Protecting Your Practice: Avoiding E&O Loss Through Documentation

This course explains how documentation can be used to control agents’ errors and omissions (E&O) claims. The course explains the nature of the E&O risk, the fundamentals and characteristics of effective documentation, and the importance of backing documentation with standard operating procedures (SOPs). The course also presents examples of specific types of documentation, including file documentation, confirmation and cover letters, checklists and phone logs. 

The course includes the following chapters:
  • Errors, Omissions and Documentation
  • Mastering Documentation
  • Types of Documentation
Included in the Appendix to this course are several sample checklists.