Thanks Grumpy. Your response is helpful. Let me give an example of how I think you would handle a visit to the Doctor. You would start a note titled with the date of the visit in yymmdd format followed by medical, dr name, specialty, purpose of visit. Then make any notes based on the visit. Now, I suppose when the doctor sends you a follow up letter you would add it to the note. What about test results, insurance statement of payment, doctor's bill, & payment receipts - do they all go into the same original note or do some go into a new note or all in new notes? What is your criteria for when to put stuff in an existing note or create an entirely new note? Thanks again to you and the others seasoned users for helping us newbies.
I am working on handling my mail as it comes in and wonder how others handle 3 types of mail. I am undecided what the most effcient way to handle in Evernote (or even to try to handle in Evernote) the following situations: 1. Bills to be paid. I generally pay bills online once a week, so in the past I would set them aside on my desk as they came in until it was time to pay. 2. Circulars or other advertisements that come in that I may be interested in, but am not sure at the time. 3. Medical - I get three types of medical items for each provider visit and I am not sure if they should go into separate notes or into one combined note. The three are a. bill from provider, b. insurance company statement showing how much they paid and how much I owe, c. report from provider on the visit. I will appreciate any recommendations or expericeies with handling these types of mail.