So Customer Care just sent you an Excel report via secure ShareFile, but let's be honest, you didn't even know you had Excel on your computer. And what's up with all of these weird symbols?
If I just described you, we've gotcha covered.
To open any of our reports in Excel, you can simply click on the "Export" function at the top of the report. To open a ShareFile link, click "View Encrypted Message" and follow the instructions from there. Once you have your Excel file open and ready, scroll down to learn how to use Excel to get exactly the data you need!
If you see a bunch of #'s in a column, this simply means the data is too wide for the column. If this happens, simply hover over the line at the end of that column you want to make wider, then double click to expand the column to the width of the widest piece of data.
Next, let's say you want to know how many MMR vaccines you gave this month. You could scroll though your entire Excel sheet and manually count the number of times MMR shows up in the product column. But let's make technology work for us instead! To sort your data, click on the header of the column you wish to sort until the entire column is highlighted in gray. Then, click on the "Data" tab in the menu bar, and select "Sort A to Z." A warning box will pop up, ensuring you want to keep like data together (you do), so leave the default as "Expand the selection" and select "Sort" to continue.
What do I mean when I say "keep like data together"? Find Carmen Sandiego in row 19 in the GIF below. You can see the row contains her name, insurance payer, and vaccine. When we sort the data and chose to "Expand the selection," the entire row with her name, insurance, and vaccine moves to row 11. If we do not select this option, her name would stay in row 19 but her vaccine would move to row 11. That's not super helpful for reconciling, so we want to always choose to "Expand the selection."
Lastly, let's say we need to remove rows, because that data is irrelevant to what we're looking for. Perhaps you only want one product, or you want to remove a date of service. Start by clicking on whichever row label (the number) you want to delete on the left side of the screen. This will be the beginning of the section you want to remove. Then, hold down the SHIFT key on your keyboard while clicking on the last row you want to be included in the section you are deleting. Choosing the DELETE key on the keyboard will remove the cell contents but will leave blank rows in your sheet, whereas right-clicking on the highlighted selection and then choosing "Delete" from the list of options will remove the rows entirely.
If you wanted to copy and paste data elsewhere (i.e. you wanted to isolate just one week of the month's compensation report), you can follow the same instructions above, except instead of choosing "delete," you can choose "cut" or "copy" from the list of options instead (alternately, you can use keyboard commands: COMMAND-X to cut or COMMAND-C to copy). Then, simply paste your selection in a new Excel sheet by right-clicking and selecting "Paste" or by using the keyboard command COMMAND-V.
If you need additional assistance with Excel, you can find really great tutorials online by Googling "Excel tutorials" or by searching for a specific action, like, "How do I add a row in Excel?"
Still have questions? Reach out to our Customer Care team. We're happy to help! Message us directly by clicking on the blue Intercom bubble in the bottom right corner of your screen. Email us at firstname.lastname@example.org. Or call us at 1-888-829-8550.