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ROYAL HOSPITAL FOR WOMEN PGD / PGT PATIENT TRACKING WORKBOOK FINAL DESIGN (VERSION 1.0) ________________________________________ SHEET 1 – LANDING PAGE (DAILY WORKFLOW) Purpose The Landing Page is the nursing team's operational workspace. No patient data is entered here. All information is automatically populated from the Master Register. ________________________________________ Landing Page Layout WL# URN Surname First Name DOB Current Age Age at Referral Referral Date Days Waiting Genetic Diagnosis Status Next Action Appointment Date Due Date Example WL# URN Surname First Name DOB Current Age Age at Referral Referral Date Days Waiting Genetic Diagnosis Status Next Action Appointment Date Due Date 1 12345 Smith Jane 15-04-1992 34 33 01-08-2025 335 BRCA1 New Referral Offer Appointment 01-09-2026 2 23456 Brown Sarah 21-09-1988 37 36 15-07-2025 352 CFTR New Referral Await Vacancy 15-09-2026 - 34567 Jones Emily 03-01-1990 36 35 20-09-2025 250 Huntington Disease Appointment Allocated Send Appointment Letter 15-10-2026 25-09-2026 ________________________________________ Waitlist Logic Waitlist Number Automatically assigned to: • New Referral patients only Automatically removed when: • Appointment Allocated = Yes All remaining patients automatically move up the queue. ________________________________________ Days Waiting Automatically calculated: Referral Date → Today Formula protected. ________________________________________ Referral Wait Time Monitoring Days Waiting Colour 0–300 Days Light Blue 301–365 Days Yellow 366–450 Days Orange >450 Days Red ________________________________________ Workflow Status Colours Status Colour New Referral Light Blue / Wait Time Colour Appointment Allocated Lavender Genea Referral Sent Yellow PGT Test Ready For Use Orange Ready for Nursing Orientation Appointment Purple Active Stimulation Cycle Navy Awaiting PGT Results Tan Results Review Required Pink Active FET Cycle Turquoise Pregnant Bright Green Not Pregnant Light Grey Seeking Treatment Elsewhere Grey No Show Red Cancelled Appointment Dark Red Lost to Follow Up Burgundy Entire row automatically colour coded. ________________________________________ SHEET 2 – MASTER PATIENT REGISTER Patient Information Column Patient ID / URN Surname First Name DOB Current Age Age at Referral Genetic Diagnosis ________________________________________ Referral Information Column Referral Date Days Waiting Waitlist Number Appointment Allocated Appointment Date ________________________________________ Genea / PGT Column Genea Referral Sent Genea counselling completed PGT Test Ready For Use ________________________________________ Nursing Orientation Column Orientation appointment scheduled ________________________________________ Treatment Column Cycle Number Cycles Undertaken PGT Results Available Results Review Date ________________________________________ FET Column FET Cycle Number Pregnancy (Yes / No) ________________________________________ Administration Column Current Status Next Action / Notes Date Last Updated ________________________________________ SHEET 3 – CYCLE PLANNING & STIMULATION TRACKING Automatically populated from: Status = Active Stimulation Cycle ________________________________________ Layout URN Patient Cycle # LMP Pill Start Pill Stop FSH Start Trigger OPU Date Notes ________________________________________ SHEET 4 – OUTCOME REGISTER Layout URN Patient FET Cycle Number Pregnancy (Yes / No) Outcome Outcome Date Notes ________________________________________ Outcome Dropdown • Pregnant • Not Pregnant • Seeking Treatment Elsewhere • Declined Treatment • Unknown ________________________________________ SHEET 5 – DASHBOARD Referral Activity • Total Referrals • New Referrals • Appointment Allocated • Average Wait Time • Longest Wait Time • Waiting 301–365 Days • Waiting 366–450 Days • Waiting >450 Days ________________________________________ Genea / PGT Activity • Genea Referrals Sent • PGT Test Ready For Use • Ready for Nursing Orientation Appointment ________________________________________ Treatment Activity • Active Stimulation Cycles • Awaiting PGT Results • Results Review Required • Active FET Cycles ________________________________________ Outcomes • Pregnant • Not Pregnant • Seeking Treatment Elsewhere ________________________________________ Exceptions • No Show • Cancelled Appointment • Lost to Follow Up ________________________________________ SHEET 6 – REFERENCE LISTS Status List • New Referral • Appointment Allocated • Genea Referral Sent • PGT Test Ready For Use • Ready for Nursing Orientation Appointment • Active Stimulation Cycle • Awaiting PGT Results • Results Review Required • Active FET Cycle • Pregnant • Not Pregnant • Seeking Treatment Elsewhere • No Show • Cancelled Appointment • Lost to Follow Up Yes / No List • Yes • No Outcome List • Pregnant • Not Pregnant • Seeking Treatment Elsewhere • Declined Treatment • Unknown Genetic Diagnoses Auto-generated from patient data. ________________________________________ PROTECTION SETTINGS Password FRC2026PGD Locked • Dashboard formulas • Days Waiting formulas • Current Age formulas • Age at Referral formulas • Waitlist Number formulas • Status automation • Reference Lists • Workbook structure Editable • Referral information • Appointment details • Genea information • Orientation information • Treatment information • Outcome information • Notes ________________________________________ WORKFLOW PATHWAY New Referral ↓ Appointment Allocated ↓ Genea Referral Sent ↓ PGT Test Ready For Use ↓ Ready for Nursing Orientation Appointment ↓ Active Stimulation Cycle ↓ Awaiting PGT Results ↓ Results Review Required ↓ Active FET Cycle ↓ Pregnant / Not Pregnant ________________________________________ Workbook Design Principles ✓ Single source of truth (Master Register) ✓ Automatic waitlist management ✓ Minimal duplicate data entry ✓ Public health wait-time monitoring ✓ Colour-coded workflow progression ✓ Nurse-friendly daily Landing Page ✓ Dashboard reporting for operational oversight ✓ Protected formulas and structure with editable clinical fields Merge the old excel workbook including all data into the newly deigned workbook to be ready for use once project delivered. Deliver the finished workbook, unlocked master copy, and a short video or PDF walkthrough demonstrating the key features.
Project ID: 40478588
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34 freelancers are bidding on average $405 AUD for this job

