How to Use Excel for Documentation in Health Care

By Kathryn Hatashita-Lee

Use an Excel template to generate forms for a health care setting.
i Ryan McVay/Photodisc/Getty Images

Microsoft Office provides templates that work with the Excel program. The “File” tab on the command ribbon includes a gallery of templates that can be downloaded from The Forms category includes a “Medical and Healthcare Form” template that copies to a worksheet. You can adapt this template to display the categories and requirements for your health care setting in Excel. For quick reference, save the updated template in an easily accessible file location.

Step 1

Open the Excel program. A new worksheet displays on the screen.

Step 2

Click the “File” tab on the command ribbon to display a list of commands.

Step 3

Click the “New” tab to display a list of templates on the website.

Step 4

Click the “Forms” link to open a list of folders.

Step 5

Click “Medical and Healthcare Forms” to open. If the folder does not open, try double-clicking the folder icon. The “Inpatient Encounter Form” thumbnail image appears. An enlarged view of this template displays in the right pane.

Step 6

Click the “Download” button in the right pane. The template copies to the new worksheet.

Step 7

Modify the template’s categories to suit your requirements.

Step 8

Type the data into the fillable form.

Step 9

Save this workbook.