[Hidden-tech] To keep records or not to keep... | CLARIFICATION |

DAVID F. FARKAS david at farkas.com
Thu Dec 18 13:30:39 EST 2008


Hi folks...

Thanx for all the ideas for HOW to keep records electronically rather 
than on paper. Some of the ideas on work flow and storage were great! 
I think I need to move to cloud computing for my CRM and apps so I 
can streamline a lot of my report / record keeping process.

BUT... my real dilemma is whether to keep most of the notes at all. I 
ask clients for some photos and I use GoogleEarth pix for maps. But, 
other than contact info and a summary of findings before and after 
the work, I'm not sure why I need to keep all the scribbles from the 
process. They would need to be scanned to be included in electronic records.

UNLESS... there are legal, marketing or other reasons I'm not considering?

Since my work is unusual, it is to my advantage to have not records. 
Then nobody can challenge the process... which is esoteric and 
confusing to most people. As a child of the McCarthy era and of our 
litigious era, I'm wondering what advantage / disadvantages there are 
in keeping fewer notes. I can't claim clinician, fiduciary, or legal 
confidentiality either.

Healers in indigenous cultures have clinics where they go from 
patient to patient doing their work and take no notes at all. They 
are not in the western world running a business... so I'm looking for 
a balance.

If any of this makes sense and/or illuminates flashes of insight... 
please pass them along. If it does not... well, you see the problem, eh?

Merry Everything and Happy Always!
David

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