Hi, I can build the complete Excel workbook as specified, including automated waitlist management, dashboards, workflow tracking, data validation, conditional formatting, protection settings, and migration of all data from your existing workbook. I have strong experience with advanced Excel, VBA automation, healthcare tracking systems, dashboard reporting, and workbook consolidation. I will deliver a ready-to-use workbook, an unlocked master copy, and a PDF/video walkthrough. Best regards, Muhammad Usman
$650 AUD in 3 days
6.8
6.8

Hi there, I understand you need your existing PGD/PGT Patient Tracking Workbook redesigned into the new six-sheet structure while preserving all existing patient data and creating a fully operational system ready for immediate use. I am confident I can build a structured, nurse-friendly workbook that automates workflows, reporting, and waitlist management while maintaining data integrity. My approach will be to build the workbook around the Master Patient Register as the single source of truth, with automated population of the Landing Page, Cycle Planning & Stimulation Tracking, Outcome Register, and Dashboard. I will implement automatic waitlist numbering, status-driven workflow progression, conditional formatting, wait-time monitoring, protected formulas, dropdown validation lists, and dashboard reporting. Existing data from the current workbook will be cleaned, mapped, and migrated into the new design to ensure a seamless transition without duplicate data entry. The deliverable will include the completed workbook with all historical data merged into the new structure, automated calculations and reporting, password protection as specified, an unlocked master copy, and a PDF or video walkthrough explaining key features and maintenance procedures. Approximately how many active and historical patient records are currently stored in the existing workbook so I can plan the migration and validation process accordingly? I’m ready to start immediately. Warm Regards, Aneesa.
$250 AUD in 2 days
6.5
6.5

