Manually enter dates in a column that has a formula?
Hi, I created a formula (with SS Community's help- thank you) for a date column that works great for what it was intended for. However, I now realize that date column also needs to be able to be changed manually. Is that possible - to have both a formula create a date but also be able to enter one manually?
I saw some talk about "helper columns", but I don't understand them or know if they can help in my case.
Here is my situation. We are a health insurance plan onboarding new practitioners to our network.
1) If they are joining a physician group that is already contracted with us, then their effective date is the date that they are approved for credentialing. This is the scenario I created the formula for.
2) However, if they or their group is not yet contracted with us, then it depends on when that contract is fully executed. And even then, that effective date can vary. So this date needs to be entered manually.
This is my formula for new practitioners joining with existing contracted groups. It copies the credentialing approval date to the effective date column.
=IF(AND([Contract Status]@row = "Existing Contract", [Credentialing Status]@row = "Approved", OR(Enrollment@row = "DHCS Enrolled", Enrollment@row = "Not Applicable", Enrollment@row = "DHCS Applied")), [Credentialing status: As of date]@row)
So right now the second row copied that credentialing approval date to the effective date column. However, for the top row - once that contract is fully executed, they can't manually enter the effective date because of the Effective date column formula. Is there a workaround so we can keep the formula but also be able to enter manual dates for any newly contracted providers?
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