Automating a financial report

Client: Technical Billing
Platform: MS Excel
Delivery Date: August 2015
Project Description: Manager would like automation of monthly financial report preparation.
Features: On open, macro changes workbook to read only (so changes cannot be saved over template). Manager pastes data table of variable size into worksheet and runs macro. Macro creates monthly total row, current month comparison to average row, percent variance to previous month row, total by category column, average by category column, current month versus average column, current month versus previous month column. It formats header rows and total columns for readability. It then deletes the “Report Instructions” worksheet with the macro button so the report cannot be accidentally overwritten.
Users: 1

Report instructions with button to run macro (click to enlarge):
XLUH-instructions

Code:
XLUH-code-sample-1

XLUH-code-sample-2

XLUH-code-sample-3

XLUH-code-sample-4

XLUH-code-sample-5

XLUH-code-sample-6

Automating and recording counting of files

Client: Medical Coding
Platform: MS Access
Delivery Date: July 2015
Project Description: Manager has been manually recording number of files in multiple folders two days per week to track workload and backlog. Manager would like this process automated along with reporting and charting capability.
Features: Files are counted for inpatient and outpatient reports by clicking the applicable button, including any newly created folders. On-screen crosstab shows counts by date with capability to select custom date range. Data export to Excel is available for charting and other analysis.
Users: 1

Main Navigation:
CodingFC Navigation

Data Dashboard:
CodingFC dashboard-1

Sample report:
CodingFC sample-rpt

Code samples:
CodingFC code

CodingFC code-2

Managing parking permits

Client: Patient Services
Platform: MS Access Web database integrated with SharePoint
Delivery Date: January 2015
Project Description: Department needs to accept online parking permit applications, process applications, assign and retract permits, and monitor expiration dates.
Features: Directors can access forms on SharePoint to request parking permits for their staff. Data macro notifies admin when a new application is entered. In back end, admin/manager can assign, retract, or inactivate permits; view unassigned permit numbers; track permit expiration dates; print report of new applications to present for approval; search for vehicles.
Users: 10

Web form page 1:
PCC-web-form-1

Web form page 2:
PCC-Vehicle-form

Back end user navigation:
back end user navigation

Manage permits:
PCC-manage-permits

Sample code, updates 3 tables when permit is assigned (click to enlarge):
PCC-code-sample

Sample code, updates 3 tables when permit is inactivated(click to enlarge):
PCC-code-sample-2

Phase 2: Add-on module to track parking violations, determine need for citation after multiple violations, track citation requests

Tracking patient referrals

Client: New Patient Scheduling
Platform: MS Access (split accdb)
Delivery Date: April 2014
Project Description: Manager wants to track and time process of scheduling new patients.
Features: Users can enter information about a new referral, and complete the referral when the appointment is scheduled. Managers can edit lookup table, view statistics and access reports on number of referrals scheduled, time to complete, and referring institutions.
Users: 6

User Interface Screenshots:

PR Navigation

PR New Referral

PR Complete Referral

PR Mgr Nav

Sample Manager Report:

PR Report Sample

Example code: Edit Referral (manager only)

PR Mgr Edit Code

A simple task tracking application

Client: Facilities Management
Platform: MS Access (split accdb)
Delivery Date: November 2013
Project Description: Manager desires user-friendly app to allow patient assistants to quickly record tasks as they go through their day.
Features: For untimed tasks, the application records name of task and date/time completed. For timed tasks, application records start time, awaits finish time, prompts for user initials, records time spent on task. Manager can run report of tasks completed by date, and track which users are completing timed tasks.
Users: 5

Main user interface:
GSA click form

Open-Close task dialog:
GSA open-close dialog

Example code: Open-Close
GSA open-close code
GSA open-close code2

Contact me if you’d like a copy of this database (cleaned) or for a quote for a custom application like this.