Pulling Together Your Contact List
Yahoo! Over the last few lessons you’ve generated a lot of information about the contacts you have in your medical and personal networks. Now it’s time to pull it together into a contact list.
We use the Contact List in Tony’s binder pretty regularly – even though many of the contacts are in our phones. Again, when the binder is at hand it’s easy to look things up in there.
Also, when we get business cards from healthcare contacts we file them behind the contact list in a 3-ring binder business card holder. Not every contact has made it to our phones.
Organizing Your Contact List
How you list your contacts is up to you – based on your own situation and how you will be using the list.
We have our contacts divided by categories: transplant team, GP/NP, pharmacist, other professionals and personal contacts. We now keep a plain lined sheet in this section, too – to add contacts on the fly. You can organize it in whatever way makes sense for you. I like to keep ours neatly typed up and printed out – Tony’s more of a note stasher so there are chunks of paper in the business card section.
As long as things are there and easy for you to find, then you’re doing well.
Note: There’s a ‘notes’ column on the template below. You can add things like physician/NP registration number* and the names of the medical office assistants you’re speaking with.
* In BC, we call it the MSP number – and we look up and keep track of all physician/NP numbers because they’re handy when you’re having to fill in forms that not everyone in the system fills out correctly. Having the registration numbers handy helps you smooth some bumps out of the system. Find these on your provincial College of Physicians and Surgeons’ website.
If you have other ideas for what to add to the ‘notes’ section, please let me know!
Download a template for your contact list here:
Pop This Into Your Binder!
This is another one we keep in a protective sleeve. Congratulations on being prepared. May you only need to use this for boring reasons – but if you run into trouble, these are the people who can help.
What questions do you have about completing or using your Contact List? Please let me know.
