One of the most crucial parts of any personal injury case is the medical information and records because PI claims are entirely dependent on what is contained in them. The existence, cause, and seriousness of a victim’s injuries must be established in order for a personal injury claim to be successful. Therefore, maintaining personal injury medical records is essential for any PI firm, regardless of size. 

Obtaining, managing, and analyzing medical records can be a difficult task for personal injury law firms because there are typically multiple medical records for each case. This must be taken seriously because there may be consequences if you overlook any pertinent medical information. Ideally, medical records should be arranged in a logical order before being reviewed by a medical expert. 

Fortunately, technology can save the day. Using a guided approach, a modern personal injury case management system can assist you in capturing and managing medical records from intake to discovery.

Why organize personal injury claim medical records?

A typical medical file contains a variety of records, including billing details, patient histories, physician orders, test results, and treatments. Occasionally, there may be so many records in a file that it is difficult to tell one record from another. Therefore, in order to be used effectively, medical records must be well-organized. Organize the documents to support your litigation needs in order to present a coherent overview of the patient’s medical history. This makes analysis simpler for the nurse, lawyer, or expert. It also makes it possible for a lawyer to find information in the record that is pertinent to the injury claim quickly, which ultimately speeds up the preparation and presentation of the case and ensures efficient legal document management.

Here are some ways that CloudLex can efficiently and effectively help organize your personal injury medical records and files:

Personal injury medical records incident information at the intake stage

With the help of the intuitive client intake forms provided by CloudLex’s Intake Manager, you can collect data specific to the type of injury like car accident, dog bite, slip and fall etc.

Obtain as much information about the clients’ medical history as you can when you interview them. If they have billing records, make a copy of them and keep them because they will have the necessary healthcare providers’ contact information.

You can record all the pertinent and important information gathered regarding the incident, injury, and medical treatment using CloudLex’s Intake Manager. Insightful questions guide you through the intake process. 

If the plaintiff was treated by a medical professional, note their information as well as the type of care the patient received.

All of this information can be used to assist you in the future when you ask the hospital or other medical service providers for personal injury medical records.

How to organize medical records –  plaintiff’s medical information

Attorneys can easily convert the intake process into matter after it is finished, transferring all the information from the intake process, including incident details, with the simple click of a button.

All medical data from intake will be available for you to process the case further through CloudLex’s matter management software. The data gathered during the investigation can then be captured, managed, and tracked. Under the medical information details of a specific matter, you can link document files you requested from service providers to each plaintiff’s medical record.

Medical bills, liens, tests, prescriptions, and doctor’s orders are all included in a medical file. When organized, these medical records and treatment documentation will provide a thorough picture of your medical history and will support your legal case. 

With the aid of CloudLex, attorneys can more easily analyze and locate information in the record that is pertinent to personal injury claims, speeding up the preparation and presentation of cases for clients.

Track personal injury medical records request

Personal injury attorneys have to request various medical reports for the plaintiff in a case while managing multiple cases at once.

Depending on the location, type, and size of the service provider, it may take several weeks to process each request. These requests are prone to be lost, having incomplete authorization, and lacking payment information. As a result, paralegals and legal assistants frequently follow up with nursing homes, hospitals, and other service providers in order to compile accurate records. Manual processing runs the risk of losing important medical data and jeopardizing the entire case.

Enter CloudLex; its built-in reports will save you from the struggle of manually tracking the status of medical reports. All of your matters, including treatment types, status, attached documents, service providers, doctors, and other factors, can be tracked and analyzed using medical request reports. In order to maintain law firm communications, keep follow-ups on schedule, and speed up turnaround.

Reports guarantee that you never miss the deadline and spare you the hassle of searching for medical records at the last minute.

Benefits of organizing personal injury medical records

  • Quickly reviewing well-organized medical records increases efficiency and helps the lawyer save time and money. 
  • Documents that may not be relevant to the case can be identified and omitted so that the medical case chronology can be made available at an early stage itself.
  • Indexed and well-arranged medical records enable attorneys to better prepare questions for depositions, filing motions, discovery, etc.
  • Properly arranged medical records help counsel to read and comprehend the important aspects of the case at hand.

Overall, organized personal injury medical records will offer counsel a better and more precise understanding of the case, which is crucial for presenting the case in court and securing justice for their clients. Organized and complete medical records will save time and money. If you’re looking for a way to streamline the process, contact CloudLex today to request a demo

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