1. Patient Tracker (Master Sheet) Standardized, tidy layout: Group Columns Patient Info Patient ID / URN, Patient Name, DOB, Age at Referral (auto), Genetic Diagnosis Referral & Work-Up Referral Date, Initial Work-Up Complete – Female, Initial Work-Up Complete – Male Appointments & Status Appointment Date, Follow-Up Appointment, Stage / Status (auto-updates) Treatment Theatre Date, PGT Results Available, Cycles Undertaken, Genea Letter Sent Admin / Notes Next Action / Notes, Date Last Updated Automation Rules Age at Referral → automatically calculated with a formula. Stage / Status updates dynamically: If Theatre Date filled → Theatre Planning If Follow-Up Appt filled → Follow-Up Appointment If marked “Cancelled” or “No Show” → status overrides. Otherwise, based on work-up and referral stage. All dates formatted dd-mm-yyyy. Data validation for Yes/No fields. Conditional formatting for missing DOBs, overdue follow-ups, and near theatre dates (7-day warning). 2. Theatre List Planning | Patient ID | Patient Name | Pill Start | Pill Stop | LMP | FSH | Theatre Date | Notes | Pulls data automatically from the Master list for those with status = “Theatre Planning”. 3. Outcome of Treatment | Patient ID | Patient Name | Theatre Date | Cycles Undertaken | Outcome | Outcome Date | Notes | Dropdown for Outcome: Pregnant / Not Pregnant / Seeking Treatment Elsewhere / Declined / Unknown 4. Dashboard Auto-calculating metrics: Total patients Awaiting Work-Up Cancelled / No Show Theatre Planning Pregnant / Not Pregnant outcomes % Work-Up Complete (Female & Male) 5. Reference Lists Dropdown values for: Stage / Status Yes/No Outcome Genetic Diagnoses (auto-derived from data) Workbook Protection Plan Category Protection Setting Formulas & Structure Locked and hidden (can’t be deleted or overwritten by staff) Auto Fields Age at Referral, Stage / Status logic, and Dashboard formulas all protected Editable Cells Patient info, appointments, work-up completion, and theatre planning details remain fully editable Creator Access Workbook creator (you) can unprotect with a master password (which I’ll set and share with you) Dropdowns & Data Validation Locked so users can select options but not change the list source Sheet-Level Control Each key sheet (Patient Tracker, Theatre Planning, Outcome, Dashboard) will be protected individually, with unlocked data-entry zones clearly visible Password Protection memorable default password such as: FRC2025 column names exactly as listed below (for consistent formatting and automation), Here’s the proposed standardized set: Category Column Name Patient Info Patient ID / URN, Patient Name, DOB, Age at Referral, Genetic Diagnosis Referral & Work-Up Referral Date, Initial Work-Up Complete – Female, Initial Work-Up Complete – Male Appointment & Status Appointment Date, Follow-Up Appointment, Stage / Status Treatment Theatre Date, PGT Results Available, Cycles Undertaken, Genea Letter Sent Admin / Notes Next Action / Notes, Date Last Updated Deliver the finished workbook, unlocked master copy, and a short video or PDF walkthrough demonstrating the key features.