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create an Excel module that generates and emails letters and reports

A system was developed for me that can incorporate the data from the fields in a report (.rtf or in excel form) and generate emails and/or letters that add the data from selected fields in the report into the appropriate fields in the emails/letters.

The program can then send these emails via Microsoft Outlook to the email addresses (from the report) of the recipients.

There are several options in this program...

1. the emails can be sent automatically, all letters (emails) at one time without reviewing them, (just press "send" once and they all go out)

2. or the emails can be generated individually for review and sent out individually (press send for each one) or as a group (press send once),

3. or the emails can be generated, queued in the outbox and set up for delayed delivery.

4. The email account from which these emails are sent can be selected from a list of accounts on that particular computer's Outlook.

I can even elect to request return receipts or not.

Based on this technology, i have established a new platform that I would like to create.

Unfortunately, the programmer who designed my existing module is not available (hegemony in his country) and I am afraid that the brilliant innovations that I have will need to be reproduced by the next worker. I can provide the existing software, but I believe the code is 'locked'.

The new project uses the innovations from this program. It is intended to

1. take a report of the tests performed on a given day, or a given series of days that is generated from the billing program in .rtf

2. make written reports for each entity (patient) entered in the above report for each test that the patient had performed.

Each test has a series of prewritten text ('result'). The text that is applied to any given patient is based on selections made in the template

that needs to be designed There is a diagram attached to illustrate.

The completed written report will have:

* the patient's demographic information (from the original report)

* the date of the tests,

* the name of tests

* the results (one result per eye/ both on the same report),

* the plan

3. generate an email to the respective patients that indicate the result of the tests (prewritten based on the result of the test (see diagram) and

my recommendations (based on the choices made in the template

4. the template will have alarms for each entry to remind the office worker to follow-up if attempt at calling the patient was not successful (a check box has not been ticked on the template),

5. the emails to the patients will be generated and sent in the same way that the module that i already described works.

I hope this clear. i have attached:

1. a flow diagram of what i have in mind.

2. sample reports for each test

3. a sample report form the billing program

4. a sample email to be sent to the patient

5. a snapshot of the older program to show how it currently works

This program must be adjustable by me in the future in case the variables change, new tests are derived, or new ideas emerge.

The program will have to be open (unlocked) so it can be accessed by others in the future.

Since this is a new concept, the worker will have to cooperate with making adjustments / revisions / or overall changes as we proceed.


while this project is sophisticated, i am on a VERY TIGHT budget, so please bid accordingly

Keahlian: Excel, Microsoft Exchange

Lihat lebih lanjut: written letters, works need excel, who is the software developed of microsoft, which country need programmer, what is hegemony, what is a data entry test like, test exchange email, sample letters of recommendations, sample data entry tests, programmer tests, prewritten emails, patient data entry software, outlook will not open, outlook delayed email, open mind template, need programmer to create software for me, need of excel programmer, need a office worker, microsoft project template, microsoft programmer

Tentang Pemberi kerja:
( 30 ulasan ) new york, United States

ID Proyek: #5763761

9 freelancer menawar dengan rata-rata $234 untuk pekerjaan ini


Consider it done. Check my past reviews for your reference. Eagerly waiting for your reply so that i can start with the implementation.

$250 USD dalam 0 hari
(202 Ulasan)

Hi Rfmd. If the code is locked then it is not possible to write new code to enhance the existing functionality. It would require the whole thing to be rewritten again. Kindly consider this fact and have the bid range r Lebih banyak

$300 USD dalam 8 hari
(45 Ulasan)

Hi, I have more than 14 years of exp and I am expert in this kind of work. I have completed more than 200 projects. Please look at the feedback left by my employer to know more about my work. Waiting for your positive Lebih banyak

$250 USD dalam 10 hari
(36 Ulasan)

I have done a similar project before where the invoices are generated for each contractor depending upon work done and rates for the same. After that emails are sent along with invoices and a template for the mail thro Lebih banyak

$250 USD dalam 7 hari
(22 Ulasan)

Hello, Really interesting project! First of all, I would like to take a look in the existing code. Maybe it's not protected and even if it is, there is a possibility to "crack" the password. All the desired function Lebih banyak

$250 USD dalam 10 hari
(20 Ulasan)

Hi rfmd1001, I am a professional consultant with a breadth of experience in Microsoft Office products specialising in data manipulation and the presentation of business intelligence or management information. I have th Lebih banyak

$150 USD dalam 2 hari
(5 Ulasan)

Hi! I have reviewed the attachments. There are 3 major steps: 1. Data in rtf to be shifted to excel 2. Customization in excel 3. Generate email messages from excel database using mailmerge option This is de Lebih banyak

$250 USD dalam 10 hari
(3 Ulasan)

Hello I am working with MS-Excel and VBA for the past 14 years and have completed successfully a no. of excel VBA projects. I am ready to do your work and have gone through your project description. Give me the job, Lebih banyak

$155 USD dalam 7 hari
(4 Ulasan)

Hello, I have understood your requirement and can work on this project. I have experience working in Excel and VBA and can complete this to your specification

$250 USD dalam 4 hari
(2 Ulasan)