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.
Expert Review Packet tasks
- ☐ Prepare a concise chronology.
- ☐ Include complete relevant records, not selected excerpts only.
- ☐ Create a provider and facility list.
- ☐ Identify the specific questions for expert review.
- ☐ Include key imaging/lab source files when available.
- ☐ Separate legal theories from medical questions.
- ☐ Flag missing records.
- ☐ Use counsel to select the appropriate expert specialty.
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
Medical Records Request ChecklistThis checklist helps organize how to ask for records and billing files.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.Birth Injury Records ChecklistThis checklist helps organize prenatal, labor, delivery, NICU, and pediatric records.Wrongful Death Intake ChecklistThis checklist helps organize records, family contacts, and estate 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.