Paper Doll
Paper Doll Responds When They Say “Be Our Guest”

The theme of this week’s post has become somewhat bittersweet since the I originally conceived it. On Tuesday, October 11, 2022, Dame Angela Lansbury passed away at the age of 96. Depending on your age and tastes, you may know Lansbury from various points in her eighty-year career.
If you’re a cinephile, you may know her from films from her earliest role in Gaslight and in the 1940s to The Manchurian Candidate in the 1960s and Bedknobs and Broomsticks in the 1970s, to Anastasia, Mary Poppins Returns and the Knives Out sequel, which hasn’t even been released yet!
If you’re a fan of Broadway, you could have caught her in anything from Stephen Sondheim’s early Anyone Can Whistle to the title role in Auntie Mame to the distasteful pie-baking Mrs. Lovett in Sweeney Todd: The Demon Barber of Fleet Street. And, if you watched television in the 1980s, 1990s, or 2000s, then you probably knew her best as Jessica Fletcher from Murder, She Wrote.
However, if you’ve been a kid or a parent or a baby sitter any time since 1991, then you will recall Lansbury voicing Mrs. Potts (alongside Jerry Orbach’s Lumière) in the classic animated Disney production of Beauty and the Beast. And if you’re wondering what any of this has to do with organizing, here’s a hint:
Perhaps this post’s theme might seem less shoehorned in (if less palatable) if I could sing it to you. But recently, I was asked to serve as a guest and offer advice and information on three disparate topics: productivity, technology, and paper, and I’d like the opportunity to share this material with you.
THE CHATTANOOGA TIMES FREE PRESS EDGE MAGAZINE
On October 20, 2002, almost twenty years ago, in Professional Organizers Are A Growing Trend, I was profiled in the Chattanooga Times Free Press for the first time. Over the years, I’ve been delighted to be interviewed, right up through March 2021, when I was profiled in the newspaper’s Edge, a business-themed magazine.
However, I was particularly giddy when Jennifer McNally, the new editor of Edge asked me to write the October Business Acumen column in an issue devoted to staying productive. While the issue is geared toward professionals and business owners in the Chattanooga region, I think you’ll find it informative and appealing, no matter where you reside or what you do.
You can read the entire October issue of the Edge — my column spans pages 24 and 25, but other columns range from How to Own Failure (and Still Preserve Your Reputation) to the Take It From the Top series with advice from Chattanooga leaders on issues ranging from tracking goals, focus, and discipline to allocating time strategically and anticipating challenges.

You can also head directly to my guest Business Acumen column, An Expert’s Secrets to Stress-Free Productivity on the newspaper’s site. To give you a taste, it starts with:
Do you feel like life is more demanding than ever, and that effective productivity is hard to achieve? Workdays (and too often, nights) are packed with back-to-back meetings and Zoom calls, Slack notifications and email alerts. Productivity can be elusive.
Maybe you feel like you’re doing more but accomplishing less that rewards you. Increasingly, we’re seeing toxic productivity, where pressure to meet unrealistic expectations zaps physical and mental energy, damaging motivation and self-esteem. But it doesn’t have to be this way.
In the column, I share my strategies for conquering overwhelm by identifying your priorities, protecting your focus, creating flow, and conquering procrastination. I encourage you to take a peek and let me know what you think.

THE STREAMLINED CONNECTION
A particularly charming guest experience was getting to be on my friend and colleague Miriam Ortiz Y Pino‘s video podcast, The Streamlined Connection.

