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Learn about best practices, tips, and tricks to help your organization simplify the creation, maintenance, and disposal of records.
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
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
For most businesses, collecting and managing personal information is just part of the job. Customers often share their details and do so for a variety of reasons, trusting that this information will be kept private and managed responsibly. Yet, the rules around classifying this data can be complex, and it’s not always clear what type
Proper medical records retention is essential for delivering quality care, maintaining patient trust, and ensuring compliance with regulations. Our guide covers everything healthcare providers need to know, including retention requirements, HIPAA’s role in records management, and best practices for protecting sensitive patient data.
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
Record keeping is an essential part of running any business. In fact, a highly organized record keeping system can help your organization operate more efficiently, eliminate filing errors, meet your retention requirements, and so much more. However, properly managing your records is an expensive, frustrating, and often time-consuming process that siphons resources away from other
When dealing with sensitive personal information, there’s no room for error. Business owners are responsible with protecting this data, whether it’s financial records, health information, or legal paperwork. A single mistake, such as losing a document containing someone’s personally identifiable information (PII) can lead to serious consequences, potentially exposing your business to data breaches, legal
Businesses have to manage a lot of information, including employee records, financial reports, contracts, and everything in between. Whether it’s serving your customers, managing your workforce, or making financial decisions, keeping this data organized and accessible is extremely important. On top of that, many business records need to be kept for many years for legal
Collecting personal information is a normal part of doing business. Whether it’s from customers, employees, or vendors, most businesses handle sensitive data that needs to be protected. Once this information is collected, it’s a business’s responsibility to keep it safe, and complying with data privacy laws is one of the best ways to do it.