I work at an health insurance company and frequently need to reconcile
reports from our physicians with claim data. I need to find records on two
different spreadsheets that match on three data points and insert a claim
number on matching records. Here's an example:
Spreadsheet 1, from our physician group, contains treatment data
PhysicianName ServiceDate Procedure# $billed $paid deductible
12/01/03 99213 75.50 25.00 25.00
Doe,Mary 01/25/04 99215 125.00 90.00 0.00
Spreadsheet 2, from our server,
contains claims data for one patient.
Claim# ServiceDate Procedure# $billed $paid
123456789 12/01/03 99213 75.50 25.00 25.00
123687432 01/27/04 99215 125.00 90.00 0.00
I need to find records on spreadsheet 1
that exactly match spreadsheet 2 on
the fields ServiceDate, Procedure#, and $billed. When a match is found, I
need the corresponding Claim# inserted after the record on spreadsheet 1. So
on the example data above, the first row would be a match, because all three
relevant fields are the same. the second row is not a match, because the
ServiceDate field does not match.
I figure that I'll need a combination of MATCH and INDEX, but I haven't been
able to pin down exactly how to accomplish this. Any help you can give will
be very much appreciated.