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For those of you working more than one job... - anon

Posted: Nov 15, 2012

how do you keep track of all the different account specs for each job? I was wondering because I am employed with one job but the different clinics I work for each have different specs. Thank you.

What I do is make a list of the key points for - each account. Then I

[ In Reply To ..]
staple each list to a separate folder and keep the folders in a file holder next to my computer. When I switch accounts, I quickly scan through the specs to refresh my memory.

That's a good idea. - anon

[ In Reply To ..]
That is a good idea. That way you don't have to worry about forgetting things and not memorizing them.

I don't work more than one job, but my different accounts all have very different specs. - sm

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So I make what I call "Cheat Sheets" in Wordpad and keep them in a folder with other account info on my desktop and bring those up on my taskbar whenever I move to another account (and so can Alt+Tab from my MT platform to Google to Cheat Sheet, etc.). I mainly just note the 'differences' from the usual in order to streamline/abbreviate things, so each Cheat Sheet usually has about the same headings, with a few exceptions.

Brief example (I bold the categories, though, and use color to highlight some things):

Allergies: Cap whole phrase. PENICILLIN CAUSES A RASH.
Ampersand: Okay, except in headings.
Arabic/Roman: All Roman except for type.
Blanks: 2 or less.
Carbon copies: Always to Primary, Referring/Requesting. Never to Supervising/Attending.
Code Status: Cap. DO NOT RESUSCITATE, FULL CODE, DNR.
Commas: No preference, serial or not.
Dates: 11/27/2012. Month/year = January 2012. Month/day: January 27th, 27th of January.
Date headings: Transcribe at top of report.
Department Names: Do not capitalize.
Incomplete: "DICTATION ENDS HERE" as last line of text and pend to client.
Lists: Do not enumerate unless dictated.
No Dictation: Pend as NO DICTATION.
Patient Name: "The patient" only. No patient names in report.
Paragraphed/stacked: ROS paragraphed, PE stacked.
Platelets: As dictated, trailing zeros not required.
Text starts: On same line as heading.

Another great idea. - anon

[ In Reply To ..]
Wow. You would think I would have thought of these things.

I do the same, pretty much - See Msg

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I have several accounts as well.

I just have 3 piecies of paper stapled together and chicken scratch. I type the acct name, then pex stacked, subheadings all caps. ROS paragraph, subheadings lower case, ptn name okay in rpt, date short form, allergies all caps. I drew a line between each set of instructions. Most all I have to do then is flip the paper to the correct acct and look at it while typing, or do a quick overview and try to remember before I type.

Do not try to physically memorize more than one or two accounts, you'll drive yourself nuts

Good point about the memorizing. - sm

[ In Reply To ..]

I don't have a working printer right now, otherwise I might print out my Cheat Sheets so I could look at them while working rather than having to open them from the taskbar, but I've been changed around on accounts so much and also tweak my sheets a lot, that it's a paper and time saver for me to just keep them in WordPad form.

I also did this exercise of all main account differences recently, which I pull up when I have to do a lot of switching around and am just getting too discombobulated. It seems not a lot but somewhat helpful, especially what with my increasing memory issues with age. (formatting doesn't work here, but I tabbed over and lined them all up after the headings)

Text begins XX, YY: Text starts on same line.

XYMC, ZGH: Text starts below headings.

- - - -

Allergies/Code XX: PENICILLIN causes a rash. - DNR, FULL CODE

YY, ZGH: PENICILLIN CAUSES A RASH. - DNR, FULL CODE (YY)

XYMC: Penicillin causes a rash.

- - - -

Commas XX, YY: No preference

XYMC: Serial only.

ZGH: NO serial comma.

- - - -

Dates XX, ZGH: 8-digit: 01/03/2012, 01/03, 01/2012, 3rd of the month

YY: 8-digit, but: 01/03/2012, January 3, January 2012, 3rd of January

XYMC: concise numerics: 1/3/12, 2/08/12 (as dictated), 1/2

- - - -

Department names XX: Cap all.

YY, XYMC, ZGH: No capping.

- - - -

DOA, DOD, etc. XX: None in reports

YY: Top of report if dictated. DATE OF CONSULTATION required.

ZGH: Dates if dictated, except for XYZ (see specs/cheat sheet).

- - - -

Genus/species XX: C. difficile (never C. diff)

XYMC: Cap genus by itself. The patient had Streptoccus infection.

- - - -

Numbering/lists XX: Number all meds and diagnoses.

YY, XYMC: Only if dictated.

ZGH: Number all diagnoses.

- - - -

The patient/Patient name XX: The patient... - Name first time only.

YY: Patient.. (or) The patient... - Name never.

XYMC: Patient... (or) The patient... - Name always.

ZGH: The patient... - Name never.

- - - -

Physician names ZGH: Pull from header/demo info.

- - - -

Platelets XX: Expand, use semicolon.

I do the same thing but not in Word Pad. I do it on - printed out account specs. sm

[ In Reply To ..]
Then I can also make notes and just give my eyes a break from reading on the screen for a few minutes while I scan the specs.

Unfortunately, I get a few e-mails a day with changes for certain dictators or changes all around, so I have to note those as well on my cheat sheets/account spec sheets. If I handwrite it, then I can remember a little better.

For those of you working more than one job... - eagles_fan

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I have a big loose-leaf notebook for each client containing sample documents and all the instructions and information I need. Some clients send me a document that explains their style requirements. I save e-mails that discuss formatting. I punch holes in any paperwork I will need to refer to and file it in the notebook.

I use OneNote - me

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I have so many account specs on my accounts that the binders were getting out of hand, and I now use OneNote, which has a great search engine, and you can insert documents and other media. Love it!

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