Do some Excel Work

I currently have a business that takes in medical specimens from various marketing firms. All the specimens get entered into the software that we use in the lab. I'll refer to this software as the Lab Information System (LIS).

Then we drop claims for the work we do, this is entered into the Billing Software (Billing). Right now, the two systems do not talk to each other, which makes things a bit difficult.

My marketers ask for regular reports. Any report we generate from the LIS will show ALL specimens received, but it doesn't tell them how much has been collected. We can pull that data from a report on the Billing software, but it doesn't show all specimens - only the ones which have been billed so far.

What I'd like you to do is build an excel model that will do the following:

1) Takes Data from LIS of all specimens as well as Data from Billing system and just uses a lookup function to match payments to the appropriate patient accounts.

2) Creates a report for each marketer by pulling from the report the data that has his/her Account number on the specimen.

3) Does some basis analysis on each marketer report (# of specimens for the period, average pay per specimen, and anything else you think we would want to see, etc.)

4) Creates a rollup summary page for us to see all our marketers and how each of them are performing, etc.

We'd like this whole thing to be pretty automated so all we have to do is feed the excel program with data dumps each time we need to run the report and it can run it all for us so we can send reports to each marketing partner.

Compétences : Analytics, Saisie de Données, Traitement de Données, Excel, Ventes

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Concernant l'employeur :
( 4 commentaires ) Dallas, Sweden

Nº du projet : #8530208

Décerné à:


Hi, I undertake Excel VBA based projects and would be happy to assist you. Before confirming, I would like to have a look at the Lab Information System (LIS) file and reports that you currently generate. Regards Plus

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(170 Commentaires)

10 freelance font une offre moyenne de $525 pour ce travail


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%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 12 jours
(166 Commentaires)

Hello, I have been referred by a freelancer assistant. I wanted to tell you that this can be done easily on Excel or on Google Docs (I will prefer). I have done many similar project like this. Just wanted to clear one Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
(122 Commentaires)

Hi, Crystal explanation on the description, thank you. Could you please send me the files produced by the LIS and the Billing as samples? I can create a mockup sample from them and we can discuss further. I am Plus

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(153 Commentaires)

Hi, I can confirm you that I will be able to complete your project with the highest quality and accuracy. No need to pay me anything if you are not satisfied with my work. I will be more than happy if I get the opportu Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 10 jours
(79 Commentaires)

Hi, I would love to work on this project. I have 8 years of experience in Microsoft Excel including working with excel modeling, dashboards and macros. Please contact with further details if interested. Regards R Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 7 jours
(62 Commentaires)

Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. They speak for themselves. Best regard Plus

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(76 Commentaires)

Hello there, Just read the whole description carefully, I think i am able to complete your job within minimum time and with best result Please ask me any inquiry you are searching for, I am ready to discuss with Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 10 jours
(105 Commentaires)

I have inspected your project desc. It is pretty straightforward, however i may have questions. Will you feed the data just putting the necessary info into excel? Or you want the excel to connect to your software datab Plus

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