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.

Many businesses are abandoning paper-based record keeping methods in favor of the convenience and security provided by electronic document management. After all, a paperless world is simple, efficient, and environmentally friendly.  However, transitioning from a paper to a digital filing system isn’t as straightforward as it may seem. There are many pitfalls that can be

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When dealing with sensitive information, there’s no room for error. If your businesses handles records containing protected health information (PHI), you need to be sure that those records are properly disposed of when they are no longer needed. Many people mistakenly believe that their responsibility ends once these documents are discarded, but that couldn’t be

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As more organizations lean into the convenience and efficiency of operating paperlessly, document imaging has risen  as a pivotal and transformative service for organizations of all shapes and sizes.  Document imaging serves as a bridge to a streamlined,  clutter-free way of handling information, allowing businesses with extensive libraries of paper documents to modernize their record

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In today’s highly competitive market, businesses are always looking for easy ways to streamline their operations and enhance efficiency.  As a result, a growing number of companies are abandoning their paper record keeping systems in favor of more modern digital document management solutions.  The switch to digital document management promises a wide array of benefits,

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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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When it comes to federal regulations and data privacy laws, the Gramm-Leach-Bliley Act (GLBA) often flies under the radar. Yet, for businesses that handle financial records, compliance with this law is critically important. The goal of this article is to explain why, the negative implications of non-compliance, and how digitizing your financial records can help

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Managing physical mail can be challenging for businesses that receive a tidal wave of it every day. From sorting issues and lost mail to slow processing and response times, manual mail management is a common pain point. As we become increasingly digital in our communications, the inefficiency of handling physical mail becomes more apparent. That’s

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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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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

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