Organize + Energize: 5 Ways To Organize Your Health Records
Tuesday, October 15, 2013
Here are 5 tips to get you on your way to having organized medical files.
Grab all your medical files and bring them to a table.
Just like any other organizing project, you won’t know what you have unless you take everything out of the file.
Start sorting and categorizing.
Think about the categories of information that you have. You may have:
- Medical Receipts
- Explanation of Benefits
- Lab work
- Insurance information
- Family member’s information
- Medication information
Shred anything that is no longer useful to you.
There may be papers that you thought you might have needed just in case, but now you no longer need them. Shred anything that you know you will not need to refer to going forward.
Create hanging files for each of the categories.
If want to break out the categories, you can also create manila folders labeled within the green hanging files.
To locate files quickly, file in alphabetical order.
It will be easier to locate a file if it is in alphabetical order as opposed to having your eye wander to try and find a folder.
Going forward you will be able to know exactly where medical information gets filed when it arrives in the home. The piles won’t form and as soon as it arrives in the home, you can immediately file it. When you need to refer to a piece of medical information, it will be at your fingertips.
If you read my column each week and follow the tips that I provide, you should be one step closer to having an organized home. You will start reaping the benefits of being organized. Save money, have more free time, less stress, more energy and you will be more efficient and productive.
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