Automate Quarterly Reporting – The state of Virginia provides funds to the clinics to care for low-income, or uninsured adult Virginia residents in two major areas:

1. Health Care Services – which covers mental health, dental and/or medical care
2. Medications & Pharmacy Services – which covers prescriptions

The Director of Membership Services is the person that gets the information from the state and produces the two reports for each clinic on a quarterly basis. As well as a summary report for the state.

This means producing approximately 100 reports, in a short timeframe, which in the old way involved several Excel macros which at best were finicky, and sending approximately 50 emails to the various clinics. In this process, there was a lot of copying and pasting, and the chance of human error was high.

Impact Makers revamped the process using Microsoft Power Automate, which took the state-provided data(Excel), the required state reporting format (Excel), and a listing of Clinic Executive Directors (Excel).  The processing reads the clinic data, state data, and produces the correct report(s) for each clinic, and emails them along with a letter via (Outlook).

At the end of the process, a summary report is compiled for reporting to the state of Virginia.