I run a small health related business where I see clients and file insurance
claims for payment. I keep an Excel workbook with worksheets for each client
that track dates of service, client name/number and dates of payment by the
insurance company.
Client Name Client Number/DOS Insurance Paid
Jones, Kendra 0205/20091012
Smith, G. 0316/20090925
Obama, B 0001/20090915
I download payment vouchers from the insurance company and they will
reference the Client Number/DOS. I'd like to have the dowloaded data update
my spreadsheet for the client. That is, I'd like for the "Insurance Paid"
column to fill in the date of payment from the dowloaded data when it
recognizes the Cilent Number/DOS. I would keep the downloaded data in a
seperate worksheet in the same workbook.
Any ideas?