Miriam is a Certified Professional Organizer and Money Breakthrough Business Coach. Her company is More Than Organized, and she’s a firecracker! Like me, she’s been at this for more than two decades, and Miriam’s got an amazing way of creating transformation.
Miriam offers one-on-one in-person and virtual services including organizing, business coaching, speaking, and training in a variety of areas (including the fascinating topic of Sacred Money Archetypes). Miriam also delivers Streamlined Solutions courses for tackling clutter, time troubles, and paper, and live and virtual group workshops for professionals.
It’s an absolute trip to talk to Miriam, because every conversation yields insight. So, I was tickled to be the first guest on her show.
As a Paper Doll reader, you will not be surprised that, when given the opportunity to talk about organizing, I chose my favorite topic, paper. However, unlike when I talked about the philosophical aspects of Why Paper Still Matters on the NAPO podcast earlier this summer, Miriam and I went in a different direction.
On Organizing Paper with Julie Bestry: Paper FEAR and Tickles, we explored the nitty gritty of the frustrations of different types of paper clutter, and how strategically considering both fear and tickles can help you dig out from under.
Miriam has since had some organizing and productivity industry rock stars as guests, including Amy Payne, Regina Lark, Geralin Thomas, Mike Vardy, Leslie Josel, Robyn Reynolds, and Nietra Rose! (Seriously, check it out!)
ORGANIZED ASSISTANT
The amazing (and Canadian) Janet Barclay has graced Paper Doll‘s pages many times over the years. I’ve known Janet since the days before modern social media, when we were both getting the hang of things on Ryze.com. (Don’t go visit; it’s all spam now. Sigh.)
Although Janet started out as a professional organizer and productivity consultant, she eventually found and perfected her niche in supporting organizing professionals. She works her magic as a “website caregiver and designer,” which means she helps people keep their online identities afloat so we can focus on our own clients. She rocks that way.
But Janet rocks another way, as one of the biggest cheerleaders of the organizing and productivity profession. Her Organized Assistant web site is home to blog posts and articles that provide a broad perspective for those of us who work in the field, but she also created the Productivity and Organizing Blog Carnival for the reading public, collecting monthly themed posts on categories ranging from organizing junk drawers to efficiency in the workplace to organizing when a member of the family is ill.
I’m proud to say that I’m one of Janet’s Megastar Blogggers, having contributed to more than 50 monthly carnivals, and am joined by my fancy-pants colleagues Hazel Thornton, Linda Samuels, Sabrina Quairoli, and Seana Turner.
In the spring, I referenced having recertified as an Evernote Certified Expert. As I often talk about the reasons I love and use Evernote, Janet asked if I’d like to share the certification process with her readers, and I was only too excited to do so.
As an Evernote user, it was easy to pull together my resources for the guest post. I had notes from my original certification as an Evernote Certified Business Consultant in 2015, then as an Evernote Certified Consultant a few years later, and now under the current program, an Evernote Certified Expert. Evernote’s so-powerful-it’s-spooky search capacity found everything I needed to write Adventures in Becoming an Evernote Certified Expert. (This also means I had no excuse for procrastinating on actually writing it!)

Hopefully, you’ll be entertained as you learn about my experience getting certified, and it may encourage you to get certified, use the skills and support of an Evernote Certified Expert, or just learn more about Evernote in its newest incarnation as so much more than just a note-taking app.
Writing this, I’m shocked to realize it’s been nine years since I’ve written an entire post about Evernote. It’s a completely different platform now, with so many more features and opportunities to organize your digital life. So, don’t be surprised to see more Paper Doll posts in the future regarding how you can use Evernote to be more organized and productive.
BE YOUR GUEST?
As much as I love working with my in-person and virtual clients, giving presentations, and writing this blog, it’s even more fun when I get to share a (digital) stage or blog space. As I’ve reported, throughout 2022 I’ve been on a variety of podcasts and have guested at various summits, about which you can read more:
Paper Doll on the NAPO Stand Out Podcast: Why Paper Still Matters
Paper Doll Picks: Organizing and Productivity Podcasts
Paper Doll on Planning & Prioritizing for Leadership
Paper Doll Shares Secrets from the Task Management & Time Blocking Summit 2022
Not enough Paper Doll for you? You can also check out my Press Room page for more links to interviews and guest spots.
If you have a podcast, summit, or blog for which you might like to interview me on topics related to paper and information organizing or productivity, please feel free to use the Contact page on my site to let me know how we might work together.
ONE LAST LOOK AT MRS. POTTS & LUMIÈRE
Paper Doll cannot live by organizing alone, and I hope that as my guests, you take some delight in the pop culture cameos that have populated this blog since 2007.
Whether solving crimes as Jessica Fletcher or making the worst pies in London as Mrs. Lovett, or getting nominated for Academy Awards, Tony Awards, Golden Globes, or Emmy or Grammy Awards, Angela Lansbury was beloved. And as Lumière to her Mrs. Potts, Jerry Orbach (Law & Order‘s Lennie Briscoe, Baby’s father in Dirty Dancing, and in oodles of other roles on stage and screen) was no slouch, either. With that, I’d like to close today’s post with this behind-the-scenes view of how they put together “Be Our Guest.”
Thank you for being my guest at the Paper Doll blog, and thank you for letting me be a guest on your computer and mobile devices all these years.
Paper Doll Helps You Get By With a Little Help From Her (Brilliant) Friends

