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Filing paperwork

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Pay_My_Claims:
df  stop cutting into my begging time  ;D

Michele:
THe worst part is I probably have enough to go around!  LOL  JK 

Anyway, I have never used an online storage - sorry!  Can't make any recommendations.

Michele

bobbie:
So, going back to this Filing paperwork entry. We have over 100 providers so you can imagine the paperwork between faxes, emails, eobs etc. Everything I do is filed according to 'date posted' so when I close the books for the month every transaction done that month can be found within that set of papers. I put a coversheet on that clump of papers:  Dr. Pain in the A   
                                                    closing report
                                                      12/1-31/09
                                                       income= $_____
                                                       Charges=$__________
so that if I later need to go back and review a charge or EOB I can just retrieve that bulk from my file or labeled box...it's quick and easy. So I've never managed paperwork other than by posting date.
Is there an easier way? I keep everything for 10 yrs, although I think 7 is the law. How do ya all do it? I'd appreciate any feedback.
Bobbie

Pay_My_Claims:
Basically the same. I file everything by the date posted per provider . Any documents I receive are date stamped and documented in the clients file so if i have to go back to it, it has the date to retrieve easily. I print off the AR for that provider for that month. It has posted charges, and posted payments, close out the month, and prepare for the next month.

Michele:
We file ours similarly, by provider, by date posted.  We separate claims from eobs.  Folders are switched every month, so going back to locate something is not too bad.

Michele

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