Please help me organize my office! What Filing system works for you?

Question

I am in over my head. I work at a Dr.'s office. I schedule new patient appointments, verify insurance and answer the phones for 4 doctors and eight locations. My phone is ringing off the hook and papers have overtaken my office to the point of not finding anything! Does anyone have a system that could work for me? I hate feeling out of control, especially at a job I love and have done for 5 years. Our practice has recently blown up and I can't keep up! Asking for help is a no go. We don't have enough staff right now.

Answer 1

Get plenty of clear plastic folders so you can see what's inside straight away. Colour code them if you can get coloured ones or use coloured stickers to indicate your 8 locations. Or have 8 labelled trays in front of you. They can be stacked 4 to a stack. You need 1 or more four-drawer filing cabinets for stuff you don't need on your desk. You shd have patients' data in the computer, and don't forget to back up. If you prefer to take down appointments manually, you may prefer to have 4 notebooks for the 4 doctors. Take it easy, and don't forget to take deep breaths. It helps:-)