I love sharing my expertise and research with you about a wide variety of topics, from getting more (of the right things) done to conquering toxic productivity to accessing and organizing vital documents.
Although I’m a generalist in my professional organizing practice, I specialize in blogging about organizing paper and information and boosting productivity. But that doesn’t mean that’s all you want to hear about. After all, man (and woman) cannot live by bread alone. We also need cheese. (In Paper Doll‘s case, lots and lots of cheese.)
As a Certified Professional Organizer®, member of NAPO, and Evernote Certified Expert, I get to hobnob with other likeminded specialists, learn from them, and share their knowledge with you. Today, I’ve got a cornucopia of resources for making your life, family, and world run a little more smoothly.
LATE, LOST & LAGGING: UNDERSTANDING ADHD & EXECUTIVE FUNCTIONING
October is ADHD Awareness Month.
As recently as a few decades ago, people lacked a clear understanding of ADHD. If they thought about it at all, they considered it as something that only impacted little boys, that it was about being rambunctious and intentionally (or rebelliously) inattentive, and that it was something people grew out of. It was rarely acknowledged as something that impacted women and girls, and most people, if they considered it at all, thought it was something kids grew out of.
Now, we know more. We know that ADHD is a brain-based disorder, a neurological condition that affects people across all ages, genders, and socio-economic and cultural areas. (It’s diagnosed two-to-three times more often in boys than girls, but that may be because the expression of ADHD in girls can be less disruptive, which says more about socialization norms and pressures than it does about ADHD.)
ADHD impacts the lives people across all levels of education and intelligence. Willful ignorance about ADHD expresses itself in all levels of education and intelligence, as well.
I once worked with a client for whom her late-in-life diagnosed ADHD had caused distress throughout her life, and the emotional abuse inflicted on her by her physician spouse, who refused to “believe” in ADHD, was both eye-opening and frustrating as we tried to implement solutions. (Yes, Dr. Shouty-Dude, ADHD is real, and no, you can’t “conquer” it by having more “diligence” and “willpower.” Grrrr.)
If you or someone you know has ADHD or other challenges with executive functioning, ADHD Awareness Month is a great opportunity to learn more, and I’ve got a great webinar resource for you.
My NAPO colleague, ADHD Student Coach Leslie Josel of Order Out of Chaos, is one of my absolute go-to experts when I have a question about ADHD and executive function.

If Leslie’s name sounds familiar (and it should), it may be from the post Paper Doll Peeks Behind the Curtain with Superstar Coach, Author & Speaker Leslie Josel, where we talked about her multi-award-winning Academic Planner: A Tool for Time Management, which is celebrating its tenth anniversary,
and her book, How to Do It Now Because It’s Not Going Away: An Expert Guide to Getting Stuff Done, which helps middle school, high school, and college students overcome academic procrastination and better manage manage time and study skills.
Organizing A Fresh Start: Catalysts for Success

