Appointments Payment Matcher

Upload the appointments report and the collection report for the same branch and month. You get one Excel file: the appointments report with what each patient paid, a summary per patient, the patients who paid without an appointment, every payment, and a check against the collection total.

File 1 Appointments report .xls, .xlsx or .csv with MRN No, Patient Name and Appointment Date File 2 Collection report .csv, .xls or .xlsx with MRN#, Name, Amount and Type

Upload both files to start. Each file is recognised automatically, so the slot doesn't matter.

Similar names

These payments were linked by a similar name because the file number didn't match. Untick any that are a different person (for example Shamsa and Shamma) and they move to Not Found.

	Name in collection	MRN# in collection	Patient in appointments	MRN No	Amount

How payments are matched to patients

File number: MRN# in the collection report equals MRN No in the appointments report (stray commas and spaces are ignored).
Same name: if the MRN isn't found, the exact patient name, when it belongs to one patient only.
Similar name: first and last names that are close, such as Zeinab / Zainab or Mohd / Mohammed.

Net Paid is written once per patient, on that patient's first row, so the column can be summed. Everything runs in your browser and the files are not uploaded anywhere.