Medical Summaries

Medical records are the foundation of personal injury and wrongful death cases. Finding an uninterrupted block of time to review and organize those records can be a challenge in a busy law firm. Let us help. We offer three main medical summary styles but we can customize any medical review based on your case needs.

All medical records summaries include a provider log, bookmarked PDF files, and bates-stamping. The final summary is provided in PDF with a working copy in Microsoft Word. Billing summaries are available alone or with a medical summary. Files are provided in Numbers or Excel for Mac Users, and in Excel only for PC users.

Chronological Medical Index
Medical Visit Summary
Comprehensive Medical Summary

Chronological Medical Index

The chronological medical index provides a big picture view of your client’s medical treatment. It includes dates of service, facility and/or physician, page ID, type of record, and reason for the visit.

Medical Visit Summary

The Medical Visit Summary provides a brief narrative description for each date of service, or in the case of physical therapy and/or chiropractic care, a group of visits.

Comprehensive Medical Summary

The comprehensive summary includes:

a medical chronology in a variation of the SOAP (subjective, objective, assessment, plan) format;
a treatment recap by provider indicating total number of visits, first and last visit date, and final complaints/diagnosis;
identification of pre-existing or intervening injuries, and/or specific causation references within the records; and
notes regarding potentially helpful and/or harmful information in the records.

What Our Clients Say

Tomi and her team are fantastic. I have used them to summarize and organize medical records for my personal injury cases, and the work they produce exceeds my expectations every time. I would highly recommend them.

Brent Labovitz - Personal Injury Attorney Kolker & Labovitz