Project Snapshot

Falk Family Total Health digitized patient charts for searchable records access

Falk Family Total Health in Conway, South Carolina had paper patient charts stored in boxes and file folders. Southwest Solutions Group scanned the records, indexed them for digital retrieval, provided encrypted online access, and completed secure shredding after digitization and the holding period.

Location Conway, South Carolina

The document scanning project was completed for Falk Family Total Health in South Carolina.

Facility Type Family health practice

The records were tied to patient chart management for a family health practice.

Solution Document Scanning

Southwest Solutions Group converted paper patient charts into indexed digital files for electronic access.

Products Used Patient chart scanning and shredding

The project included scanning paper medical charts and securely shredding the original documents after scanning.

The Problem

Paper medical charts were consuming space and limiting retrieval

Falk Family Total Health managed patient charts in boxes and manila folders. The practice wanted to move away from paper records so charts could be located, shared, and managed through a more accessible digital records process.

Before image showing the project problem for Falk Family Total Health Digitizes Patient Charts to Recover Space and Improve Records Access
Before
01

Boxes of patient charts

The practice had patient charts stored in record boxes and manila file folders. These paper medical records occupied physical space that could be used for other operational needs.

02

Offsite storage burden

The customer was running out of space and paying for offsite records storage. Keeping patient charts offsite no longer made sense when the practice needed better access to medical records.

03

Limited chart access

Paper charts made it harder for multiple staff members to access the same record at the same time. The customer wanted searchable digital files that could be retrieved from computers instead of handled manually.

The Solution

Medical records scanning with indexed digital delivery

Southwest Solutions Group scanned 39 record boxes of patient charts for Falk Family Total Health. The customer provided a data file with searchable fields, including patient name, date of birth, insurance code, allergies, and other chart search criteria. Scanned PDFs were quality checked, connected to indexing data, uploaded to an encrypted access site, and followed by secure shredding of the original paper charts.

Solution image showing the completed project for Falk Family Total Health Digitizes Patient Charts to Recover Space and Improve Records Access
Solution
Why the Process Fit

Batch scanning supported ongoing chart access

The customer sent boxes in manageable batches, and completed files were uploaded to an encrypted site as they were digitized. This helped the practice maintain access to patient charts while the document scanning project moved through production.

Operational Improvements

Reduced paper storage and improved chart availability

Digitizing the charts helped the practice eliminate offsite storage, recover floor space, and reduce dependence on physical files. Staff could access patient charts from computers, including simultaneous access by multiple users.

Implementation

A controlled patient chart scanning process for 39 record boxes

The project converted paper medical charts into organized digital records through a structured document scanning workflow. Southwest Solutions Group used batch handling, manifest checking, indexing, scanning, quality control, encrypted delivery, document holding, and final shredding.

01
On-Site Assessment

Confirming the patient chart conversion scope

The project was scoped around 39 record boxes of patient charts and the customer’s goal of reducing physical records storage. Falk Family Total Health also provided a data file with the fields needed to identify and search each chart.

02
Secure Document Transit

Receiving medical chart boxes in batches

The customer sent boxes of medical charts for scanning, including an initial batch of about 20 boxes. The batch approach supported controlled processing while records moved through the digitization workflow.

03
Document Prep

Matching charts to the customer-provided data file

Southwest Solutions Group performed a manifest and quality control check to confirm patient charts matched the ASCII delimited file provided by the customer. This step helped align the paper charts with the indexing structure used for the digital records.

Results

Searchable digital charts replaced physical records storage

The project helped Falk Family Total Health move patient charts from boxes and file folders into a searchable digital records format. The practice reduced dependence on paper files, improved staff access to charts, eliminated offsite storage, and recovered floor space previously used for records.

Workflow

Faster retrieval without pulling physical charts

Digitized charts could be accessed from computers instead of found manually in boxes or file folders. Multiple people could access the same medical chart at the same time, reducing dependence on a single physical file.

Organization

Searchable PDFs connected to patient data fields

The scanned PDFs were connected to indexing fields from the customer’s data file. This improved records organization by making charts searchable through the patient information Falk Family Total Health provided.

Long-Term Value

A more accessible records management process

Moving from paper chart boxes to digital patient records gave the practice a more usable way to manage chart access. Secure shredding removed the remaining paper after the holding period and completed the transition away from physical chart storage.

Ready to Solve a Similar Problem?

Need to digitize patient charts or business records?

Southwest Solutions Group helps organizations scan, index, deliver, and securely dispose of paper records after review.

Request a consultation to discuss your document volume, access needs, indexing requirements, encrypted delivery options, and final disposition process.

SSG Design • Install • Support

One team from planning through project completion.