The document describes several Excel projects created by Julie Helligso for an emergency department including a staffing model spreadsheet, pivot tables and charts analyzing patient discharge trends, quality improvement and feedback forms, importing pharmacy formulary data, aggregating patient satisfaction survey data, and creating surveys. The projects involved importing and organizing data using formulas and pivot tables to analyze trends and metrics for staffing, quality improvement, and patient satisfaction.

1. Excel Projects
Julie Helligso

2. Emergency Department Staffing Model Spreadsheet
Outcome: staffing restructuring and a new position were created based
patient discharge trends.
Design: Data was imported from the Electronic Medical Records
(EMR) as a discharge date only. I de-limited the data to break
into Date, Day, and Time by creating formulas to extrapolate
the requested data.

3. Emergency Department Staffing Model
Formula view of above data

4. Emergency Department Staffing Model
Pivot table and chart creation based on time and
specified day(s) of week

5. Emergency Department Staffing Model
Pivot table and chart creation based on
Festival weekends with Field list.

6. Quality Improvement and Feedback Forms
Use: Track improvement initiatives identified by staff.
Structure: Drop down boxes across all columns for continuity.
Purpose: Used by Chief of Operations to monitor and establish quality improvements and reported to the QI Team and QI Board Oversight.
Other Feedback Forms: Quality Management Memos, Patient Feedback Forms

7. Quality Improvement and Feedback Forms

8. Pharmacy
Medicare Formulary consisting of
11,362 rows of data and 18
columns. Segments of this data
had to be imported into Cascade’s
Formulary based on certain criteria.
Outcome: Data was used by our pharmacist
and informatics for uploading into our EMR

9. Pharmacy
First data was filtered in Cascade’s Master list.
The green, blue, and pink column data was retrieved from the
Medicare Formulary using a V-Look up formula based on the blue.
Populate the 788 rows of data for easy reference.
=VLOOKUP(A7,'G:Databases createdPharmacy[Copy of 2014-04-
05_xwalkfinalversion_ (2).xlsx]04-05-2014 NDC-HCPCS
XWalk'!$A:$P,16)

10. Patient Satisfaction Surveys
Data is collected for each provider on separate sheets Data is aggregated into a summary for all providers

11. Patient Satisfaction Surveys
Close shot of Patient Satisfaction Summary Sheet

12. Patient Satisfaction Survey
Calculated increase/decrease
USE: Department head quality improvement, reported at the intra-departmental
QI Team and reported to the QI Board Oversight.

13. Patient Satisfaction Survey
Examples of charts
Charts linked to data

14. Surveys created

15. Surveys created
Use: QI and patient safety Outcome: staffing decisions, safety, behavior
modifications
Data is calculated and
then exported to a
spreadsheet where
further calculations
and analysis are
completed.