Monthend Part2

ok here it is:

1) Create a new folder and affect it as Main folder in which you put the following files:
TherapyEngine-V01.xlsm
MonthEnd.xlsm (Make sure for trial purpose that this file is Empty and only contains the header)
and all the 4 xlsx that you posted here (as a first test)

2) Create a sub folder from your choice and affected to Export.

3) Open the attached file and activate macros.

4) Point the Main and Export to the appropriate folders created.

5) Run the first Button Update Month End and check the results. Check the new files created in Export folder and check the data updated in the MonthEnd.xlsm file

Let me know your comments.
gowflow
TherapyEngine-V01.xlsm

Hi gowflow, It work but did not copy over the service date which is very important. I looked at the code but could not see why it did not copy the service date. Can you take a look and see where the problem is. The rest is great. Thank you

I solved the date of services problem. Can I close the first part of this question and what do you need me to do next. Thank you for you help with this. It is working great.

Thank you. I will close both and open new or 3rd part of this question.

Thank you so much with all you help on Part 2 of my question. It works great.

I have open part 3 of this question and here is the link. Thank you.
https://www.experts-exchange.com/questions/28690220/implement-the-routine-of-resetting-the-Patients-files.html