[Editor’s note: This post originally appeared on September 26, 2022. Rosh Hashanah will not be until October 2 in 2024, and changes each year, as the holiday is dependent upon a lunar calendar. The remainder of the content of this post is still accurate.]
As I go to press on this post, it’s about to be Rosh Hashanah, the Jewish New Year. (We’re going into the year 5783, though as the old joke goes, I’ll be writing 5782 on my checks for weeks.)
What I always liked about the idea of the Jewish New Year was the opportunity for a fresh start. Sure, in Western culture, we already have one (in either August or September, depending on your part of the country) with the beginning of a new school year. That always brings new clothes (and the jettisoning of old ones), new school supplies (especially brand new crayons and notebooks), and new opportunities.

Apples & Honey photo by Igal Ness on Unsplash
One of those opportunities, especially as we all got older (moving from elementary school to middle school, or middle school to high school) was that we could create ourselves anew, be seen as a different kind of person.
Let’s say you’d had a reputation as a goody two-shoes; you could make yourself over as a bit of a rebel. A ne’er-do-well punk could become an athlete lettering in varsity track. An academic washout could study a trade, and a beauty school dropout could rejoin the old gang. (Any resemblance to the plot of Grease is purely coincidental.)
But if you found yourself slipping back into old habits (messy lockers, messy friendships, messy study habits), the clean slate of a new year in the guise of a millennia-old religious and cultural tradition sure could be appealing. And if the start of the school year didn’t keep you on the straight-and-narrow toward a more perfect version of you? Well, Rosh Hashanah offered another shot.
And if that didn’t work, well, the new calendar year was only another 90 days or so away.
FRESH STARTS FOR THE NEW YEAR(S)
The best known annual fresh start is January 1st; worldwide, people explore New Year’s resolutions, to various degrees of success. Indeed, because of the difficulty of maintaining adherence to wholesale changes in one’s self, I often encourage alternatives to resolution making, like having goals, themes, phrases, or words of the year, such as those I wrote about in:
Review & Renew for 2022: Resolutions, Goals, and Words of the Year
Organize Your Life: The Truth About Resolutions, Goals, Habits, and Words of the Year
That said, some people still hold to the idea of making big changes when there’s a marker on the calendar to do so. If that’s you, I recommend reading what my colleagues and I have had to say at:
Join The Resolution Revolution
New Year’s Resolutions: Professional Organizers Blog Carnival

And, of course, your annual fresh starts aren’t limited to the new calendar year, new school year, or Rosh Hashanah. Worldwide, particularly in East and Southeast Asian nations and cultures, there are numerous religious and cultural new year’s observations, and you could choose any of those to give yourself a burst of inspiration.
Because lunar calendars (similar to the ones that make the Jewish holidays like Rosh Hashanah and Hanukkah bounce around the Gregorian calendar) are measured differently from what we use, these holidays don’t sync up to January first, nor do they fall on the same Gregorian calendar date each year.

