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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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Pennsylvania is currently moving toward its first-ever comprehensive data privacy law. Lawmakers are advancing House Bill 78, also known as the Consumer Data Privacy Act, which gives PA residents more transparency and control over their personal information. The bill has already cleared the House is currently being considered by the Senate. While many states like

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While Massachusetts businesses have operated under strict data security regulations (like 201 CMR 17.00) for more than a decade, the legislative landscape is about to become more complex. Lawmakers are currently advancing the Massachusetts Data Privacy Act (MDPA), a comprehensive privacy law designed to give residents more control over their personal information. With an anticipated

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While neighboring states like Pennsylvania and Massachusetts are still preparing for new privacy standards, New Jersey has already moved into the enforcement phase of its own law. The New Jersey Data Privacy Act took effect on January 15, 2025, establishing one of the more expansive consumer privacy frameworks currently in place. For many local businesses,

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Most business owners in Connecticut are well aware that the state takes data privacy seriously. It was the first state outside of California to issue a fine under its own comprehensive privacy law. This year, significant changes are being made to that law, and many businesses may not realize how broadly those updates will apply.

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Managing the records generated each day is a core part of running a business, yet in practice, it can be complicated, messy, and difficult to keep up with. Records are created in many different ways within a business and often exist in more places than most people realize. Employee files may live in the HR

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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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Accessibility has been part of New York’s digital standards for a long time, but many state agencies, schools, and other groups that share information with the public are taking a closer look at how those expectations apply to them. Recent federal rules, along with updates from the State of New York, have brought more attention

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Mobile scanning apps have surged in popularity in recent years, and it’s easy to see why. With improvements in smartphone camera quality and a huge variety of free scanning apps available, capturing high-resolution images of your documents has never been easier. Whether it’s receipts, letters, artwork, IDs, or even family recipes, mobile scanning apps allow

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Most businesses know that scanning their records would make life easier, but the assumptions surrounding the process often prevent them from moving forward. Scanning records en masse can feel like a massive undertaking, something that demands perfect organization, weeks of planning, and a major disruption to day-to-day business. Those kinds of misconceptions tend to push

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Managing accounts payable comes with a lot of responsibilities. There are often many invoices to keep track of, and many payments that need to be made on time, every time. Handling everything manually adds pressure for employees and increases the risk of small mistakes that can lead to late payments or compliance concerns. AP automation

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