Formula with conditions of 7 days

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faisus

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Jul 8, 2012
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  1. 365
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  1. Windows
Hello everyone, I hope everything is well with you.

I am stuck in a bit tricky situation and request your help with a formula. I have a list as below and i would like to know if a member with card number in Column A was billed with same provider & with same clinician within 7days of the 1st visit.
For instance the highlighted member in yellow was billed within 7 days by clinician Kenja. I require an easy way to know how can i find out without going one by one.

Thank you all


Follow up.xlsx
ABCDEFG
1MEDICAL CARD NOCLAIM NOCLIN SPECIALITYPROVIDER CODECLINICIAN NAMETREATMENT DATETotal
2101-102-0001150401-01C/2023/208841OphthalmologistM722RINI SAHA14/03/2023130.50
3101-102-0001150401-01C/2023/318953Internal MedicineH002ARUN MOHAN MOHANAKUNARAN NAIR18/04/2023140.00
4101-102-0001150401-01C/2023/395561OphthalmologistM722RINI SAHA06/05/2023130.50
5101-102-0001150401-01C/2023/487259OphthalmologistH050Mona Marwan omar Marwan21/05/2023211.25
6101-102-0001150401-01C/2023/639434Internal MedicineH050AHMED FOUAD AHMED SAYED AHMED23/05/2023549.50
7101-102-0001150401-01C/2023/601987OphthalmologistH050KENJA MADHAVA RAO13/06/2023104.00
8101-102-0001150401-01C/2023/616389OphthalmologistH050KENJA MADHAVA RAO20/06/2023104.00
9101-102-0001150401-01C/2023/749067OphthalmologistH050KENJA MADHAVA RAO28/07/2023211.25
10101-102-0001150401-01C/2023/771838Internal MedicineH002MANOHAR VENKATA REDDY03/08/2023140.00
Sheet1
 

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faisus said:
I require an easy way to know how can i find out without going one by one.
Click to expand...
Two things required -

What version of excel you are using right now? Update the same in your profile too...
Though your sample data shows sorted data but I believe your data in routine is not as sorted as your sample data. Please confirm?
 
Upvote 0
SanjayGMusafir said:
Two things required -

What version of excel you are using right now? Update the same in your profile too...
Though your sample data shows sorted data but I believe your data in routine is not as sorted as your sample data. Please confirm?
Click to expand...
HI i am using
1699440981635.png
. Yes the data is not sorted.
 
Upvote 0
faisus said:
i would like to know if a member with card number in Column A was billed with same provider & with same clinician within 7days of the 1st visit.
Click to expand...
Is this what you are trying to achieve. Check and revert -

Book1
ABCDEFGH
1MEDICAL CARD NOCLAIM NOCLIN SPECIALITYPROVIDER CODECLINICIAN NAME TREATMENT DATE TotalCheck
2101-102-0001150401-01C/2023/208841OphthalmologistM722RINI SAHA3/14/23130.5 
3101-102-0001150401-01C/2023/318953Internal MedicineH002ARUN MOHAN MOHANAKUNARAN NAIR4/18/23140 
4101-102-0001150401-01C/2023/395561OphthalmologistM722RINI SAHA5/6/23130.5 
5101-102-0001150401-01C/2023/487259OphthalmologistH050Mona Marwan omar Marwan5/21/23211.25 
6101-102-0001150401-01C/2023/639434Internal MedicineH050AHMED FOUAD AHMED SAYED AHMED5/23/23549.5 
7101-102-0001150401-01C/2023/601987OphthalmologistH050KENJA MADHAVA RAO6/13/23104 
8101-102-0001150401-01C/2023/616389OphthalmologistH050KENJA MADHAVA RAO6/20/23104Yes
9101-102-0001150401-01C/2023/749067OphthalmologistH050KENJA MADHAVA RAO7/28/23211.25 
10101-102-0001150401-01C/2023/771838Internal MedicineH002MANOHAR VENKATA REDDY8/3/23140 
Sheet1
Cell Formulas
RangeFormula
H2:H10H2=LET(tDt,XLOOKUP(1,($A$1:A1=A2)*($D$1:D1=D2)*($E$1:E1=E2),$F$1:F1,0),IF(TRUNC(F2)-TRUNC(tDt)<=7,"Yes",""))
Cells with Conditional Formatting
CellConditionCell FormatStop If True
A1:H10Expression=$H1="Yes"textNO
 