These include:
- Chinese New Year — between late January and mid-February
- Lunar New Year (in Vietnam and other Southeast Asian nations) — between late January and mid-February
- Seollal (Korean New Year) — January or February, on the second new moon after the winter solstice
- Tết Nguyên Đán/Spring Festival/Lunar New Year/Vietnamese Lunar New Year — late January to mid-February
- Nyepi (Balinese New Year) — March
- Nowruz (Persian/Iranian New Year) — between March 19th and 22nd
- Aluth Avurudda (Sinhalese New Year) — April 13th or 14th
- Puthandu (Tamil New Year) — follows the spring equinox and generally falls on April 14th
- Willkakuti (Andean and Amazonian New Year) — June 21st
- Mayan Aboriginal New Year — mid-July
- Diwali (Marwari and Gujarati New Year Day) — mid-October to mid-November
- Raʼs as-Sanah al-Hijrīyah (Islamic New Year) — early July to late August
- Australian Aboriginal Murador New Year
As you can see, there are year-round “New Year’s” observations, if you’re looking to get a bit of institutional support for your new beginnings.
The meanings behind these holidays are as varied as the cultures from which they derive. Some focus on joy and celebration, others on introspection and focused self-improvement. The point is not to suggest that you necessarily observe religious or cultural New Year’s holidays or festivals, and certainly nobody should indulge in cultural appropriation.
Rather, consider these as inspirational opportunities to forgive yourself for any backsliding, identify ways you can tweak your efforts, and give yourself a motivational pep-talk.
FRESH STARTS EVERY QUARTER
If you work in the corporate world, you’re probably used to buzzwords about splitting the year into quarters. “Let’s ramp this up in 2Q!” or “We’re looking at projections for fourth quarter.” The year is carved into four 12/13ish week quarters with new collaborative goals structured into that temporal space.
Indeed, Brian Moran’s best-selling book and website, The 12-Week Year, is focused on the idea of setting shorter-term goals quarterly instead of annually. Rather than trying to transform yourself in a binary way, from “not this” yesterday to “this” today, this program posits that there’s an advantage to carving the year up into shorter 3-month blocks vs. trying to make changes on an annual basis.
How Professional Organizers (& Hair Stylists) Reverse Some Intolerable Problems

Kabarett der Komiker; Gisela Schlüter unter Friseurhaube by Willy Pragher (CC BY 3.0)
What’s annoying you today? What’s been annoying you so long that you almost don’t notice the annoyance until someone else mentions it?
Over Labor Day weekend, my air conditioner died. This was an acute problem, one that I noticed almost immediately (as the temperature was rising overnight instead of going down) and which led to much misery until the holiday weekend ended and the maintenance staff could address the problem fully.
(To be fair, they did bring a mobile A/C unit, which cooled my bedroom to a bearable temperature; unfortunately, it was so loud, I felt like I was sleeping adjacent to a jet engine. Sometimes, you trade one intolerable thing for another. That’s often what keeps you from seeking, or implementing a solution in the first place.)
That same weekend, I realized that my fridge was dying. Unlike the A/C unit, this was a less obvious thing to tolerate. The freezer was still working perfectly, and the contents of the fridge weren’t warm; they just weren’t entirely full-on chilly. Weeks earlier, the refrigerator had been making some moaning noises, but fiddling with the settings of the circa-1986 fridge seemed to stop the noise. And then I stopped noticing.
Two household problems, but one felt a lot more urgent than the other. But these weren’t the only problems.
Early in the pandemic, to ensure everyone’s safety, our complex had asked us to understand that they’d only be performing inside maintenance for emergencies. So, when we had torrential rains in the summer of 2020, the roof was repaired immediately; the ceiling, well, not so quickly.
When my hot water heater expired in the spring of 2021, I vacated my home and the nice gentlemen figured out the complexities of draining a water heater on the second floor to enable removal and installation of a new one. And later that summer, my smoke detector decided to start beeping in eight sequences of three loud bursts, every ten minutes, ALL.NIGHT.LONG. That was something I could not tolerate (and thankfully, the leasing office agreed).
However, there were other, smaller repairs where I managed DIY solutions or made do. It was easier to avoid contact during the pandemic for non-emergency issues. And then I just started tolerating some inconveniences.
WHAT YOU TOLERATE NEVER GOES AWAY
A few years ago, in Organize Away Frustration: Practice The Only Good Kind of “Intolerance,” we discussed how the first step to creating the kind of life you want is to start by identifying the unsatisfying things that you tolerate. Knowing what makes you unhappy helps you create a strategy for eliminating those “tolerations,” the obstacles to your happiness. (This is true with organizing tangible items, as well as dealing with things in your schedule, and even non-organizing things, like annoyances in our relationships and whether we live our true values.)
Knowing what makes you unhappy helps you create a strategy for eliminating those 'tolerations,' the obstacles to your happiness. Share on XAs I mentioned in that prior post, I see part of my role as a professional organizer and productivity expert as helping my clients identify the areas in which they’ve been tolerating inconveniences far too long. Recent client situations have included:
- Carla* never could find gift certificates when she was ready to use them. They were always in drawers, or in the greeting cards with which they were given. We collected all of them and then separated restaurant gift certificates from shopping gift certificates. The former might be used on any given evening when she and her spouse were already out of the house and might drop in somewhere to eat, so we created a wallet for dining out cards. For the latter, given that Carla only shopped on Saturday, we clipped them together and put them in the Saturday slot of her tickler file. (Every new gift card or certificate went to one of those two places from then on.)
- Joe always had trouble figuring out how to adjust the settings on his DVR. It didn’t help that his box of manuals included instructions for every gadget and device he’d owned since the early 1970s. We purged all of the manuals that applied to defunct gadgets, created folders in the “household” section of the Family Files with one folder for each type of technology (computers, entertainment, kitchen, etc.) But then we scanned the DVR instructions that plagued him as a PDF and put it in the Notes app on his phone so it was even easier to access (and enlarge).
- Jenny’s pantry was crowded with ingredients, including a wide variety of items marked “gluten-free.” But nobody in Jenny’s household was avoiding gluten! It turns out that an occasional weekend houseguest cooked while visiting and she needed gluten-free ingredients. We rearranged the pantry so that the occasional guest had her own labeled shelf, and everyone was happier.
- Patsy saw that when she’d click on a link, her browser would sometimes give her a “web kit error” or just a blank page. She’d been copying the link from one browser (Safari) to another (Chrome) where it would work just fine, but lately, she’d been having to do that more and more, increasing her frustration. Upgrading her operating system allowed her to upgrade her browser, and she no longer had to struggle.
* All names have been changed to protect client confidentiality.
Sometimes professional organizers are dealing with clutter, but all organizers end up dealing with obstacles to productivity. The problem is that we’re all more likely to ignore a problem that can’t be fixed immediately.
When we’re focused on the task at hand, whether that’s work or school or driving or parenting, the thing we’re doing is more likely to have a deadline or at least be time-based. We postpone removing the obstacle until such time as it becomes too large or problematic to withstand. This is what happens when people keep driving with the “Check engine” light glowing on their dash panel.

