Keep the documents from one health event together.
Reports, bills, insurance EOBs, appointment papers, imaging and prescription records may come from several places. Keep their dates and sources beside them, ready for the next appointment.
- Report.pdf
- Bill.pdf
- Insurance EOB.pdf
- Appointment.pdf
- Imaging/
- Prescription record.pdf
The familiar problem
A report arrives today. Its bill arrives weeks later with a different filename.
Give this matter a clear story.
- 01
Choose the appointment or health event as the Package boundary.
- 02
Put the local copies you choose into Packtell.
- 03
Keep the date and issuing organization with each file; separate your questions from professional findings.
- 04
Select the relevant version for the next appointment, leaving unrelated records out of the handoff.
Come back without starting from guesses.
The right report, bill and insurance explanation can be found in one place with their sources.
Keep this in mind when you continue.
Packtell organizes files. It does not diagnose, prescribe or make medical judgments.
If a file will not open
If a file will not open, check its device or storage, access and selected version. A visible name alone does not make the contents available.
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