Upvote 0
I just realized if there are more than two visits in the log then we need to have a better way of doing things. Check Column I. I think it should serve your purpose better, which Option 1 won't do. Check and revert

Book1
ABCDEFGHI
1MEDICAL CARD NOCLAIM NOCLIN SPECIALITYPROVIDER CODECLINICIAN NAME TREATMENT DATE TotalOption 1Better
2101-102-0001150401-01C/2023/208841OphthalmologistM722RINI SAHA3/14/23130.5  
3101-102-0001150401-01C/2023/318953Internal MedicineH002ARUN MOHAN MOHANAKUNARAN NAIR4/18/23140  
4101-102-0001150401-01C/2023/601987OphthalmologistH050KENJA MADHAVA RAO5/1/23
5101-102-0001150401-01C/2023/395561OphthalmologistM722RINI SAHA5/6/23130.5  
6101-102-0001150401-01C/2023/487259OphthalmologistH050Mona Marwan omar Marwan5/21/23211.25  
7101-102-0001150401-01C/2023/639434Internal MedicineH050AHMED FOUAD AHMED SAYED AHMED5/23/23549.5  
8101-102-0001150401-01C/2023/601987OphthalmologistH050KENJA MADHAVA RAO6/13/23104  
9101-102-0001150401-01C/2023/616389OphthalmologistH050KENJA MADHAVA RAO6/20/23104 Yes
10101-102-0001150401-01C/2023/749067OphthalmologistH050KENJA MADHAVA RAO7/28/23211.25  
11101-102-0001150401-01C/2023/771838Internal MedicineH002MANOHAR VENKATA REDDY8/3/23140  
Sheet1
Cell Formulas
RangeFormula
H2:H3,H5:H11H2=LET(tDt,XLOOKUP(1,($A$1:A1=A2)*($D$1:D1=D2)*($E$1:E1=E2),$F$1:F1,0),IF(TRUNC(F2)-TRUNC(tDt)<=7,"Yes",""))
I2:I3,I5:I11I2=LET(tDt,IFERROR(MAXIFS($F$1:F1,$A$1:A1,A2,$D$1:D1,D2,$E$1:E1,E2),0),IF(TRUNC(F2)-TRUNC(tDt)<=7,"Yes",""))
Cells with Conditional Formatting
CellConditionCell FormatStop If True
A11:F11Expression=$I11="Yes"textNO
A1:I10Expression=$I1="Yes"textNO
 
Upvote 0
SanjayGMusafir said:
I just realized if there are more than two visits in the log then we need to have a better way of doing things. Check Column I. I think it should serve your purpose better, which Option 1 won't do. Check and revert

Book1
ABCDEFGHI
1MEDICAL CARD NOCLAIM NOCLIN SPECIALITYPROVIDER CODECLINICIAN NAME TREATMENT DATE TotalOption 1Better
2101-102-0001150401-01C/2023/208841OphthalmologistM722RINI SAHA3/14/23130.5  
3101-102-0001150401-01C/2023/318953Internal MedicineH002ARUN MOHAN MOHANAKUNARAN NAIR4/18/23140  
4101-102-0001150401-01C/2023/601987OphthalmologistH050KENJA MADHAVA RAO5/1/23
5101-102-0001150401-01C/2023/395561OphthalmologistM722RINI SAHA5/6/23130.5  
6101-102-0001150401-01C/2023/487259OphthalmologistH050Mona Marwan omar Marwan5/21/23211.25  
7101-102-0001150401-01C/2023/639434Internal MedicineH050AHMED FOUAD AHMED SAYED AHMED5/23/23549.5  
8101-102-0001150401-01C/2023/601987OphthalmologistH050KENJA MADHAVA RAO6/13/23104  
9101-102-0001150401-01C/2023/616389OphthalmologistH050KENJA MADHAVA RAO6/20/23104 Yes
10101-102-0001150401-01C/2023/749067OphthalmologistH050KENJA MADHAVA RAO7/28/23211.25  
11101-102-0001150401-01C/2023/771838Internal MedicineH002MANOHAR VENKATA REDDY8/3/23140  
Sheet1
Cell Formulas
RangeFormula
H2:H3,H5:H11H2=LET(tDt,XLOOKUP(1,($A$1:A1=A2)*($D$1:D1=D2)*($E$1:E1=E2),$F$1:F1,0),IF(TRUNC(F2)-TRUNC(tDt)<=7,"Yes",""))
I2:I3,I5:I11I2=LET(tDt,IFERROR(MAXIFS($F$1:F1,$A$1:A1,A2,$D$1:D1,D2,$E$1:E1,E2),0),IF(TRUNC(F2)-TRUNC(tDt)<=7,"Yes",""))
Cells with Conditional Formatting
CellConditionCell FormatStop If True
A11:F11Expression=$I11="Yes"textNO
A1:I10Expression=$I1="Yes"textNO
Click to expand...

