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Clinic Manager Update [Gold & Silver] (Patreon)

Published:
2022-07-25 12:15:59
Imported:
2026-06

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Hello Members!

In this week’s Feature, Fix, or Focus, we take last week’s Clinic Manager training.

Here are the updates I made for this training:

· 1-Click Email Appointments added by Randy Austin· Show All Invoices added by Randy Austin· Show All Appointments added by Randy Austin· 1-Click View Appts  & Invoices added by Randy Austin

Please don’t forget to add your requests for your own Feature, Fix or Focus each week when I post a new video, right here on Patreon. Each week I will either add a new feature, fix a bug or an issue, or create another training with a special focus on any part, all based on your feedback and comments.

Make sure to view the brand new and updated training and download the updated workbook in the attachments below.

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Comments

Deepesh Merchant

Hello Good Day, Please assist with transferring the old data to the updated Clinic manager.

Deepesh Merchant

Can you help me with the transfer of Day to this new updated file. I am getting a de bug error and not able to resolve. it. I had transferred all data tot he appointment history, however it is not in the appoinment Shape.

Excel For Freelancers

HI and thanks. it would be hard to know the cause of the error without seeing the screenshots of the bug. Can you share the screenshots in our Excel For Freelancers Facebook Group here: https://www.facebook.com/groups/ExcelFreelancersGroup However if you would like more one on one help with this, I can refer you to a qualified develooper for help in which you can email me Randy@ExcelForFreelancers.com I hope this helps and thanks so much.

Laura Tarrant

Hi, I have successfully, mostly, adapted this template to git my needs, however. I have multiple appts on one tome slot. I've seen a way to adjust the position of the shape to allow for this. it needs a count loop. I'm very much still learning loops and vba. where might I begin this loop in your code? I can find where the shapes take life. Just slow at working this one out. can you offer any help?

Excel For Freelancers

Hi Laura, I am glad you enjoyed the raining. There are a few options you can do. One thing that is to run a count in another cell (So lets say the appointment is going in Row 42 and column 10, what you can do is keep a count in 100 columns to the right So you first check the value in tht cell such as ApptCount = Schedule(ApptRow,ApptCol + 100).value then what you do is you set the width of the appt based on the ApptCount Number If its 0 then its Full width ApptWidth = Schedule(ApptRow,ApptCol + 100).width If its another # you can do something like ApptWidth = Schedule(ApptRow,ApptCol + 100).width / (ApptCount + 1) (so this will set the appt width smaller and smaller Then after you set the width and add an appointment you must increase this # Schedule(ApptRow,ApptCol + 100).value = Schedule(ApptRow,ApptCol + 100).value + 1 and before the macro starts, you must clear out all of these columns to reset them all to 0 or nothing I hope this helps and thanks so much.

Laura Tarrant

Thank you for this suggestion. Will work on it and let you know. Much appreiciated.

Laura Tarrant

Hi Randy, I have been trying to work this out still, and still to no avail. This line in your comment, count in 100 columns to the right So, in appointment sheet, the database sheet for appointments. Have a column at the end with "100" for value? not literally 100 columns. I am struggling to adapt this to your code. I understand adjusting the size. Just not where to place this in the code that exists..

Laura Tarrant

As your code is written... Adding the count column to the filter result range. Would this work for the reference to the count?

Excel For Freelancers

Hi Laura, thanks for your message. I completed this training 3 years ago so i am unfamiliar with the template, however adding more fields to the result range of an advanced filter always gives you more data to work with. I hope this helps and thanks so much.

Laura Tarrant

Hi,thank you for replying. I will reach out soon.

Sammy Mlangeni

Thank you for this application Randy. Walking along with you is always a pleasure