RECENT TOLERATIONS TACKLED
As I wrote about in Organize Away Frustration: Practice The Only Good Kind of “Intolerance,” many of the “intolerables” in our lives can be conquered with a little research and applying one of the following:
- A product
- A service
- A change in behavior
- A change in attitude
In that post, I shared how I was almost unrelievedly ecstatic to find a new kind of shower curtain hook that made changing out shower curtain liners much easier on my short-of-stature self. Today, I’d like to share just a few recent examples of how applying a combination of solutions have removed annoyances.
A Tale of Two TVs
Do you have any of those old, boxy CRT TVs in your home? I did. In fact, I had three, which is kind of ridiculous when you realize I’m a singleton. You see, I’d had a television in my living room and another in my bedroom. When the bedroom TV died (so long ago that I’m embarrassed to discuss the exact date), I moved the living room TV to the bedroom.
When I met a friend for lunch one day, she surprised me by having brought one of her old, boxy CRT TVs for my use! To this day, I’m flummoxed as to how she ever got it into her car, and though I recall basically rolling/sliding it up the carpeted stairs of my apartment, I’ve got no idea how I ever managed to get it from my car to my own front door. (Perhaps this is like how they claim women forget the pain of childbirth?)
Eventually, I got a modern flat-screen TV for my living room. But I also embraced the advice not to have screens in the bedroom (to avoid that sleep-stealing blue light) and got rid of cable in that room. Thus, I had a broken TV, a gifted (no longer used) TV, and an unused TV. All on the second floor of my home.
Did I mention these are big, heavy, boxy TVs?

