Records Management Knowledge Center

Learn how to manage, organize, and store your critical data more efficiently.

Improving the accessibility and security of your data doesn't need to be difficult. Our knowledge base contains all the information you need to make informed decisions when its time to modernize your records management practices.

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

Read Article

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

Read Article

Whether you’re expanding your business or looking for a more cost-effective location, moving your office can be a complex and challenging process.  Amidst the chaos of organizing logistics and moving equipment, there is one aspect of relocating a business that is often overlooked: document scanning services. Implementing a document scanning strategy before relocating can save

Read Article

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

Read Article

Document scanning and digitization are cornerstones of contemporary document management, playing pivotal roles in transforming how organizations handle their records and information. While both processes convert physical documents into electronic formats, they each offer distinct benefits and functionalities that are essential in today’s data-driven environment. By understanding the differences and benefits of each, organizations can

Read Article

Dental practices are increasingly adopting records scanning to streamline patient record management and enhance data security. By digitizing records, dentists can improve access to important information, safeguard patient privacy, and create a more efficient workflow for their staff.

Read Article

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

Read Article

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

Read Article

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.

Read Article

Preserving irreplaceable historical and cultural records is essential for safeguarding our shared history. These fragile documents are highly vulnerable to the effects of time, making their digitization a critical step in ensuring long-term accessibility and protection.

Read Article