Free Medical Billing Software in Excel (How is Microsoft Excel Used in Medical Billing and Coding)

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When you work as a medical billing and coding clerk, you may need software that can help you in doing your jobs. Usually, there are apps or programs for a medical biller and coder to make them easier in completing their jobs. But, is there a free medical billing software in Excel? And how is Microsoft Excel used in medical billing and coding? Let’s find out what I found about it.

The Use of Microsoft Excel in Medical Billing and Coding

There are a lot of people who work in the medical field who use Microsoft Excel to manage their data. As explained on the Cogniview site, accurate data is important when we are talking about matters of life and death.

Excel can be used to keep track of patient appointments, scheduling doctors and organizing other information such as insurance data or contact numbers. There are a lot of clinics, hospitals and practitioners that use Excel for these functions as explained on Cogniview. So, if you are looking for a career in medical office administration, you need to take Excel as part of your curriculum. You are also able to use Excel to keep track of medications, prescriptions and other health information.

On Cogniview, it is also explained that there are some doctors who provide patients with a spreadsheet to keep track of their health records. It is helpful to make sure that patients who have to take medications on a schedule are able to follow that plan.

In the medical billing and coding field, excel is also used. As you can see on Youtube that there are tutorials of using Excel for medical biller and coder and here is one of the videos.

  • A video from Shahab Island entitled How to Make Hospital Billing Statement Sheets in Excel and it has been watched more than 296k times.

Nate Moore, CPA, MBA, CMPE on mooresolutionsinc site, gives explanation about using Microsoft Excel’s Pivot Table feature to turn medical billing data into actionable practice knowledge. Here is some explanation according to Nate Moore.

Pivot Tables are tools which are interactive and the tables are able to help a medical billing office turn billing data into actionable knowledge for its physician practices. The tables also permits users to easily filter, sort and manipulate large amounts of data in a variety of ways and have been available in Excel for years. With it, you are able to categorize the new patients by month of the visit, the referring physician, the primary insurance, the diagnosis code or the clinic location.

If you have spotted a trend, Pivot Tables will be able to help you understand the trend as well. So, you can sort data so that the largest location over the past three years is on top, you can filter data to only show certain doctors and many more.

Not only that, you are also able to group data and chart your data and the chart will update as you filter and pivot the data. Also, you are able to put formulas, percentages and other calculations in Pivot Tables, analyze accounts receivable, collections, billed charges, contractual reimbursement, E&M coding levels, and much more using Excel Pivot Tables.

Free Medical Billing Software in Excel

Medical Billing Software in ExcelWhen I tried to find the information about free medical billing software in Excel, I found some websites which offer free medical billing templates in some formats including excel that you may need. One of the sites which offer you free medical billing template is BoostExcel which can be accessed at

On that site, you are able to download medical billing format, medical invoice template, and many more. Just access the site to find more information about it.

The Best Medical Billing and Coding Software

If you are looking for the best medical billing and coding software, there are a number of options and you can choose which software that can be suitable for you. According to the Select Hub site, the best 3 medical billing software are DrChrono, CureMD and Kareo Billing.

DrChrono is a software which can be used by smaller ambulatory clinics to bigger hospitals and enterprises. On this software, there are configurable medical forms, e-prescribing, scheduling and more. Physicians can create virtual appointments while delivering automated messages to patients without having to download additional modules. Patients also can attend online visits using any device, request virtual doctor visits and sign consent forms in real time.

CureMD is a medical billing and coding software which is cloud-based and it can handle a number of a healthcare facility’s administrative and clinical tasks. With this software, you are able to schedule appointments, make patient documentation all the way through the billing and payment process. This software is able to chart and document medical data electronically for fewer mistakes caused by human error. Also, it is able to get rid of any legibility of handwriting issues which may cause a diagnosis which is incorrect.

Kareo Billing is a software system which is created for independent practices and medical specialties. Health organizations usually use it for building relationships with patients while giving the highest quality of care. This system is used to overcome daily operations such as scheduling, managing claims, billing and payment, revenue management and more. With Kareo Billing, you are able to maximize productivity. This software enables you to be able to manage patients better. You can also upload documents and send secure messages electronically. If you are a physician, you are able to see more patients each day without needing to sacrifice quality care. Kareo Billing can also streamline workflow. It is because this software has a smart workflow which is able to help you to do things right the first time, every time. It has an easier process intake and it has more effective coding tools as well. As a result, you can get more done in less time and it will be great for you. This software also offers flexibility where it can be configured to independent practices of all sizes with hundreds of templates which are customizable and those templates are tailored to almost 50 medical specialties.

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