You will get organize patient records and payments in Excel or Google Sheets
Project details
You will receive a well-organized Excel or Google Sheet tailored to your needs. As a bilingual administrative assistant with real experience in clinics and small businesses, I help clients manage up to 500 records, track invoices and payments, and keep their operations running smoothly. My work is accurate, clean, and customized, with optional dashboards for deeper insights. I’m here to help you save time and stay organized!
Purpose
BusinessIndustry
Business Services & Consulting, Construction, Ecommerce, Education, Financial Services, Legal, Lifestyle, Marketing & Advertising, Medical & Pharmaceutical, Nonprofit, Real Estate, Retail & Wholesale, WellnessLanguage
EnglishWhat's included
| Service Tiers |
Starter
$25
|
Standard
$45
|
Advanced
$70
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 1 | 2 |
Number of Hours of Work | 2 | 4 | 6 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | |||
Project Management Support | - | - | |
Travel Planning | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$5Frequently asked questions
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NM
Nathan M.
Oct 16, 2025
Office Manager and Executive Assistant
Elena was a joy to work with. Her English and Spanish levels are very good. She learned quickly and was able to adapt to our needs and requests during the project.
About Elena
Bookkeeper & Administrative Assistant | Bilingual English-Spanish
Arecibo, United States - 1:57 pm local time
• Proficient in Excel, Google Sheets, and Wave Accounting
• Experienced with patient recordkeeping and insurance voucher tracking
• Focused on clear, accurate documentation and confidentiality
• Ready to support busy business owners with reliable, detail-oriented work
Let’s work together to keep your operations smooth and your books in order.
Steps for completing your project
After purchasing the project, send requirements so Elena can start the project.
Delivery time starts when Elena receives requirements from you.
Elena works on your project following the steps below.
Revisions may occur after the delivery date.
Review the client’s documents
I’ll check the file or notes and confirm everything needed to begin.
Enter and organize the data
I’ll input all the records into a clean and organized Excel or Google Sheet, using the categories requested by the client.