How to use this worksheet
Use it to organize facts and documents before an attorney review. It does not determine whether malpractice occurred and should not delay medical care or urgent legal advice about a deadline.
Case Diary tasks
- ☐ Use one dated entry per event.
- ☐ Record appointments, symptoms, calls, and treatment changes.
- ☐ Identify the source document for each important fact.
- ☐ Separate personal observations from statements made by clinicians.
- ☐ Track work, caregiving, and daily-activity effects.
- ☐ Do not rewrite old entries after receiving legal advice; add a new dated clarification.
- ☐ Keep the diary private and discuss discoverability with counsel.
- ☐ Back up the file securely.
Tracking table
| Item | Date requested / completed | Source | Notes |
|---|---|---|---|
| 1 | |||
| 2 | |||
| 3 | |||
| 4 |
Keep sensitive information private
Do not place Social Security numbers, account passwords, full medical-record sets, or other unnecessary sensitive data into a worksheet that might be emailed or shared casually. A lawyer can tell you what documents are appropriate to send.
Related worksheets
Misdiagnosis Timeline ChecklistThis checklist helps organize symptoms, visits, tests, referrals, and diagnosis.Damages Documentation ChecklistThis checklist helps organize bills, work loss, care needs, and daily limits.Hospital Discharge Review ChecklistThis checklist helps organize instructions, medications, and follow-up.Medical Board Complaint ChecklistThis checklist helps organize complaint records and civil claim differences.Before Calling A Lawyer ChecklistThis checklist helps organize facts, records, dates, and questions.
Reliable starting sources
Use primary or authoritative sources for medical records, legal definitions, licensing, and state-specific rules. General pages cannot calculate a filing deadline or decide whether malpractice occurred.