The advantage of this system is that it makes it easy to track what is happening and when, keeps all the paper work together, and helps tremendously when income tax time comes. Like so many other things, this system is easier if you tackle medical records as they come in. If you wait until the end of the year, it's a nightmare. If you have an easy system of your own, please feel free to share it with us. Label a set of file folders or large brown envelopes , one for each month.
Place folders in an easy to reach box, drawer, or file box.
Draw columns up and down across the page. Then draw more columns, but leave them unlabeled for now. It is important to place the information on the month page according to the date the care or service was provided. OR you can decide to use the beginning or ending date, but be consistent about it with ALL of your bills. Then drop the EOB into the file folder where the original bill is already resting.