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Retention Schedule Management

Retention schedules you can count on to eliminate exposure.

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We craft reliable retention schedules so you know what to keep and what to toss.

Have you ever been told to keep a record of everything “just in case”? Although the idea is traditional, it is outdated and impractical. If you keep everything forever, you may find that the mass of records you’ve accumulated is unmanageable and difficult to reference. IRCH can provide for you a customized retention schedule that tells which documents to keep and for how long. You are now legally informed knowing which records to keep and which to destroy.

For example: if you were the only doctor in a small town, you would need to keep organized records so you can get paid services rendered. Record details may include the date of service, payment terms and receipt, and insurance claims. involving Medicaid. This involves navigating the complex rules associated with CMS guidelines. Keeping an informational mass that size is a liability, combined with tracking when to dispose of information to avoid breaching HIPPA guidelines. It’s easy to see how a “simple record-keeping” system became much more complicated. That’s where we come in.

We help YOU!

We can help you understand the legal implications of document storage. The law does not specify record storage methods or formats and neither do we. You determine the storage and format approaches that suit your business best: be that microfilm, digital, or physical copies. We can help you understand what the legal research requires for keeping documents in different formats. We can help with specialty records for your business and how long to keep them. Every business has different needs and we understand that, so we provide a spectrum of options.

Retention Wizard Software

Retention Wizard provides your business with the software tools and information to keep up to date with the most recent laws affecting record retention requirements. Our software draws on our-more-than 35 years of legal research suggestions for best practice of record-keeping, over 400 general business records categories, including detailed descriptions, coding and retention periods, a retention schedule for your general business needs, professional reports, training and tutorial videos, and professional staff to assist with questions and challenges. 

Many vendors don’t specialize in the records retention field, offering it as a sidebar. IRCH specializes in documentation retention. In fact, Donald  Skupsky, President of IRCH, has achieved national recognition and claim for his innovation, contributions, and dedication to the records and information management industry.

Retention Manager Software and Consulting Services

Retention Manager provides the most comprehensive option with industry specific research and records. Retention Manager Software can be partnered with IRCH Consultation Services and Training. This includes all-described above along with industry-specific templates with records and research available. Software functions such as customized legal research, departmental organization, company-specific record series, and an office-of-record function to track record originals and copies, extensive reports, with onsite or online training available.  This unique software will also interface with current or record management systems.

Eliminate your exposure to fines and litigation.

We are excited to work with you! Please contact us so we can help you individualize your plan to keep up to date with the best practices and research that IRCH can uniquely offer.

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