Remember how I said I had my hot water heater replaced last year? Well, one of those TVs took up most of the empty space at the top of the staircase, and so even though our apartment complex had been pretty insistent that we were never to ask the maintenance men to carry or remove anything unrelated to their work, the guys decided that it would be to everyone’s benefit to get that one TV out. Yay! But that still left two.
To be fair, I wasn’t always just tolerating the annoyance of having two unused, dust-catching, space-hogging CRT TVs in my home. I had called the various junk haulers in town, but they wanted a frustratingly large fee for something that I could have done myself, had I only been stronger, had slightly longer arms to get fully around the TVs, and had been a bit taller (so I could have seen the stairs over the top of the TVs and not feared tumbling down).
Yes, even we professional organizers fall prey to those self-imposed obstacles. Had I thrown a little money at the problem, it would have been solved back then.
I also called many non-profits, but nobody wanted donated CRTs.

Fast forward to late August, when I contacted Chattanooga’s Always Be Recycling. The owners, a couple who’d moved from Pennsylvania, opened their business here just at the start of the pandemic. I’d networked online with Leann Cinaglia to see how their services might dovetail with my clients’ needs. The last time we’d spoken, they weren’t able to handle CRTs because of the difficulty in recycling them, but on a day where the frustration had just gotten too high, I called to see if they might have any suggestions for other solutions. And that’s where the magic happened!
It turns out that annoyingly boxy 20″ CRT TVs have become popular with the retro gaming crowd! After one short phone call, Always Be Recycling’s co-owner Jamison Cinaglia and his associate Bret (pictured above) arrived on time the next day and quickly removed both TVs and oodles of old landline phones, cables, and cords as well — at no charge. (Had I lived significantly farther from their venue, there would have been a fee, but significantly less than the various junk haulers had quoted me.)
Throughout the entire interaction, they were professional, careful, friendly, and polite. This bodes well for knowing they’ll treat my clients, especially the elderly and/or delicate ones, with respect and compassion.
So, this is a reminder that sometimes, the key is to continue to ask for input on solutions until the right one appears.
No Longer Hot Under the Collar
Not all intolerances are about excess or clutter. A major frustration in my life is heat. (And no, that’s not specific to the air conditioning and refrigerator woes.) I’m just always too hot. I hydrate. I wear temperature-appropriate clothing. But no matter what, even my head perspires and my hair frizzes and I end up looking like Art Garfunkel. (No offense, Art.)
And yes, I realize that a Buffalonian living in the Deep South might have found a more obvious solution to that problem over three-plus decades.
I’ve tried those evaporative cooling neck scarves and “chilly towels.”
A New VIP: A Form You Didn’t Know You Needed

Brown Plush Bear Patient Photo by Kristine Wook on Unsplash
As a professional organizer for 20 years, I am rarely stumped by organizing-related questions, especially those having to do with vital documents or what I call VIPs (very important papers). However, a client recently presented me with an article making a recommendation for a particular document, and it sent me down a rabbit hole of research.
THE USUAL SUSPECTS: VIPS AND HOW TO MAINTAIN THEM
Over the past years, we’ve discussed (at length) the essential documents everyone should have and how to organize and keep them safe. Posts covering these topics have included:
How to Create, Organize, and Safeguard 5 Essential Legal and Estate Documents
The Professor and Mary Ann: 8 Other Essential Documents You Need To Create
Ask Paper Doll: Do I Really Need A Safe Deposit Box?
Paper Doll’s Ultimate Guide to Getting a Document Notarized
Over the years, we’ve looked at documents granted by a government entity, like birth and marriage certificates, divorce decrees and custody documents, citizenship and military separation papers, passports, and Social Security cards.
We’ve also reviewed essential documents you must create for yourself (or with assistance), including home inventories, insurance policies, estate planning documents (like wills and trusts, pre- and post-nuptial agreements), and living wills (also known as advanced medical directives).
And, for ensuring that your loved ones can take care of you (and you can take care of them) in the event of incapacitation, we have always accented the importance of having both a Durable Power of Attorney for finances and Durable Power of Attorney for healthcare (known in some states as a healthcare proxy).
BEHOLD: THE POWER OF ATTORNEY

