You will get get clean and organized healthcare CRM or Excel data


Project details
I will clean, organize, and validate your healthcare, CRM, Excel, or CSV data so it is easier to review, analyze, and use for reporting.
I can help with messy spreadsheets, duplicate records, missing fields, inconsistent formatting, CRM exports, facility lists, referral trackers, and operational data.
As a Registered Pharmacist with experience in healthcare operations, CRM support, Salesforce, Excel, and reporting workflows, I understand the importance of accuracy, confidentiality, and clean documentation.
Depending on your selected package, I can provide cleaned files, organized formatting, duplicate checks, missing-field review, simple tables or graphs, issue notes, and a short completion summary.
This service is ideal for healthcare teams, clinics, agencies, small businesses, and operations teams that need clean, structured, and report-ready data.
I can help with messy spreadsheets, duplicate records, missing fields, inconsistent formatting, CRM exports, facility lists, referral trackers, and operational data.
As a Registered Pharmacist with experience in healthcare operations, CRM support, Salesforce, Excel, and reporting workflows, I understand the importance of accuracy, confidentiality, and clean documentation.
Depending on your selected package, I can provide cleaned files, organized formatting, duplicate checks, missing-field review, simple tables or graphs, issue notes, and a short completion summary.
This service is ideal for healthcare teams, clinics, agencies, small businesses, and operations teams that need clean, structured, and report-ready data.
Data Entry Type
Copy Paste, Data Cleansing, Error Detection, Online Research, Word ProcessingData Entry Tool
CRM Software, Google Docs, Google Sheets, Medical Records Software, Microsoft Excel, Microsoft OfficeWhat's included
| Service Tiers |
Starter
$35
|
Standard
$60
|
Advanced
$100
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 5 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 3 | 6 | 9 |
Formatting & Clean Up | |||
Graph & Table Creation | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$10
Additional Hour of Work
+$15
Graph & Table Creation
(+ 2 Days)
+$20About Jorge Peter
Healthcare CRM & Power BI Analyst | Salesforce Reports | Licensed Phar
San Jose del Monte, Philippines - 6:16 pm local time
I am a Registered Pharmacist with experience in healthcare operations, pharmacy, reporting, and remote administrative support. My background allows me to understand healthcare workflows, referral data, patient-related documentation, and operational reporting with accuracy and confidentiality.
I have experience working with tools such as Salesforce, Microsoft Excel, Power BI, Microsoft Teams, and SharePoint. I can support healthcare businesses, clinics, agencies, and operations teams with:
• CRM data entry, cleanup, and validation
• Salesforce reporting and dashboard support
• Power BI dashboard creation and data visualization
• Excel reports, trackers, and reconciliation files
• Healthcare referral and operations coordination
• Data organization, documentation, and workflow improvement
• Administrative support for remote healthcare teams
My strength is combining healthcare knowledge with data and CRM skills. I am detail-oriented, reliable, and comfortable working independently in a remote setup.
I am currently focused on supporting clients who need help with healthcare data management, CRM support, reporting, dashboards, and operational documentation.
Steps for completing your project
After purchasing the project, send requirements so Jorge Peter can start the project.
Delivery time starts when Jorge Peter receives requirements from you.
Jorge Peter works on your project following the steps below.
Revisions may occur after the delivery date.
Review the client’s file and instructions
Review the client’s file and instructions
