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I think using VBA is the best way to approach this problem. I have a report that is generated (above) but need the data to be displayed a bit differently. Basically I need the insurance carrier (in bold) to be in column A row 1 and for all patient within that insurance (in bullet) to be listed next to the insurance name so Column B row 1.
Any help or suggestions on how to think through this would be helpful.
Thanks,
Carrier | CPT | Serv Date | 60 Days | 90 Days | 120 Days | 150 Days | Over 180 | Total |
Aetna P.O. BOX 981106 El Paso, TX 79998 | 0.00 | 0.00 | 0.00 | 0.00 | -705.43 | -705.43 | ||
• DOE, JOHN V (9275) DOB: #### Policy: ##### Grp: ##### | 45385 | ###### | 0.00 | 0.00 | 0.00 | 0.00 | -705.43 | -705.43 |
AETNA/MAGNACARE/NAP PO BOX 981107 MEDICAL CLAIMS DEPT EL PASO, TX 79998 (800) 345-5463 | 0.00 | 0.00 | 0.00 | 0.00 | 191.29 | 191.29 | ||
• DOE, JOHN V (9275) DOB: #### Policy: ##### Grp: ##### | 99204 | ###### | 0.00 | 0.00 | 0.00 | 0.00 | 191.29 | 191.29 |
Amalgamated Life PO Box 5435 White Plains, NY 10602 (212) 539-5000 | 0.00 | 39.26 | 0.00 | 0.00 | 0.00 | 39.26 | ||
• DOE, JOHN V (9275) DOB: #### Policy: ##### Grp: ##### | 99204 | ###### | 0.00 | 31.06 | 0.00 | 0.00 | 0.00 | 31.06 |
• DOE, JOHN V (9275) DOB: #### Policy: ##### Grp: ##### | 99212 | ###### | 0.00 | 8.20 | 0.00 | 0.00 | 0.00 | 8.20 |
BS AUTO PO BOX 80 BUFFALO, NY 14240 (716) 887-9201 | 0.00 | 13.67 | 0.00 | 28.61 | 20.31 | 62.59 | ||
• DOE, JOHN V (9275) DOB: #### Policy: ##### Grp: ##### | 99214 | ###### | 0.00 | 0.00 | 0.00 | 0.00 | 20.31 | 20.31 |
• DOE, JOHN V (9275) DOB: #### Policy: ##### Grp: ##### | 43239 | ###### | 0.00 | 0.00 | 0.00 | 28.61 | 0.00 | 28.61 |
• DOE, JOHN V (9275) DOB: #### Policy: ##### Grp: ##### | 99213 | ###### | 0.00 | 13.67 | 0.00 | 0.00 | 0.00 | 13.67 |
<tbody>
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I think using VBA is the best way to approach this problem. I have a report that is generated (above) but need the data to be displayed a bit differently. Basically I need the insurance carrier (in bold) to be in column A row 1 and for all patient within that insurance (in bullet) to be listed next to the insurance name so Column B row 1.
Any help or suggestions on how to think through this would be helpful.
Thanks,