A series of articles emphasizing practical
knowledge you can't find in practice guides
and interviews with experts who share
their techniques for effective and efficient
case management

 

How To Do It: Articles, Interviews &
Practice Tips

Articles emphasizing practical knowledge you can't find in practice guides

People Who Made A Difference
Profiles of people who changed workers’ compensation law.

White Papers

Letters to the Editors

Meet the Editors
Warren Schneider
Marjory Harris


Archives

 

 

 






Download the first of a series of Excel worksheets to keep track of records ordered,
received, reviewed, and analyzed. A handy toolbar lets you quickly add or delete rows,
insert comments or hyperlinks to your copy service’s website, or to the copy of the records
you have saved in the case folder.


> Click on worksheet to enlarge


If you order from getMedLegal, you get a CD that allows you to copy text, and you can
save parts or all of the CD on your hard drive for quick reference.

To Download the Records Organizer, click the link below and save the worksheet file to the
folder where you keep your Excel worksheets. Or click here for the template, which you can
add to the startup folder so it loads each time you open Excel.

> Click here for the Excel xls file
> Click here for the Excel xlt file

In future issues we will add more worksheets to help with records review, and quick
links to look up files on your computer or online.

Microsoft® Excel is a copyright of Microsoft Corporation.
Organizing Your Work with Excel
In an ongoing feature, a series of Excel
worksheets will help you keep track of
subpoenaed records.
> Write the Right request
> Sample Requests
> Psychiatric Records & Releases
> Interview with Mervin Glow
> Organizing Your Work with Excel
> Smoking Gun