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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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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 archiving important paperwork, sharing files across different platforms, or ensuring compatibility for future reference, understanding how to convert your scanned documents into PDFs is key. This article will guide you through a few simple but effective methods to achieve this with both free and paid software, ensuring your scanned documents are not only

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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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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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