Upload case spreadsheets, keep one master table in sync, export whenever you need it.
Monthly workflow
Import all cases from 1st of previous month — remember to include ALL statuses to catch closed cases.
Import settled cases from the month before to catch any new settled cases which were opened more than a month ago.
Import the current case list to do a cross-reference against the live list.
Import spreadsheet
Matches rows by the reference number column below — existing references get updated, new ones get added.
Drag an Excel/CSV file here, or click to choose a file
Settings
A row counts as settled once the settlement date above is filled in — otherwise it's live. These two columns also drive the turnaround calculation.
Excel report field mapping
Used to build the 3-sheet export (Live Cases / Settled Cases / Monthly Summary).
MRN quantum value, offers, status and the two name fields appear on the Live Cases sheet only.
Upload history
Cross-check against a reference list
Upload your source system's current list (e.g. today's live-case export) to see which references are missing from this tracker, or sitting under Settled by mistake. This is a comparison only — nothing is changed unless you click "Add missing cases" below.
