Excel for Healthcare Professionals: Data Management Made Simple

Excel for Healthcare Workers: A Practical Guide to Managing Data, Patients, and Performance

Healthcare professionals handle mountains of information every day—patient logs, billing records, insurance data, and reports that must be accurate, secure, and clear. Excel for Healthcare Workers shows you how to turn that information into insight using one of the most powerful tools in the medical office: Microsoft Excel.

Written by a former nurse, IT instructor, and Health Information Management (HIM) professional, this book bridges the gap between technology and patient care. Whether you’re a medical biller, coder, office manager, or HIM student, you’ll learn how to use Excel to organize data, track claims, visualize performance, and streamline administrative workflows—all while maintaining HIPAA compliance.

Through step-by-step lessons, screenshots, and real-world healthcare examples, you’ll master key Excel skills that directly apply to your daily work.


Inside You’ll Learn How To:
Create, format, and secure patient logs and billing spreadsheets

Build tables, filters, and formulas for accurate data tracking

Automate decisions using IF and nested IF statements

Summarize visits, denials, and payments using PivotTables

Design dashboards that display key performance indicators (KPIs) such as Total Charges, Denied Claims, and No-Shows

Apply conditional formatting to flag overdue claims and highlight trends

Follow HIPAA best practices when handling patient information


Who This Book Is For:
Medical coders, billers, and HIM professionals

Students in healthcare administration or coding programs

Educators and trainers teaching Excel in medical settings

Anyone who wants to bring organization and insight to healthcare data


Bonus Features:
Companion YouTube tutorials via the author’s Clicks to Learn channel

Downloadable hands-on exercises for each chapter

Ready-to-use templates for claims tracking, dashboards, and productivity reports

About the Author:
Catherine Yager, RHIA, CPC, is a former Army medic and Licensed Practical Nurse turned computer applications instructor and Health Information Management professional. Drawing from years of teaching Excel and healthcare technology, she combines clinical knowledge with technical expertise to help healthcare workers simplify data management, improve accuracy, and work smarter.