spread sheet Case Manager weekly Productivity

Suljettu Julkaistu 6 vuotta sitten Maksettu toimituksen yhteydessä
Suljettu Maksettu toimituksen yhteydessä

The business provides case manager services (social services) to mental health clients, each team (Broward1) has 1 supervisor, each supervisor has 7 case managers and each case manager has X amount of clients, can be from 2 to 25 clients.

All clients have different insurances and each insurances granted us different amount of hours and each hour is convert in 4 units, the insurance pay us fee for services (per unit of 15 minutes), we pay our case managers the same way fee for services, some insurances they approved units per client the date of the admission, units last for 6 or 3 months (its important to have a section approval date and due date), another insurance we admit the client and we have to submit request after admission and we have to wait until insurance reply back to us with approval sometimes takes 2 days or 10 days, each time that I have a new client I need to input client's information, choose case manager assigned to case, choose team#, and input admission date, unit submission date, units approved, starting date and end date, each week we pulled from our software the units submitted per client, we will input that number for X week and automatically i want the excel the calculate the remaining units, on the same spread sheet we continue the same system weekly, that is the way how we verify if case manager is working with all their clients weekly (case managers must have to work with each client weekly). we also need a column in which we have to choose if client is active, or discharged, date of activation and discharged date as well, the report has also to calculate their total weekly productivity, a column with expected productivity by client and total expect productivity, if the system can convert next column in hours, next column a percentage expected is always 100% and units submitted in %. Also will be benefit to add colors, if the productivity is below 75% , or below 50% another color or the productivity was equal or above another color.

Excel

Projektin tunnus: #16308064

Tietoa projektista

10 ehdotusta Etäprojekti Aktiivinen 6 vuotta sitten

10 freelanceria on tarjonnut keskimäärin $126 tähän työhön

priyal1997

Dear Sir/Madam, I'm happy to help you on this excel task. I just went trough the detailed description and I'm 100% sure that I can develop a perfect excel based model for this purpose. I'm an expert in advanced excel Lisää

$150 USD 3 päivässä
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6.7
katilinas

Hello, I'm ready to work on "weekly productivity dashboard" project. Relevant Skills Excel, VBA Milestones 120 USD - code writing 30 USD - userfriendly interface I have samples of work very similar to what you are Lisää

$150 USD 3 päivässä
(113 arvostelua)
6.4
rengrish

Hi I went through the project requirements. I have understood what is expected. Kindly ping back to discuss further detailed. Please check my past reviews, I have 10+ years of experience in Excel/Macros/VBA . I will b Lisää

$166 USD 2 päivässä
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5.8
c4cuteconain

I am a professional accountant with years of experience working in a US based NASDAQ registered company's finance department with an excellent excel skill currently serving as a finance manager. Working in a US Based M Lisää

$161 USD 3 päivässä
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4.7
supper5guy

v Hello there, after reading your project description and with a drive for excellence, with a keen attention to details and with more than 10 years experience working with Microsoft office especially excel vba, i can d Lisää

$50 USD 3 päivässä
(35 arvostelua)
4.5
NoelReubenMuturi

Hello, I am Noel, a researcher and academic writer with several years’ experience. I am proficient in diverse disciplines and I can assure you high quality work. I also have access to reputable academic references and Lisää

$147 USD 3 päivässä
(8 arvostelua)
4.1
HadiDar786

Hello , okay got it i will do this kob fo you and manage files Message me i can start work now and available 24/7

$100 USD 2 päivässä
(9 arvostelua)
3.5
RenPerera

Good day. I would like to offer you my service, providing you an excel spreadsheet with the given data and columns and the necessary formulas and calculations.

$30 USD 2 päivässä
(7 arvostelua)
3.2