Managing Office Data
Learn to organize, manage, and protect the data that keeps a medical office running — from Excel data tables to Microsoft Access databases, queries, forms, and reports.
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Course Modules
Complete each module in order to build a practical data management skill set for professional office work.
Introduction to Data & Databases
Understand what data is, why organized records matter in a medical office, and how the concept of a database solves the problems that paper records and scattered files create.
Excel as a Data Tool
Use Microsoft Excel as a powerful data management tool — structure data tables correctly, sort and filter records, write lookup functions, and generate simple reports.
Introduction to Microsoft Access
Get started with Microsoft Access — understand what makes it different from Excel, build your first database tables, and enter and edit records in a structured environment.
Queries, Forms & Reports
Build the three most powerful Access tools — queries that find and analyze data, forms that make data entry easy, and reports that present information professionally.
Data Integrity & Records Management
Ensure your data stays accurate, consistent, and protected — with validation rules, backup strategies, records retention knowledge, and a complete office data management system.