10 Best Practices Articles RSS Feed
Cabinet Layout
Viewed 1511 times since Wed, Oct 30, 2013
In a paper file cabinet, drawers simply contain a range of file folders. For example, one drawer may cover a range of letters, like A-G. This kind of layout might make sense when you're dealing with paper, but the same doesn't hold true in an... Read More
File Naming Convention
Viewed 1388 times since Wed, Oct 30, 2013
Many things go into a well-organized filing system: a good cabinet structure, consistent use of folders and subfolders, and a clear, consistent file naming convention. With all of these in place, you'll have no trouble finding files even years in the... Read More
Handling Appointments & Active Cases
Viewed 972 times since Wed, Oct 30, 2013
In many offices, you only work with a small subset of your clients, customers or patients at a time. For example, in a medical practice your primary concern is just dealing with the daily appointments. If you could "pull" those patient records in... Read More
Repetitive Scanning
Viewed 951 times since Wed, Oct 30, 2013
Most offices and businesses do repetitive scanning. In other words, they scan the same basic documents/forms repeatedly. A perfect example is a doctor's office. The office has every new patient fill out the same patient intake forms. Scanning and... Read More