Presenter: Julia Dyviniak, CHDS, AHDI-F

Bio: Julia Dyviniak, CHDS, AHDI-F, is the owner of Dyviniak Word Processing. She is a professional medical transcriptionist and medical record historian with more than 25 years’ experience in multiple specialties and acute care and providing patient history reports for QME purposes.

Session Description: Our second webinar in the technology series will cover practical uses of Microsoft Excel for small business books and client logs. The presenter will discuss how to be your own bookkeeper with Excel and submit invoices and logs to clients, as well as how to receive invoices from contractors. Excel also is an excellent database that can be used for merging with a Word document to create letters or labels.
 
Learning Objectives
    1. Learn how to track information using Excel including clients, expenses, contractors, and rental equipment.
    2. Use Excel to create invoices.
    3. Create formulas to calculate costs for line rates, page rates, hourly rates within the same formula.
    4. Hear how Excel can be used as a database.
    5. Sort information in a variety of ways using Excel.