Goal & what you need
Goal
Obtain a secure, auditable imaging package for every approved diagnostic study and close only after its report and usable actual images are verified or a responsible lawyer accepts a documented exception.
What you need
- An approved provider and diagnostic-study inventory
- Responsible-lawyer direction on purpose, requester pathway, scope, and final reviewer
- A valid patient request, personal-representative authority, or authorization appropriate to the selected pathway
- Known study dates, modalities, body parts, facilities, locations, accession numbers, or other approved identifiers
- Approved secure transmission, download, storage, image-viewing, and tracking systems
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 18 steps.
- 1Confirm the approved purpose, requester pathway, scope, owner, secure systems, and responsible-lawyer reviewer; stop if authority or purpose is unresolved.
- 2Build one study-inventory line for every known diagnostic examination using approved records, bills, EOBs, referrals, prior reports, client information, and provider instructions.
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (13)
Preview two sources. Members can open the complete source list.

