Excel for Healthcare Finance
Excel skills for people who work in revenue cycle.
Not generic spreadsheet tricks. Every lesson starts from a job you already do — cleaning a claims export, checking a fee schedule, tracking denials by CARC code, aging A/R, spotting underpayments, forecasting collections — and builds the Excel skill inside that job, with a downloadable practice file built from realistic fictional claims data.
★ BEST VALUE — SAVE $9
Course + Templates Bundle — $169
Buy them together and save. One checkout, two downloads — the full course and all six templates. Or buy either one on its own:
Everything: Full course ($149) plus Templates Pack ($29). Both downloads, one payment.
All six reusable templates — denial tracker, A/R aging, dashboard & more. No lessons.
Bundle checkout is via Stripe — you’ll get two separate download links (course + templates), each valid 72 hours / 3 downloads.
Works in Google Sheets too
No Excel? Fourteen of the fifteen lessons also work in Google Sheets — the concepts, the numbers, and nearly all the formulas transfer directly, and the practice CSVs import the same way. Each lesson page carries a Google Sheets notes section covering the differences and the workaround for each one: Sheets has no Excel Tables or structured references, no data bars in conditional formatting, and no custom 7-day date grouping in pivot tables. The one exception is Lesson 14 (Power Query), which is Excel-only — Sheets has no Power Query, and its notes section says so plainly and gives the closest alternatives.
The course follows one revenue-cycle workflow
Sequence matters. The lessons move the way work moves: clean the claim data, match it to contracts, analyze denials and A/R, then forecast, reconcile, and report. The 10 core lessons (1–10) form one complete workflow, from a messy export to a dashboard. The advanced module (Lessons 11–15) then goes deeper: RVU pricing, charge capture, patient collections, Power Query automation, and contract negotiation. Finish all fifteen and you have rebuilt a small revenue-cycle reporting system in Excel — and used it to negotiate a contract.
Core lessons — Lessons 1–10
Advanced module — Lessons 11–15
Free
Lessons 1–3: Foundations
Clean a messy claims export, look up fee schedules with XLOOKUP, and pivot a month of claims. Full lessons with practice files, free.
Browse the free foundations lessons →Paid course · $149
Lessons 4–15: Analysis & the advanced module
Lessons 4–10 build a denial tracker by CARC reason, A/R aging, payer mix and net collection rate, underpayment detection, a 90-day collections forecast, ERA/835 reconciliation, and the dashboard capstone. The advanced module (11–15) adds RVU pricing, charge capture and the CDM, patient-responsibility collections, Power Query automation (Excel-only), and contract negotiation with benchmarks. Previews are free to read now; the complete lessons and workbooks are in the paid course. The reusable templates are not — they are sold separately in the Templates Pack.
See the course outline and pricing →Templates store
Standalone workbooks for people who need one tool, not a whole course: the denial tracker, the A/R aging workbook, the underpayment finder, and the RCM dashboard. Get them all together in the Templates Pack for $29. The Templates Pack is sold separately — it is not included in the full course.
See all templates — full pack $29 →
What happens after you pay
Pay securely by card through Stripe and you get a confirmation email right away with a personal download link — for the full course ($149, all 15 lessons + practice files — templates not included when bought on its own), the separate templates pack ($29), or the course + templates bundle ($169 — both downloads: the full course and the templates pack). The link works for 72 hours and up to 3 downloads, then expires, so download promptly. If it expires or you lose the files, email info@excelforrcm.com and we'll reissue it. Full details are on the course page and the templates page.
Best value — save $9
Course + Templates bundle — $169
Get the full course ($149) and the Templates Pack ($29) together for $169 — that's $9 off the $178 you'd pay buying them separately. One payment, one checkout, and you get both downloads: all 15 lessons + practice files, and all six reusable templates.
Get the bundle — $169 Course only — $149 Templates only — $29
Ready for the full course?
The full course is $149 and includes all 15 lessons (10 core + 5 advanced) and every practice file. It does not include the templates when bought on its own — the Templates Pack ($29) is a separate purchase, unless you buy the bundle below, which includes both.
