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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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Completing a scanning project is a big milestone. After all the time and effort that goes into planning, preparation, and execution, it feels really good to have all your records stored digitally in one place. But the end of your project is also a new beginning. As your employees start to use your system, they’ll

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Switching to electronic recordkeeping is a big step for any business. It can make your office more efficient, reduce clutter, and help you cut many of the expenses tied to paper-based systems. That being said, storing records digitally comes with its own costs, and the ability to calculate and manage those expenses ahead of time

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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,

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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

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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

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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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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,

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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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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

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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

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