Thank you for your help. Will check and confirm.
 
Upvote 0
SanjayGMusafir said:
I just realized if there are more than two visits in the log then we need to have a better way of doing things. Check Column I. I think it should serve your purpose better, which Option 1 won't do. Check and revert

Book1
ABCDEFGHI
1MEDICAL CARD NOCLAIM NOCLIN SPECIALITYPROVIDER CODECLINICIAN NAME TREATMENT DATE TotalOption 1Better
2101-102-0001150401-01C/2023/208841OphthalmologistM722RINI SAHA3/14/23130.5  
3101-102-0001150401-01C/2023/318953Internal MedicineH002ARUN MOHAN MOHANAKUNARAN NAIR4/18/23140  
4101-102-0001150401-01C/2023/601987OphthalmologistH050KENJA MADHAVA RAO5/1/23
5101-102-0001150401-01C/2023/395561OphthalmologistM722RINI SAHA5/6/23130.5  
6101-102-0001150401-01C/2023/487259OphthalmologistH050Mona Marwan omar Marwan5/21/23211.25  
7101-102-0001150401-01C/2023/639434Internal MedicineH050AHMED FOUAD AHMED SAYED AHMED5/23/23549.5  
8101-102-0001150401-01C/2023/601987OphthalmologistH050KENJA MADHAVA RAO6/13/23104  
9101-102-0001150401-01C/2023/616389OphthalmologistH050KENJA MADHAVA RAO6/20/23104 Yes
10101-102-0001150401-01C/2023/749067OphthalmologistH050KENJA MADHAVA RAO7/28/23211.25  
11101-102-0001150401-01C/2023/771838Internal MedicineH002MANOHAR VENKATA REDDY8/3/23140  
Sheet1
Cell Formulas
RangeFormula
H2:H3,H5:H11H2=LET(tDt,XLOOKUP(1,($A$1:A1=A2)*($D$1:D1=D2)*($E$1:E1=E2),$F$1:F1,0),IF(TRUNC(F2)-TRUNC(tDt)<=7,"Yes",""))
I2:I3,I5:I11I2=LET(tDt,IFERROR(MAXIFS($F$1:F1,$A$1:A1,A2,$D$1:D1,D2,$E$1:E1,E2),0),IF(TRUNC(F2)-TRUNC(tDt)<=7,"Yes",""))
Cells with Conditional Formatting
CellConditionCell FormatStop If True
A11:F11Expression=$I11="Yes"textNO
A1:I10Expression=$I1="Yes"textNO
Click to expand...

Hi yes it works perfectly for Clinician name. However when i try to do for Clinician Speciality by shifting the formula from name, it does not give me correct result.

Could you please check and advise if i would like to do same by replacing clinican name with Clinican speciality.

Thanks alot for your help.
 
Upvote 0
faisus said:
Could you please check and advise if i would like to do same by replacing clinican name with Clinican speciality
Click to expand...
Check Below in Column J

