Case Study: Milestone Retirement Communities streamlines secure document management with FileHold

Milestone Retirement Communities centralizes 78+ facilities with FileHold

Milestone Retirement Communities, a manager of over 78 senior living facilities, faced the challenge of securely centralizing millions of paper and electronic documents across its widespread operations. They needed a system for version control, secure access, compliance-driven records management, and a way to eliminate costly courier services by scanning and electronically transferring documents. To solve this, they implemented the FileHold document management software and its integrated SmartSoft Capture scanning tool.

The FileHold solution provided a secure, centralized repository with robust version control and 12 levels of user permissions, ensuring document integrity and compliance. By enabling electronic document transfer and scanning, Milestone eliminated its expensive courier services. The Director of IT highlighted FileHold's ease of use, excellent support, and the critical ability to prevent file deletion. Milestone purchased the Enterprise version and a FileCare agreement, future-proofing their installation as they continue to roll out the system to more users.

Milestone Retirement Communities