Sourcing standards
Primary sources first. Statutes, regulations, court opinions, agency manuals, and payer documentation. Where we rely on secondary commentary, usually because a primary source is unlinkable, or because a law firm’s analysis is the fastest route to a legislative status, we say so and name it. Every legal claim carries a citation.
Dated facts carry a checked date. Vendor capabilities, payer links, legislative status, and dollar thresholds all age. Where a page says “checked August 2026,” treat anything more recent as authoritative over it.
We say when something is unsettled. Much of CPOM is genuinely contested — commentators classify the same state differently. Where that’s true we say so rather than manufacturing false precision.
What we deliberately don’t publish
50-state day-count tables. Refund deadlines and escheatment dormancy periods vary by state and by property type, come from several different sources, and are amended without press releases. A table of specific numbers would be wrong somewhere within months. The refund timing and escheatment pages give the sourcing framework, the rules that are consistent across states, and a defensible internal standard. Licensed code sets reproduced wholesale. CPT is AMA-licensed; CDT is ADA-licensed. We describe the systems and use minimal illustrative codes. For CARC and RARC we summarize the working set and link the authoritative X12 list. Legal advice. We explain the landscape and cite the sources so you can bring a precise question to counsel licensed in your state. We cannot substitute for one, and pages that touch law say so.Review cadence
Known limitations
Stating these plainly, because they affect how much weight to put on any given page:- CPOM classification is contested. Roughly eight jurisdictions are counted differently by different commentators. Where we classify a state, we cite the basis, and you should verify.
- State pages are summaries, not opinions. They orient you and point at primary sources. They are not a substitute for local counsel, and the newest legislation may not yet be reflected everywhere.
- Payer content ages fastest. Portals move, forms change, and timely filing limits are contract-specific regardless of what any table says.
- Vendor content reflects a point in time. This market consolidates and rebrands rapidly.
- Vendor descriptions are descriptive, not endorsements. Where we describe how a vendor fits a use case, we give the reasoning and the caveats. Verify both against your own requirements.
Conflict of interest disclosure
This wiki is maintained by Lemma, which builds healthcare-focused banking for MSO-PC groups. Everywhere else the wiki is vendor-neutral, including about Lemma’s own category. The banking concepts, account structure guide, and reconciliation guide are written to be useful regardless of where you bank, and the all-in-one platforms evaluation rubric applies to Lemma too. If any page reads like a sales document, tell us. The site’s value depends on being useful to readers who will never be customers.Report an error
We would rather be corrected than be wrong. Email contact@getlemma.com with:- The page URL
- What is incorrect
- The correct information, ideally with a source
- Legal or regulatory claims that are wrong or out of date
- State pages that don’t reflect current law
- Broken or moved payer links
- Vendor descriptions that are inaccurate
- Anything that reads as promotional rather than useful
Suggest a page
If something an MSO-PC group needs to know isn’t here, tell us. The site’s coverage is deliberately broad, and gaps are worth knowing about.Related
- Reference: About Lemma · Further reading
- Tutorial: How to use this wiki