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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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During the scanning process, we extract the most important identifiers from your documents and store it digitally as metadata along with your records. This metadata can later be used for searching and retrieval, categorization, or analysis for various purposes.  We typically use optical character recognition (OCR) technology to expedite this process, leveraging software to automatically

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Data security is more important today than ever before. The internet is rife with cybercriminals looking to exploit any vulnerability they can, so that they can access, misuse, or even sell sensitive information for a profit. Personal information like financial records, medical information, and confidential business documents are all prime targets for these malicious actors.

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Businesses transitioning from paper to digital record-keeping have a unique opportunity to greatly enhance the security and safety of their documents. This is, after all, one of the biggest factors driving businesses to invest time and resources into the process. In order to take full advantage of the exciting possibilities that come with going paperless,

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The management of medical records is a crucial aspect of healthcare, impacting both patient care and administrative efficiency.  Due to the enhanced efficiency and accuracy offered by electronic records management, a growing number of medical practices have adopted digital record-keeping, a move that reflects the industry’s broader digital transformation.  When providers make the transition from

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Mobile scanning apps have surged in popularity in recent years, and it’s easy to see why. With improvements in smartphone camera quality and a huge variety of free scanning apps available, capturing high-resolution images of your documents has never been easier. Whether it’s receipts, letters, artwork, IDs, or even family recipes, mobile scanning apps allow

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Whether you’re trying to organize your files, share important paperwork online, or you’re just sick of paper piles, converting your scanned documents into PDFs makes them easier to store, use, and share. In this article, we’ll walk through a few simple ways to convert your scanned files to PDF using both free tools and paid

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Effective records management is an important aspect of running any organization. Even more so for state agencies, public universities, and government institutions that are under the microscope of stringent compliance requirements. While adherence to federal and state regulations governing records management is an integral part of this process, navigating the complexities of these requirements can

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Credit scores play a big role in everyday life, impacting everything from applying for a mortgage to purchasing a car or renting an apartment. Most people don’t think much about how much of their personal information gets shared behind the scenes when their credit is checked, but it’s a lot. That’s exactly why the Fair

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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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