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.
Insurance companies are among the most record-dependent businesses out there. Between claim documents, regulatory paperwork, and customer correspondence, there is a lot of information to keep track of, and that can be difficult no matter how organized you are. As the volume of records continues to grow, keeping up with them becomes increasingly difficult, and
Keeping track of who accesses your records and what changes are made to them is an important part of maintaining trust and accountability for many businesses. Whether you’re managing financial statements, medical records, or personal information, every interaction with a document tells part of its story, and keeping that story accurate matters. This record of
When a customer reaches out to your business, they expect responsiveness and accuracy. Resolving issues and responding to requests is par for the course, and your ability to meet the moment when it matters most is what let’s them know that they’re in good hands. Behind the scenes, every second counts, and your ability to
Managing your business mail can be a challenge, especially if you’re dealing with a large volume each day. From sorting issues and lost mail to slow processing and response times, manual mail management is a common pain point. As more of our communication moves online, the inefficiencies of paper mail are becoming harder to ignore.
Digitizing financial records allows firms to manage client documents more efficiently while maintaining security, compliance, and accessibility. Here’s how scanning financial records can improve the way you serve your clients.
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
While blueprints aren’t as common as they used to be, countless firms, municipalities, and property owners still have archives filled with them. These drawings contain decades of project history, and preserving them is just as important now as it was when they were created. The problem is, managing these documents is rarely easy. They’re oversized,
There is no better way to increase efficiency than to eliminate inefficient processes .
Clear and accurate patient records are essential for delivering quality care. Digitizing patient charts simplifies records management, giving clinicians immediate access to up-to-date information while reducing the manual labor required to maintain paper files.
Keeping accurate records is a challenge for any business, but it can be especially demanding for nonprofits. Along with the HR files, financial records, and administrative paperwork that most businesses handle, nonprofits also manage grant applications, donor information, board meeting minutes, and other documentation unique to their work. It’s a lot to stay on top