As an experienced freelancer proficient in Excel and data manipulation, I can confidently tackle your project and revamp the PGD/PGT Patient Tracking Workbook for the Royal Hospital for Women. Having handled complex data organizing tasks with utmost professionalism, your specific needs resonate with my Excel mastery. My expertise in macros and VBA programming will also streamline the process, ensuring error-free calculations and automatic assignments as per your requirements. The core purpose of the Landing Page as a nursing team's operational workspace is clear to me, which is why I value accuracy, precision, and efficiency in managing data. My success lies in my meticulous approach – from organizing patient information in the Master Patient Register to the scrutiny of numerous columns directing patient journey. I understand that such care entails color protection formulas to prevent tampering and preserving important data integrity. My track record of delivering on-time projects with utmost accuracy sets me apart. This aligns perfectly with your goal of creating an efficient tracking system to monitor patients' waiting time, referrals, appointments, diagnoses and using workbook page colors to signal urgency as well as subsequent actions. I'm excited about this project's scope and assure you of delivering an upgraded PGD/PGT workbook that exceeds your expectations while streamlining your daily workflow. Let's get started!
$250 AUD in 4 days
5.4
5.4

Hi, I can build this workbook exactly as specified and migrate all existing patient data into the new structure, ensuring it is fully operational upon delivery. I have extensive experience designing advanced Excel systems with automated workflows, dynamic dashboards, conditional formatting, protected formulas, data validation, and VBA/macros where required. For this project, I will create the complete 6-sheet architecture, implement automatic waitlist management, workflow-driven status updates, real-time dashboard reporting, colour-coded patient tracking, and protected workbook controls while keeping all clinical fields easy for staff to update. The existing workbook data will be carefully mapped and merged into the new Master Register so that no historical information is lost. I will also provide: • Finished production-ready workbook • Unlocked master copy • Formula and automation documentation • PDF or video walkthrough of all key features Before starting, I would like to review the current workbook to assess data structure, field mapping, and any existing formulas or macros that should be retained. Please open the chat for further discussion. Thanks & regards, Naresh
$300 AUD in 1 day
5.5
5.5

Hi, I can help redesign and merge your existing PGD/PGT Excel workbook into a clean, automated, nurse-friendly tracking system ready for daily use. I have strong experience with Excel, VBA, macros, protected formulas, dashboards, conditional formatting, data validation, workbook migration, and healthcare-style operational tracking tools. I can build the new workbook structure with Landing Page, Master Register, Cycle Planning, Outcome Register, Dashboard, and Reference Lists, while migrating all existing patient data accurately from the old workbook. I will set up automatic waitlist numbering, days waiting calculations, age formulas, status-based row colors, dropdown lists, dashboard metrics, protected formula areas, and editable clinical fields. I can also provide both a protected working version and an unlocked master copy for future updates. After delivery, I can include a short PDF walkthrough explaining the key workflow, data entry areas, dashboard, and protection settings. Best, Justin
$500 AUD in 7 days
4.6
4.6

Hi, I’m Juan Pablo. I can take your newly designed PGD and PGT tracking workbook and merge your existing data into it so the hospital team receives a clean, fully functional master file ready for clinical use. I work with complex Excel systems, protected formulas, automated waitlist logic, conditional formatting, dashboards and VBA, so I can rebuild the workbook exactly as specified while keeping all automation intact. My approach is to recreate the full structure you outlined: Landing Page with automatic population, Master Register as the single source of truth, stimulation and FET tracking sheets, outcome register, dashboard metrics and reference lists. Then I migrate your old workbook data into the new schema, validate formulas, rebuild protections, and ensure all workflow colours, wait-time logic and status automation work correctly. You’ll receive the finished workbook, an unlocked master copy and a short walkthrough video or PDF. If you want insight into Excel automation or how I handle data migration I can show examples. Ready to deliver a clean, reliable workbook your clinical team can use immediately.
$500 AUD in 7 days
4.3
4.3

