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create an Excel module that generates and emails letters and reports

$30-250 USD

In Progress
Posted almost 10 years ago

$30-250 USD

Paid on delivery
A system was developed for me that can incorporate the data from the fields in a report (.rtf or in excel form) and generate emails and/or letters that add the data from selected fields in the report into the appropriate fields in the emails/letters. The program can then send these emails via Microsoft Outlook to the email addresses (from the report) of the recipients. There are several options in this program... 1. the emails can be sent automatically, all letters (emails) at one time without reviewing them, (just press "send" once and they all go out) 2. or the emails can be generated individually for review and sent out individually (press send for each one) or as a group (press send once), 3. or the emails can be generated, queued in the outbox and set up for delayed delivery. 4. The email account from which these emails are sent can be selected from a list of accounts on that particular computer's Outlook. I can even elect to request return receipts or not. Based on this technology, i have established a new platform that I would like to create. Unfortunately, the programmer who designed my existing module is not available (hegemony in his country) and I am afraid that the brilliant innovations that I have will need to be reproduced by the next worker. I can provide the existing software, but I believe the code is 'locked'. The new project uses the innovations from this program. It is intended to 1. take a report of the tests performed on a given day, or a given series of days that is generated from the billing program in .rtf 2. make written reports for each entity (patient) entered in the above report for each test that the patient had performed. Each test has a series of prewritten text ('result'). The text that is applied to any given patient is based on selections made in the template that needs to be designed There is a diagram attached to illustrate. The completed written report will have: * the patient's demographic information (from the original report) * the date of the tests, * the name of tests * the results (one result per eye/ both on the same report), * the plan 3. generate an email to the respective patients that indicate the result of the tests (prewritten based on the result of the test (see diagram) and my recommendations (based on the choices made in the template 4. the template will have alarms for each entry to remind the office worker to follow-up if attempt at calling the patient was not successful (a check box has not been ticked on the template), 5. the emails to the patients will be generated and sent in the same way that the module that i already described works. I hope this clear. i have attached: 1. a flow diagram of what i have in mind. 2. sample reports for each test 3. a sample report form the billing program 4. a sample email to be sent to the patient 5. a snapshot of the older program to show how it currently works This program must be adjustable by me in the future in case the variables change, new tests are derived, or new ideas emerge. The program will have to be open (unlocked) so it can be accessed by others in the future. Since this is a new concept, the worker will have to cooperate with making adjustments / revisions / or overall changes as we proceed. PLEASE DO NOT BID ON THIS UNTIL YOU HAVE REVIEWED THE DESCRIPTION AND THE DIAGRAM AND THINK YOU UNDERSTAND THE OBJECTIVES OF THE PROJECT. while this project is sophisticated, i am on a VERY TIGHT budget, so please bid accordingly
Project ID: 5763761

About the project

9 proposals
Remote project
Active 10 yrs ago

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9 freelancers are bidding on average $234 USD for this job
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Consider it done. Check my past reviews for your reference. Eagerly waiting for your reply so that i can start with the implementation.
$250 USD in 0 day
4.9 (202 reviews)
6.9
6.9
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Hi Rfmd. If the code is locked then it is not possible to write new code to enhance the existing functionality. It would require the whole thing to be rewritten again. Kindly consider this fact and have the bid range revised. Regards. Usman.
$300 USD in 8 days
5.0 (45 reviews)
6.1
6.1
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Hi, I have more than 14 years of exp and I am expert in this kind of work. I have completed more than 200 projects. Please look at the feedback left by my employer to know more about my work. Waiting for your positive response. Thanks.
$250 USD in 10 days
5.0 (36 reviews)
5.2
5.2
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I have done a similar project before where the invoices are generated for each contractor depending upon work done and rates for the same. After that emails are sent along with invoices and a template for the mail through outlook or gmail. With outlook you have the option of sending the mail right away or after verification. Your project sounds similar. So if the email template can be created rest is doable. For this, I really need to see the existing software first. I have got a hang of what needs to be done bu seeing the existing file will make things clearer.
$250 USD in 7 days
5.0 (22 reviews)
5.1
5.1
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Hello, Really interesting project! First of all, I would like to take a look in the existing code. Maybe it's not protected and even if it is, there is a possibility to "crack" the password. All the desired functionality can be implemented from Excel-VBA. The only part that needs a code module in Outlook is the scheduled emails. VBA can handle Word documents and Outlook email messages without even a row of code in Word or Outlook. My idea is to make the whole program an Excel add-on, with its own tab in Excel's ribbon, its "groups" and option icons, so that to access easily any part of it. The complete report could be a PDF file, in a predefined format (with your data, logo, ...), which can be attached to the email message. A few words about me: I'm developing VBA code for more than 15 years and I'm a trainer for Excel, Word and VBA for 12+ years. As you can guess, I have created a plethora of programs of any kind and difficulty level, for both training purposes and business. Looking forward to hear from you, Kind regards, chriskerpini
$250 USD in 10 days
5.0 (20 reviews)
4.8
4.8
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Hi rfmd1001, I am a professional consultant with a breadth of experience in Microsoft Office products specialising in data manipulation and the presentation of business intelligence or management information. I have the technical capabilities and commercial understanding to bring your requirements to life. I have recently created a self-service reporting system which was MS Outlook based running Excel reports (including MS Word tasks e.g. split .rtf bulk invoice reprints into individual pdf email attachments 1 email per client) for a SME office space provider which celebrated it's 15,000th request in Mar 2014. I support the kind of process you require on a daily basis and can therefore re-use code and get this to you very quickly at an affordable price. I look forward to hearing from you. Please see our profile for example works. Happy to discuss if needed. Kind regards, SMD.
$150 USD in 2 days
4.5 (5 reviews)
3.2
3.2
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Hi! I have reviewed the attachments. There are 3 major steps: 1. Data in rtf to be shifted to excel 2. Customization in excel 3. Generate email messages from excel database using mailmerge option This is definitely something that can be finished in a single delivery and we'll have to talk / discuss the project as it will move on until we reach the ultimate objective. Please contact me to discuss further. Regards SKBS
$250 USD in 10 days
5.0 (3 reviews)
2.8
2.8
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Hello I am working with MS-Excel and VBA for the past 14 years and have completed successfully a no. of excel VBA projects. I am ready to do your work and have gone through your project description. Give me the job, get it done, satisfy yourself and then make payment. I wont seek any payment from my clients until the job is fully done as per their satisfaction. Customer satisfaction is much more important and my top most priority. No satisfaction no payment. Hope to hear positively from u. Regards Abhijit
$155 USD in 7 days
4.6 (4 reviews)
2.8
2.8
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Hello, I have understood your requirement and can work on this project. I have experience working in Excel and VBA and can complete this to your specification
$250 USD in 4 days
5.0 (2 reviews)
2.7
2.7

About the client

Flag of UNITED STATES
new york, United States
5.0
30
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Member since May 14, 2009

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