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Should you file under a name or a category?

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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The Office Organizer: 10 tips on file organizing, clutter control, document management, business shredding policy, record retention guidelines and how to organize office emails.


11 Responses to "Should you file under a name or a category?"

 
chiwawamom
said this on 06 Nov 2009 1:03:33 PM EST
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'

 
Admin 123
said this on 06 Nov 2009 1:17:52 PM EST
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.

 
Regulatory Admin.
said this on 06 Nov 2009 1:23:53 PM EST
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.

 
Kim
said this on 06 Nov 2009 1:58:59 PM EST
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.

 
Fellow Admin Asst
said this on 06 Nov 2009 2:52:05 PM EST
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.)

 
Carrie
said this on 06 Nov 2009 3:36:55 PM EST
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.

 
Susan
said this on 06 Nov 2009 4:21:57 PM EST
You file under name not title.

 
Mark
said this on 07 Nov 2009 3:39:57 PM EST
Last name.

 
Sherri
said this on 08 Nov 2009 5:33:51 PM EST
File it under the doc's last name.

 
Patty
said this on 09 Nov 2009 9:35:43 AM EST
Ditto.

 
Vilma
said this on 09 Nov 2009 11:36:55 AM EST
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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