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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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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 an important part of mental health care. They are used to document progress, record details about a client’s well-being, and serve as a professional’s record of the care provided. Whether you’re a therapist, counselor, psychologist, or psychiatrist, you’re expected to maintain accurate records for every patient. You’re also responsible for keeping those

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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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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 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.

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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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Running a business means dealing with a ton of paperwork. Contracts, invoices, employee records, tax documents… the list goes on. Some records need to be kept for years, whether for tax purposes, compliance reasons, or other business needs, while others don’t. To keep things simple, many businesses just store everything indefinitely, keeping every record that

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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

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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.

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