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How Does Your Present Filing System Perform
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Compared To The Total System Approach? |
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If your current filing method has any of the following problems, you
can improve the management of your crucial operating information ...
and impact the quality of service and profitability of your business
with these solutions.
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Each of the Six Basic Elements contributes to the overall
performance of a filing system.
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FILING SYSTEM
MANAGEMENT ISSUES |
PROBLEMS |
SOLUTIONS |
FILING SYSTEM ELEMENTS |
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Using Space Efficiently
Are you using the least amount of floor space necessary for your
filing needs? |
Drawer files waste
valuable office space, typically using more than 75% additional
floor space than open shelf filing equipment. |
Open shelf filing equipment maximizes space
utilization by using more vertical space and less floor space.
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Minimizing Physical Effort Necessary to Access Files
Can you get the one file you need without moving equipment and
hundreds of other folders? |
Drawer files require the opening and closing of 50-pound
drawers-moving the weight of hundreds of folders and equipment to
get just one file. |
Open shelf filing equipment eliminates the need for
strenuous physical effort because files can be retrieved without
moving equipment and hundreds of folders. |
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Eliminating Equipment Inconvenience and Inefficiency
Does your filing equipment allow for the fastest filing and
retrieval possible? |
Filing in drawer files
requires more time because cumbersome drawers must be opened and
closed repeatedly to access files. |
Open shelf filing equipment maximizes speed and
convenience with files that are readily visible and easily
accessible on open shelves. |
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Maximizing File Visibility
Are more than 25 inches of your files visible-and accessible -at the
same time for fast, easy filing and retrieval? |
Drawer files limit the
visible file area to as few as 25 filing inches at the same time,
increasing the time and effort needed for all filing and retrieval
tasks. |
Open shelf filing equipment makes all files visible
and available-all the time. |
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Accessing Files without Equipment Interference
Can more than one person use the same section of files at the same
time?
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Opening a file drawer
blocks access by other people to all folders in the file cabinet.
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Open shelf filing equipment makes files accessible
to many users at the same time. |
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Supporting Folders Adequately
Does your filing equipment provide support for folders every 4 to 6
inches to keep them upright, loose and workable? |
In drawer files, folders
are either too compact or so loose that they slide, bend and sag
because each 25 inches of files has only one support (followblock).
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Open shelf filing equipment can provide folder
support at least every two to four inches to keep files upright,
loose and workable. |
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Reading Folder Labels
Are your folder labels easy to read, in one position only, not
spread across 3rd and 5th cut tabs?
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"Staggered" tabs on
folders make files more difficult to read because your eyes have to
'jump" repeatedly from one position to another.
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Single position folder tabs reduce the visual effort
necessary to read file labels, thereby increasing the speed of file
identification. |
END TAB FOLDERS & POCKETS
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Locating Appropriate File Sections
Can you quickly find-within inches-the file area you need to file or
retrieve a folder?
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Unnecessary time is wasted
scanning numerous folder tabs to locate the desired file area when
you can't quickly reduce the search area. |
File guides direct you to the appropriate file area,
reducing search area and search time. |
FILE GUIDES
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Recognizing the Exact Folder Needed
Are file names and numbers clear- distinct, and easy to
read-helping you quickly recognize the folder you need?
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Small, typed or
handwritten numbers or letters-which vary with each application-are
unclear and inconsistent making it difficult to find specific files
quickly. |
File identification labels-consistently formatted
and combined with color code labels-make the folder you need easy to
recognize. |
FILE IDENTIFICATION LABELS
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Filing and Retrieving Folders Quickly
Is it easy to quickly distinguish one file from another in your
present filing system? |
Searching through hundreds
of look-alike folders to find and re-file records is tedious and
time-consuming. |
Color coding provides 40% faster filing and
retrieval because the human mind "reads" color almost instantly.
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FILE CONTROL
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Preventing Misfiles
Can you re-file folders rapidly with the assurance that you are
filing accurately? |
With look-alike folders,
there is no immediate way to verify that a folder has been filed
correctly; it is necessary to read the file identification labels of
adjoining folders. |
Color coding immediately verifies filing accuracy
because instant color matches are created when folders are correctly
filed. |
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Finding Misfiles
Can you instantly identify a folder that is misfiled within the
filing system? |
There is no quick way to
recognize a filing error when all folders look the same.
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Color coding instantly identifies misfiles because
breaks in the color pattern are obvious when folders have been
incorrectly filed. |
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Locating Folders "Out-of-File"
Can you easily find "out-of-file" folders by identifying who has
removed them from the system? |
Determining who has
removed folders from the files is difficult, if not impossible, if
there is no system to locate folders "out-of-file" immediately.
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"Out" guides and bar code tracking systems
immediately identify the locations of folders out-of-file. |
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Filing Incoming Information for "Out-of-File" Folders
Can you efficiently file or find the latest incoming documents for
"out-of-file" folders ? |
Without specific locations
in which to file incoming documents, quickly finding and
incorporating new information into folders is delayed.
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"Out" guides with pockets "hold the place" of files
removed from the system and secure Incoming information until the
file is returned. |
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Purging Inactive Files
Can you quickly find inactive files (for removal from prime office
space) without opening each folder? |
Time-consuming searches
through folder contents are necessary to purge files if file
activity is not indicated on the folder tab. |
Month and year color code labels-showing the last
date of file use-indicate file activity on the folder tabs. |
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Organizing Folder Contents
Are folder contents neatly organized to let you easily and quickly
find the information you need? |
File contents
frequently become disorganized when information is not segmented and
secured. |
File accessories (fasteners, pockets and dividers)
keep information well organized and in appropriate order inside the
folders for quick access. |
FILE ACCESSORIES
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Designating Special File Status
Can you determine the special status (patient allergies, account
types, etc.) of files-without opening each folder? |
Without a way
to designate a special status on the outside of the folder,
time-consuming searches of folder contents are usually necessary.
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Special designation color code labels highlight
important information-on the folder tabs-for quick recognition and
retrieval. |
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Replacing File Identification Labels
Do file
labels peel, smear and show excessive wear, often making
replacement necessary? |
Labels
unprotected from excessive wear and temperature changes frequently
peel and wear off, requiring costly labor-intensive maintenance.
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Mylar label protectors keep stains, excessive wear
and temperature/humidity changes from damaging labels. |
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