From spreadsheets to a reusable member-data workflow
Turn manual list processing into a database foundation for planning and reporting.
The problem
Member lists and visit history were compared manually in spreadsheets to identify outreach needs and organize locations for clinician planning.
My contribution
Built database tables and SQL workflows to compare incoming lists with visit history and prepare demographic and location information. Also partnered with an external developer on requirements, design and testing for digital assessment capture.
The result
Established a reusable data workflow for member processing and reporting, alongside support for moving assessment capture from paper into a system.