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.

Not every business can go completely paperless, and that’s okay. Whether it’s due to budget constraints, long-standing processes, or just the nature of the records themselves, a lot of teams end up managing a mix of both paper and digital files. That kind of setup, where some documents are stored digitally while others remain on

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If your business receives protected health information (PHI) by mail, proper handling is an important part of maintaining HIPAA compliance. Even something as routine as opening an envelope can create compliance risks if it’s not done with care. Every piece of mail containing protected health information needs to be handled carefully, from the moment it’s

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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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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,

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It’s easy to see why some businesses choose to hold onto their records indefinitely. It can be hard to keep track of the different rules that apply to various types of records, especially when those rules change depending on the document itself, the state where your business operates, or how long it’s been on file.

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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

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In this article, we’ll explore the benefits of digitization for small cities and towns, the types of records that can be digitized, and the best approaches to get started. Whether you’re tackling a growing stack of paper or seeking ways to improve efficiency, government records scanning services make the process of going paperless easier and more affordable.

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It’s hard to get any work done when your office is a mess. Stacks of paper everywhere, crowded workspaces, and cluttered desks create an environment that’s anything but efficient. And it’s not just productivity that takes a hit, it also impacts the overall mood, leaving your employees feeling stressed, distracted, and even a bit drained.

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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

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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

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