How to Use Microsoft Excel for Case Management

By Christina Whitaker

Managing case loads can be done using Microsoft Excel.
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Case management often refers to tracking services provided to individuals, including health, financial, education or other services. The term "cases" often refers to each individual client or person to whom services are being provided. Microsoft Excel is an effective way of managing each case by entering the information into the spreadsheet.

Step 1

Open Excel. Left-click the "Start" button if you are using a Windows-based operating system. Click "Programs," then "Excel" from the Microsoft Word menu. Locate Excel in your computer's "Finder" menu under "Applications" if you are using an Apple computer.

Step 2

Label your database. About three rows down, enter the heading for each piece of information that you wish to record in the cells that are labeled alphabetically. Include the heading labeled "Name" in cell A3 and "Address" in cell B3, for example. Each piece of information will occupy its own cell. Include a heading labeled "Notes" to document relevant information for each case.

Step 3

Enter the information. Click the cell underneath the heading that you will use to enter the information. Type the information directly into the cell or by using the text bar at the top of the spreadsheet.

Step 4

Save your address database. Click "Save" underneath the "File" menu to save your work to the folder of your choosing.