Record Keeping

Record Keeping

  • Record Keeping Q&A 42

    Am I going overboard? I download all relevant documents from our carrier’s website (formal, informal and sections) then I match them by entry number to the carriers invoice. Review details for accuracy – I review every one because the error rate has been 7 our of 10, record some detail into an electronic spreadsheet for […]

  • Record Keeping Q&A 43

    Am I going overboard? I download all relevant documents from our carrier’s website (formal, informal and sections) then I match them by entry number to the carriers invoice. Review details for accuracy – I review every one because the error rate has been 7 our of 10, record some detail into an electronic spreadsheet for […]

  • Record Keeping Q&A 44

    Am I going overboard? I download all relevant documents from our carrier’s website (formal, informal and sections) then I match them by entry number to the carriers invoice. Review details for accuracy – I review every one because the error rate has been 7 our of 10, record some detail into an electronic spreadsheet for […]