Hi, I’ve built advanced Excel workbooks for clinical, operational, and patient-tracking workflows with protected formulas, dashboards, reference lists, automated status logic, colour-coded rows, dropdowns, and migration of legacy workbook data into a redesigned structure. I’ve also worked on similar healthcare tracking tools where the goal was to create a nurse-friendly daily workflow sheet, keep the master register as the single source of truth, and generate dashboard reporting without duplicate data entry. For the Royal Hospital for Women PGD/PGT Patient Tracking Workbook, I can create the redesigned workbook with Landing Page, Master Patient Register, Cycle Planning, Outcome Register, Dashboard, and Reference Lists, including automatic waitlist numbering, days waiting, age calculations, workflow status colours, protected formulas, dropdowns, editable clinical fields, and dashboard metrics. I can also merge the old Excel workbook data into the new design, deliver a finished protected version, an unlocked master copy, and a short PDF walkthrough explaining the key features and workflow. Best regards, George
$500 AUD in 7 days
3.6
3.6

A PGD/PGT tracking workbook for a clinical setting needs to do two things well: support the nursing team daily workflow without friction and maintain complete data integrity across every patient cycle. Reading through your specification, it is clear you have mapped a thoughtful architecture across the landing, patient detail, and cycle tracking sheets, and what you need now is someone who can bring that specification to life with the right automation behind it. I build advanced Excel systems for professional and research environments regularly, using structured tables, cross-sheet dynamic formulas, conditional formatting, and VBA where needed to keep everything synchronized and error-resistant. I would review your complete spec before starting to confirm all logic and dependencies, then deliver a clean, well-documented workbook ready for clinical use.
$349 AUD in 10 days
2.5
2.5

Hi, I've read through the full specification carefully — this is a well-thought-out design and I can build it exactly as described. The six-sheet structure (Landing Page, Master Register, Cycle Planning, Outcome Register, Dashboard, Reference Lists) is clear, and I'll implement the full workflow including automatic waitlist numbering and queue management, all colour-coded status rows, protected formula cells with the specified password, dynamic age and days-waiting calculations, and the dashboard KPIs pulling live from the Master Register. I'll also migrate the existing patient data from the old workbook into the new structure, and deliver an unlocked master copy plus a written PDF walkthrough of the key features. A couple of questions before I start: 1. Can you share the old workbook so I can assess the data structure for migration? 2. Do you prefer formulas-only where possible, or are VBA macros acceptable throughout? 3. Should the file be Windows-only or also Mac-compatible? Ready to start as soon as we align on these details. Best, Ann-Christin
$650 AUD in 7 days
2.3
2.3

Hi there, I can help revamp and merge your existing PGD/PGT Patient Tracking Workbook into the new design while preserving all historical data and ensuring seamless functionality. With strong Excel expertise, I can build automated data flows from the Master Register, create a user-friendly Landing Page for daily workflows, and ensure the workbook is accurate, organized, and ready for immediate use. I will deliver: * Fully completed and tested workbook * Migration of all existing data into the new structure * Unlocked master copy for future updates * Clear PDF or video walkthrough of key features and workflow I focus on accuracy, reliability, and clean workbook design, and I’m ready to start immediately. Best regards, Harri.
$250 AUD in 10 days
2.7
2.7

