Spreadsheet

Creating Spreadsheet Folders and Spreadsheets

MedSuite has a spreadsheet application that is found under Navigation / Spreadsheet.  Many offices use the spreadsheets to hold their Billing Logs or A/R Logs.  Each company should start out with January – December Billing Logs.  If you have additional practices or need to create a new folder and spreadsheets for the New Year, please utilize these instructions!

Creating a New Folder

To create a new Folder where the spreadsheets will be contained, select the New Folder button and in the Create Folder window, select if you want the spreadsheet to be held at the Company level, Practice level or at the User level.  For example if Anesthesia Billing Company is the company and North Pole Anesthesia was the Practice, the user should choose North Pole Anesthesia to have a spreadsheet for that specific practice.  If a user would like a spreadsheet just for them they would choose their user name instead of the Practice Name.  Once the user selects where they want the new Folder created they should type in the Folder name and select OK to accept.  The new folder should appear.

Creating a New Spreadsheet

To create the spreadsheet inside the folder, Right click on the folder and select New Document.  A blank spreadsheet will display.  Create the spreadsheet.

Inserting a New Page into an Existing Spreadsheet

To create other sheets inside the spreadsheet select Insert and Sheet.  To name the sheet double-click on the tab name Sheet2 and type in the name (i.e. Second Sheet)

Copying Information from One Spreadsheet to Another

To copy information from one sheet to another, highlight the cell and hold down the Shift key on the keyboard.  Use the arrow keys or page down to select the cells that should be copied.  If a user chooses to select data to be copied with the mouse, by clicking on the cell they want copied and dragging it across a row and down a column, it is a good idea to have the spreadsheet window fully Maximized.

Once the information is selected or highlighted, select Edit and Copy on the Spreadsheet menu.  Click on the tab at the bottom, which is the other spreadsheet the selected information should be copied to.  In this example it was Second Sheet.  Position your cursor in cell A1 and select Edit then Paste.  The familiar windows shortcuts to do this work here as well.  Once the information is selected or highlighted, use the Ctrl key on the keyboard plus the letter C on the keyboard to Copy.  Go to the other sheet and position your cursor in cell A1 and use the Ctrl key on the keyboard plus the letter V on the keyboard and paste.