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Records Management Strategies

Learn about best practices, tips, and tricks to help your organization simplify the creation, maintenance, and disposal of records.

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The Fair and Accurate Credit Transactions Act (FACTA), an amendment to the Fair Credit Reporting Act, plays a crucial role in protecting consumer information and preventing identity theft. This guide provides an in-depth understanding of FACTA, its provisions, and its impact on individuals and businesses. What is FACTA? Enacted in 2003, FACTA includes several provisions

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Clinical notes are one of the most important tools a mental health professional has at their disposal, tracking progress and recording important details about the health of their patients. From marriage and family therapists and case workers to psychologists and psychiatrists, most clinical professionals are governed by regulations that mandate the creation of clear, concise,

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Among the long list of federal regulations and data privacy laws your business needs to comply with, the Gramm-Leach-Bliley Act (GLBA) is one of the lesser-known but significantly important regulations for any business that regularly deals with financial information. The goal of this article is to explain why the GLBA is so important, the negative

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In the healthcare industry, effective records management can be the difference between chaos and clarity, inefficiency and excellence, vulnerability and security.  Healthcare organizations are tasked with handling an overwhelming number of records—from patient medical histories, test results, and treatment plans, to insurance information, billing records, and even staff employment data. However, the management of these

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Anyone who’s ever worked in accounts payable knows how crucial compliance is. Walking the tightrope of regulations, standards, and laws related to payment processing can be overwhelming at times, especially for a busy AP department. AP automation takes the burden of compliance off the backs of your employees and puts it into the hands of

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If your business is struggling to manage the overwhelming amount of paperwork that needs attention each day, you’re not alone. Businesses that rely on paper-based record-keeping often find themselves buried under stacks of documents or surrounded by overflowing filing cabinets, desperate for some semblance of organization and order. Manual record-keeping is not only costly but

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From employee records to financial statements, most businesses are responsible for storing confidential information. More often than not, much of this information is stored on paper.  For this reason, it is absolutely critical that businesses establish a comprehensive retention policy to ensure the proper management and timely disposal of sensitive records.  A records retention policy

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As businesses and organizations navigate the complex world of data privacy, it’s essential to understand the differences between Protected Health Information (PHI) and Personally Identifiable Information (PII). In this comprehensive guide, we’ll dive deep into the distinctions between the two, how they are regulated, and the best practices for safeguarding sensitive data. Defining PHI and

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Effective medical records retention is a crucial component of providing quality care to your patients. Not only does a proper retention schedule help protect patient privacy and enhance data security, but it also plays a pivotal role in healthcare management. In our guide, we will explore medical records retention requirements, the role of the Health

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Business owners often find that as their company grows, the number of invoices that need to be managed increases exponentially.   Without hiring additional employees, it can be difficult to keep up with the demand, leading to missed payments, duplicated invoices, and data entry errors.  These small errors can lead to big problems, including damaging vendor

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