Notes on records, compliance, and onsite scanning.

Practical guides for the people actually responsible for the records at dental, medical, legal, and accounting practices in Southern California.

ComplianceMay 20, 2026

California Medical Record Retention: HIPAA + CMIA Requirements for 2026

How long medical practices in California are required to keep patient records, what HIPAA and CMIA each demand, and what changes when records move from paper to scanned.

9 min read

ComplianceMay 15, 2026

How Long Do California Dentists Need to Keep Patient Charts?

The actual record retention rules dental practices in California operate under, including the special cases that come up at practice sale, retirement, and Medicare/Medi-Cal participation.

7 min read

ComplianceMay 10, 2026

Closed Legal File Retention Under ABA Rule 1.6: A California Checklist

What ABA Rule 1.6 and California Rule of Professional Conduct 1.16(e) actually require for retention and disposition of client files, with practical guidance for chart cleanup and digitization.

8 min read

ComplianceMay 5, 2026

FTC Safeguards Rule for Small CPA Firms: A Practical Document Handling Guide

What the revised FTC Safeguards Rule actually requires for accounting firms, including the document handling requirements that matter for digitization and storage.

9 min read

ComplianceApril 28, 2026

What HIPAA Actually Says About Scanned Charts vs Original Paper

The HIPAA Privacy Rule, Security Rule, and accuracy/integrity requirements that govern when a scanned medical record can stand in for the paper original.

8 min read

Practice TransitionsApril 22, 2026

Selling Your Dental Practice: What to Do With Decades of Patient Charts

How to handle the patient record archive when selling a dental practice in California, including the steps that affect valuation, the buyer's diligence, and your post-sale obligations.

7 min read

Practice TransitionsApril 18, 2026

Retiring Solo Attorney: Client File Storage Obligations and the Practical Path

What California attorneys must do with client files when retiring or closing a solo or small-firm practice, and how digitization makes the obligation manageable.

8 min read

OperationsApril 12, 2026

Office Relocation: Why You Should Digitize Before You Move, Not After

The cost, time, and risk analysis of digitizing a paper archive before an office relocation rather than dragging the boxes to the new location.

6 min read

SoftwareApril 5, 2026

Bulk-Importing Scanned Charts Into Dentrix Ascend

What it actually takes to get a large archive of scanned dental charts into Dentrix Ascend with patient matching, document-type tagging, and a clean folder structure.

7 min read

SoftwareMarch 30, 2026

Getting Paper Closed Matters Into Clio in a Weekend

A practical workflow for digitizing a backlog of closed legal matters and getting them into Clio, MyCase, or Filevine without losing the matter structure.

7 min read

SoftwareMarch 25, 2026

Scan-to-TaxDome: Organizing 10 Years of Returns by Client

How to digitize a decade of tax workpapers and returns into TaxDome with a client/year folder structure that staff can actually use during tax season.

7 min read

OperationsMarch 20, 2026

What Does Document Scanning Actually Cost? A Breakdown for Medical Practices

The real cost drivers in a medical record digitization project, what changes the price, and how to compare quotes without getting blindsided.

8 min read

OperationsMarch 15, 2026

Onsite vs Offsite Scanning for Sensitive Records: How to Choose

The real differences between onsite scanning and shipping records to a warehouse for digitization, in terms of cost, compliance, and operational risk.

6 min read

OperationsMarch 8, 2026

How Long Does It Take to Scan 50 Boxes of Files?

Realistic timeline expectations for digitizing 50 boxes of professional records onsite, what slows a project down, and what speeds it up.

6 min read

LocalMarch 1, 2026

Document Scanning for Los Angeles Medical Practices: A 2026 Guide

What Los Angeles-area medical practices should know about onsite document scanning, including local compliance considerations and the questions to ask any vendor.

7 min read

LocalFebruary 22, 2026

Orange County Dental Offices: Digitizing Patient Records Compliantly

What Orange County dental practices need to know about onsite digitization, California Dental Board retention requirements, and the practical workflow.

6 min read

ComplianceFebruary 15, 2026

What Is a BAA and Why Your Scanning Vendor Needs to Sign One

A practical explanation of Business Associate Agreements under HIPAA, what they actually require of a scanning vendor, and the red flags when a vendor resists signing one.

6 min read

ComplianceFebruary 8, 2026

Chain of Custody for Sensitive Records: A Primer for Compliance Officers

What chain of custody actually means for medical, legal, and financial records, and how to evaluate a scanning vendor's custody posture before signing the contract.

7 min read

SoftwareFebruary 1, 2026

athenahealth Document Import: From Paper to EHR

How to get a paper medical record archive into athenahealth's document module cleanly, including the metadata requirements that determine whether the import is usable afterward.

6 min read

SoftwareJanuary 26, 2026

Scanning Paper Charts Into Dentrix: A Practical Workflow

How to move from a paper chart archive to Dentrix's document module, including the file naming and folder structure that lets staff actually find records afterward.

6 min read

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