Jeff Langmaid argues that clinical case notes should be treated as B2B (business-to-business) testimonials rather than merely clinical or insurance documentation. He emphasizes that, while case notes contain protected health information and clinical details, their primary purpose is to showcase co-management, existence, and treatment results to other businesses (e.g., doctors).
I think about case notes like business to business B2B business to business testimonials. We're all clamoring for Google reviews. Why? Because they're B2C business to consumer testimonials. They're showcasing the results. Your case notes are the same way. The case notes that you send to a doctor are not work comp narratives. They are not personal injury narratives. They are not insurance notes where you're trying to prove the value to get paid and check the box. A case note happens to have clinically relevant information on it, but is actually I view it as a marketing tool. Does it have protected health information? Yes. Does it have clinically oriented information? Absolutely. But what is the purpose of it? The purpose of it is to showcase you exist to showcase your co managing to showcase you get great results. That's the definition of a business to business testimonial.
