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The Complete Excel Course with AI Integration

Excel course for medical billing and coding

For medical billers, coders and revenue cycle staff who track claims, denials and payments in Excel. This page picks out the parts of The Complete Excel Course with AI Integration that billing work uses: a clean claims list, ageing unpaid claims by payer, denial analysis by reason and payer, payments matched to charges, collections reports, and AI that points to unusual claims for you to check.

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Taught by Sagnik Bhattacharya and Virginia Thorn

The Complete Excel Course with AI Integration: Sagnik Bhattacharya and Virginia Thorn

What you will be able to do

At work, you will be able to:

  • Keep the claims export as an Excel Table you can sort and filter by payer, status or date of service, cleaned of stray spaces and double-posted rows.
  • Age unpaid claims by payer with TODAY and IFS, and total each bucket with SUMIFS for the receivables report.
  • Count and total denials by reason and payer with COUNTIFS and PivotTables, and show the few reasons behind most denials with a Pareto chart.
  • Post payments against charges by claim number with XLOOKUP, and list underpaid or unmatched claims with IFERROR, FILTER and SORTBY.
  • Report collections by month and payer with PivotTables, slicers and PivotCharts that refresh with each new export.
  • Let Copilot point to claims that look unusual, then check each one against a QA checklist before anything is resubmitted or written off.

Projects

What you will build.

The course has 14 projects. These five matter most here.

  • Excel PivotTables and a PivotChart of sales data (SalesPlusPerformance): net sales by product category as a column chart, with State, Region and City filters.

    Project 05

    SalesPlusPerformance

    A sales question answered in seconds, straight from the order data.

    Denials by reason and payer, and collections by month, built with the clicks the lessons use on sales orders, with a slicer for each payer.

  • XLOOKUP formula in Excel (PeopleInsight): each employee row looks up its location from another sheet.

    Project 06

    PeopleInsight HR workbook

    Employee data joined across sheets with one formula.

    Lookups practised on HR records, used here for payment posting: each remittance line placed against its claim number, with IFERROR showing which lines have no claim.

  • Claude AI in Excel fixing a formula: the Claude panel explains the mistake in a unit cost column and edits the cells, beside the profit percentage column.

    Project 14

    Agentic AI in Excel

    AI finds and fixes the formula; you check it before it counts.

    Copilot as a first look for claims that stand out, practised on sales data, with a short checklist to work through before anything is acted on.

  • Project 02

    Dunder Michael Paper Company employee database

    Clean-up practised on employee records: the trimming, de-duplicating and splitting that a claims export from a billing system needs before it is analysed.

  • Project 03

    Sales Goal Tracker

    COUNTIFS, SUMIFS and IFS on sales targets: the same functions count denials by reason and payer and put each unpaid claim into an ageing bucket.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 51 of them, 4 h 15 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 19 Excel tables

Begin at Lesson 19 if you already work with claims exports in Excel: a clean, sortable list comes first. That section, Managing data in Excel, is free by email with its practice files: ask for it on the course page. New to Excel? Begin at Lesson 1. If tables and SUMIFS are routine, go to Lesson 57 for the denial and collections reports or to Lesson 67 for payment posting.

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51 of 186 lessons · 4 h 15 min

