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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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Transitioning from paper to digital record-keeping is an exciting step for any business. Just think about all that space you’ll save, and how much easier it will be to find the documents you need. However, scanning your documents is just the beginning. You’ll need to choose a document management system (DMS) to store and organize

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During the document scanning process, businesses typically extract the most important information from their records to store it digitally as metadata. This metadata can later be used for searching, categorization, or analysis for various purposes.  In most cases, Optical Character Recognition (OCR) technology is the go-to solution. However, there are instances where OCR might not

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Protecting digital documents is a critical aspect of records management, and encryption plays a huge role in this process. While physical documents can be easily stolen, improperly accessed, or tampered with, digital documents offer robust features to circumvent these issues right out of the box. These features, however, are only effective when they’re properly implemented,

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Businesses transitioning from paper to digital record-keeping have a unique opportunity to greatly enhance the security and safety of their documents. This is, after all, one of the biggest factors driving businesses to invest time and resources into the process. In order to take full advantage of the exciting possibilities that come with going paperless,

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The management of medical records is a crucial aspect of healthcare, impacting both patient care and administrative efficiency.  Due to the enhanced efficiency and accuracy offered by electronic records management, a growing number of medical practices have adopted digital record-keeping, a move that reflects the industry’s broader digital transformation.  When providers make the transition from

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Mobile scanning apps have seen a huge surge in popularity in recent years, and that’s no surprise. Not only are most people doing more things digitally, but the convenience of scanning your documents with a device that, let’s be honest, is rarely more than three feet away at any given time, is a pretty convenient

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Whether you’re archiving important paperwork, sharing files across different platforms, or ensuring compatibility for future reference, understanding how to convert your scanned documents into PDFs is key. This article will guide you through a few simple but effective methods to achieve this with both free and paid software, ensuring your scanned documents are not only

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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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The Fair and Accurate Credit Transactions Act (FACTA), an amendment to the Fair Credit Reporting Act, plays a crucial role in protecting consumer information and preventing identity theft. This guide provides an in-depth understanding of FACTA, its provisions, and its impact on individuals and businesses. What is FACTA? Enacted in 2003, FACTA includes several provisions

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Clinical notes are one of the most important tools a mental health professional has at their disposal, tracking progress and recording important details about the health of their patients. From marriage and family therapists and case workers to psychologists and psychiatrists, most clinical professionals are governed by regulations that mandate the creation of clear, concise,

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