HPMSNJ Educational Series: Excel for Health Care Planners
This course will provide an introduction to utilizing Excel to analyze data. The course is targeted for hospital strategy and marketing staff and will be held in four weekly webinar sessions. You can join any or all of the sessions based on your interest/needs. Below is an outline of the weekly lessons.
All sessions will be recorded and available for two weeks following the last class on the HPMSNJ web.
Week 1: Introduction to Excel – Tuesday, February 18, 2020, 12-1pm This week is appropriate for even the most beginner user. We will review how to open a document, work in Excel and save changes. Additionally we will focus on how Excel sees data, explore different types of fields (numeric, text, date, formulas) and discuss how to enter formulas. The menus will be reviewed to show formatting options and how to set up a document for printing. You will learn some shortcuts and get comfortable moving around in Excel. We will conclude the class learning a couple of helpful formulas and practicing with these formulas.
Week 2: Practicing with a Case Study – Tuesday, February 25, 2020, 12-1pm Week 2 will introduce a fictitious case study where we will work with a Medical Staff Roster and the 2019 monthly volumes of these physicians. We will set up the data in a useable format by merging the data to one larger spreadsheet in order to make the analysis we’ll review in week 3 easier. To do this, we will learn how to use the VLOOKUP function and understand what changes might need to be made in the data for Excel to behave as we need it to.
Week 3: Analyzing the Data – Tuesday, March 3, 2020, 12-1pm This week we will use the combined worksheet made in week 2 to provide a summary of our medical staff activity. We will identify patterns/changes in any of the physicians, focusing to identify opportunities and concerns that could be presented to the hospital’s leadership. We will explore how to identify top admitters, who might be taking volume elsewhere, how many may be looking to retire in the next five years, if we have any concerns by specialty, etc. We will then export this to a PowerPoint that can be shared with leadership.
Week 4: Office Hours – Tuesday, March 10, 2020, 12-1pm Week 4’s agenda will be determined by requests from the first three weeks. We’ll collect questions and examples of analyses in advance and spend an hour discussing data and practicing in Excel.