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Keeping track of multiple accounts/jobs - deep fried and double baked

Posted: May 18, 2010

I recently quit my hospital MT job and started working for a mid sized MTSO. This was a big change for me, different platforms, different rules, different type of accounts. I have 4 accounts with this job, all with their own little rules and formats and things. On top of that I recently was hired and quit with another large MTSO for weekend work (didn't like the QA or managers; I was constantly being forgotten). Anyway, I quit them after 2 weeks and was just hired as an IC for small MTSO and will be starting this week for them. After all these changes in such a short time my brain is totally fried. I am starting to forget the formats and info from my main job that I just learned a month ago, and keep going back to check to make sure I am doing things right. I'm trying to forget the info from my hospital job and my temporary weekend job, and soon I will need to be learning another platform and another facility and all the stuff that goes along with that.

How do you gals (and guys) that work for multiple companies on multiple accounts keep things straight? I've tried keeping things in folders on my desktop so I can easily search them and organizing my e-mails as easily as possible, even wasted an enitre ink cartrage printing information out only for it to end up in a huge pile on my desk.

I'm just worried that once I start this new job I am going to bomb out and be fired before I ever get back into the swing of things. Luckily my days with the new job are on my off days from my main job, so at least I won't have to switch gears each day, but I just really want to do a good job and keep my reputation up and not lose any accounts because I just can't think straight.

Any advice would be greatly appreciated.

Ive found the only way to keep it all even marginally -(sm) - Rocky Raccoon

[ In Reply To ..]
sorted out is by going SO slowly, and having to read and re-read all the multiple-account-minutia, that I can't make even a marginal living.

So what happened when I and others did that? Slowed down and started to get better accuracy scores? They raised it to 99%.

I agree with the other poster... go slowly and (see inside) - lindawordlady

[ In Reply To ..]
I also went thru a couple of ink cartridges and found I was searching and searching all the time, even though I hi-lighted things. One thing I did do is save the account specifics and have that open (in word pad) if I am working on Word 2007, as they conflict. I use the control F a lot to find what I am looking for such as cc, work types, and the like. I am only on one one platform though (escription) which I love. For a while I was on Dictaphone and Escript which was just impossible to focus on. Thank goodness, I have one main account and my backup account is similar to the main one, both with Escript.

I gave myself a learning curve and knew it would take some time to get up to speed, as I also had worked in hospitals and doing straight typing, no VR. Now I have mostly VR, which I love by the way after doing this for 25+ years. I also am very focused on working when I work... no TV or radio in the background. I don't answer the phone when I am working. In the beginning when I was learning "everything" and it seemed all so overwhelming I probably took more short breaks as I needed to get up and just walk away for a few minutes and re-group. Set little goals for yourself, whether it be learning keyboard shortcuts, account specifics, etc. I asked lots of questions in the beginning when they came up and had a very helpful team that responded and explained things if I needed that.

Remember to be patient with yourself and know that you have the skills and just pace yourself. Good luck. I hope you only have one platform... more than that would be difficult when you have more than 1 account with different specifics. Good luck!

How about a wall chart? - Happy MT Robin

[ In Reply To ..]

It doesn't have to be fancy. Something like this, maybe.

HEADINGS:

Company A: Don’t bold, start line below heading

Company B: Bold, start same line.

Company C: Bold, start next line.

ABBREVIATIONS:

Company A. Never in diagnoses, but okay in body of text.

Company B. Whatever dictator says

Company C. Spell everything out, everywhere.

You can make it as elaborate or as simple as you need to, but that might work as sort of a quick reference. You could set it up as an Excel Spreadsheet and that way you can add and subtract items as you see fit.

I like this....(NM) - LUMT

[ In Reply To ..]
X

Here's what I do that works for me. - sm

[ In Reply To ..]
I have a separate binder for each account. I have a cheat sheet as front page, with my reminders, ie, about headings (bold or not), text (goes beside or under), cc's (yes or not for Drs. in demographics) -- you get the picture. Then I have tabs, ie, one for locations, with the hospitals in the area, and such things as I may need to reference, and then in the back, QA'd reports of difficult dictators that I can refer to, alphabetical. So when I'm working on an account, I put that binder out where I see it, open to the cheat-sheet page, and that keeps me remembering what I need to remember. Oh and in the inside pocket of binder,I put directives from supervisors about the account (which constantly change). Hope this helps someone else, as it works wonderfully for me, and I currently juggle 6 accounts.

Like this one too, but - LUMT

[ In Reply To ..]
I like this idea too. Or if you have an extra computer, put this on it and then use Find for speed. Now I'm wondering an Ipad would be good investment for notes,etc. Anyone have one?

I do the same exact thing with a 3-ring binder - For All Accounts

[ In Reply To ..]
I print out everything I can and file it into the binder, separated by tabs, even QA docs. It might seem like a waste of ink and paper but I've been doing this for some years and it works for me.

I have a separate cheat sheet for all acounts, like town names, hospital names in the area.

I print out the account directives and have it right in front of me.

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