Michael Cohen
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Pre-visit prep from manual cross-referencing to 30 seconds

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Detailed write-up · Methods · Full outcome narrative

Tools & Methods

Google SheetsGoogle DriveExcelPower QueryGoogle Apps Script

Patient history lived across multiple manually-entered spreadsheets with inconsistent formatting. Facility census exports had duplicate rows and mixed record types. Getting a clean priority list out of these two sources required real data engineering before any output logic could run.

Built a cross-reference engine matching patient history against live facility census data — with tolerance for name variations and formatting inconsistencies — producing a prioritized visit list by facility. Wrapped in a Google Apps Script automation triggerable by office staff in under 30 seconds.

Manual pre-visit prep replaced with a 30-second automated report run · Five facilities unified into one cross-referenced view with per-facility output pages · Workflow fully delegable — office staff can trigger and email the report with no technical knowledge

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