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.
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 Every record eventually reaches the end of its usefulness or falls outside of your retention policy, and keeping outdated information longer than necessary creates security risks.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,
It’s easy to see why some businesses choose to hold onto their records indefinitely. It can be hard to keep track of the different rules that apply to various types of records, especially when those rules change depending on the document itself, the state where your business operates, or how long it’s been on file.
Most businesses find recordkeeping challenging, but nonprofits have even more to deal with. In addition to the HR records, financial documents, and customer files that other businesses need to keep track of, there’s also grant paperwork, donor records, board meeting minutes, and other documentation unique to nonprofits. It’s a lot to keep up with, and
While digital recordkeeping has become much more popular in recent years, many businesses still need to use paper. Service businesses often use paper invoices and work orders on job sites. Signed contracts and agreements are still common and need to be kept on file for many businesses. Government offices like the DMV use paper forms
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
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
Record keeping is an important part of running a business. Aside from being a requirement in many cases, keeping accurate records helps you stay organized and ensures you can access the information you need when you need it. And while it might not be the most exciting part of business ownership, proper records management makes