Work delivered for testing
A completed precedent list was returned for testing, alongside work on the practice’s existing system and workflow tools.
The precedent set was returned for testing. The related data-pull integration still depended on a further update.
Work through the documents themselves
The practice already used Actionstep and wanted to improve how its systems supported daily work. The document work involved supplying precedents for coding and returning the completed list to the practice for testing.
This is a different checkpoint from choosing a document tool. The practice needed to examine its own documents and confirm that the output was usable.
Keep document testing and integration status separate
The wider engagement included workflow training and roadmap discussions. The document integration needed a further update before it could pull the required data from the practice system.
The coded precedent set and the data connection needed separate checks. The practice could review its documents while the integration dependency was still being addressed.
The practical lesson
Test representative precedents with the people responsible for them. A completed coding list is a checkpoint, and the data connection needs its own acceptance check.