Medical Billing Performance Analysis – How to Export Vericle Reports to Excel

On May 12, 2003, the president of a family practice clinic, a physician, and a nursing informatics specialist won each first-place in a Microsoft Corp.-sponsored competition to honor innovative healthcare professionals. Entrants were judged by a panel of Microsoft representatives based on the number of features in Office they were using, their productivity gains, and how applicable the featured uses would be in other healthcare settings. All three winners use Excel for financial reporting, data collection, or tracking employee payroll and taxes the number and types of office visits.

However, until recently, the use of Excel for medical billing analysis has been limited because of the difficulty to produce effective ad hoc reports and inability to export data into Excel. Vericle lifts the limitation with its integrated medical billing reporting, Excel export capability, and a standard data import capability into Microsoft Excel.

Vericle’s reports include expectations management for both medical billing charges and payments, analysis of accounts receivable, medical billing compliance violations, and SOAP note tracking. To take advantage of Vericle’s export of medical billing data to Excel, follow a two-step procedure:

  1. In Vericle
    1. Create desired medical billing report in Vericle, sort it and filter according to requirements
    2. Click on Excel icon in the bottom left corner of the window
    3. Select all data in the separate window that has the data (CNTRL-A)
    4. Copy all data into the buffer (CNTRL-C)
  2. In the target Excel page,

    1. Place the cursor at a cell where you want the upper left corner of the copied data
    2. Select Edit -> Paste Special -> Unformatted text -> OK