I work in medical billing, where I have to keep track of insurance claims, follow-ups, documentation, deadlines, and different tasks throughout the day. I'm interested in using Notion to create a more organized workflow instead of keeping everything across separate notes and spreadsheets.
For people who use Notion for work, what setup would you recommend?
Would you use separate databases for tasks and projects, or keep everything in one workspace?
I'm also curious about using relations, filters, reminders, and dashboard views to keep track of pending tasks and follow-ups.
What Notion features have made the biggest difference to your productivity, and are there any common setup mistakes beginners should avoid?
I'd appreciate examples from anyone using Notion for a busy professional workflow.
