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Carving Up and Drilling Down: Using Microsoft Excel’s® Pivot Table Feature to Analyze a Practice’s Revenue Cycle - HBMA Store

Carving Up and Drilling Down: Using Microsoft Excel’s® Pivot Table Feature to Analyze a Practice’s Revenue Cycle, presented by Nate Moore, CPA, MBA, FACMPE

Webinar Live Date: December 5th, 2023
Webinar Level: Intermediate

This program is scheduled for 60 minutes and is valid for 1 CHBME credit.

Member Price: $69.00
Non-Member Price: $129.00


Microsoft Excel’s Pivot Table feature is a fast and powerful way to analyze and consolidate large amounts of data and quickly extract critical knowledge. In this workshop, you’ll learn how to use Pivot Tables in a medical practice setting to better track collections, analyze reimbursement, collect accounts receivable, and more. You’ll also learn a variety of techniques to filter, sort, group, and manipulate practice data. We’ll also discuss ways to use Pivot Tables to analyze your internal business operations. This workshop will be a hands-on demonstration of Pivot Tables using Office 365. Please bring your laptop with at least Excel 2007 to participate in the workshop training. Please also bring data from your practice to work on at the end of the workshop so that you can take home your data in a Pivot Table.


Course participants will be able to:

  1. Create a Pivot Table using sample medical practice data
  2. Filter, Sort, Group, and Pivot to analyze data
  3. Discover multiple applications for Pivot Tables in a medical practice

Speaker Bio:

Nate Moore, CPA, MBA, FACMPE speaks, consults, records, and writes about business intelligence in medical practices throughout the country.  Nate’s two books, Even Better Data, Better Decisions: Advanced Business Intelligence for Medical Practices, and Better Data, Better Decisions: Using Business Intelligence in the Medical Practice, are MGMA best sellers.  Nate’s consulting focuses on using SQL Server to mine and leverage medical practice data into actionable knowledge.

Nate creates a series of powerful Excel Videos at mooresolutionsinc.com demonstrating how to use Excel in a medical practice.  Excel Videos have been viewed thousands and thousands of times by practice managers across America. Nate also moderates the Excel Users MGMA Community, the online resource for practice administrators to collaborate about Excel.

Member Price: $69.00
Non-Member Price: $129.00