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Integrated Excel Reports for ProCare Physical Therapy

Like many rapidly growing companies, ProCare Physical Therapy has an array of data sources to pull information from. Preparing reports was a time consuming process and involved numerous people. However, these reports provided valuable insights into the business and were a necessary component of operations. The need was to be able to provide these reports more efficiently and to provide reports across the multiple data sources.

Considering ProCare Physical Therapy's plans to move to a consolidated software platform in the future, our goal at Endless Mountain Solutions was to fill the void with reporting as efficient as possible in a cost-effective manner. To this extent, Microsoft Excel provided an excellent option as it was already available to users throughout the company. By data binding Excel directly to the numerous data sources, an extensive amount of ProCare time was able to be saved in exporting data. Also, by providing macro enabled workbooks with date range inputs, the user could efficiently pull data over the time period they desired rather than bogging down the system. 

Once this information was retrieved, we set up pivot tables and turned this data into user friendly reports. Now that the reports are setup, the user can simply refresh the Excel data to have an up to date copy of the report. This insight into the business keeps ProCare Physical Therapy running efficiently while minimizing overhead. We are proud to have worked with ProCare Physical Therapy on these report solutions.

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