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.
Many businesses end up with far more records than they can reasonably store on-site. Filing cabinets fill quickly, boxes stack up in every available corner, and before long, the only practical solution is to send them to an off-site storage facility. While this can solve the immediate space problem, storing records with a third-party provider
Providing quality care to your residents means staying on top of a long list of recordkeeping responsibilities. Whether it’s health records and medication charts, financial documents, intake paperwork, or employee files, there’s a constant stream of paperwork moving through your facility. Every record plays a role in supporting your team’s daily work, but the sheer
Auto dealerships generate a lot of paperwork, including sales transactions, customer records, service histories, employee files, vendor contracts, and more. Keeping all of that information organized can be challenging, especially when it’s spread out across multiple filing cabinets or storage rooms. Along with every day paperwork, dealerships also need to stay on top of a
Book scanning is an effective way to preserve, share, and access books in a digital format. Digitizing books helps extend the lifespan of the information they hold, improves accessibility, and makes them easier to use in an increasingly digital environment. Whether the goal is to protect historical texts from deterioration, create searchable versions of dense
Not every business can go completely paperless, and that’s okay. Whether it’s due to budget constraints, long-standing processes, or just the nature of the records themselves, a lot of teams end up managing a mix of both paper and digital files. That kind of setup, where some documents are stored digitally while others remain on
Keeping up with all the paperwork can be a challenge for church staff. Alongside donation records, financial reports, and operational documents, there are also facility maintenance logs, volunteer schedules, historical records, and more to keep track of. In many cases, these records end up stored in file cabinets, or packed away in a basement or
If your business receives protected health information (PHI) by mail, proper handling is an important part of maintaining HIPAA compliance. Even something as routine as opening an envelope can create compliance risks if it’s not done with care. Every piece of mail containing protected health information needs to be handled carefully, from the moment it’s
When it comes to protecting your business’ sensitive data, storing your records securely is only half the battle. Every record eventually reaches the end of its usefulness or falls outside of your retention policy, and keeping outdated information longer than necessary creates security risks. When it comes to protecting your business’ sensitive data, storing your
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.
Staying on top of your recordkeeping requirements can feel like a job all on its own, especially when it comes to figuring out how long you need to keep each type of document your business creates. State records retention schedules are supposed to help simplify these decisions, but understanding them, and staying compliant with them,