All 15 lessons
Framed as 10 core lessons (1–10) plus an advanced module (11–15). Within the core, Foundations (1–3) are free in full and Analysis (4–10) are free to preview; the advanced lessons (11–15) are previews too, with the complete versions in the paid course ($149 for all 15 lessons and practice files — templates not included; the Templates Pack is a separate $29 purchase). Every lesson uses the same fictional practice — Harborview Family Practice — so the numbers tie from lesson to lesson.
Works in Google Sheets too
Fourteen of the fifteen lessons work in Google Sheets as well as Excel — the exception is Lesson 14 (Power Query), which is Excel-only and says so up front. Each lesson page has a Google Sheets notes section with the Sheets version of anything Excel-specific — mainly: no Excel Tables or structured references, no data bars, and no 7-day pivot date grouping. The notes give the workaround for each difference.
Core lessons — Lessons 1–10
Foundations — Lessons 1–3 · free
Analysis — Lessons 4–10 · preview
Advanced module — Lessons 11–15 · preview
The five advanced lessons build on the core: price the work itself with RVUs, catch charges before they become claims, collect the patient's share, automate the monthly workflow with Power Query (Lesson 14 is Excel-only), and close the course by negotiating a payer contract with benchmarks.
How each lesson is built
The RCM problem first, then the finished result, then step-by-step Excel, then the common mistakes that break the report in real billing offices — plus the practice CSVs (starting file and finished file) so you can do it yourself and check your work. All practice data is fictional: invented practice, invented patients, invented claim numbers, invented payer rates.
Templates — full pack $29 or Bundle $169 — Save $9
Standalone workbooks for people who need the tools without the full course — each one is the finished workbook from its lesson, cleaned up as a reusable template you fill with your own data. All six templates below are included together in one pack. The Templates Pack is a separate purchase — it is not included in the full course on its own. Get both together for $169 in the bundle.
Templates Pack — $29 for all six
The full pack is $29 — that's one price for every template on this page (denial tracker, A/R aging workbook, underpayment finder, RCM dashboard, fee schedule lookup, and collections forecast), not a per-template price. The templates are not included with the full course ($149) when the course is bought on its own — the course and the Templates Pack are two separate purchases, unless you buy the bundle below, which includes both in one payment.
Best value — save $9
Course + Templates bundle — $169
Want the course too? Get the full course ($149) and the Templates Pack ($29) together for $169 — that's $9 off the $178 you'd pay buying them separately. One payment, one checkout, and you get both downloads: all 15 lessons + practice files, and all six reusable templates.
What happens after you pay
Buying the templates pack is a download, not an account or a subscription. Here is the flow, step by step:
1. Pay securely by card through Stripe
You pay $29 for the full templates pack — all six templates together, not per template. Or buy the course + templates bundle for $169 (one payment for the full course and the templates pack together — $9 off the $178 separate prices) and you get both downloads.
2. You get a confirmation email right away
As soon as your payment goes through, a confirmation email is sent to the address you used at checkout.
3. Your email includes a personal download link
That email contains your own download link for the templates pack — the finished, reusable workbooks for all six templates. If you bought the $169 bundle instead, your email includes download links for both the templates pack and the full course.
4. Download promptly — the link expires
Your link works for 72 hours and up to 3 downloads, then it expires. Download your files promptly and keep them somewhere safe.
5. Link expired or files lost? Email us
If your link expires before you download, or you lose the files later, email info@excelforrcm.com and we'll reissue your link.
The full course — $149 or Bundle $169 — Save $9
All 15 lessons in one course — the 10 core lessons plus the 5-lesson advanced module: the written tutorials, screen-recorded videos (faceless — screen and narration only), and the complete workbooks for Lessons 4–15. The Templates Pack is not included in the course on its own — it is a separate $29 purchase, or get both for $169 in the bundle below.
★ SAVE $9 — MOST POPULAR
Want the templates too? Get the Bundle — $169
Course $149 + Templates $29 = $178 separately. Bundle is $169 for both — one Stripe checkout, two downloads.
