Use this checklist when

You are dealing with expert review packet and need a simple way to organize records, dates, and questions before attorney review.

A checklist cannot decide whether malpractice occurred, but it can reduce confusion and help protect important facts.

Checklist

  • Write down the earliest possible date tied to the injury or discovery.
  • List every provider, facility, department, and follow-up visit.
  • Request complete medical records and billing records.
  • Save portal messages, prescriptions, discharge papers, and photos.
  • Ask a licensed attorney which deadline and expert-review rules may apply.

After you finish

Keep the checklist with your records and update it as new documents arrive.

If a deadline might be close, prioritize attorney contact over waiting for a perfect file.