📋 Free Resource

Medical Record Review Checklist

A comprehensive checklist for paralegals and attorneys reviewing medical records in personal injury and medical malpractice cases. Never miss a critical document or finding again.

Request a Demo →

What's Included in This Checklist

This medical record review checklist covers every stage of the record review process — from initial document collection to final chronology preparation. Designed by experienced paralegals for trial readiness.

Phase 1: Document Collection
Request and obtain all medical records from every provider
Phase 1: Document Collection
Verify completeness against HIPAA authorization responses
Phase 1: Document Collection
Organize records chronologically by provider
Phase 2: Initial Review
Identify all dates of service and corresponding providers
Phase 2: Initial Review
Flag critical findings: diagnoses, imaging, surgeries
Phase 2: Initial Review
Note gaps in treatment or missing records
Phase 3: Detailed Analysis
Extract billing codes and charges for specials list
Phase 3: Detailed Analysis
Identify pre-existing conditions and aggravation
Phase 3: Detailed Analysis
Document deviations from standard of care
Phase 4: Chronology Prep
Build chronological timeline of all medical events
Phase 4: Chronology Prep
Summarize key findings and treatment trajectory
Phase 4: Chronology Prep
Prepare expense summary and specials list

📥 Download the Full Checklist

Complete with all 4 phases, 30+ checklist items, and expert review tips.

Request a Demo →

Advanced Legal AI Resources

AI Legal Intake Software → Medical Chronology AI → Legal AI Insights Blog → Firm ROI Calculator → HIPAA & SOC2 Compliance → Service Areas →
. -->