Book1
ABCDEFGHIJ
1MEDICAL CARD NOCLAIM NOCLIN SPECIALITYPROVIDER CODECLINICIAN NAME TREATMENT DATE TotalOption 1Betterfor Clin Speciality
2101-102-0001150401-01C/2023/208841OphthalmologistM722RINI SAHA3/14/23130.5   
3101-102-0001150401-01C/2023/318953Internal MedicineH002ARUN MOHAN MOHANAKUNARAN NAIR4/18/23140   
4101-102-0001150401-01C/2023/601987OphthalmologistH050KENJA MADHAVA RAO5/1/23 
5101-102-0001150401-01C/2023/395561OphthalmologistM722RINI SAHA5/6/23130.5   
6101-102-0001150401-01C/2023/487259OphthalmologistH050Mona Marwan omar Marwan5/21/23211.25   
7101-102-0001150401-01C/2023/639434Internal MedicineH050AHMED FOUAD AHMED SAYED AHMED5/23/23549.5   
8101-102-0001150401-01C/2023/601987OphthalmologistH050KENJA MADHAVA RAO6/13/23104   
9101-102-0001150401-01C/2023/616389OphthalmologistH050KENJA MADHAVA RAO6/20/23104 YesYes
10101-102-0001150401-01C/2023/749067OphthalmologistH050KENJA MADHAVA RAO7/28/23211.25   
11101-102-0001150401-01C/2023/771838Internal MedicineH002MANOHAR VENKATA REDDY8/3/23140   
Sheet1
Cell Formulas
RangeFormula
H2:H3,H5:H11H2=LET(tDt,XLOOKUP(1,($A$1:A1=A2)*($D$1:D1=D2)*($E$1:E1=E2),$F$1:F1,0),IF(TRUNC(F2)-TRUNC(tDt)<=7,"Yes",""))
I2:I3,I5:I11I2=LET(tDt,IFERROR(MAXIFS($F$1:F1,$A$1:A1,A2,$D$1:D1,D2,$E$1:E1,E2),0),IF(TRUNC(F2)-TRUNC(tDt)<=7,"Yes",""))
J2:J11J2=LET(tDt,IFERROR(MAXIFS($F$1:F1,$A$1:A1,A2,$D$1:D1,D2,$C$1:C1,C2),0),IF(TRUNC(F2)-TRUNC(tDt)<=7,"Yes",""))
 
Upvote 0
SanjayGMusafir said:
Check Below in Column J

Book1
ABCDEFGHIJ
1MEDICAL CARD NOCLAIM NOCLIN SPECIALITYPROVIDER CODECLINICIAN NAME TREATMENT DATE TotalOption 1Betterfor Clin Speciality
2101-102-0001150401-01C/2023/208841OphthalmologistM722RINI SAHA3/14/23130.5   
3101-102-0001150401-01C/2023/318953Internal MedicineH002ARUN MOHAN MOHANAKUNARAN NAIR4/18/23140   
4101-102-0001150401-01C/2023/601987OphthalmologistH050KENJA MADHAVA RAO5/1/23 
5101-102-0001150401-01C/2023/395561OphthalmologistM722RINI SAHA5/6/23130.5   
6101-102-0001150401-01C/2023/487259OphthalmologistH050Mona Marwan omar Marwan5/21/23211.25   
7101-102-0001150401-01C/2023/639434Internal MedicineH050AHMED FOUAD AHMED SAYED AHMED5/23/23549.5   
8101-102-0001150401-01C/2023/601987OphthalmologistH050KENJA MADHAVA RAO6/13/23104   
9101-102-0001150401-01C/2023/616389OphthalmologistH050KENJA MADHAVA RAO6/20/23104 YesYes
10101-102-0001150401-01C/2023/749067OphthalmologistH050KENJA MADHAVA RAO7/28/23211.25   
11101-102-0001150401-01C/2023/771838Internal MedicineH002MANOHAR VENKATA REDDY8/3/23140   
Sheet1
Cell Formulas
RangeFormula
H2:H3,H5:H11H2=LET(tDt,XLOOKUP(1,($A$1:A1=A2)*($D$1:D1=D2)*($E$1:E1=E2),$F$1:F1,0),IF(TRUNC(F2)-TRUNC(tDt)<=7,"Yes",""))
I2:I3,I5:I11I2=LET(tDt,IFERROR(MAXIFS($F$1:F1,$A$1:A1,A2,$D$1:D1,D2,$E$1:E1,E2),0),IF(TRUNC(F2)-TRUNC(tDt)<=7,"Yes",""))
J2:J11J2=LET(tDt,IFERROR(MAXIFS($F$1:F1,$A$1:A1,A2,$D$1:D1,D2,$C$1:C1,C2),0),IF(TRUNC(F2)-TRUNC(tDt)<=7,"Yes",""))
Click to expand...
Thank you so much, it works perfectly. I was trying with H and was not taking clinic specilaity.

Thank you again.
 
Upvote 0
Glad to help you and thanks for the feedback.

It is Recommended to mark the post that worked best for you as solution.
 
Upvote 0
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