What to change
Explain the document types by their purpose, not internal billing codes. Have the responsible team approve the distinction and how someone requests a quotation.
A worked example
Illustrative example
A clinic includes a consultation summary but has a separate process for an employer report. The page explains where to ask about that report without promising that every requested statement can be provided.
How to check the result
Readers can distinguish an ordinary appointment summary from an additional document request.
A mistake to avoid
Avoid implying that paying a report fee guarantees the wording, conclusion or delivery of a document that still needs professional consideration.
Your action checklist
Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.
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Further reading
These primary sources provide additional context for the project decisions above.
Related decisions
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