Referral Database with multiple practices and multiple referrers
I’m creating a referral database and the best tool we have at our available to all at our disposal is Excel 2007 unfortunately Access is not on all required PC’s.
I need help setting up the sheet so we can fill in the list of GDP’s note the practices they work at and where they refer to.
We have 9 practices and one GDP (Individual Dentist) can refer to up to 3 of our practices
GDP – One list of unique Dentists (individuals) of who will work at up to 3 Referral Practices each picked from drop down lists from the Referral Practices sheet)
The Practice 1, 2 and 3 Fields would be selected form drop down list linked to OUR Practice’s
Referral Practices – The list of the dental Practice’s that the GDP’s work at (effectively Contact details for each dental practice)
Our Practices – The Codes used to identify our practices
SOP, BOP etc… It would be great if this sheet could automatically fill in from the GDP sheet with record that has the relevant Ref TO selected against one of their record (column highlighted in blue)
These sheets will be used to enter the information for the number of referrals made by each GDP to each of our practices for that year.
All columns coloured in yellow would need to be selected from drop down lists
Now the really tricky bit is that I would like to add in a number of referrals for each month in the SOP, BOP etc.. sheets to be totalled up in the GDP sheet so we can see who refers the most..