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Old 08-18-2017, 01:02 PM
7,112 posts, read 9,364,505 times
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Medical providers file everything by Date of Service (DOS). To make it easier to match it all up, you probably should too. Unless there are a zillion pieces of paper to keep track of, you might just use a 3-hole punch on each Explanation of Benefits form -- which will be mailed to you or which you can print out of your computer -- and staple the corresponding receipts of payment to each one. Put it all in a ring binder and maybe use dividers to mark off the 12 months of the year.
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Old 08-18-2017, 01:13 PM
Location: PNW
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I record medical information in an Excel spreadsheet. This includes updated prescription #'s. This is more for travel ~ I print it out and keep it in my luggage. Anything I want a copy of, I ask my doctor to send to me - and I always want copies of all my cholesterol draws.
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Old 08-18-2017, 05:03 PM
Location: Tucson Arizona
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I bring a notebook to every appointment.
Ahead of time, I list the questions I want to ask.
During the appointment, I write the answers and any other interesting info.

If I later have another appointment about the same problem, I review my notes. Doctors are amazed when I quote them from a year before, and I think it makes them treat me a little better.

Paperwork management...I have one of those wall-hung mail organizers with 3 pockets. I put billing info in one section, Rx stuff in another, misc in the third. I sort it at the end of the year, then shred most of it.

and the notebook lives in the mail sorter between visits.
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