To those of you who are administrative assistants, office managers, and others of us who support a single PI or individual, I suggest starting a Memory Sheet. This is a tool I’ve used throughout the years to help me remember all the little important details about the individual that I’m supporting. For me, it’s just a Microsoft Word document that contains all the information that I’ve learned about the individual.

Here are a few of the details you might include in your Memory Sheet:

Personal

  • Full Name:
  • Birthday:
  • Cell Phone:
  • Address:
  • Spouse:
  • Spouse Birthday:
  • Children:
  • Driver’s Lic.:
  • Social Security:
  • Place of Birth:
  • Citizenship:
  • Languages:
  • Honors:
  • Hobbies:
  • Work Interests:
  • Biography:

Work

  • Official Title
  • Start Date
  • Salary

Travel

  • Travel Airline:
  • Frequent Flyer:
  • Rewards No:

Professional

  • Email Signature:
  • Employee No:
  • Pager Number:
  • Computer Asset Number:
  • NPI Number:

Medical Board Certifications

  • Certified by American Board of Internal Medicine (ABIM)
  • Primary Specialty:
  • Name of Board:
  • Certificate Number:
  • Initial Certification:
  • Expiration Date:

 

  • Certified by American Board of Internal Medicine (ABIM)
  • Primary Specialty:
  • Name of Board:
  • Certificate Number:
  • Initial Certification:
  • Expiration Date:

State Medical Licenses

  • Kansas Board of Healing Arts
  • Kansas License Number:
  • Licensee Name:
  • Profession Description:
  • Issue Date:
  • License Type:
  • Specialty:
  • Original License Date:
  • License Expiration Date:

 

  • Missouri State Board of Registration for the Healing Arts
  • Missouri License Number:
  • Issued Date:
  • Missouri Renewal Pin:
  • Licensee Name:
  • License Type:
  • Expiration:

Certificates and Registrations

  • Bureau of Narcotics and Dangerous Drugs (BNDD)
  • Name of Registrant:
  • BNDD Number:
  • Registration Expires:
  • BNDD Discipline:
  • Drug Schedule Type:
  • Enrollment Date:

 

  • Missouri Drug Enforcement Administration
  • Name of Registrant:
  • DEA Number:
  • Registration Expires:
  • Drug Schedule Type:
  • Business Activity:
  • Date Issued:

 

  • Kansas Drug Enforcement Administration
  • Name of Registrant:
  • DEA Number:
  • Registration Expires:
  • Drug Schedule Type:
  • Business Activity:
  • Date Issued:

 

Templates for your consideration and use are listed below: