On the Totals tab, rename Attending 1 to Attending 14 in the yellow cells to your own attendings. The Attending drop down on the Case Log reads from that list, and the per attending counts match on exact spelling, so pick from the list rather than typing.
Rename Site A and Site B, just below, to the labs where you work. They feed the Location drop down and the site breakdown.
Delete row 4 of the Case Log, the worked example. Until you do, it counts as a case and a red line at the top of the log reminds you.
One row per case
Date, location, case ID, what the case was, what you did and the attending, then the flags, then complications, notes and learning points at the far right.
Type the date as a real date (7/1/2026). A date typed as text turns the cell red and drops the case from the rolling 30 day counts.
Notes and learning points are the part of the log still useful a year later. Keep them short and keep them free of identifiers.
The flags
Every column between Attending and Complications is a flag. Type 1 in each one that applied and it shows as a tick; leave the rest blank. The cell accepts only 1 or blank, so the counts stay clean.
A case can carry several flags: PCI, IVUS, CTO and Impella on one row is normal.
The blocks are colored: blue coronary, orange support and mechanical circulatory support, green peripheral and other, purple structural. Use Other Structural for anything not named and describe it in Procedure Performed.
Primary operator is the flag to be strict about: mark it only when you led the case.
Interesting and M&M copy the case onto their own tabs on their own, ready for conference.
The targets and where they come from
250 coronary interventions as primary operator: the ACGME program requirement behind interventional cardiology board eligibility. Assisted cases do not count toward it.
250 total interventional procedures, 200 PCI, 25 coronary physiology (FFR or iFR) and 25 intracoronary imaging (IVUS or OCT): the recommendations of the 2023 ACC/AHA/SCAI advanced training statement.
Each target sits in a yellow cell. If your program uses other numbers, overwrite them. A second block, empty, takes your own goals.
Keep it de-identified
Column C, Case ID, takes your lab's de-identified case code: never a name or record number. Column D stays blank; it is kept only so every formula still lines up.
The same rule holds in Case Information, Notes and Learning points: no names, record numbers, birth dates or anything else that could identify a patient.
If your lab has no case code, ask the lab manager for the one used for its quality registry, or keep a code list on your institution's own storage and only the code in this file.
Send the totals to your program director
The Totals tab is the summary: every count and percentage, the attending and site breakdowns, and progress toward each target. Nothing on it is typed by hand except the yellow cells.
Export the Totals tab as a PDF (File, Print, Save as PDF; it is set to fit one page wide) or take a screenshot of it, and send that.
Send the whole workbook only if your program asks for case detail, and only through your institution's approved channel.
The workbook supports your program's official case log; it does not replace it.
Good to know
Totals, Interesting Cases and M&M Cases are protected so a formula cannot be typed over. There is no password: Review, then Unprotect Sheet, if you need to restructure.
Formulas cover 2,000 cases on the Case Log and 500 on each auto list. The READ ME FIRST tab says how to extend them.
The CSV template is the bare column list for a database or another spreadsheet. It has no formulas; the counting lives in the Excel file.
