Convert Excel Clinic Workbook into Google Home Care Spreadsheet

Замовник: AI | Опубліковано: 11.12.2025

I already run our home-care clinic with a fairly complex Excel workbook and now need the same functionality, reliability, and ease of use in Google Sheets so the team can collaborate in real time. The current file covers three main areas: patient tracking, financial management, and staff scheduling/maintenance. For every patient we record medical history, appointment schedules, medication details, insurance information, diagnoses, and monthly reminders. On the staff side the workbook logs shift calendars and tracks training completion. The Google Sheets version must: • replicate all formulas, conditional formatting, data-validation rules, and pivot summaries • include simple drop-downs or protected ranges that prevent accidental edits • offer at-a-glance dashboards for active patients, upcoming appointments, overdue trainings, and month-end financial totals • remain modular so future tabs—such as new compliance checklists—can be added without breaking references If a lightweight Apps Script is the cleanest way to automate reminders or cross-tab updates, feel free to incorporate it; otherwise stick to native Sheet functions. Once the build is complete, share the file, walk me through the structure, and leave brief inline notes so my team can maintain it confidently.