Client authority and scope
Record the client contact who supplied the information, what the practice is authorised to organise and who will approve any communication or external use.
- Client business and authorised contact
- Practice team members who may access the record
- Purpose and limits of the instruction
- Client approval route
Invoice and balance facts
Collect the invoice, agreement or order, due-date record, payments, credits and current ledger view. Ask the client to resolve contradictions rather than selecting a preferred figure for them.
Source records and chronology
Collect the original reminders, replies, call notes, promises, disputes and delivery or completion records. Record missing items and identify which system or person supplied each source.
Handoff and ongoing ownership
Confirm who checks the finished record, who decides the next step and how access is withdrawn when the instruction ends. The client retains ownership of its records and decisions.