A Durable Power of Attorney for financial decisions is necessary if you are unable to make financial decisions or take financial actions on your own. This might occur if you are ill and lack the cognitive capacity to make your own decisions (such as if you’re comatose, heavily medicated, or experiencing some sort of dementia), but it might also come in handy in other circumstances.
Imagine that you are taking an around-the-world cruise or hiking in the Himalayas. In such cases, communication may be spotty or impossible. If the stock market were tanking or a financial opportunity of great importance occurred, or if your return were delayed and you needed to make sure your child’s college tuition was paid or some other financial arrangement was secured, knowing that someone with your Power of Attorney for financial concerns was handling everything would certainly put your mind at ease.
A Durable Power of Attorney for healthcare, or a healthcare proxy, is similarly important if you are unable to make your own healthcare decisions, pretty much for the same reasons initially outlined. If you are physically or cognitively incapacitated and need someone to make decisions on your care, it’s essential to have that paperwork in place.
And, as a periodic reminder to all parents who’ve recently sent their kids off to college, without a Power of Attorney for healthcare or healthcare proxy in place, if your away-at-school adult child were ill and had not granted you PoA for healthcare, the college’s health center or local hospital would not be allowed to provide you with any information about your child’s condition or care.
So, Power of Attorney documents are pretty darned important. You want them in place so that your spouse, partner, adult child, or trusted friend or advisor can be kept informed of your situation and can, if necessary, make decisions and take actions on your behalf.
This is the be-all and end-all of advice we paper specialists generally need to give. But guess what? We’ve been missing a pretty important document related to older adults!
BEYOND THE POA: THE DOCUMENT YOU DIDN’T KNOW YOU NEEDED
Let’s imagine your spouse is 65 or older. Or perhaps we’re talking about your parent, or another slightly older loved one. (I say slightly older, as now that Paper Doll has reached 55, the age of 65, when you can get Medicare coverage, doesn’t seem that far off.) Or perhaps you’re the one with Medicare.
You’d assume that as long as Powers of Attorney had been executed with regard to financial and medical decisions, then everything would be A-OK. Right?
Mostly. But not entirely.
It turns out that, by law, if you want someone (your spouse or significant other, your adult child, your caregiver, etc.) to speak to Medicare on your behalf, having a both a Durable Power of Attorney for financial issues and one for medical issues is not enough.

Perhaps because each state has a different variation on PoA forms, or perhaps because the government just likes to be wackadoodle, Medicare requires you grant prior authorization via a surprisingly under-mentioned form called the 1-800-MEDICARE Authorization to Disclose Personal Health Information Form or CMS-10106. (Doesn’t that just roll trippingly off the tongue?)
You must fill out the CMS-10106 well in advance if you want someone to potentially be able to discuss any of the following with Medicare:
- Medicare eligibility
- Medicare claims
- Plan enrollment (including part D or other drug plans)
- Payment of premiums
- Other information, including payments to beneficiaries
So, if you have Medicare, are you thinking “Whoops!” and wondering what happens if you have secured your financial and healthcare PoAs but haven’t ever filled out this authorization?
It turns out there’s a quirky loophole. If a person HAS done both of their PoA forms but hasn’t actually filled out this authorization form, it’s entirely not a catastrophe. That’s because the person who fills out the form has to be either one of the following:
- the beneficiary (that is, the person on Medicare)
OR
- the personal representative of the person on Medicare (that is, the person who has the Powers of Attorney, or otherwise has been granted authorization over your information).
So, yes, if you’re the person with the Power of Attorney for a Medicare beneficiary, you can authorize yourself to let Medicare talk to you about someone’s health and payment information. And if that seems a little weird to you, well, you’re not the only one.
The problem is that if someone hasn’t ever filled out the CMS-10106 in advance and their personal representative has to do it, it’ll take time to process because you have to MAIL it to Medicare.
That’s right — you can’t submit the authorization form online or even by fax. You have to mail it, like it’s 20th century, to a post office box in Lawrence, Kansas!























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