Information Management Systems

Color Coded Folders with RFID Tracking Tags Helps Financial Services Firm Track Automotive Titles

A national financial services firm recently improved their customer service and created an efficient file management system by using color coded folders with RFID tracking tags.  The firm works with dealers all over the nation to finance the purchase of vehicles from over 1,000 inventory sources, manufacturers, and wholesalers. They specialize in individual financing of new and used cars to dealers called floor planning. The financial services firm holds and files the titles as collateral in these loan transactions. The titles are kept in file folders at a centralized records location.

There is a large volume of titles constantly being checked in and checked out and managing this process is extremely difficult.  The inability to locate title file folders when they are requested results in poor customer service to auto dealers, and inefficient file management operations for the financial services firm.

Pre-numbered Color Coded Folders with RFID Tracking Tags for Quick Access and Efficient File Management

The financial services firm turned to RFID to improve the speed and accuracy of the check-in and checkout process of title file folders.  Pre-numbered color coded file folders with RFID tracking tags attached inside the folder were purchased to solve the problem.

The color coded file folder labels assist in locating misplaced or misfiled folders, which has improved their efficiencies significantly. At the same time, the RFID tags automate the check-in and checkout file process by keeping track of where all the folders are at any given time and instantaneously updating their location in a database through the use of radio waves and an antenna receiver.

Efficient File Management with Color Coded Folders with RFID Tracking Tags and Filing Solutions Services

Southwest Solutions Group’s Information Management Division provides the experience and knowledge to help you with unique filing solutions for your business. Call us today at 1-800-803-1083 or send us an email to find out how color coded folders with RFID tracking tags will improve your filing process.

Managing Productivity Problems in Alphabetical and Straight Numeric File Systems

If you’ve been using an alphabetical or a straight numeric filing system to organize your medical charts or company’s records, you may want to consider the benefits of terminal digit filing or end digit filing. To determine if end digit or terminal digit filing can benefit your organization, ask yourself if you can identify with any of the following statements.

1. Do you experience misfiles in your alphabetical filing system due to clerks filing names incorrectly or have to constantly train staff on how to file alphabetically?
2. Do you have a difficult time evenly and equally distributing the workload to your file clerks for productivity?
3. Do you need to backshift files periodically to make room in your file shelving after purging records?

Problems with Alphabetical Filing Systems

• Difficulty in managing where file growth will occur in your filing system resulting in periodic reorganizing and shifting of files to make room for file growth.
• Misfiled information due to confusion in how to file certain names

Below are some alphabetical filing situations that can cause confusion and hamper the productivity of your records management:

• When a file name includes two surnames – the mother’s and father’s last names – rather than a first, middle, and last name
• If several files have the same name (such as Tom Jones or Mary Smith)
• Determining if Mc names come before or after Mac names
• Patients who go by their middle name instead of their first name or patients with hyphenated names

Problems with Straight Numeric Filing Systems

Straight numeric filing systems identify each patient with a unique number, eliminating any confusion about which file or patient chart you are looking with an alphabetical filing system.  The main problem with a straight numeric filing system is distribution the workload evenly and equally among your staff and reorganizing and shifting files after purging records.  Also, with any numeric filing system you need a cross reference database to connect the patient or company name to the file number.

Benefits of Terminal Digit Filing and End Digit Filing

Terminal digit filing, or end digit filing, makes more sense for managing large quantities of records.  Terminal digit and end digit filing allows files to expand at a controlled rate, eliminating the need to shift files after purging older records.  Depending on how you set up your terminal digit filing system, the last two, three, or four digits of the file number are treated as a single number. Since all numbers in the file are sorted by their ending digits, equal sections can be set up in your file shelving containing the same number of folders, so work can be divided up evenly amongst your file staff.  Terminal digit filing does not change the numeric file labels, it just reorganizes the files in such a way that allows you to better manage your filing system.

If you are considering the advantages of converting to a terminal digit or end digit filing system, call us today at 1-800-803-1083 or contact us, and one of our records management experts will call you to discuss your filing requirements.

Improving Your Information Management System

Where do you start when you need to create and/or improve your current records management system? Southwest Solutions Group has a standardized improvement model that provides your team with a consistent road map to develop or upgrade your records management system. The Define, Measure, Analyze, Improve, and Control (DMAIC) model is a structured rigorous approach to process improvement where each phase is logically linked to the previous phase as well as the next phase.