Check a specialist referral before the attendance is billed
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the referral and the attendance record, mark whether it has the clinical information, the date and the referrer's signature, whether it names a specialist, when the specialist first saw the patient, whether the stated period has ended, whether the attendance is an initial or a subsequent item, and whether a lost referral is being used for more than one attendance.
- What the lawyer must review
- The lawyer decides whether the attendance can be billed on this referral, and which item type the record supports.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Check the specialist’s assumptions, qualifications and limits. Obtain the relevant expert or specialist review before relying on a technical conclusion.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.