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.

Anyone who’s ever worked in accounts payable knows how crucial compliance is. Walking the tightrope of regulations, standards, and laws related to payment processing can be overwhelming at times, especially for a busy AP department. AP automation takes the burden of compliance off the backs of your employees and puts it into the hands of

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Whether you’re expanding your business or looking for a more cost-effective location, moving your office can be a complex and challenging process.  Amidst the chaos of organizing logistics and moving equipment, there is one aspect of relocating a business that is often overlooked: document scanning services. Implementing a document scanning strategy before relocating can save

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If your business is having a hard time keeping up with the influx of paperwork that must be managed, you are not alone.  In fact, most businesses who rely on paper record keeping for their day-to-day operations will eventually find themselves buried in paper piles and overstuffed filing cabinets, desperate for some semblance of organization

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Document scanning and digitization are cornerstones of contemporary document management, playing pivotal roles in transforming how organizations handle their records and information. While both processes convert physical documents into electronic formats, they each offer distinct benefits and functionalities that are essential in today’s data-driven environment. By understanding the differences and benefits of each, organizations can

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In the rapidly evolving world of healthcare, dental records scanning has quickly become a “must have” in the facilitation of high-quality dental care. Moving your patient charts into an electronic medical records (EMR) system bolsters the integrity of your patient records management system, enhancing both access to vital medical information and the security of your

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From employee records to financial statements, most businesses are responsible for storing confidential information. More often than not, much of this information is stored on paper.  For this reason, it is absolutely critical that businesses establish a comprehensive retention policy to ensure the proper management and timely disposal of sensitive records.  A records retention policy

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As businesses and organizations navigate the complex world of data privacy, it’s essential to understand the differences between Protected Health Information (PHI) and Personally Identifiable Information (PII). In this comprehensive guide, we’ll dive deep into the distinctions between the two, how they are regulated, and the best practices for safeguarding sensitive data. Defining PHI and

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Effective medical records retention is a crucial component of providing quality care to your patients. Not only does a proper retention schedule help protect patient privacy and enhance data security, but it also plays a pivotal role in healthcare management. In our guide, we will explore medical records retention requirements, the role of the Health

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Organizations in possession of irreplaceable historical/cultural records are responsible for the long term preservation of these documents, emphasizing the crucial role they play in ensuring the survival and accessibility of our shared history. The fragility of these documents and their vulnerability to the ravages of time make their immediate preservation a top priority. However, these

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In the digital age, more and more industries are turning to technology to streamline their processes and increase operational efficiency, and the legal field is no different.  In fact, the American Bar Association has been recommending that law firms go paperless since 2019. Due to the nature of their work, law firms end up dealing

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