Article Category
Records Management Strategies
Learn about best practices, tips, and tricks to help your organization simplify the creation, maintenance, and disposal of records.
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
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,
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
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
Filing cabinets… most offices have at least one, packed full of paperwork that slowly builds up over the years. It’s the most dreaded piece of furniture in the building, right below the cubicle of course. But every business needs a way to store records, and a filing cabinet feels like the simplest tool for the
Many businesses want to improve the way they manage information, especially if they’re still relying on paper. But even when the benefits of going paperless are obvious, it’s the transition itself that tends to hold people back, especially concerns about how employees will adapt to changes in their day-to-day work. After all, they’re the ones
Records management is a big part of running a business. Between contracts, employee files, invoices, and financial reports, there’s always something new to file, and something else to retrieve. Staying organized helps you keep things running smoothly and prevents anything important from slipping through the cracks. But when you’re dealing with dozens or even hundreds
Most business owners are aware of the challenges that come along with relying on paper records. Whether it’s the clutter they create or the inefficiency they bring to day to day tasks, paper problems often lurk in the back of their minds. However, there’s a common perception that addressing the problem requires a lot of
Going paperless is a big step forward for any business, but in many cases, scanning alone isn’t enough. If you’re unable to find your documents once they’ve been digitized, the effort and resources spent on the process can feel wasted. That’s why indexing your digital records after scanning is such an important step. Proper indexing
Credit scores play a big role in everyday life, impacting everything from applying for a mortgage to purchasing a car or renting an apartment. Most people don’t think much about how much of their personal information gets shared behind the scenes when their credit is checked, but it’s a lot. That’s exactly why the Fair