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Records Management Strategies

Learn about best practices, tips, and tricks to help your organization simplify the creation, maintenance, and disposal of records.

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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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Managing your records is one of the most important responsibilities you have as a business. However, with the amount of paperwork generated each day, its often easier said than done. Customers and vendors trust you with a lot of information, some of which is sensitive, some of which is important for other business purposes. When

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For many businesses switching from paper files to digital records, enhancing security is a big motivator. Paper records are easily misplaced, misfiled, or accessed by someone without permission, and once any of those things happen, there’s little you can do to undo the damage. Digitizing your records gives you the opportunity to change all of

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Protecting sensitive information has never been more important, or more difficult. Cybercriminals are constantly on the lookout for weaknesses they can exploit, hoping to gain access to information they can misuse or sell for a profit. Financial information, medical records, and even login credentials are frequent targets of data thieves. For businesses that handle large

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As a business grows, so does the number of invoices that need to be managed. And before long, what started out as a relatively simple process snowballs into a major source of stress for your staff. Without hiring additional employees, it can be difficult to keep up with the demand, leading to missed payments, duplicate

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Every detail in a medical record, from a doctor’s handwritten note to an old lab result, can influence patient care. When medical practices transition from paper to electronic recordkeeping, some of those smaller details might not make their way into their digital counterpart, which can leave gaps in a patient’s record. Medical record data abstraction

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Completing a scanning project is a big milestone. After all the time and effort that goes into planning, preparation, and execution, it feels really good to have all your records stored digitally in one place. But the end of your project is also a new beginning. As your employees start to use your system, they’ll

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Switching to electronic recordkeeping is a big step for any business. It can make your office more efficient, reduce clutter, and help you cut many of the expenses tied to paper-based systems. That being said, storing records digitally comes with its own costs, and the ability to calculate and manage those expenses ahead of time

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For many businesses, recordkeeping is one of those things you figure out as you go. You file what needs to be filed, store it wherever there’s room, and call it done. As long as you can find what you need the next time you need it, it feels like an actual strategy. But over time,

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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

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