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Medical receipt sample for organizations

i am back with another binder organization video so i know i've shared many of these videos in the past but that was before i had my etsy shop i have an etsy shop where i sell digital downloads printables planner covers and all that that i started last august that link is always in the description below so what i'm doing is i'm going through all of my binders and i'm recreating the printables if i need to and listing them in my shop when they get listed i share a video over them so my first video i'm going to leave that in a card above was over my emergency binder so all of the important documents that we need in case of emergency are in that binder so definitely check that video out so today we are diving into my medical binder i've had this system set up for at least seven years and i know at least seven years because it saved me some money in 2014. now in 2013 i had derek so i knew after i had him with the doctor's visits hospital stay delivery and all of that i knew my deductible was met so december of that same year kate had to have her tonsils out so i knew that i already had my deductible met and i should not have to worry about any money well in the beginning of 2014 we get a bill that was roughly 800 dollars i pulled my medical binder out and i'm like no no no i know i have already met my deductible looked through my paperwork and the calculations were correct so i called the insurance company and they had made a mistake or actually two mistakes the first one was they did not put kate's name in correctly and number two they did not put her social security number in correctly so they re-ran the bill through the insurance and we owed zero so that saved me eight hundred dollars by having this binder and keeping everything organized so now what i'm going to do is i'm going to go to an up close and personal shot and i am going to share my medical binder with you so i can't share every document in here because there's a lot of personal information but i can at least share with you how it's divided out and what items are in each tab and that information i will leave in the description below and then i'm going to share all of the principles with you so now what we're going to do is we're going to go to an up close and personal shot so before i get to the medical binder and then the medical printables i just want to tell you that all of the printables that i share will be in my etsy shop that link is always in the description below so just like i said in the beginning i can't share everything with you but i can at least give you some information on how i do the bills and how my binder is sectioned out so this is in my etsy shop it's with one of the downloads actually this download right here this principle the medical bill payment tracker and i will share with you just a second how i'm doing these i actually have a bill back here that i'm going to fill this sheet out for so this is a better binder from staples it is the only binders that i like to use i don't have a staples near me but y'all these binders are about six years old plus and that's the only binder i have i like them because they're well made they have these rubber sections on them to cushion the edges so your binder is not going to get messed up and then i just put medical on the side with my label maker i will link my brother label maker in the description below so when you open the binder up this is what you see and in this front flap here i always keep my extra printables you guys i have a several of these printed out just in case i need them i've got them right here now these are in my etsy shop and i'll go over those in a minute the second reason that i like the better binder is because of where the rings are located instead of being on the spine it's actually on the back of the binder which to me i feel like that is going to make your binder last longer because of the wear and tear to the rings also it lays flat so you don't have to worry about pushing the sides down and popping back up on you so the first thing i'm going to share with you is the tabs so the way i have this binder organized is by family member so i've got nathan me kate derrick and then airy vac in the back so we do have airyvac and back there it just has the paperwork and it shows what our number is and all of that just in case i need to call about those i don't get a statement every single month from arievac it is automatically taken out of my checking account so every section here has a copy of our insurance card any type of login information for the doctor's offices a lot of doctors offices these days have online portals so any of that information that we've gotten is in that section so this is nathan's section here i can't really go through it because of what i've told you so anything that i have in a section i will leave that in the description below so this section here first thing that you see right here is a copy of the insurance card that's the first thing in all of the tabs second thing is any online portal information and then third if there's any care credit like for nathan's in mind i have care credit information any type of eobs that we get they receive a sheet protector and then i put it in there and then you have the bills so if i get a bill from a hospital or a doctor's office this is the process that i take and it goes behind the person section that that bill is associated with so i may have four or five six of these running in the medical binder at one time so i'm actually going to fill this out for you so this principle right here is the main reason that i created the medical binder is to keep all of the bills organized so every company every doctor's office every hospital will get one of these sheets here and that is where i list all of the information beginning balance how much we've paid and so forth so this is the information that it has company so i actually have a bill right here that i'm going to fill out to share with you what this looks like so this bill right here if you did not know i will be having surgery on friday if you've not seen that video i will link it in the card above so this bill that i'm fixing to write down is one of many that i'm probably going to receive and this was for the appointment to discuss surgery so this was for the company ob gyn and i do not have the best handwriting associates my account number i'm not going to put my account number on there right now because that's personal information but that goes right there and then my beginning balance is this is 55 and 30 cents so then you go down here and let's say that we're going to make a payment i'm going to say that i have made a payment because i'm probably fixing to pay this off before i have surgery on friday so i'm going to put the date of today is actually the 11th 2020 and i've gotten in this habit of putting 20 20 instead of just 20 because somebody said that if you just put 20 they can put anything behind it method of payment we're going to put check and the check number so i'm going to put check number then i'll put the check number here we're going to say the payment amount is i'm just going to pay this one in full 55 dollars and 