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Account specifics - Cattail


Posted: Oct 07, 2011

Any know of any companies that have a short list of account specifics?  I am spending all my time looking at account specifics (over 20 pages).  I would rather work as an employee, but IC will do.  Thanks to all!

A tip for using account specifics - lka

[ In Reply To ..]
I have account specifics along with the platform information and one other site opened (which I saved as word documents) that sit on my toolbar. When I am trying to find something, i.e. headings or header info I use the Control F key (make that your best friend) and type in the little box whatever it is, maybe it is abbreviations, allergies, etc. Type that in and it will bring up any info on that particular thing. There may be none, 1 or more than that. Just keep hitting return or enter for the next one.

I have one think that is 67 pages long if that gives you any idea. Now, I am new at starting a job, so I am using it a lot right now, but after a while some things will just "stick." Also, sometimes at the end of those account specifics there may be "cheat sheat" of things that you may need to use the most. Hope this helps.

account specifics - kat

[ In Reply To ..]
I have had a spiral notebook that I keep track of the most important acc specifics in. I title the top of the page with the account name, then I just make a list of things such as pt nm - yes or no (whether you can use the pt's name)alleriges-only cap allergen for example, date of exam-on report or on ADT, PE/ROS - Flsh left or paragraph, impression-number, etc. When I started this I was working on about 21 different accounts and it really helps you keep track. Just make a list of the important things on each account that you need to know with each. Then if another question comes up, you go to the masterfile (account specifics) and control F to search for things. I hope this helps. Good luck!


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