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Tips To Get Organized Before Taking on a Medically Related Case

Tips To Get Organized Before Taking on a Medically Related Case


Med Legal is a strategic partner in managing bodily injury cases. Our team brings to light case-changing details found in the medical records to help you make better decisions earlier in the life of a case. However, before our teams of legal nurse consultants, billing auditors and life care planners can get into their deep analysis of the records, there is a lot of legwork to be done.

So here are a few suggestions on how to get your records ready for the meaty analysis we provide, while cutting costs by having your staff do some of the early steps:

Separate medical bills from medical records. Our team of Legal Nurse Consultants, Life Care Planners, and Billing Auditors are more than capable of separating bills from the medical records, but it takes time. If we receive the records already separated, our medical experts can dive right into what they do best.


Separate records into different providers. Regardless of the kind of reports you need, record reviews always start with identifying the different players and injuries. By having your staff gather together all of the records for a provider, our teams can dive right into the review and quickly orient themselves to who's who.

Organize records chronologically. To effectively tell a story, one must start at the beginning and move through a sequence of events. Records are no different! Records that are organized chronologically by provider make for a fluid review and this is always where our teams start. By organizing the records in-house, you can make our process easier and more affordable.

Bates stamp the records. Once you have the records organized chronologically by provider, apply Bates numbers for easy reference. Med Legal will refer to your Bates numbers throughout our reports, making it easy for you to locate the exact record we're talking about.

Ask your client as much as possible about the patient's medical history. Understanding the patient's medical history going into a review can make a huge impact on how we approach the analysis. It can also save a lot of time, ultimately saving you a lot of money. Here are a few things for you to find out about the patient:

Do they have any conditions, even if they believe it to be unrelated or resolved?

What is their family's health and medical history?

Have they been involved in any prior accidents?


What injuries did they sustain in prior accidents?

Have they had any medical procedures done, and if so, what were they?

By knowing as much as possible up front, it reduces the time our medical expert teams spend digging for facts to support or refute a pre-existing injury or condition that we believe to be unknown.

Your paralegals and other staff members are great resources whose strengths will save you time and money. By employing their services for the early phases of review, you get the best of both worlds: saving money while capitalizing on the strategic value of expert medical record analysis that helps you make better decisions earlier in the life of the case.
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