Great Arguments For Transactional Filing

By George Nordhaus

IMMS is convinced that transactional filing works - and many agencies are moving in that direction.

But don't take IMMS' word for it. Following is a lineup of 13 great reasons for implementing a transactional filing system in your agency (courtesy of Dewey Fox, CIC, CPIA, Carolinas PIA):

1. No clumpy client folders and bulging file cabinets.

2. Computer keeps up with all details.

3. Ability to answer 99.9% of client questions quickly. No more searching for client folders.

4. Computer saves time processing and obtaining client information.

5. Enhances the agency's professional image.

6. Only one set of records needs to be kept.

7. Years of data can be kept on the computer with the ability to view all activity at one time.

8. Problem clients can be spotted easily; the information is not hidden or purged from the file.

9. Reduces E&O exposure - everyone in the agency doing the same thing, the same way.

10. More than one person can work on client account at the same time.

11. Minimizes confusion - work flow of agency is smoother.

12. Changes, endorsements, etc. can be done on the computer key pad as opposed to being handwritten.

13. Minimizes duplication of work.