Article Category
Records Management Strategies
Learn about best practices, tips, and tricks to help your organization simplify the creation, maintenance, and disposal of records.
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
Anyone who’s ever worked in accounts payable knows how crucial compliance is. Walking the tightrope of regulations related to payment processing can be overwhelming at times, especially for a busy AP department. There are many rules that need to be followed, a ton of documentation that must be tracked, and deadlines that can’t be missed.
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
Running a business means dealing with a ton of paperwork. Contracts, invoices, employee records… the list goes on and on. Some records need to be kept for years, whether for tax purposes, compliance reasons, or other business needs, and others don’t. To keep things simple, many businesses choose to store everything indefinitely. However, holding onto
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
Keeping records organized and easy to access is an important part of running a business. It helps you find things like contracts and customer invoices quickly when you need them, minimizes the risk of mishandling sensitive personal information, and makes meeting your record retention requirements easier and less stressful. Managing records manually, especially paper records,
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 generate more records than ever before. From employee files and financial reports to contracts and customer data, the amount of information that needs to be managed grows every day. Without proper records management practices in place, that growing volume can start to feel like an avalanche. Employees end up spending half their time searching