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How do you organize your insurance info?

post #1 of 5
Thread Starter 
For DS1's birth I ended up w/ several disorganized folders of receipts, bills, EOB's, results, records, etc. This time around w/ pregnancy #2 I'd like to be more organized. I don't want to strictly rely on the EOB's since by the time I receive them I can't even remember the procedure, let alone what I paid at the time, etc. I read somewhere about keeping a log of visits, costs, results, etc. but of course i can't remember exactly what it was or where I read it. Can anyone share their system? I'm thinking a binder...
post #2 of 5
We have a PPO so we get statements from our insurance on each visit, medicine, procedure. Then we have Quicken Medical Account Manager. We have all of insurance set up (with each doctor, their address, medical facility, mileage etc). Then we get each statement we enter the visit and what its for.

At one time I had an Excel spreadsheet set up but it got too complicated for our family (my daughter alone sees 5 specialists).

My husband also scans alot of our stuff to keep records of. Then he has folders set up on the computer.
post #3 of 5
Thread Starter 
Thanks for the info. Would you recommend the Quicken program for something simple like a pregnancy, or is it geared more towards more complex record keeping? I have a hard enough time w/ the programs I have now, iykwim!
post #4 of 5
No, I think its geared to persons or families with alot of medical expenses we had over $35,000 billed to our insurance this past year. Like I mentioned my daughter has 5 specialists. So it gets complicated.

You could set up an excel spreadsheet. I'm not good at excel, hubby did more of it than me. But set up columns of what doctor, lab, hospital, you saw, date you saw them, $ amount billed your insurance, what insurance paid, what you owe as a co-pay etc.

Do you have an HMO or PPO?
post #5 of 5
Thread Starter 
We have a PPO. Hmmm, I'm thinking that what I really need is more of a filing system rather than a program. What I want to avoid is having numerous files w/ duplicate info in them, which is what happened last time. I guess I'm looking for categories that people have set up...?
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