This year I will keep moving forward in the areas that are most important to me and my family. As a jump start, I began the application process to start college in the fall and I began prepping for the launch my Etsy shop. I’ve had these ideas lingering in my mind for years but for obvious reasons I had to wait until my boys got older. Eventually, I’m hoping to fund my courses through my shop. I will go into more detail when I have more finished product.
Until then, I want to share a printable I made awhile ago that has been very useful for this time of year. I use this form to log the appointments that each of my family members will need to have based on what is covered through our insurance plans.
Here’s a screen print of what the pdf looks like. I use a personal sized filofax so I made one file for the standard inserts and a second file in the size I like to use, 4×7 for more room. This is the first time I’ve shared a file online so hopefully it will work out right.
What you see in the image is what would print on letter size paper. You can print this on the paper of your choice, including scrapbook paper. The outer lines are your cut lines, so it should be easy whether you use scissors or a cutter. You have room to add four family members per sheet; use the dotted lines as your guide for each name. I start my form by marking “N/A” in the slots I don’t have a need for (ie: under the male members for the Women’s Wellness appointments). I use the NOTES for what days work best for each member as a reminder when I make the calls. If needed, while on the call, I verify how much will be required out of pocket and notate accordingly.
This form has helped me keep tabs on what my family needs done while making sure I get what we pay for on our insurance. I hope this is just as useful for you.
Well, that’s it for now. I have several more printables that tie into this one so I may be rolling those out soon too. I’ve also been going through a planner needs change that I may get the time to share eventually but don’t hold me to it yet.