Article Category
Records Management Strategies
Learn about best practices, tips, and tricks to help your organization simplify the creation, maintenance, and disposal of records.
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,
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
Providing quality care to your residents means staying on top of a long list of recordkeeping responsibilities. Whether it’s health records and medication charts, financial documents, intake paperwork, or employee files, there’s a constant stream of paperwork moving through your facility. Every record plays a role in supporting your team’s daily work, but the sheer
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.
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,
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
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
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
Many businesses want to improve the way they manage information, especially if they’re still relying on paper. But even when the benefits of going paperless are obvious, it’s the transition itself that tends to hold people back, especially concerns about how employees will adapt to changes in their day-to-day work. After all, they’re the ones
Records management is a big part of running a business. Between contracts, employee files, invoices, and financial reports, there’s always something new to file, and something else to retrieve. Staying organized helps you keep things running smoothly and prevents anything important from slipping through the cracks. But when you’re dealing with dozens or even hundreds