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Introduction to Excel for Patient Access Professionals

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    • Individual Member - Free!
    • Non-Member - $60
    • Business Partner - Free!
    • Tier Plus - Free!
    • Associate Team Member - Free!
    • Tier 1 - Free!

Register now to attend this two-part Excel webinar series which will cover basic and advanced Excel functions while demonstrating their direct application to common Patient Access data analysis needs. 

By registering for this package, you will be registered for both live sessions. 

  • Contains 3 Component(s), Includes Credits Includes a Live Web Event on 02/25/2026 at 12:00 PM (EST)

    This webinar is specifically designed for Patient Access professionals curious in utilizing Excel to clean and visualize data that can be useful in seeing trends or taking action on metrics.

    Speaker: Evan Flores, Senior Revenue Cycle Quality & Performance Management Analyst, Northwell Health

    This webinar is specifically designed for Patient Access professionals curious in utilizing Excel to clean and visualize data that can be useful in seeing trends or taking action on metrics.

    This session will provide attendees with foundational Excel techniques, demonstrating their direct application to common Patient Access data analysis needs: 

    • Sorting & filtering for operational clarity 
    • Conditional formatting for enhanced visibility 
    • Creating powerful pivot tables for strategic insight 
    • Simple visuals for effective communication

    This NAHAM webinar provides one (1) NAHAM-approved contact hour.

  • Contains 3 Component(s), Includes Credits Includes a Live Web Event on 03/25/2026 at 12:00 PM (EDT)

    Data is a vital source for identifying trends and gaining insight. However, inconsistent or 'dirty' data often hinders effective analysis. This webinar addresses this challenge by equipping you with powerful Excel formulas and methodologies to reduce manual work, clean your data, and accurately identify critical trends for comprehensive and reliable reporting.

    Speaker: Evan Flores, Senior Revenue Cycle Quality & Performance Management Analyst, Northwell Health

    Data is a vital source for identifying trends and gaining insight. However, inconsistent or 'dirty' data often hinders effective analysis. This webinar addresses this challenge by equipping you with powerful Excel formulas and methodologies to reduce manual work, clean your data, and accurately identify critical trends for comprehensive and reliable reporting.

    What you will learn:

    • XLOOKUP for Data Merging: Efficiently merge and retrieve specific data from various sources (e.g., demographics, insurance, referrals) for a holistic and accurate view.
    • CONCAT for Data Standardization: Consolidate and standardize information, creating unique identifiers or uniform text for consistent analysis and reporting.
    • AND/OR & IF for Complex Logic: Build sophisticated, multi-criteria conditions to segment patient populations, flag action items, or dynamically categorize data for targeted reporting.

    This NAHAM webinar provides one (1) NAHAM-approved contact hour.