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Industries · Healthcare Admin

Excel Automation & Data Services for Healthcare Admin

Patient throughput, claims aging, revenue cycle KPIs and consumables inventory - built for clinics, hospitals and diagnostics labs..

  • healthcare
  • clinics
  • claims
  • revenue cycle
10+ years in ExcelNamed senior ownerNDA signedFixed price, in writing30-day support

Patient throughput across outpatient, inpatient and diagnostic departments - every department in its own spreadsheet, no clinic-wide view of where the bottlenecks are.

Claims aging across payers (insurance, TPA, government schemes, cash) - submission dates, follow-up dates, denial reasons living in different workbooks.

Inventory of consumables (PPE, reagents, surgical supplies) that runs out before the next purchase order lands because the reorder threshold is in someone's head.

Example engagement

Typical multi-specialty clinic group

Sample scenario - not a client engagement
Problem
Three clinics, each maintaining its own patient throughput and revenue cycle spreadsheet. No clinic-wide view of which department had the highest denial rate or which consumable was about to run out.
Approach
I would build one refreshable dashboard that pulls each clinic's de-identified extract into a single workbook. Department throughput, claims aging and inventory of consumables on separate tabs, slicers by clinic and period.
Outcome
Designed so the operations director sees the whole group and each clinic manager sees their own clinic from the same refresh, with spikes in denials caught early.

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Frequently asked

Before you hire an Excel consultant for healthcare admin.

Can you connect Excel to our hospital information system?

Most HIS / EHR systems (Practo, HMIS, custom systems, Meditech, Epic exports) produce a CSV or Excel export that Power Query can pull. The pipeline is documented so the next person can extend it without re-reading the M-code.

Will the dashboard work with the patient-identifiable data we have?

Yes - we sign an NDA before any file is exchanged. The dashboards typically work off de-identified aggregates (department, period, payer). For per-patient views the workbook sits on your secure file share, not ours.

Get a Free Quote

Send the extract. Get a written scope and fixed price.

Reply within one working day. NDA before any file is exchanged.

Replies within one working day, usually the same day

Calls scheduled in your timezone (UK, EU, US, UAE, APAC) · How a project works

Industry rules

Six rules on every industry-tuned engagement.

Whatever the industry - finance, retail, CA, manufacturing - these are the six rules I never skip.