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.
Managing the records generated by each patient is a big part of running a veterinary practice. Between treatment notes, lab reports, consent forms, and billing information, the paperwork piles up fast. For many veterinary offices, staying on top of it all means working around the limitations of paper-based recordkeeping. More often than not, paper ends
Filing cabinets… most offices have at least one, packed full of paperwork that slowly builds up over the years. It’s the most dreaded piece of furniture in the building, right below the cubicle of course. But every business needs a way to store records, and a filing cabinet feels like the simplest tool for the
Most businesses end up with more paperwork than they know what to do with. Some of it’s important. Some of it isn’t. Over time, it starts to pile up all around you, on desks, in filing cabinets, and anywhere else there’s space. And eventually, you can’t find the records you need when you need them,
Now that you’ve decided to digitize your records, you’ll finally be able to say goodbye to paper piles, filing cabinets, and the manual processes that have been slowing your business down. Of course, there’s still the process of getting everything scanned, and like most things in business, a little bit of planning can go a
Businesses need to protect the sensitive information they collect, whether it comes from customers, vendors, or even their own employees. Unfortunately, this kind of information is under constant threat, with the number of security breaches growing by the day. It isn’t just a problem for large corporations either. Security breaches affect businesses of every size
For many businesses, recordkeeping is one of those things you figure out as you go. You file what needs to be filed, store it wherever there’s room, and call it done. As long as you can find what you need the next time you need it, it feels like an actual strategy. But over time,
When a customer reaches out to your business, they expect responsiveness and accuracy. Resolving issues and responding to requests is par for the course, and your ability to meet the moment when it matters most is what let’s them know that they’re in good hands. Behind the scenes, every second counts, and your ability to
Scanning your records is a big step toward a more organized and efficient way of managing information. But once the scanning is complete, what actually happens next? Many businesses aren’t entirely sure. Are the physical records automatically shredded? Can they get them back if they still need them? Are they stored somewhere securely, and for
Many businesses want to improve the way they manage information, especially if they’re still relying on paper. But even when the benefits of going paperless are obvious, it’s the transition itself that tends to hold people back, especially concerns about how employees will adapt to changes in their day-to-day work. After all, they’re the ones
When prices are rising and the economic outlook feels shaky, running a business is even more stressful than usual. Office rent, equipment, supplies, even the basics like paper and printer ink have all gone up over the past few years, and it doesn’t feel like that trend is going to reverse anytime soon. When you’re