Use Excel Copilot to Track and Analyze Your MTM Caseload

What This Does

Excel's built-in Copilot can analyze your MTM patient list — spotting patterns in your caseload, calculating session completion rates, identifying patients overdue for follow-up, and generating summary charts — using plain-language requests instead of manual formulas.

Before You Start

• You have Microsoft Excel (desktop or Microsoft 365 web version)
• Your organization has Microsoft 365 Copilot enabled
• Your MTM patient data is in an Excel spreadsheet (even a simple list with patient names, dates, and session status works)

Steps

1. Open your spreadsheet and format as a table

Open your Excel file with MTM patient data. Select your data (click any cell in the data, then press Ctrl+T or Cmd+T on Mac). Click OK to format as a table.

What you should see: Your data is now highlighted with colored header rows — this is required for Copilot to work correctly. Troubleshooting: If your data doesn't have headers, add them first (Patient Name, Date of Last Session, Session Type, Status, Next Follow-Up Due, etc.).

2. Open Copilot

Click the Copilot button in the Excel ribbon (right side, looks like a small colorful star). A Copilot panel opens on the right side of the screen.

What you should see: A chat panel appears on the right with a text box at the bottom.

3. Ask Copilot to analyze your data

Type a plain-language question about your MTM data:

• "How many patients are overdue for follow-up based on the 'Next Follow-Up Due' column?"
• "Create a chart showing MTM sessions completed by month"
• "Which patients haven't had a session in more than 90 days?"
• "Summarize my caseload: total patients, sessions completed this quarter, and average days between sessions"

4. Review and apply the result

Copilot may generate a formula, create a chart, or highlight specific rows. For formulas, click Insert column to add Copilot's suggested formula to your table. For charts, they appear as a preview — click Add to sheet to insert them.

What you should see: Your requested analysis appears either as a new column, a chart, or a written summary in the Copilot panel.

5. Use the analysis for MTM planning

Review which patients Copilot identifies as overdue or high-priority. Use this list to plan outreach calls or schedule MTM sessions strategically rather than reactively.

Real Example

Scenario: You manage a caseload of 85 MTM-eligible patients and want to know who's overdue for their annual comprehensive medication review (CMR) before the quarter ends.

Your spreadsheet columns: Patient Name | Last CMR Date | Diagnoses | Phone | Insurance | Next CMR Due

What you type in Copilot: "Highlight all patients whose 'Next CMR Due' date is before today's date. Then create a summary count of how many are overdue and how many are current."

What you get: Excel highlights overdue patients in red and creates a two-row summary table showing "Overdue: 23" and "Current: 62" — giving you a clean priority list for outreach.

Time saved: 20 minutes of manual filtering and counting → 2 minutes

Tips

• The more consistent your column names, the better Copilot understands your data — use standard names like "Date" and "Status" rather than abbreviations
• Ask Copilot to "explain this formula" if it generates a complex formula you want to understand before using
• You can ask Copilot to draft the email outreach list too: "Summarize these 23 overdue patients into a table with their name and phone number for outreach calls"

Tool interfaces change — if a button has moved, look for similar AI/Copilot/magic options in the same menu area.