30 cents which leaves me with a zero balance i'm going to keep this sheet in a sheet protector and it will go behind my name in the medical binder now you may ask why are you doing that because you've paid it off because i'm going to have more bills from this company so what i will do is each bill gets one of these sheets so it's going to be the first sheath that goes in for that section and then all of the eobs all of the actual statements that i get will go behind this in my binder that goes for every single bill so if there's several different bills that i'm paying each one of them will get this sheet first and then all of the eobs all of the bills will be behind that in a sheet protector so this has helped me tremendously and this is a bill that i am paying this week so this is how the medical bill binder is organized out this is in my etsy shop i will link the exact link in the description below so you guys that is how this medical bill binder is organized out insurance cards information for each doctor's office the bill tracker for every company hospital doctor's office that we get and then behind this is all of the eobs and bills for this individual place now what i want to share with you next are a few principles that i feel like are beneficial and something that i'm going to add to this binder and really i'm the only person that needs to add it right now one of them because i'm the only one that takes medication on a regular basis one other thing that i will mention before i share those extra printables is shot records i do have shot records for both of my kids in their section so not only is it their insurance card also i keep all of the pamphlets for the shots that they receive i'll show you that so these are some of the vaccines that the kids have gotten so i like to keep them just in case i have any questions about the shots that they received or what some side effects are or you know if i'm looking at their shock records and need to know what this particular vaccine was for i can come here and i always have it for the next principle that i'm going to share i'm actually going to go to the back of my live planner to share the notes section so i will link in a card above the notes section for my life planner this what i'm sharing with you today was not part of that because i asked other ways i could use my notes section and you guys shared some great information with me and i actually used it so somebody told me that they like to keep their medication list with them in the back of their planner excellent idea so i went ahead and did that well not only this but i'm like you know that's a great thing to have for your medical binder so what i did was i created a printable and i'm actually going to fill it out based on this and put it in my medical binder today so this is the principle that i created it says daily medication list and the reason i put the flag on the top right is so that you could put the year so i'm just going to put 20. so if you come back and it says 18 you'll know hey i need to update that because this was updated in 2018. so my name i'm going to put my name here and the reason i put the name is because you may have several family members that have different medication every single day so i'm going to start with my morning medication and then go forward so zoloft is the first thing that i take and i don't know about you all until somebody told me about keeping a list of that i did not have any of my medication written down and i can't tell you how many times i've gone to a doctor and they're like well what's your milligram i'm like i have no idea so the dosage is 100 milligrams and i'm just going to put one tablet in parentheses time of day morning the purpose is for i'm just going to put anxiety and any notes i'm not going to put any notes down so next i'm going to go to my next meds so i'm going to do the same thing all the way down and then i'll come back and share the completed paper with you okay i have my medication now listed and i will put that in that binder so what i use the notes section for is i put the brand down if there was a specific brand that i like to get every single time like for my probiotic i like to use the finest nutrition from walgreens and then for my multivitamin and my iron i use a gnc brand everything else like fish oil vitamin d3 zyrtec and magnesium i don't have to have a specific brand for that usually for the zyrtec i've been getting the set from sam's because it is more inexpensive than anything else so i'm going to put this in a sheet protector and i'm going to put that in my medical binder so this is a printable that is listed in my etsy shop and then i have one other that i want to share with you that i won't put in my binder but it is one that somebody asked if i would create and i did and i just want you to know that it is available if it's something that you might need so i had somebody that took a look at my lesson plan printable on my etsy show up and said this is a great format but could you make this as a treatment plan so they helped me create this and it is now listed so you get these two things here so i think this would be great for many different things any type of medical therapy counseling anything like that i think this would work great for so these two are a set so this is the cover in case you want to make a binder out of it and then this is the treatment plan log so it says weekly treatment plan client and week of and then you have day and date objective intervention and client homework and then it's divided out by days of the week and then i have a notes section at the bottom so if you are interested in something like this this is available if you can think of any other thing that you think this template can be used for let me know and i will create that for you so that is my medical binder and how i have it organized and all of the medical printables that are available in my etsy shop just like i said if there's anything else you can think of that's medical oriented that you want me to make let me know send me a message leave me a comment and i can definitely make that happen for you so my link for my etsy shop is always in my description below so that is my medical binder and how i have it organized this binder like i said i have had organized the same way since 2013. that is seven years it's a system that's working it has worked so i am not going to change it so remember all of the principles that i shared you can get those in my etsy shop i'm leaving that link in the description below so in the comments below i want to know your thoughts do you have a medical binder how do you keep your medical bills organized share all of that in the comments below so guys i hope you've enjoyed this video i hope you give it a big thumbs up by giving my videos a thumbs up it shows youtube you're engaged and you like my content which means they'll start suggesting it and recommending it to more people which means our community will grow and will continue to spread positivity also i hope you hit that red subscribe button to become a part of our community and our mission to get organized on a budget and with a plan together i hope you guys have a fantastic week and until next time bye you guys [Music] you