Case Study: Milestone Retirement Communities achieves secure, paperless document and records management with FileHold

Milestone Retirement Communities - Customer Case Study

Milestone Retirement Communities, which operates over 78 senior living facilities across the U.S., faced a growing document management challenge: millions of paper and electronic files (including long‑term contracts, sensitive resident and employee records, and compliance‑bound documents) were decentralized, costly to transport by courier, and difficult to secure, version‑control, and move into records retention workflows. They needed a central, easy‑to‑use system that supported scanning, OCR, secure access controls, rollbacks, and paperless review/approval processes.

Milestone implemented FileHold Enterprise with SmartSoft Capture for OCR and automated metadata capture, integrated with Active Directory for single sign‑on and granular permissions. The solution provided a single secure repository, version control and rollback, records‑retention workflows, and eliminated costly courier transfers; deployment was smooth with built‑in tools, ongoing FileCare support, and a rolling rollout adding users across facilities.

Milestone Retirement Communities

Branden Hudson

Milestone Retirement Communities