Suggest me for my diagnostic pt referal account to month Total
Asking for Preferences
Asking for Preferences
Got it! Please paste your data below (or upload a file) so I can build the Excel report for you.
Here's what I'll need in your data - either as a table, CSV paste, or any format you have:
| Column | Example |
|---|---|
| Date | 05-Jul-2026 |
| Patient Name | Rahul Sharma |
| Referring Doctor | Dr. Mehta |
| Clinic / Hospital | City Clinic |
| Test(s) Done | CBC, LFT |
| Billing Amount (₹) | 850 |
| Amount Paid (₹) | 850 |
| Payment Status | Paid / Pending |
Once you share the data, I'll create an Excel file with:
- Raw data sheet - all entries
- Monthly Summary sheet - total revenue, patient count, and pending amounts grouped by month
- By Referral Source - breakdown per doctor and clinic with monthly totals
Go ahead and paste or upload your data!
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