CD Instructions






When sending a CD with patient record to the doctors' office, organize the files as follows:

Name each file beginning with a 2 digit number with the claim being file 01 and all other files numbered in reverse chronological order by provider. If there are multiple records from the same provider, add a letter designator after the 2 digit number. Place the year at the end of the file name. All files should be in portable document file (PDF) format.

Sample CD organization:

01 Claim 2012.pdf

02 Dr Smith 2012.pdf

03 Dr Jones 2010.pdf

03a Dr Jones 2007.pdf

04 Dr Jackson 2009.pdf