Guided Notes

Lookups: Joining Healthcare Tables in Excel

Use XLOOKUP, VLOOKUP and INDEX/MATCH to bring in code descriptions, fee schedules, provider details and groupers — and avoid the classic lookup mistakes.

Why lookups

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Healthcare data arrives in separate tables: visits with provider IDs, a provider table with specialties; claims with CPT codes, a fee schedule with prices; diagnoses with codes, a grouper with categories. Lookups bring columns from one table into another — Excel's version of a SQL join.