCore Clinical Services — 3 Sheet Merge, Billing Automation & Department Dashboard
A US medical clinic came to me with patient
visits, doctor records and billing data sitting
in 3 completely separate sheets with no
connection between them.
Duplicate visit records throughout. Department
names written inconsistently across every row.
Dates in 3 different formats. Missing patient
balances on multiple records. Payment status
incomplete across the billing sheet.
I cleaned all 3 sheets independently, merged
everything into one master clinical table and
calculated all missing patient balances
automatically.
Built a pivot view showing revenue breakdown
by department per visit type. Delivered an
input sheet with dropdown validation for
Department, Visit Type, Insurance Type and
Payment Status so new patient data is always
entered correctly.
Final summary dashboard shows total revenue,
total outstanding balance, busiest department,
most common diagnosis, total visits and paid
versus pending breakdown — two charts included,
all updating automatically with one refresh.
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