📋 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.

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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

Live Demo: Rodriguez v. Mount Sinai

See how LexiFlow's AI reviewed 1,200+ pages of records and flagged the 14-hour antibiotic gap that defined this delayed sepsis case — in under 4 minutes.

4-min review 92/100 Merit Score $4.2M NY value

View the full case study →

📥 Download the Full Checklist

Complete with all 4 phases, 30+ checklist items, and expert review tips. Full Suite from $29/month.

Starter
$29/mo
Professional
$99/mo
Enterprise
$129/mo
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