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Health & insurance
For medical records and policies, kept private and findable
One folder per person, policies separated from claims, and doctor letters dated to the visit — so the history reads in order when you need it under pressure.
- Per person, with policies/ separated from the claims that reference them
- Doctor letters and results dated to the visit, newest reads last
- A recurring prescription pattern so repeats don't pile up
oder in dossier: Settings → Filing convention → Start from an example
CONVENTION.md
Filing convention — Health & insurance
Single source of truth for how medical and insurance documents are named and filed. These are sensitive and occasionally needed in a hurry, so the priority is: right person, right order, nothing missing.
Folders
One folder per person, then:
<person>/policies/— the insurance itself: health, dental, supplementary, liability, life. One document per policy, the current version.<person>/claims/— a claim and its outcome: what was submitted, what was reimbursed. Named to reference the policy it’s under.<person>/medical/— doctor letters, referrals, lab results, imaging reports, discharge letters<person>/prescriptions/— prescriptions and medication plans<person>/vaccinations/— the record and individual certificates
Filenames
Date the document to the event — the visit, the test, the claim — not the day it arrived, so the folder reads as a timeline.
YYYY-MM-DD_[person]_short-title_(type).ext
2025-09-12_[nora]_cardiology-letter_(medical)(de).pdf
2026-01-20_[nora]_claim-dental-crown_reimbursed-320-eur_(claim).pdf
2024-04-02_[milo]_health-policy-AOK_(policy)(de).pdf- For a claim, put the outcome in the name once known
(
reimbursed-320-eur,rejected) so the result is visible at a glance. - A policy keeps a stable name; when it’s renewed, replace the file and date it to the new valid-from — the old one isn’t the one you’d show.
Tags
Type: policy, claim, medical, prescription, vaccination, invoice,
letter, report. Language: de, en.
Rules & exceptions
- A recurring prescription for the same medication → keep the latest in
prescriptions/; older repeats go to aprescriptions/past/subfolder so the current one is obvious. - A bill you’ll claim lives in
claims/(it’s part of the claim), not in a separate finance folder — the claim should be self-contained. - Results for a child go under the child, even when a parent handled the visit.
- Keep the German original and any translation together, differing only by the language tag.
# Filing convention — Health & insurance Single source of truth for how medical and insurance documents are named and filed. These are sensitive and occasionally needed in a hurry, so the priority is: right person, right order, nothing missing. ## Folders One folder per person, then: - `<person>/policies/` — the insurance itself: health, dental, supplementary, liability, life. One document per policy, the current version. - `<person>/claims/` — a claim and its outcome: what was submitted, what was reimbursed. Named to reference the policy it's under. - `<person>/medical/` — doctor letters, referrals, lab results, imaging reports, discharge letters - `<person>/prescriptions/` — prescriptions and medication plans - `<person>/vaccinations/` — the record and individual certificates ## Filenames Date the document to the **event** — the visit, the test, the claim — not the day it arrived, so the folder reads as a timeline. ``` YYYY-MM-DD_[person]_short-title_(type).ext 2025-09-12_[nora]_cardiology-letter_(medical)(de).pdf 2026-01-20_[nora]_claim-dental-crown_reimbursed-320-eur_(claim).pdf 2024-04-02_[milo]_health-policy-AOK_(policy)(de).pdf ``` - For a **claim**, put the outcome in the name once known (`reimbursed-320-eur`, `rejected`) so the result is visible at a glance. - A **policy** keeps a stable name; when it's renewed, replace the file and date it to the new valid-from — the old one isn't the one you'd show. ## Tags Type: `policy`, `claim`, `medical`, `prescription`, `vaccination`, `invoice`, `letter`, `report`. Language: `de`, `en`. ## Rules & exceptions - **A recurring prescription** for the same medication → keep the latest in `prescriptions/`; older repeats go to a `prescriptions/past/` subfolder so the current one is obvious. - **A bill you'll claim** lives in `claims/` (it's part of the claim), not in a separate finance folder — the claim should be self-contained. - **Results for a child** go under the child, even when a parent handled the visit. - Keep the German original and any translation together, differing only by the language tag.