At Paper Perfect, we're not just limited to web and app development. Our expertise extends into the realm of data management and integration which makes us uniquely qualified for your project. As you require a revamp of your complex patient tracking workbook, our proficiency in data handling will ensure a seamless transition from your existing workbook to the revamped version while preserving all important records literally intact! Our mastery in data visualization will enable transforming the workbook into an easily readable and aesthetically pleasing format. Embedded with a strong sense of design, our final product won't be just another sheet, but an intuitive operational workspace that is robust, scalable and user-friendly. We also understand the critical nature of healthcare workflows and patient information security. As such, we assure you complete adherence to data protection regulations and absolute privacy of your patients' records. Over the years working with diverse clients on various complex projects, our team has honed their ability focus on the minutiae without losing sight of the bigger picture—a quintessential skill required for a comprehensive digital transformation as per your needs. Choose us at Paper Perfect and let's elevate your workbook to a whole new level that aligns perfectly with your hospital's operations and most importantly,user-friendly to uplift the overall efficiency!
$500 AUD in 7 days
0.5
0.5

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I have successfully revamped complex Excel tracking systems for healthcare teams, ensuring seamless automation and user-friendly interfaces for daily clinical operations. From my experience, the most important part is creating fully automated, error-proof workflows that maintain data integrity and ease of use. ⭕For your PGD/PGT Patient Tracking Workbook revamp, I will: - Merge all existing patient data into the new design while ensuring single source of truth in the Master Register - Implement automatic waitlist and status updates with protected formulas and color-coded workflows - Develop macros and VBA to automate daily workflow population and dashboard reporting - Protect critical formulas and structures, while leaving editable fields for clinical use - Deliver an unlocked master copy and an easy-to-follow walkthrough (video or PDF) demonstrating key features ❓Could you please confirm the volume of patient data currently stored and if any additional automation features are desired? I am confident I can deliver a robust and user-friendly workbook tailored perfectly to your clinical workflow needs, ready for immediate use. Best regards, Nam
$550 AUD in 5 days
0.0
0.0

Hello Royal Hospital Team, I hope you’re well. I specialize in transforming complex data workbooks into clean, automated, nurse-friendly tools. I don’t reveal personal name here, but I’ve built robust Excel systems that unify master data with daily workflows, leveraging VBA automation, data validation, and color-coded dashboards to reduce manual entry and improve accuracy. I have delivered end-to-end revamps for patient-tracking and fertility workflow workbooks, integrating a single source of truth, auto-populated fields from a master register, protected formulas, and user-friendly landing pages. My approach guarantees a maintainable, audit-friendly workbook that matches your exact sheets, logic, and protection settings while enabling an unlocked master copy and a concise walkthrough video or PDF. I can deliver a polished, ready-to-use workbook within the timeline and budget, with clear hand-off materials and a short walkthrough. Best regards, Billy Bryan
$500 AUD in 7 days
0.0
0.0

Hello, I have experience building structured Excel/Google Sheets systems for healthcare-style tracking, workflow automation, and dashboard reporting, including multi-sheet relational workbooks with protected formulas, role-based edit areas, and automated status-driven logic. For this PGD/PGT Patient Tracking Workbook, I would approach it as a single-source-of-truth relational model where the Master Patient Register acts as the core database, and all other sheets (Landing Page, Cycle Tracking, Outcomes, and Dashboard) are dynamically driven from it using controlled formulas, lookups, and structured references rather than duplicated data entry. The waitlist logic, status progression, and colour-coded workflow would be implemented using conditional formatting rules tied directly to status fields and calculated “Days Waiting” values. This ensures real-time visual updates without manual intervention. Auto-assigned waitlist numbers and queue movement would be handled through formula-driven ranking logic that updates as patient statuses change. The dashboard layer would aggregate KPIs such as referral volumes, wait-time bands, cycle progression, and outcomes using structured pivot tables or dynamic formulas depending on your preference for flexibility versus performance.
$400 AUD in 7 days
0.0
0.0

Hello, Thank you for sharing the detailed project requirements. I have reviewed the specifications and I am confident that I can develop the workbook as outlined, including the Landing Page, Master Register, automated waitlist management, workflow tracking, dashboard reporting, conditional formatting, data validation, workbook protection, and migration of existing data into the new structure. I can also provide the unlocked master copy along with a PDF walkthrough of the workbook features upon completion. I look forward to discussing the project further and reviewing the existing workbook. Kind regards, Akash Kumar Dubey
$300 AUD in 5 days
0.0
0.0

