start saving money!

Business Files Vs. Medical Files

By brian barrick
January 29, 2014

Separating the personal from the impersonal is important when looking after any patient or resident who may be in your care. That’s why categorizing your documentation into medical records and business files is so essential. Just what goes into this though, and how can you best establish which is which?

Preparing Your Medical Files

What these will include will simply be the details of whatever medical history the resident might have, and what their requirements are. These are strictly confidential as they will pertain to any and all personal details of the resident. This means that they need to be treated with the utmost respect and due care when dealing with them.

It is because of the personal nature of these particular files that you must keep them well separated from everything else. Anything that deals with them personally, whether it be physical or mental, must remain confidential at all times. Bills and invoices, on the other hand, can go into the business files.

Organizing Your Business Documentation

Included in this will be information such as credit history and income gained. It’s essential to keep a well structured expenditure plan for all the money going in and out of the resident’s account. This will involve payment schedules and money management programs to help insure the resident keeps within their budget.

You want to make sure that these are well organized so that nothing is left unaccounted for. To do this, you can manage them easily through the use of such tools as spreadsheets to help map a sufficient payment schedule. These files will mainly concern themselves with matters of a purely financial nature.

Keeping Things Separate

For the sake of keeping things well organized, you don’t want to get these mixed up. Whilst both are equally important, you don’t want to get stuck in masses and masses of disorganized files. Because of this, separation is essential when dealing with them.

Managing all of this is simple when you have some help to get you through. For any further information on how to best organize your documentation then get in touch. We’d love to hear from you.


Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.