Microsoft Office Tutorials and References
In Depth Information
Tutorial 1
Tutorial 1
Integrating Word and Excel
Creating a Letter that Includes a Chart and a Table
Case
|
Lifestyles Home Care, Inc.
In 1989, Caitlin Sheehan founded Lifestyles Home Care, Inc., in Woburn, Massachusetts. Lifestyles Home Care pro-
vides in-home services for elderly and disabled people. Currently, when people are discharged from a hospital or
when they become incapacitated by illness or a disability, they can obtain services that enable them to continue to
live at home rather than move to a nursing home. The state of Massachusetts contracts with various agencies to
coordinate and arrange for these services either free of charge or on a sliding fee scale for those people who meet
established income guidelines. Lifestyles is one of the companies that various state-contracted agencies use to pro-
vide personal care and homemaking services, perform light chores, and provide transportation services for their
clients. Each year, Lifestyles serves an increasing number of clients, and this year it has received more referrals from
state-contracted agencies than any other home care company.
Over the past six months, Caitlin has worked on a new business plan to expand the services that Lifestyles offers
and to make those services available to anyone who wants to pay for them, not just to those clients who meet the
income guidelines for state-supported services. The new services are meal planning and preparation, shopping,
scheduling medical appointments, driving, bill payment and mail organization, and companionship. In addition,
Caitlin wants to hire care managers; care managers are coordinators who assess a client’s needs and recommend
and establish appropriate services. Care managers also can monitor the services once they are in place, and
reassess the service plan as necessary. This service is especially helpful for those clients whose families live out of
the area and, therefore, cannot check on their loved ones on a regular basis.
| Objectives
| SAM Training Tasks
• Link an Excel worksheet
to a Word document
• Link and embed an
object in a document
• Use object linking to
display Excel worksheet
data as a Word table
• Learn about object
linking and
embedding (OLE)
• Embed an Excel chart in
a Word document
• Edit an embedded Excel
chart in Word
• Link an Excel worksheet
to a Word document
• Update a linked Excel
worksheet
• Test and break a link
• Use object linking to
display Excel
worksheet data as
a worksheet object
For a complete list of the Data Files needed for this tutorial, see page INT 1-2.
Student Data Files
 
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