Posts Tagged ‘audit preparation’
July 19th, 2010
by Hobey Echlin
“Like all non-profit organizations, we continue to be asked to ‘do more with less,’” says Dr. Keith Vire, CEO of the Arkansas Support Network (ASN). Since adopting Laserfiche as its case management system in 2008, Laserfiche has helped do just that by supporting ASN’s 430 staff, program managers and case managers as they provide services and supported employment to over 800 individuals and families with disabilities. Client files that were once three-inch thick folders of medical information, case notes and support plans are now indexed and searchable—visible only to assigned staff, making compliance and frequent audits by multiple state and federal healthcare agencies simple and comprehensive.
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Tags: accessibility, AP processing, audit preparation, auditing, case management, Department of Health and Human Services, Developmental Disabilities Services, HIPAA, HR, non-profit, payroll, Windows Active Directory
Posted in Customer Stories, Other Industries | Be the first to comment »
June 23rd, 2010
by Hobey Echlin
When Lindsay Lohan violated her probation by drinking the night of the MTV Movie Awards this month, it was the technology authorities used to catch her that really made headlines: an ankle monitor that detects alcohol on the wearer’s skin. Former Criminal District Court Judge Vickers Cunningham Sr. knows all too well how effective this technology, known as SCRAMx (“Secure Continuous Remote Alcohol Monitoring”) can be. “Before we had this tool, I was putting 80% of people on probation for alcohol-related offenses back in prison,” Cunningham says. “Now, 83% percent of the people using the bracelets are alcohol-free—which means our justice system can focus its resources on the remaining 17%.”
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Tags: audit preparation, auditing, case management, Health & Human Services, HIPAA, IRS, probation, remote alcohol monitoring, SCRAMx, standardization
Posted in Customer Stories, Justice Systems | Be the first to comment »
June 15th, 2010
by Meghann Wooster
Caring for senior citizens can be challenging: chronic pain, decreased mobility and a dwindling social network are just a few of the issues that older people—and their caregivers—must contend with. The mission of CareLink, a private nonprofit organization serving central Arkansas, is to connect older people and their families with resources to meet the opportunities and challenges of aging. The agency accomplishes this by:
- Providing in-home services to help homebound older people live in their own homes as long as possible.
- Helping active older people stay fit, healthy and involved through senior center programs and volunteer opportunities.
- Providing family caregivers the resources and support they need to maintain their own lives while caring for older loved ones.
But with 19,000 clients, CareLink was contending with a challenge of its own: filing, storing and accessing customer charts and other documentation in a timely and efficient manner.
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Tags: audit preparation, auditing, audits, Citrix, distributed capture, electronic charting, Finance Department, Fundraising, health information exchange, HIPAA, HR, internal auditing, records management, ROI
Posted in Customer Stories, Healthcare, Healthcare Newsletter, Newsletters | Be the first to comment »
June 2nd, 2010
by Meghann Wooster
Nara Bank, a wholly owned subsidiary of Nara Bancorp, Inc. (Nasdaq: NARA), was founded in 1989 to serve the Korean-American business community in Southern California. Since its inception, the bank has grown to encompass 20 branches across three states, 350 employees and assets of more than $2 billion.
As a large community bank and federally-insured financial institution, Nara gets audited “all the time,” says IT Manager Mona Chui. “Keeping information secure and confidential is a top priority for us.”
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Tags: audit preparation, audits, CA Department of Financial Institutions, community banks, corporate governance, deposits, e-discovery, FDIC, Federal Reserve Bank, Fiserv, human resources, loans, Office of Thrift Supervision, regulatory boards, security
Posted in Banks, Customer Stories, Financial Services | Be the first to comment »
May 25th, 2010
by Meghann Wooster
When the average person thinks about the employees who keep a hospital running, it is doctors and nurses who immediately come to mind. But what the average person doesn’t realize is how much work it takes to provide those doctors and nurses with the information they need to provide high-quality care. This task, of course, falls to health information management (HIM) professionals, and when a hospital relies on paper records, it is no easy feat.
“I’ve been in HIM since 1986,” explains Patty Hall, privacy officer and director of HIM at Wythe County Community Hospital, a 100-bed facility located in the Blue Ridge Mountains of southwest Virginia, “and I have to tell you that having an electronic solution makes things so much easier.”
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Tags: advanced directives, audit preparation, auditing, digital charting, EKG storage, ER records management, finance, HIPAA, LifePoint, Meditech, registration, remote auditing
Posted in Customer Stories, Healthcare, Healthcare Newsletter, Newsletters, Run Smarter, 2010 | Be the first to comment »
May 20th, 2010
by Hobey Echlin
Name a recent natural disaster, and Ceres Environmental Recovery & Restoration Management has been there, helping clean up and rebuild. In fact, the licensed general contractor and government contracting firm has been awarded more than $700 million in disaster recovery contracts during the past eight years—most notably a $500 million contract to help Louisiana recover from Hurricane Katrina.
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Tags: AP processing, audit preparation, auditing, Citrix, compliance, construction, contract management, distributed capture, DOT, FEMA, Hurricane Dolly, Hurricane Gustav, Hurricane Ike, Hurricane Katrina, invoice approvals, remote auditing, subcontractor management, U.S. Army Corps of Engineers
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March 31st, 2010
Time is money, especially for a busy firm like Renaissance Financial Corporation of St. Louis, MO. With offices in St. Louis, Omaha, NE, Lincoln, NE, and Kansas City, KS, keeping information moving was crucial.
As Renaissance staff explain, when an advisor is spending time searching through paperwork, that’s less time he or she has to focus on what the firm is known for: managing securities and investment plans, offering quality advisory services and helping with small business planning. “The more time advisors spend finding paperwork, the less time they have to spend building client relationships. We’re constantly trying to find ways to streamline processes so they don’t have to spend time doing administrative tasks.”
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Tags: audit preparation, auditing, compliance documentation, FINRA, HIPAA, internal employee documentation, new application processing, quarterly investment reviews, Sarbanes-Oxley, SEC, stock trading, workflow management
Posted in Customer Stories, Financial Newsletter, Financial Services, Newsletters, RIAs | Be the first to comment »
October 28th, 2009

Kowal Investment Group, LLC is a fee-based financial advisor from Waukesha, WI, that has specialized in financial planning and investment advising for over 35 years. The firm manages nearly $200 million in assets and also hosts a weekly financial advice radio show called “The Retirement Clinic.” But just as baby boomers looking into retirement look to Kowal for advice, Kowal itself began looking to retire its old way of filing paper. “We knew we wanted to move toward the paperless office,” explains Michelle Rossi-Weida, Operations and Compliance Manager for Kowal. “Just in terms of better organization and also the cost savings paying for file space, as well as making people’s jobs easier and more productive.” Full story »
Tags: ACT!, audit preparation, Audit Trail, compliance, integration, SEC regulations
Posted in Financial Newsletter, Financial Services, Newsletters, RIAs | Be the first to comment »