03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 9 lessons · 1 h 1 min Before any denial or ageing report, the export has to be workable: it becomes an Excel Table, is sorted and filtered by payer or status, loses stray spaces through TRIM and Find and Replace and double-posted lines through Remove Duplicates, has run-together fields split by Flash Fill and Text to Columns, keeps its header row frozen and prints cleanly. The lessons work on an employee database.
  1. 19 Start here Excel tables Create and format a table, structured references and total row 8 min
  2. 20 Sorting data in Excel Single and multi-level sort on an employee database 6 min
  3. 21 Filtering data in Excel AutoFilter, text and number filters on employee data 10 min
  4. 22 Cleaning data in Excel TRIM, Paste Special values and Find and Replace 13 min
  5. 23 Remove duplicates in Excel Find and delete duplicate rows in an employee list 6 min
  6. 24 Flash Fill in Excel Split first and last names automatically 3 min
  7. 25 Text to Columns in Excel Split data by delimiter into separate columns 6 min
  8. 26 Freeze panes in Excel Lock header rows and columns while scrolling 3 min
  9. 27 Printing in Excel Print area, page orientation, scaling and page layout 6 min
04 Essential formulas and functions (IF, SUMIF and more) 13 lessons · 1 h 17 min Billing rules as formulas: IF and IFS for ageing buckets, AND and OR for a claim that is both denied and old, COUNTIF and COUNTIFS for denials by reason and payer, SUMIFS for charges, payments and balances by payer, and TODAY with date arithmetic for days since the date of service.
  1. 28 Logical functions in Excel TRUE and FALSE comparisons for beginners 5 min
  2. 29 The IF function in Excel Pass or fail results with a single condition 3 min
  3. 30 IF function practice in Excel Categorise sales data with IF formulas 6 min
  4. 31 Nested IF and IFS in Excel Customer value tiers with nested IF 6 min
  5. 32 Nested IF and IFS in Excel Sales performance labels with the IFS function 5 min
  6. 33 AND and OR with IF in Excel Flag high-value deals with multiple conditions 8 min
  7. 34 SUM, COUNT and COUNTA in Excel SUM with FILTER and counting numbers with COUNT 7 min
  8. 35 SUM, COUNT and COUNTA in Excel COUNTA, unique counts and completeness checks 4 min
  9. 36 SUMIF and COUNTIF in Excel Conditional sum and count with one criterion 8 min
  10. 37 SUMIFS and COUNTIFS in Excel Sum and count with multiple criteria 7 min
  11. 38 The Excel function library Insert Function dialog and Formula AutoComplete 5 min
  12. 39 Date and time functions in Excel TODAY, NOW, MONTH and date arithmetic 6 min
  13. 40 Excel Ninja Challenge COUNTIF, SUMIF, IF, COUNTIFS, SUMIFS and IFS practice 8 min
05 Text functions and data validation (enhancing data quality) 1 of 7 lessons · 4 min Drop-down lists for denial reasons and claim statuses, so every entry in a follow-up log uses the same wording.
  1. 45 Data validation in Excel Create drop-down lists for consistent data entry 4 min
06 Data visualisation: charts and graphs 1 of 9 lessons · 5 min Funnel, Pareto and waterfall charts; the Pareto chart puts denial reasons in order and shows how few of them make up most of the total. The lesson charts business data.
  1. 55 Funnel, Pareto and waterfall charts in Excel Modern charts for business data 5 min
07 PivotTables and PivotCharts: data analysis made easy 10 lessons · 33 min PivotTables, slicers and PivotCharts for denials by reason and payer, receivables by ageing bucket and collections by month, refreshed with each export. The lessons use sales orders.
  1. 57 PivotTables 101 in Excel What a PivotTable does and the sales dataset 5 min
  2. 58 Preparing data for PivotTables Clean data with TRIM, PROPER, find and replace 5 min
  3. 59 Create your first PivotTable in Excel Insert a PivotTable from a sales table 1 min
  4. 60 PivotTable fields in Excel Rows, values, columns and Value Field Settings 2 min
  5. 61 PivotTable summaries in Excel Sales by product category and grouping by date 4 min
  6. 62 Slicers in Excel Filter PivotTables with clickable buttons 3 min
  7. 63 PivotCharts in Excel Create interactive charts from a PivotTable 5 min
  8. 64 PivotTable design Tab Report layouts, PivotTable styles and number formats 5 min
  9. 65 Refresh a PivotTable in Excel Update pivots when source data changes 2 min
  10. 66 Excel Ninja Challenge PivotTable sales by region, category and monthly trend 1 min
08 Advanced Excel functions: lookups, text and arrays 12 lessons · 54 min Lookups for payment posting (XLOOKUP, VLOOKUP, INDEX and MATCH, IFERROR for a remittance line with no claim), LEFT, RIGHT and MID for parts of a claim or account number, EOMONTH for month-end receivables, and FILTER, SORT and SORTBY for the day's work list of unpaid claims.
  1. 67 Lookup functions in Excel The PeopleInsight HR dataset and why lookups matter 2 min
  2. 68 VLOOKUP in Excel Find employee data across sheets with exact match 4 min
  3. 69 XLOOKUP in Excel Exact match, if not found and two-way lookup 6 min
  4. 70 IFERROR in Excel Handle lookup errors in VLOOKUP and XLOOKUP formulas 3 min
  5. 71 INDEX and MATCH in Excel A flexible alternative to VLOOKUP 6 min
  6. 72 CONCAT and TEXTJOIN in Excel Combine employee names and text with a delimiter 3 min
  7. 73 LEFT, RIGHT and MID in Excel Extract parts of a text code like DAL-SAL-0001 7 min
  8. 74 TODAY, EOMONTH and NETWORKDAYS in Excel Date calculations for HR data 5 min
  9. 75 UNIQUE function in Excel Extract a distinct list with dynamic arrays 6 min
  10. 76 FILTER function in Excel Dynamic array filtering with AND and OR criteria 5 min
  11. 77 SORT and SORTBY in Excel Sort data dynamically with formulas 4 min
  12. 78 Excel Ninja Challenge XLOOKUP, totals and text concatenation lookup challenge 3 min
10 Boosting productivity with AI in Excel (Copilot, ChatGPT and Claude) 5 of 17 lessons · 22 min AI with checks, practised on sales data: formula columns that Copilot and ChatGPT write and you verify, Copilot pointing to suspect rows, messy entries cleaned with prompts, a one-page summary and a QA checklist.
  1. 95 Excel formulas with AI Copilot and ChatGPT write formula columns you verify 6 min
  2. 96 Find outliers with Copilot in Excel Discounts, negative profit, suspect rows 7 min
  3. 97 Clean messy data with Copilot in Excel AI prompts plus Excel functions 4 min
  4. 98 Mini dashboard with Copilot in Excel KPIs, charts and slicers on one page 3 min
  5. 99 Check AI output in Excel A quick QA checklist for Copilot results 2 min

