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

# How we keep this current

> Our sourcing standards, what we deliberately don't publish, the review cadence, and how to report an error.

This wiki makes claims about law, regulation, and payer behavior that can affect expensive decisions. This page explains how we source those claims and what we do when we find an error.

## 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.

**State pages are built around primary authority.** The [DSO laws by state](/reference/legal/dso-laws-by-state) table routes to a page for every state and the District of Columbia. Each page identifies the statutes, rules, cases, agency materials, and source limitations used for its summary. Official compilations are preferred; a secondary source should be labeled when it is needed to locate or interpret difficult primary material.

**Material legal propositions should be traceable.** Pinpoints appear next to the proposition or in the page's source table so an operator can open the authority and frame the unresolved question precisely.

| Claim type               | What we cite                                                                          |
| ------------------------ | ------------------------------------------------------------------------------------- |
| Case law                 | Full citation with reporter, court, and year, plus a link to the opinion where public |
| Statutes and regulations | USC, CFR, or state code pinpoints                                                     |
| Legislation              | Bill number, session, enactment date, and **effective dates**                         |
| Agency guidance          | The agency and a direct link                                                          |
| Payer rules              | The payer's own documentation                                                         |

**Freshness is visible without manual stamps.** Mintlify displays each page's last-modified date. The text still gives legally meaningful dates, such as enactment, effective date, sunset, compliance deadline, data period, and source publication date. A page timestamp cannot replace those details. Current contracts, agency instructions, and enacted law remain authoritative over a summary.

**We say when something is unsettled.** Parts of CPOD are genuinely contested; practitioners may read the same state statute differently, and enforcement posture can change without a statutory amendment. Where that is true, we identify the uncertainty.

## What we deliberately don't publish

**50-state day-count tables.** Refund deadlines and escheatment dormancy periods vary by state and property type, come from several sources, and may change without much notice. A static table can quickly become inaccurate. The [refund timing](/reference/banking/refund-check-requirements) and [escheatment](/reference/banking/escheatment-by-state) pages explain how to find the current rule, identify common requirements, and set an internal standard.

**Licensed code sets reproduced wholesale.** CDT is ADA-licensed; CPT is AMA-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.

**Cached payer and administrator assignments.** The dental benefit administrator for a state's Medicaid dental program can change at reprocurement. We link the current program page instead of relying on a static assignment.

**Legal advice.** We explain the rules and cite the sources so you can bring a precise question to counsel licensed in your state. The wiki is not a substitute for legal advice, and pages that address law say so.

## Review cadence

| Content                             | Reviewed                                                                                                      |
| ----------------------------------- | ------------------------------------------------------------------------------------------------------------- |
| **Legislation tracker**             | Quarterly, and on any material enactment                                                                      |
| State pages                         | Annually, and on a change in that state                                                                       |
| Case law                            | Annually, and on a significant decision                                                                       |
| Payer profiles and enrollment links | Semiannually, with particular attention to moved or broken links                                              |
| Vendor comparisons                  | Annually, and on material vendor changes                                                                      |
| Code tables                         | On the annual update cycles; CDT January 1; ICD-10-CM October 1 and CPT/HCPCS January 1 for crossover content |
| Everything else                     | Annually                                                                                                      |

## Known limitations

These limitations affect how much weight to place on a page:

1. **CPOD tier labels are ours.** Classifying a state as strict, moderate, or permissive involves judgment, and reasonable practitioners weigh proprietor clauses, enforcement history, and board posture differently. We cite the statute behind each classification; verify against it and with local counsel.
2. **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.
3. **Payer content ages fastest.** Portals move, forms change, dental benefit administrator assignments turn over at reprocurement, and timely filing limits are contract-specific regardless of what any table says.
4. **Vendor content reflects a point in time.** PMS, clearinghouse, and membership-platform vendors frequently consolidate, rebrand, and change their offerings.
5. **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 dental-first banking for DSO groups.

The rest of the wiki is intended to be vendor-neutral, **including when discussing Lemma's own category**. The [banking concepts](/concepts/banking/account-structures), [account structure guide](/guides/banking/structure-accounts-across-entities), and [reconciliation guide](/guides/payments/reconcile-daily-payments) are written to be useful regardless of where you bank, and the [all-in-one platforms](/reference/vendors/all-in-one-platforms) evaluation rubric applies to Lemma too.

If any page reads like a sales document, [tell us](mailto:contact@getlemma.com). The site's value depends on being useful to readers who will never be customers.

## Report an error

Please report errors so we can verify and correct them.

**Email [contact@getlemma.com](mailto:contact@getlemma.com)** with:

* The page URL
* What is incorrect
* The correct information, ideally with a source

**We especially want to hear about:**

* Legal or regulatory claims that are wrong or out of date
* State pages that don't reflect current law
* Broken or moved payer and administrator links
* Vendor descriptions that are inaccurate
* Anything that reads as promotional rather than useful

**What we'll do:** verify against primary sources, correct the page, and let the page's last-modified metadata reflect the update. Where a correction changes the operator's action, we will make that consequence explicit.

## Suggest a page

If a material DSO topic or primary source is missing, tell us. Reader reports help us identify gaps and prioritize verification.