Client Eligibility Verification Master
A master list for a behavioral health provider that tracks each client's insurance, redetermination date and next assessment due date. Weekly CSV exports are imported with one click, columns are matched by header name and older duplicates are removed so only the latest record stays.
- Industry
- Behavioral Health (US)
- Deliverable
- Client Verification Master.xlsm
- Built with
- Excel VBA, Dictionary class, CSV import
Before
Each weekly export was pasted in by hand and duplicate client rows had to be found and deleted manually.
After
One click imports the CSV, lines up the columns and keeps only the latest record for every client.
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