> ## Documentation Index
> Fetch the complete documentation index at: https://mso.getlemma.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to use this wiki

> Reading paths for founders, clinicians, operators, and AI agents, and how the four tabs differ from each other.

This wiki is organized by *what you need right now*, not by topic. The same subject, claim denials, say, appears in four places, written four different ways. Picking the right tab is most of the work.

## The four tabs

| Tab            | Use it when you want to…                       | Example page                                                                    |
| -------------- | ---------------------------------------------- | ------------------------------------------------------------------------------- |
| **Start Here** | Learn the whole thing by doing it, in order    | [Step 10: Submit your first claim](/start/zero-to-paid/submit-your-first-claim) |
| **Guides**     | Accomplish one specific task today             | [Work the denial queue](/guides/billing/work-the-denial-queue)                  |
| **Concepts**   | Understand why something works the way it does | [Claim denials, explained](/concepts/payments/claim-denials)                    |
| **Reference**  | Look up an exact fact, code, or rule           | [Denial code playbook](/reference/edi/denial-code-playbook)                     |

This is the [Diátaxis](https://diataxis.fr/) framework, and we hold to it strictly. If you find a Guide that starts explaining theory, or a Concept that has grown a numbered checklist, that's a bug — [tell us](mailto:contact@getlemma.com).

Every page ends with a **Related** block linking its siblings in the other three tabs, so you can move between modes on the same subject without going back to the sidebar.

## Reading paths

### The founder path

You have an idea and no healthcare background. Read in this order:

1. [What is an MSO-PC?](/start/what-is-an-mso-pc), the two-entity model
2. [Do you need an MSO-PC structure?](/start/is-mso-pc-right-for-you), including when you don't
3. [The corporate practice of medicine doctrine](/concepts/model/cpom), the rule behind everything
4. [The life of a claim](/concepts/payments/claim-lifecycle), how healthcare money actually moves
5. [Zero to First Paid Claim](/start/zero-to-paid/overview), the twelve-step tutorial
6. [Where the profit lives](/concepts/finance/where-the-profit-lives), MSO economics
7. Your state's page in [CPOM by state](/reference/legal/states/california)

Budget a few hours. Steps 1–4 are the mental model; step 5 is the execution plan.

### The clinician path

You have deep clinical knowledge and are being asked to own, or partner with, a professional entity. Read:

1. [What is an MSO-PC?](/start/what-is-an-mso-pc)
2. [The friendly PC, explained](/concepts/model/the-friendly-pc), what you are actually signing up for
3. [What an MSO can and can't do](/concepts/model/what-msos-can-and-cant-do), the authority you must retain
4. [Structure friendly-owner compensation](/guides/formation/structure-friendly-owner-compensation), how you get paid, and the constraints on it
5. [Draft the stock transfer restriction agreement](/guides/agreements/draft-stock-transfer-restriction), what happens to your shares
6. [Enforcement, and what happens when structures fail](/concepts/model/enforcement-and-risk), your exposure, stated plainly
7. Your state's page in [CPOM by state](/reference/legal/states/california)

<Warning>
  If you are being asked to sign as a friendly owner, get your **own** counsel, not the MSO's. Your license, and in insurance-fraud theories your personal liability, are the assets at risk. See [When to call a lawyer](/concepts/compliance/when-to-call-a-lawyer).
</Warning>

### The operator path

You were hired to run enrollment, billing, or finance. Skip the tutorials; go straight to the recipe:

* **Credentialing:** [Set up CAQH](/guides/enrollment/set-up-caqh) → [Enroll in Medicare](/guides/enrollment/enroll-in-medicare) → [Set up EDI, ERA, and EFT](/guides/enrollment/set-up-edi-era-eft) → [Track revalidations](/guides/enrollment/maintain-revalidations)
* **Billing:** [Submit clean claims](/guides/billing/submit-clean-claims) → [Post payments from 835s](/guides/billing/post-payments-from-835s) → [Work the denial queue](/guides/billing/work-the-denial-queue) → [File appeals](/guides/billing/file-appeals)
* **Finance:** [Structure accounts across entities](/guides/banking/structure-accounts-across-entities) → [Move money between PC and MSO](/guides/banking/move-money-mso-pc) → [Reconcile payments daily](/guides/payments/reconcile-daily-payments) → [Set up bookkeeping](/guides/banking/set-up-bookkeeping)

Keep [Reference](/reference/edi/carc-codes) open in a second tab. That is what it's for.

### The AI agent path

If you are retrieving from this site programmatically, the structure is worth knowing:

* Every page's **first sentence is a standalone definition** of the page's subject. It is written to be extractable.
* The [glossary](/reference/appendix/glossary) is the site's controlled vocabulary. Every term the wiki uses has an anchor there, and pages link to it rather than redefining terms locally.
* **URLs are stable.** Slugs are not renamed without a redirect.
* Mintlify generates `llms.txt` and `llms-full.txt` automatically, and every page is available as raw markdown by appending `.md` to its URL.
* Route by question type: *"what is…"* → Concepts; *"how do I…"* → Guides; *"what is the value of…"* → Reference; *"walk me through…"* → Start Here.

## Conventions you'll see

**Industry callouts.** General pages carry inline notes wherever a vertical deviates:

<Note>
  🦷 **Dental**, dental claims use the 837D format and CDT codes rather than 837P and CPT. Wherever this wiki says "CPT," read "CDT" if you're in dentistry.
</Note>

The full set is 🦷 Dental, 🩺 Medical, 🧠 Behavioral health, 💉 Med spa, 🦴 PT/Chiro, 👁 Optometry, 🐾 Veterinary. Deep dives live in [Industry nuances](/concepts/industries/dental-dsos).

**Disclaimer banners.** Legal, tax, and compliance pages carry a warning near the top. It is not boilerplate we're proud of — it's a real constraint on what a wiki can do.

**Citations.** Reference and legal pages carry a numbered **Sources** block at the bottom with links to primary sources. Where we're relying on secondary commentary because the primary source is unlinkable, we say so.

**A running example.** The Start Here tutorials follow one fictional practice, **Meridian Dermatology**, a non-physician founder and a friendly dermatologist launching in one state. Guides and Concepts rotate through other verticals so no industry feels ignored.


## Related topics

- [Glossary](/reference/appendix/glossary.md)
- [How we keep this current](/reference/appendix/how-we-keep-this-current.md)