Instructors

Who teaches it.

Virginia Thorn smiling at the camera, dark hair tied back, wearing a navy top.

Instructor, Excel with AI

Virginia Thorn

Emmy Award winner. Teaches Excel with AI at Coding Liquids.

Questions

Asked before starting.

Is there an Excel course for medical billing and coding specialists?

Yes. The Complete Excel Course with AI Integration from Coding Liquids teaches the Excel a billing office uses: a clean claims export in an Excel Table, ageing by payer with TODAY and IFS, denials counted by reason and payer in PivotTables with a Pareto chart, payments posted against charges with XLOOKUP, and Copilot pointing to unusual claims for you to check. The 51 lessons here come to 4 hours 15 minutes of the course's 16 hours.

Does the course teach ICD or CPT coding?

No. The Complete Excel Course with AI Integration teaches Excel, not medical coding: ICD and CPT code sets, payer rules and practice management or billing systems are not covered, and the lessons use sales, HR and budget data rather than claims. Codes are handled as text: LEFT, RIGHT and MID take a code apart, and lookups bring a description or a payer name from a table you keep.

Can I analyse claim denials by reason and payer in Excel?

Yes. In The Complete Excel Course with AI Integration COUNTIFS and SUMIFS count and total denials by any pair of conditions, such as reason and payer; a PivotTable sets reasons down the side and payers across the top; and a Pareto chart orders the reasons so the few that cost the most stand out. The lessons do this with sales data, and the denial reasons come from your own remittances.

Can I calculate days in accounts receivable with it?

From parts The Complete Excel Course with AI Integration teaches, though no lesson does it: SUMIFS totals the open balance and the charges posted over a recent period, the charges divided by the days in that period give a daily average, and the balance divided by that average is the days in receivables. EOMONTH fixes the period ends, so the figure can be rebuilt each month.

Can AI help me spot unusual claims?

As a first look. The Complete Excel Course with AI Integration shows Copilot finding suspect rows in a sales table, Copilot and ChatGPT writing formula columns you verify, and a QA checklist to run before any answer is used. Rules on patient privacy are not taught, so what may go into an AI tool is for your employer's policy to decide.

Excel with AI

See the whole course.

The Complete Excel Course with AI Integration: 16 hours of video in 186 lessons, built around 14 projects, with lifetime access, a Certificate of Completion and a 14-day money-back guarantee.

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