Home Forums Discussions General Discussion Sample Flow Sheet in Excel

OK, finally. We have talked about flow sheets using Excel for the use in Amazing Charts forever. While many have thoroughly explained the process, there have been few actual examples.

I cannot take credit for this flow sheet. It was sent to me by a fellow AC user over three years ago. I lost touch with him and, since it had information regarding his practice (name, phone, etc.) I didn't feel comfortable uploading it without his permission. It was locked so I couldn't delete the demographics.

I have finally hacked the passwords so I could make it generic. Obviously, any Excel flow sheet works. I just wanted to show this one to demonstrate how good a flow sheet could be if you took the time and knew a little about Excel. This one, I think, is exceptional. Notice the auto date at the top. Notice the many drop down choices once you click in a certain box.

It is also important to note that while this one has two sheets, the amount of sheets you could add are endless. And, of course, this one is for immunizations. For many, it would be face sheets, problem lists, labs, etc.

I hope this is helpful.

http://www.box.net/shared/648yzxn3ve

PS: IF ANYONE NOTICES ANY IDENTIFYING INFORMATION, PLEASE LET ME KNOW. THANKS.

Bert,
very nice of you to post this excel sheet to help new users
to get more organized. If I undrestand correctly, after desining a an excel sheet it can be imported to the patient chart. Every time there new information to be added or updated it will be opened in the imported section of the patient chart. Correct me if I am wrong.
Thanks, I really apreciate your help.

Thanks. Well, you can't really be wrong as it can be used in any way you see fit. Some would import it and use it as a flow sheet for labs, etc.

Others may open it immediately and have a problem list, PMH, past diagnoses, etc. (While you do have PMH and diagnoses in AC already and I probably wouldn't add diagnoses each time, there really is no true Problem list. As you would know, an appendectomy listed as PMH ten years ago is no longer a present problem.

Logistically, yes, if you made a flow sheet, you would keep it on the local receptionist's desk or on the server and enter demographics and import it each time you see a patient without the sheet.

And, it is for older users as well. Hope it helps.

I am not sure i got the last part about having the excel sheet on the receptionist desk or the server (or the main PC). Does the file stays separated from the patient chart and imported when you needed. I thought the excel file would become attached to the patient chart. Does it make any differance if the excel file created on the recepcionist PC or the main PC.
you can tell I am not a PC wise.

This is how you become wise. I know nothing of surgery .

We are both saying the same thing. Yes, you definitely want the file in the chart, but it has to get there somehow. And, this shouldn't be something you waste your time on from the room. Nor do you want to pick and choose who needs a flow sheet. Rather, you want a system.

So, after you design a flow sheet via Excel that you want to use, you save it several places. Burn one to a CD, etc. So, you always have the "template." It is best that your receptionist have a copy of this template on her desktop. This way every time a patient (not necessarily new to the practice) but someone without a flow sheet in their chart, she would open the chart, go to Imported Items, and import the sheet. It is probably easiest to fill in the demographics of the patient in the Excel sheet after it has been imported as this will lessen the chance of saving the Excel sheet back to the desktop with all of the info in it. This would be no big deal as you would just go in and delete the information and re-save it.

Hope this is clearer.

Thanks for the clarification.

np

Hi Bert!

I couldn't see that the Excel spreadsheet did anything. There wasn't any VBA code behind it, either. Can you show me where the date is added in?

I'm more of a MS Word type of guy. Why not do this in MS Word using a MS Word Table? For example, check out the " FMLA_Formb.dot " Word template that I use to fill in the redundant information of a typical FMLA form (the rest is filled in using dictation with DNS).


Just download it and double click on the template and instantly it'll show up with a Userform popup asking for needed patient and physician information.

If anyone has questions about this template, just ask away... it's a very simple underlying VBA code process, really.

Cheers,
Al

Hi Al!

Good to hear from you. It's been awhile. You must be busy. I will check it out. The sheet I put up there was just an example. I wanted to show people that you can do quite a bit with Excel as a flow sheet type of thing.

I will certainly give your form a look.

Hi Bert!

It has been busy- I've had to mold my office to conform to the changes of today's medical environment. Now I have less Medicare, less hospitalizations (I'm using hospitalists more), and see more private pay patients. This has left me with more time on my hands, which is something that I've been looking forward to for a long time.

This week I'll be going to my annual cruise vacation with my family. In 2008 we went to the eastern mediterranean; this time we're going to the Western Mediterranean, including ports of call in Spain, France, Italy, and Capri. Nice!

The one thing that Excel is great for is to link Access with Office Ally. In fact, I'm doing it successfully now. The steps, through VBA are:

1) Use the transferspreadsheet method to export the billing data to an Excel spreadsheet.
2) Bring up the spreadsheet and manipulate it while in Access- you have to delete the top line which has the field headers:
"xlWB.Worksheets(1).Cells(1, 1).EntireRow.Delete"
3) You have to then save it as an Excel txt file using the Exporttotextfile method (handled by Access, but done within Excel).

After that, you log into Office Ally, upload that final file and presto- electronic billing without any clearinghouse charges. Ever since I started this 2 months ago its gone very well. The whole process is based on the spreadsheet that Office Ally initially sent me back in March. I'll most likely go through the process more in depth on my website so that others can benefit from it.

Cheers,
Al

I took the plunge and went full time with the hospitalists both for admits to peds and for newborns. This means that I NEVER have to walk in that hospital again.

Glad to see you back on the boards.

Al,
Different employers sometimes use their own form which varies from the one you use (at least in format, and to some degree in content). Have you had any trouble getting any to accept your form?

Hi Jon:

That one is based on a generic "standard" FMLA from the US Department of Labor. Usually they accept that one; at least I haven't had one return it. On some rare occasions they do have their own proprietary form, and if simple enough I use that one.

Al