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How do you all keep your acct specs organized? - anonymouse

Posted: Jul 28, 2011

I'm sure a lot of you work on multiple accounts. I work on 3 different accounts. Right now I have my account specifics on my desktop, but this is aggravating to me. I think it would be easier to print them and put them in a binder to have easy access to them and put each hospital in its own tabbed section. Some people may think it's easier to have them on their desktop where they can click on them and leave them open in the background, but then I scroll and seems like cannot find what I'm looking for. What is the easiest way you all have found to do this?

Account Specs - Stubby

[ In Reply To ..]
I found that it is easier to have them printed out in hard copy. I have binders with sheet protectors and tabs for each account. I also use sticky flags for things that I'm having more trouble with to make it easier to flip to it. Works great for me!

My preference - MT from OH

[ In Reply To ..]
I prefer to have a hard copy in a binder, but find I don't need them for long after starting on an account.

I just open them up when I need them... - lka

[ In Reply To ..]
from each account. I used to print them but with the price of ink cartridges and the length of the account specifics I don't do that anymore.

I save them in a folder on whichever account I am on and I use control F a lot to find things... it goes really fast. Sometimes I hi-lite the things I seem to need to look up a lot, re-save and that's it.

I do that too - sm

[ In Reply To ..]
and have about 7 accounts, with widely differing specifics. I put my own cheat-sheet in the front of the binder, with the basics, ie, how headings are done, what is in list form, cc's, etc, and include updates on the account, contact numbers for boss, and any other info that is relevant to account. Much easier to read my own quick notes and format than sift through the on-line one in most cases.

Ditto...I use same system - Veteran-MT

[ In Reply To ..]
I also use a very efficient system where I have created a data base containing each client spec (i.e., save on my hard drive and create a separate folder). Then after working each account and determining what I need to remember about each one, I make my own notes and highlight the most important at the top of my note, with the more specific details below. Works very well and if I have any questions as I am going back and forth during my work day, my notes are available in an instant and easy to do a quick search.

Previously, I did print out each spec and keep these in a 3-ring binder. But I found this system to be quite cumbersome and difficult to search specific terms when I needed to know something right away during my work day.

So I switched to keeping everything saved on my hard drive in a separate folder and this (for me) is the most efficient method with so many different backup accounts that I work on (I have lost count, but definitely total over 15 different accounts).

Me too... - Cathy

[ In Reply To ..]
I have 4 accounts and use cheat sheats/cliff notes that are actually taped to the wall next to my desk so I can easily check them. I have them all organized in the same way with the most commonly used information (like what to do for blanks, allergies, carbon copies, etc.) along with any specific information useful to that account.

I create a folder in my desktop for each one and open - them up from there as needed

[ In Reply To ..]
and each one is organized. I also add to the account specs doctors names and whatever else I may need and just save the file and have to refer to later if needed. I keep my account specs up the entire time I am working on a certain account and refer to it whenever I need to.

Instead of scrolling, I do a find and just search the document, easier than trying to - read everything

[ In Reply To ..]
Anything that takes my hands off the keyboard is not easier for me.

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