Hello, I’d be a strong fit for this project. I have experience building advanced Excel workbooks that combine data management, workflow automation, dashboards, validation rules, and protected formula structures. After reviewing your workbook specification, I understand the key objective is to transform the existing PGD/PGT patient tracking process into a single, nurse-friendly operational system with: • Automated waitlist management • Master Register as the single source of truth • Dynamic Landing Page workflow tracking • Treatment and outcome monitoring • Dashboard reporting and KPI visibility • Protected formulas with editable clinical fields • Migration of all existing patient data into the new design My approach will be: 1. Review and audit the current workbook structure and data. 2. Build the new workbook architecture exactly as specified. 3. Create automated formulas, status workflows, conditional formatting, and dashboard metrics. 4. Import and validate all historical patient data. 5. Test workflow transitions, waitlist logic, and reporting outputs. 6. Deliver: * Final production workbook * Unlocked master copy * PDF/video walkthrough explaining key functionality I pay particular attention to usability, data integrity, and maintainability so the workbook remains reliable for long-term clinical use. I am available to start immediately and would be happy to review the existing workbook before providing a final
$250 AUD in 2 days
0.2
0.2

Hello Royal Hospital for Women team, I'm Cora May, and I can revamp your PGD/PGT Patient Tracking Workbook into a nurse-friendly, single-source-of-truth system that’s ready for day-one use. With your finalized Version 1.0 sheet design, I’ll set up the Master Register as the system of record, then drive Sheet 1 (daily Landing Page) via automatic lookups for waitlist number, days waiting, and status-driven row color logic. I’ll also implement protected formulas (referral waits, ages, waitlist movement, and status automation) while keeping the clinical fields editable exactly as your protection settings specify. To ensure continuity, I’ll merge the existing workbook data into the new structure so current patients, appointments, cycles, and outcomes are preserved and immediately visible on the dashboard. I can build robust dropdowns/reference lists and validation to match your workflow pathway and exceptions, plus Excel VBA where helpful for reliable automation. To tailor the workbook precisely: what Excel version are your nurses using (Windows/Mac, 365 or 2019)? Also, do you want the waitlist re-queuing to be recalculated on every edit or only on a “Refresh/Update” button (
$555 AUD in 2 days
0.0
0.0

Hi, An Excel expert here with excel modelling and programming expertise. I can model the sheet as requested with additional revisions if needed. I can start immediately. Thanks and regards, Esha
$250 AUD in 5 days
1.5
1.5

I recently assisted a healthcare facility in streamlining patient tracking, similar to your project needs. We can enhance your patient tracking workbook to ensure seamless daily operations. Our focus is on creating a user-friendly, nurse-centric interface with automated waitlist management and intuitive workflow progression. Understanding your goal for a clean, professional workbook, we will incorporate color-coding and protected formulas for efficient tracking. Our expertise lies in data integration and structured design, ensuring a comprehensive solution. I appreciate the opportunity to assist you in achieving your patient tracking goals effectively. Kind Regards, Joshua.
$550 AUD in 7 days
0.0
0.0

I'd love to chat about your project, the worst that can happen is you walk away with a FREE CONSULTATION. We've recently helped a medical institution streamline patient tracking processes with a similar project. We'll help you revamp your PGD/PGT patient tracking workbook, ensuring a clean, professional, and user-friendly design aligned with your specific needs. Based on your job post, we understand the importance of integrating a single source of truth, automated waitlist management, and color-coded workflow progression. Our expertise lies in creating seamless solutions for complex healthcare requirements. I turn complex requirements into clean, seamless solutions that feel effortless for the user and powerful for you. Regards, Clinton
$350 AUD in 7 days
0.0
0.0

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