- Log in to evernote.com; on the left side menu scroll down and click on 2024 EOBs. Find the appropriate insurance company note, click on it to select then within the note scroll all the way down to the bottom. Click in the note to show your cursor, then click Insert > Attachment. Choose the remittance advice you want to attach (saved in Shared Drive > Kiki Misc > EverNote EOBs). You will have saved these EOBs to this folder when downloading them from online accounts or scanning them in from the mail or fax. You can also have the EverNote EOBs folder open and click and drag files into the note. This is faster but sometimes causes EverNote to time out and/or crash. Repeat until all remittance advices are uploaded, then delete them from the EverNote EOBs folder.
- To start a new Note for another insurance company, click the Note button; enter the title as Insurance Company Year then click within the note to upload a remittance advice using the steps above.
- Toward the end of the year, create a new notebook by clicking on New Notebook; name it Year EOBs; add a new note for all the insurance companies again using the step above. I type the insurance companies into a Word or Excel document to leave up on my second screen so you don’t have to keep going back and forth to remember all the companies.
Updated 7-31-2024