Agreement before inspection
Define scope, limitations, fee, exclusions, client responsibilities, and dispute terms before work begins.
Objectivity
Avoid financial conflicts, outcome-based referral pressure, concealed limitations, and biased reporting.
Protect the client
Handle reports confidentially, maintain suitable insurance, recognize competence limits, and follow state law.
Common exam traps
- Signing the agreement after inspection
- Letting a referral source change findings
- Sharing reports without authorization
Module progressNot completed