Tag Archives: Paper filing

EP’s Quick Organizing Tip

Contain school paper clutter.

Choose a sturdy container such as a plastic organizing bin.  Place folders in the bin labeled “art” and “classwork.” Teach your child to file the papers away when they bring them home. This system should contain papers from the school year for several years. At the end of each year, you and your child can review all the papers and decide which to keep or discard. Or perhaps, you can pass some of them along to grandmothers.

School papers unorganized

School papers unorganized

School papers organized

School papers organized

Organizing Our Medical Information

October is National Organize Your Medical Information Month. The Internet will probably have lots of information and resources during the month. Although I couldn’t find any information from the American Medical Association on how to organize your medical records, I’m sure physicians will agree that since our medical information is an important aspect of our lives, we should take the time to get it organized and put in a place where everyone in our household will have access when necessary.

According to a blog article written by Audry Thomas for Smead, here is a list of medical information we should keep track of:

  1. Current medications – include the name of the drug(s) as well as the dosage. Also include the name and phone number of your pharmacy.
  2. Immunizations – Children, as well as young adults entering college, need to have up-to-date information on their shots. It’s recommend that adults get Tetanus shots every ten years so this is the perfect place to make note of this information.
  3. Allergies – include information on all drug and/or seasonal allergies.
  4. Health history – include information on past procedures/surgeries, illnesses, injuries or family history of heart disease, diabetes or cancer.
  5.  Test/lab results.

http://www.smead.com/hot-topics/medical-records-management-1374.asp

Here are other resources I ran across on how to manage our medical information:

http://www.breastcancer.org/tips/managing_records/

Organizing a Child’s Medical Information:

http://www.partnersinpediatrics.info/doctor-download/99-organize-what-my-medical-info.html

You can purchase a Medical Organizer kit or make your own using a three-ring binder or an expandable file folder. You can, of course, conduct your own search on the Internet to find more resources.

Do yourself and your family a favor and take the time before the holidays to organize medical information for you and/or your family.

 

At the end of the day, what does a cleared off desk mean?

I remember a past supervisor commenting that my desk was always neat and clean at the end of the day.  She meant this in a positive way. I was very proud that my desk was always neat and cleared off at the end of the day and ready to begin work the next morning.  But just what did my cleared desk mean in terms of my being productive and managing paperwork?  Were the tasks I had put on my “To Do List” completed?  Were there any mismanaged papers?  Were my supervisor’s priorities met?

Having a cleared, neat desk does not mean being organized!  However, the answer to the questions above is “Yes!”  – I was very  organized and finished my daily tasks efficiently – most of the time.  I had a process that worked for me in terms of getting paper from the ‘In Box’ to where it belonged and prioritizing tasks from ‘To Do’ to ‘To Done.’

Most of us have a process to manage our daily work routine, however, when things get out of focus, we can use a little help and learn new techniques to get us back on track.

A new technique for you may be as simple as discarding more of the paper that crosses your desk – (a shredder can be your friend).

Or you may need to set up a tickler file (a tickler file organizer allows time-sensitive documents to be filed according to the future date on which each document needs action).

Or, you may need a full-scale reorganization!

You’re not alone.  I’ve had to reorganize more than once in my lifetime.

 

 

Easy Bill Paying 1-2-3

After you’ve created a household budget, it’s time to pay the bills.  I hear the groans but it’s a necessary process of living.

Some of us utilize technology to pay our bills online. However, if you’re more comfortable and still prefer the paper system, following these three easy steps to avoid late fees, credit problems and stress will help you pay your creditors on time:

 1.  Find a location in your home to set up a bill paying station.

2.  Pay your bills regularly by setting up a system.

3.  File the statements, receipts or confirmation of payments.

 

Contact me to help you set up a simple process for bill paying, keeping you credit worthy and your creditors happy.

Do You Celebrate National Organize Your Home Office Day?

By now, you realize that our calendars are full of national holidays, along with some pretty unconventional designated days of recognition.  Well, the second Tuesday in March has been designated as National Organize Your Home Office Day!  So my blog today is in honor of this day. 

I have been working with a married couple for almost a year. Their goal is to declutter their entire home.  Most people think that professional organizers come into their homes and want them to buy a lot of organizing products. As with any project, no matter what your income, you will set a budget for us to work within. You pick and choose where to splurge and where to save.

The wife had clothing in every closet in their home, including the space she utilized as a home office and  a professional  work from home office.  As you can see in the before after photos below,  the clothing was removed from the office closet and it became an Office Supply Closet. However, we used small bookshelves the client already owned to place her office supplies.  She was able to save by not purchasing additional shelving at this point, and  she used money from the budget in other areas she felt were more important. The doors to the closet are closed most of the time anyway.

 

 

 

 

 

 

 

 

 

 

If you’re fortunate enough to have a high budget home office, or if you’re like me and have a small budget home office, your goal should be to have it organized so that it will be functional for you. Squidoo.com has a collection of articles to read and videos to view on National Organize Your Home Office Day and How to Organize Your Home Office.

Well, do you celebrate National Organize Your Home Office Day? Send me your comments.

Do you need your home office organized. If so, contact me

Happy National Organize Your Home Office Day!