Medical Records– Depending on your situation, you might have a file folder for each member of the family. Give yourself permission to make things just organized enough! Don’t let yourself get derailed by needing to make your file labels perfect. I don’t want to spend my whole day filing (I’m sure you don’t either). I quickly label and keep it ready to be used when preparing our taxes.Īs you can see, there is nothing fancy around here. (All unpaid medical claims are filled in my “To Pay” action file.) At the end of the year, everything is collected and bound together by year with receipts on top (I only have about 3 claims a year). HSA– This is the file that gets most of the action! All medical receipts, HSA bank statements, and paid medical claims are filed in here. At the end of the year, these are put in order and stored in our tax file in case we ever need them. I nsurance Payments– Since we pay out of pocket for our insurance, we keep our monthly insurance payments for tax purposes. You may have more or less categories depending on your needs. My paperwork is sorted mainly how I need to reference it for taxes. Once you sort, the file categories you need become clearer. Clear off a big table and start making piles of ‘like with like’ Instead of become side-tracked when sorting, save your unfinished tasks to complete at the end. Grab a piece of paper to capture tasks that come up as your sort. Once you have all your medical paperwork in one spot it is time to sort. Think of any of the places you would have stashed it.
Hunt down all the medical paperwork throughout your home. If you don’t already have your paperwork in one spot start by- Collect and Sort Here is how I organize what little medical paperwork I do have. With someone to help you make sense of all the papers you can move forward. If this area seems insurmountable and you tend to avoid it altogether, it might be time to call in a professional. I have also worked with clients who are swimming in medical bills and records. I am grateful my dealings with insurance companies have been minimal, but even with my limited experience, I know the importance of keeping your medical paperwork organized and within reach. This is a fabulous way to have all the paperwork at your fingertips when you are out on appointments and meetings. In 10 Steps to Organized Paper, Lisa shares how she creates a specific medical record binder for her child with special needs. Lisa Woodruff shares her unique insight as a mom of children with special needs (a warrior mama as she calls it) and as a daughter caring for an aging parent. She has dealt with every medical paper imaginable and gives us concrete steps to get those important records organized. This week we are focusing on Medical Paper. Be sure you enter our giveaway to win one of two copies of the ebook!
To help guide us along the way we will be following the chapters in the eBook 10 Steps to Organized Paper by Lisa Woodruff. We are on a mission to conquer all of our household paperwork in 10 weeks! But we are not doing this alone it’s a party! Follow along with us and link up your own progress as we tackle a different type of paper each week.