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Healthcare staffing templates?
Hello, I am very new to Smartsheets, and I would like to know if there are any healthcare templates that we can use for our agency. We track referrals from the sources. We monitor the status of the referral based on the clinician's acceptance to treat the patients. So we input a lot of data, which sometimes can be…
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WEEKNUMBER and WEEKDAY
I've built a Smartsheet (with some help from the ProDesk) that assigns a task to a contact based on the date/time of a request. The sheet looks at the date stamp on the request then references another sheet (using WEEKNUMBER and WEEKDAY) to see who's "on duty" at that time. That contact's name is pulled into an "Assigned"…
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Multiple Critical Paths in Single Project
The last task/activity in my project plan is not the "end" of the project, or at least not the end that we care about for reporting purposes. I work in pharma, and our project sheets are tracking toward their NDA submissions, which is the "end" of the project that everyone cares about when it comes to executive reporting…
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Modifying a date based on 2 variables
Hello Everyone! I would like to create a formula that says If the value in the "Variable" column is "HIGH" AND the date in "Column 1" has a year less than today's year, return that date with TODAY"S year. Otherwise return that date unchanged. In other words, dates in the previous years are brought to this year, dates in…
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Restrict a Checkbox from Getting checked (With out Using Dependencies)
Hello, I'm trying to restrict a Done checkbox from getting checked before other boxes are checked first. My team created a project plan with multiple steps in the process. Each step has a done checkbox. I have a formula that fires when a specific box is checked but don't want folks to check that off sooner than they…
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Smartsheet Introduction
Hi everyone, My name is Regina and I work for a multi-hospital system in the great state of Georgia! My job title is Accreditation Specialist, so I work closely with our accrediting body and our staff to ensure we provide safe (and the best!) care to our patients. I was handed Smartsheet about a year ago from one of our…
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Automatically Include Current Date in a Form Field on Templates
I have a form I use for data collection. In one form, it has a start date which would always be the current date. I cannot find a way to have the template always use the current date the form is generated. Instead, I have to edit the form each time I use it to add the current date, then make sure it is hidden on the form…
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Smartsheet Internal Audit
Hi Community, My Region of our organization is going through SOC2 audit and I am assuming we might be audited on Smartsheet also. I want to ensure that all my teams have updated all relevant Smartsheets and have deleted outdated information from sheets and workspaces. I want to monitor such incomplete or out of date…
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Reporting/dashboard on form entries
Our Referrals departments has recently started utilizing a smartsheet form to track key information on each referral that comes into our hospice. Each team member completes & submits the form when they get a referral. I have the sheet set to automatically date/time stamp each row as it comes in. The department heads are…
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therapy caseload/client data tracking... anyone have success with smartsheet?
Hi all, I'm an Occupational therapist for kids with autism. After the pandemic rendered our therapy office paper data filing system obsolete(I couldn't access it from home), I determined to make the move to digital client records Smart sheet seemed like a user friendly option over excel I'm looking for a basic set up that…
