Goal & what you need
Goal
Prevent confidential-data exposure, mixed accounts, collapsed transaction meanings, arithmetic errors, unsupported damages conclusions, and unverified AI summaries.
What you need
- Authorized, preserved, inventoried, and audited medical billing production
- Verified provider, biller, account, claim, source, purpose, cutoff, and responsible lawyer
- Approved AI environment and written lawyer direction defining permitted fields and calculations
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 20 steps.
- 1Verify matter, client, authority, responsible lawyer, purpose, audience, destination, account scope, date range, and protected workspace.
- 2Obtain written lawyer direction defining included sources, accounts, fields, cutoff, reviewers, calculations, and excluded conclusions.
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 (10)
Preview two sources. Members can open the complete source list.