Looking for organizational tips, nuts and bolts for how the
braillenote can improve productivity and relieve stress.
I have always struggled with keeping up with many pieces of
information so thought I'd yell for help.
I have a lot of information on people in a caseload of from 60 to
100. There are appointments, phone messages, things to do etc.
Any tried and true methods for keeping on top of things would be
appreciated. Here are a few questions.
For client information (name ssn, dob, address) is it easier to
have this all in a file or in a data base?
What about putting a to do list in a data base so you could sort
by date and delete items when done?
Does anyone keep notes and things to do in the calendar?
Do you keep separate files for messages, things to do, notes,
tickler files, general information?
HELP!
P. S. I keep client or consumer confidential information on a
removable storage card so I am not always carrying around other
people's private stuff.
Thanks for any input you are willing to share.
___
To leave the BrailleNote list, send a blank message to
[EMAIL PROTECTED]
To view the list archives or change your preferences, visit
http://list.humanware.com/mailman/listinfo/braillenote
