Worksheets

Medical Malpractice Checklists

Printable preparation tools for records, timelines, consultation, and settlement review.

Updated: August 11, 2026

First steps and consultation

Get organized after a suspected error and before speaking with counsel.

After A Suspected Medical Error ChecklistFirst steps without missing deadlines.Before Calling A Lawyer ChecklistFacts, records, dates, and questions.Case Diary ChecklistSymptoms, appointments, calls, and daily impact.State Deadline Review ChecklistDate questions to discuss with an attorney.

Records and expert preparation

Request records and build a focused expert-review file.

Medical Records Request ChecklistHow to ask for records and billing files.Expert Review Packet ChecklistRecords organized for medical expert review.Misdiagnosis Timeline ChecklistSymptoms, visits, tests, referrals, and diagnosis.Birth Injury Records ChecklistPrenatal, labor, delivery, nicu, and pediatric records.

Event-specific review

Medication, surgery, discharge, complaint, and wrongful-death preparation.

Medication Error Review ChecklistDrug name, dose, timing, and prescriber.Surgical Complication Review ChecklistOperative notes, consent, and follow-up.Hospital Discharge Review ChecklistInstructions, medications, and follow-up.Medical Board Complaint ChecklistComplaint records and civil claim differences.Wrongful Death Intake ChecklistRecords, family contacts, and estate questions.

Damages and settlement

Document losses and review settlement terms.

Damages Documentation ChecklistBills, work loss, care needs, and daily limits.Settlement Review ChecklistRelease, liens, costs, and payment terms.