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Using Microsoft Excel & Pivot Tables

Learn to analyze and consolidate large amounts of data from your practice management software and quickly extract critical knowledge using a variety of features in Microsoft Excel®. Walk away with the ability to better track collections, analyze reimbursement and collect accounts receivable. This workshop will start with the basics of Excel 2007, demonstrate several powerful Excel tools, introduce Pivot Tables, and finish with a Pivot Table example to work through as a group. If you bring your own laptop (using Excel 2007), you can follow along and a create pivot table using sample data. (Participants are encouraged to bring their own laptops, but it is not a requirement for attendance.)

Your will Learn to:

  • Navigate your way around Excel 2007
  • Combine data with VLOOKUP
  • Highlight critical data with Conditional Formatting
  • Manage data with Excel 2007 Tables
  • Create a pivot table in Microsoft Excel®
  • Practice and apply key pivot table features including filters, sorts, and groups

 

Presented by Nate Moore, CPA, MBA, CMPE

Nate is the president of Moore Solutions, Inc., a company dedicated to using Excel in medical practices to make better decisions by turning the clinic's numbers into actionable knowledge.


Nate passed the CPA exam in 1992 with the highest score for that semiannual exam in Utah. Nate earned an MBA from the University of Utah in 1992 and graduated summa cum laude from the University of Utah in 1991 with a BA in Accounting and a minor in Japanese.

Nate speaks around the country to medical practice executives about using Excel in their practices. He has also has produced a popular series of videos on using Excel in a medical practice. The videos and a related blog are available at www.mooresolutionsinc.com. Nate also started and moderates the Excel Users MGMA Community, the online resource for practice administrators to collaborate about Excel.


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