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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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I used to spend hours cleaning messy Excel files manually.
Now? I use AI tools to cut that time in half — and deliver better results to my clients.
Here's how AI has changed my freelance data workflow:
🔹 Faster data cleaning
Instead of manually hunting for duplicates and formatting errors, I use AI to flag inconsistencies instantly. What used to take 2 hours now takes 30 minutes.
🔹 Smarter dashboard structure
Before building any dashboard, I use AI to help me think through what metrics actually matter for that specific business — not just what looks good.
🔹 Better client communication
I use AI to help me write clearer project summaries and delivery notes — so clients understand exactly what they're getting and why it matters.
But here's what AI can't replace:
✔ Understanding what a CA firm actually needs vs what a D2C brand needs
✔ Knowing when a number looks wrong before the formula catches it
✔ The judgment that comes from actually working with real business data
AI is a tool. The thinking is still yours.
If you're a small business owner or CA firm drowning in Excel data — I can help you turn it into something you can actually use.
DM me or check my portfolio 👇
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Geethasree Naguboina
Data & Research Support Specialist | Excel Reports & Dashboards | AI Data Operations | Remote · Hyderabad, Telangana, India Skilled in data cleaning, validation, reporting, and structured workflows for teams and AI platforms. Email Me LinkedIn Profile
Built an interactive sales performance dashboard to transform business data into actionable insights. Used reporting and KPI tracking concepts to monitor trends, validate data quality, and support data-driven decision making through clear visualizations and business-focused analytics.
I had an idea recently for a fitness tracker that doesn’t just track your stats —
but actually shows you how you compare globally.
Not just “you ran 5km”
but “here’s where you rank based on real benchmarks”
So I started designing a dashboard around that idea.
Something simple where you can:
see your strength, speed, endurance
and instantly understand where you stand
Because numbers on their own don’t always mean much —
it’s the context that makes them interesting.
This is still just a concept, but it was a fun one to explore.
Curious what people think —
would you actually use something like this?
This is nice!
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