Overview

The International Organization for Standardization (ISO) defines a record as “information created, received and maintained as evidence and information by an organization or person, in pursuance of legal obligations or in the transaction of business.” From enrollment and fulfillment services managed by HDI Solutions, LLC call centers to custom portals designed specifically for organization employees to enter data, records administration is a crucial element of any system.

HDI has more than 40 years of experience in records administration. Our records administration protocols are developed to meet both the analytical and personnel needs of our clients. Whether record creation, enrollment, fulfillment, payment acceptance and invoicing or whatever creation method your organization utilizes, HDI maintains the integrity and accuracy of each record.

Records Administration Process

The records administration process can be both universal and unique at the same time. HDI specializes in records administration, managing the lifecycle of your data and creating systems that make the accessibility and reporting of data an accurate, hassle-free process.

Creation and Receipt of Records

Whether managed by HDI or the client, entering the correct information into the correct place is crucial to records creation, receipt and organization.

Accessibility of Records

HDI works with each client to determine accessibility needs. There are specific access portal requirements for file formats including image, PDF, csv, etc., and we understand accessibility and security of records are top priority.

Maintenance of Records

Updating and organizing records is a critical part of records administration. HDI offers a secure, two-step accuracy solution for record updating.

Reporting of Records

Ad-hoc reporting of records is an essential tool for overall system and organizational success. HDI works with clients to understand the necessary reporting needs of each department including why and how they use reporting to satisfy their organizational roles.

Archiving Records

In many cases, agencies and organizations are required to maintain records for a specified period of time for historical purposes. HDI offers a safe, secure method for archiving data to meet any data retention requirements. Whether your agency or organization has to maintain records for two years or two decades, HDI can accommodate any needs.

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