Case preparation
Medical Malpractice Case Review Worksheet
Organize facts before speaking with a lawyer. This worksheet is not a claim form and does not create representation.
Last reviewed: July 6, 2026
Information to gather
- Patient name, date of birth, state, and current contact information.
- Facility names, provider names, departments, dates, and discharge dates.
- What went wrong, when symptoms appeared, and when the injury was discovered.
- Current diagnosis, disability, later treatment, bills, and work loss.
- Complete records requested, received, and still missing.
Privacy and consent note
Do not send sensitive medical details to a website unless you understand who receives them and how they will be used. If a lawyer, referral service, or advertiser is added later, the page should identify that relationship before asking for contact details.
This static page does not collect forms. Use it as a preparation checklist before contacting a licensed attorney.
Questions for the first attorney call
- What deadline could apply in my state?
- What records should I request before the review?
- What type of medical expert would likely be needed?
- What injury or added treatment is tied to the alleged error?
- How do fees, costs, and expert expenses work in writing?
Reference Sources
Use public legal and health-information resources to check general concepts. A licensed attorney must confirm how the law applies to a specific matter.