Hi I manage a Sleep lab and I am trying to use excel 2010 to help me remind our patient of their appts. I will do my best to ask my question as intelligently as I can but please keep in mind I have never really used this program so I my not call certain thing by the right name.
I found a pretty good vid on youtube. The vid said make a remarks "category" (column c) next to your column B that contains the appointment date. Then in the remarks column write the following function:
=if(B2<today()+3,send reminder","")
The only problem with this "function" is all past appointments (patient that have already been called and have completed their studies will have a message in the remarks column that says "send reminder".
I just want a reminder message to come up 3 days prior to and on the appointment date; not after the appointment date. And how do I get the function to understand that I have already reminded the pt. For ex. If I open the excel program one day and see all my reminder and complete the task of reminding the pt of their appt. how can I get the message to change so the next time I open the program is doesn't remind me to call pt I have already reminded.