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.
Damages Documentation tasks
- ☐ Save medical bills and EOBs.
- ☐ Track out-of-pocket medical expenses.
- ☐ Collect payroll or income records for work loss.
- ☐ Keep medical restrictions and disability documentation.
- ☐ Record paid or unpaid caregiving needs.
- ☐ Collect future-care recommendations from treating professionals.
- ☐ Separate unrelated medical expenses.
- ☐ Ask counsel which damage categories are recoverable under state law.
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.
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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.