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Should you file under a name or a category?

by on November 6, 2009 12:05pm
in Admin Pro Forum

Question: "I have hard copy files labeled under "Dr." Do I file first under “D” or do I file under the doctor's name?" — Anonymous

 

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{ 11 comments… read them below or add one }

Vilma November 9, 2009 at 11:36 am

It should be file under the last, than first name. The Dr. should be drop (if you like you can add it after the first name for your own reference you cam) Just a quick tip: all individual names should be file under the last name and company names as the legal name e.i. Dr. John Doe and John Doe, MD Inc. they should be filed as follow:
First: Doe, John,MD
Second: John Doe, MD., Inc.

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Patty November 9, 2009 at 9:35 am

Ditto.

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Sherri November 8, 2009 at 5:33 pm

File it under the doc’s last name.

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Mark November 7, 2009 at 3:39 pm

Last name.

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Susan November 6, 2009 at 4:21 pm

You file under name not title.

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Carrie November 6, 2009 at 3:36 pm

Think of it this way, you wouldn’t file all Mr.’s under M’s right? I am not trying to be smart, just trying to help you think of a good way to remember to do it by name.

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Fellow Admin Asst November 6, 2009 at 2:52 pm

Smith, John MD — always by the last name. If you need to categorize by specialty you put the specialty title on the tab (cardiology, dermatology, etc.) and then file the individual doctor files alphabetically in each category. Don’t forget their proper degree – they earned them (MD, PhD, etc.)

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Kim November 6, 2009 at 1:58 pm

Would you file Mr. John Doe under “Mr.”, no it would be filed under Doe. Same principal applies to the title “Dr.” I would suggest that even if you have a system that files by category, you should still file by name (or specialty) within the category file.

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Regulatory Admin. November 6, 2009 at 1:23 pm

The standard system would be to file under the last name. If “doctor” is more of a subject than part of a persons name ask another employee if it is common practice to keep those files seperate.

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Admin 123 November 6, 2009 at 1:17 pm

Refer to the old filing system if you are new there or ask a fellow associate. Usually each work culture is different, with doctors thier egos are usually bigger than their files. I worked in the medical industry before and had some learning lessons, even the small stuff.

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chiwawamom November 6, 2009 at 1:03 pm

You file under the last name, not the title. Unless there is a reason you are making ‘doctors’ a seperate catagory for filing, you file under the last name, then the first name, then the initial. The title is not a ‘filing field’

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