Who it is for
- Billing specialists and denial / A/R analysts
- Practice administrators and revenue-cycle managers
- Career changers breaking into healthcare finance
What you finish with
A working revenue-cycle reporting system in Excel — clean claims, contract lookups, a denial tracker, an aging report, collection rates, an underpayment exception list, a 90-day forecast, a reconciliation, and a one-page dashboard — plus the advanced module's RVU pricing engine, charge-capture reconciliation, patient-collections report, Power Query automation, and a contract negotiation brief you can show in an interview or a performance review.
Full course
Pricing — $149
$149
What's included:
- 15 lessons — 10 core + 5 advanced, complete versions of Lessons 4–15 (Lessons 1–3 are free)
- Practice files — all starting and finished CSVs for every lesson
- Templates not included — the Templates Pack (all six reusable templates) is a separate purchase — $29 for the full pack
- Written tutorials plus screen-recorded video walkthroughs
Templates are not included in the course
The $149 course covers all 15 lessons and their practice files only. The six reusable templates are a separate product — the Templates Pack for $29 — and are not in the course download when the course is bought on its own. You can buy either one on its own, or get both together in one payment with the bundle below — $169, save $9.
Best value — save $9
Course + Templates bundle — $169
Get the full course ($149) and the Templates Pack ($29) together for $169 — that's $9 off the $178 you'd pay buying them separately. One payment, one checkout, and you get both downloads: all 15 lessons + practice files, and all six reusable templates.
What happens after you pay
Buying the course is a download, not an account or a subscription. Here is the flow, step by step:
1. Pay securely by card through Stripe
You pay $149 for the full course. Lessons 1–3 are free; paying covers the complete Lessons 4–15, with Lessons 1–3 included in the download as well. Or buy the course + templates bundle for $169 (one payment for the full course and the Templates Pack together — $9 off the $178 separate prices) and you get both downloads.
2. You get a confirmation email right away
As soon as your payment goes through, a confirmation email is sent to the address you used at checkout.
3. Your email includes a personal download link
That email contains your own download link for the course files — all 15 lessons plus the practice files. The Templates Pack is not part of this download when the course is bought on its own — it is a separate purchase. If you bought the $169 bundle instead, your email includes download links for both the full course and the templates pack.
4. Download promptly — the link expires
Your link works for 72 hours and up to 3 downloads, then it expires. Download your files promptly and keep them somewhere safe.
5. Link expired or files lost? Email us
If your link expires before you download, or you lose the files later, email info@excelforrcm.com and we'll reissue your link.
Course outline
Enroll in the full course — $149
Get all 15 lessons and the practice files. Templates are not included when the course is bought on its own — the Templates Pack is a separate $29 purchase, unless you buy the bundle, which includes both for $169. Lessons 1–3 are free if you want to start there first.
Enroll now — $149 Get the bundle — $169 Start with free Lessons 1–3
About Excel for RCM
Excel for RCM teaches Excel the way revenue-cycle work actually uses it.
Generic Excel courses teach the pivot table with sales data and the lookup with a product catalog. This site teaches the same skills with the files a billing office lives in: a clearinghouse export that will not behave, a fee schedule that changes mid-year, a denial log full of CARC codes, an A/R listing that needs aging before the staff meeting. The skill is identical — the example is your actual job, which is why it sticks.
How it is taught
- Practitioner-taught, faceless by design. Lessons are written tutorials plus screen-recorded videos — screen and narration, no camera. What matters is the workflow, not a personality.
- One fictional practice throughout. Every lesson uses Harborview Family Practice, an invented practice with invented patients, claims, payers, and rates. The numbers tie across lessons, so Lesson 7's underpayments are the same dollars Lesson 6 measured.
- Fictional data only — a rule, not a disclaimer. Never real patient, claim, or payer data from any employer. The teaching value is identical and there is no compliance risk.
- Free first. Lessons 1–3 are free in full because they solve daily pain. Lessons 4–10 — the core manager-level analysis — and the advanced module, Lessons 11–15, are previewed free and completed in the paid course.
What this site is not
It is not a billing service, a consulting offer, or a source of real payer rates. Contract rates, CARC interpretations, and filing deadlines in the lessons are teaching examples built on fictional data — check your own payer contracts and policies for the real numbers at work.