Struggling on Criteria to INDEX Match correct Authorization number for tracking and billing

HMM2019

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Jan 19, 2019
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<style type="text/css"><!--td {border: 1px solid #ccc;}br {mso-data-placement:same-cell;}--></style>Hello I would love any assistance on this, I've spent hours trying to solve this. Thank you in advance for taking any time to help.

The result I would like

I type in a name and date of appointment and the correct auth # to use for that appt is returned in the next cell.

Challenges, I don't know what parameters to tell excel so that the authorization number is a correct match to the client name and appointment date. There are 80 so clients and authorizations are completed at different times. I bill about 100 appts at a time so it would be so helpful for the correct auth# to be found using a formula based on a table of info. I would like my billing sheet to maintain the correct authorization matches ongoing forever. This way the tracking sheet would keep the history and count of visits, dates, of completed and active authorizations.

Am I dreaming?

RESULT FINAL







I type in a name and enter the date of service and the correct authorization number is returned into the cell
















NAMEDATE OF APPTAUTH #





NICOLE P1/1/2018

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I am given an Authorization # for a client that are good for, an example 8 appts and once 8 appts are completed I have to have a new authorization number that is used for given # of appts usually 4,6, or 8 appts. How can I have a correct billing sheet and tracking record like the table's below?


I tried EXCEL MAGIC TRICK 1487 MAXIFS to see if I could have the date be the parameter here is my attempt below, date didn't work since it is not limiting, the number of appts(maybe date of appts) and client name are the only limiting factors to the authorization number.

ATTEMPT AT EXCEL MAGIC TRICK MAXIFS, I was able to figure it out and get the formula to work but it didn't give me the answer I actually need
=ArrayFormula(INDEX($E$3:$E$15,MATCH(B19&MAXIFS($C$3:$C$15,$B$3:$B$15,B19,$C$3:$C$15,">="&C19),INDEX($B$3:$B$15&$C$3:$C$15,0),0)))
LOOKUPTABLE
auth number can be used for as long as appts are avail, Date is not a limiting factor.






NAMEDATE NEW AUTH ISSUEDSTATUSAUTH




NICOLE P1/1/18ACTIVE0166-000-004-2226-1




NICOLE P10/1/18COMPLETED0166-000-004-1112-1





























































































LOOKUP FORMULA














DIDNT WORK BC DATE NOT LIMITING


DATE OF APPT



CORRECT AUTH BASED ON DATE OF SERVICE

NICOLE P1/1/2018



0166-000-004-1112-1

NICOLE P1/15/18



0166-000-004-1112-1

NICOLE P12/01/2018



#N/A

NICOLE P10/30/18



#N/A

NICOLE P9/15/18



0166-000-004-1112-1














































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The Answers I need

<style type="text/css"><!--td {border: 1px solid #ccc;}br {mso-data-placement:same-cell;}--></style>
BILLING SHEETRESULT FINAL





I type in a name and enter the date of service and the correct authorization number is returned into the cell












NAMEDATE OF APPTAUTH #



NICOLE P1/1/2018

























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<style type="text/css"><!--td {border: 1px solid #ccc;}br {mso-data-placement:same-cell;}--></style>
Color CodeThis is my tracking sheet that would be my actual lookup table









2 appts leftRequest Auth soon







1 appt leftRequest Auth Right Away if PINK in FREQ and APPTS LEFT is less than 3







0 appts leftShould have auth if not, follow up







-1Enter new info into that comp appt follow keep note







Auth Requested








ALL GOOD
AUTHORIZATIONS




NAME
FreqAPPTS LEFTSTATUSAUTH #START DATE#AUTH#COMPDATES OF COMPLETED APPTS I FIGURED OUT this formula but it is matching auth # in billing sheet with date of appts I enter
NICOLE P
1xwk5ACTIVE0166-000-004-1233-11/3/1981=ArrayFormula(TEXTJOIN(",",TRUE,IF(F9='PACE COMP'!$A:$A,TEXT('PACE COMP'!$B:$B,"mm/dd/yyyy"),"")))
NICOLE P

0

12/19/181#N/A






























BOB SMITH
1xwk30min7ACTIVE0166-000-004-7435-112/19/1881








































JANE SMITH
HOLD2ACTIVE0166-000-003-9785-17/25/1861
JACK FROST
1xwk3ACTIVE0166-000-004-1814-110/08/1861
JACK FROST
2xwk8COMPLETED0166-000-004-5343-111/13/1888dates of 8appts

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Excel Facts

Add Bullets to Range
Select range. Press Ctrl+1. On Number tab, choose Custom. Type Alt+7 then space then @ sign (using 7 on numeric keypad)

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