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.

Purchasing a medical practice is an exciting step. Whether you’re a doctor, dentist, chiropractor, or therapist, expanding your business means you’ll be able to help more people and make a greater impact in your community. One of the biggest challenges that come with this kind of acquisition is dealing with existing medical records. Many practices

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Keeping up with the latest regulatory compliance requirements can be a bit overwhelming, but it’s an important part of running a successful business. Beyond helping you avoid unnecessary fines and penalties, these regulations also provide guardrails that ensure your business operates in a way that protects your data, your clients’ data, and your reputation. However,

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Digital document management is more accessible and affordable than ever before, prompting businesses of all kinds to embrace paperless recordkeeping. A well-designed cloud-based document management system (DMS) can be transformative for companies managing large volumes of records, especially those still using paper or microfiche. These systems offer an efficient, secure, and accessible way to manage

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When it comes to storing documents in a compact, durable format, microfiche and microfilm have been the go-to choice for records storage for decades. Government agencies, museums, and libraries have relied on these formats for years, using them to archive everything from historical documents to public records. It’s also not unusual for individuals to have

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The decision to downsize a business is never easy, but it’s often a necessary step for long-term success. Downsizing can help businesses lower their monthly expenses, improve operational efficiency, and adapt to a changing market. It also helps position them for the future by becoming leaner, more agile, and more resilient to changes in the

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While recordkeeping practices vary from one court to another, most courts maintain at least some of their records on paper. Although going fully paperless might not be possible, scanning court records enhances access to information and streamlines records management.

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Record keeping is an important part of running any business. It ensures that information is readily accessible, helps maintain regulatory compliance, and supports informed decision-making. Although it may not be the most exciting part of business ownership, efficient record management streamlines operations, cuts costs, and boosts your company’s potential for success. However, relying on paper-based

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Mailroom automation is a game-changer for businesses that manage large volumes of incoming mail. By automating the flow of mail throughout your organization, you can cut down on manual labor, minimize missed communications, and speed up customer response times. However, every business is different, requiring a customized approach to mailroom automation that suits its specific

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A small change is coming to the Health Insurance Portability and Accountability Act (HIPAA) in 2024, in regards to managing reproductive health information. The Department of Health and Human Services (HHS) finalized these changes in April 2024, bringing in new rules on how this information is handled and protected. Here’s what you need to know

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Switching from paper to electronic recordkeeping is a big step for any business. Not only will your office be more efficient and less cluttered, but you’ll also be able to eliminate many of the unnecessary expenses associated with paper recordkeeping. However, storing records digitally has its own costs, and being able to calculate and manage

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