What you get
A record set for a personal injury claim, a disability file or a life underwriting case can run to hundreds or thousands of pages: duplicate faxes, handwritten notes, billing pages and imaging reports in no particular order. Reading it is slow, and the facts that matter are easy to miss. We do the reading and hand back the facts, in the order they happened, with a pointer to the page each one came from.
- Medical chronology: every visit, test, procedure and prescription in date order, with provider, findings and the source page.
- Narrative summary: a short written account of the treatment history for a demand letter, claim review or underwriting decision.
- Issue flags: gaps in treatment, pre-existing conditions, missing records and inconsistencies called out for your reviewer.
- Bates or page references: each entry tied to the page in your record set, so anyone can check it in seconds.
- Your template: we follow your firm or carrier format when you have one, or use ours when you do not.
See a sample
Below is part of a synthetic chronology. The patient, providers and events are fictional; the layout and level of detail are representative of what you would receive.
| Date | Provider | Event and findings | Source |
|---|---|---|---|
| 08/21/2019 | Example Family Practice | Prior visit for neck stiffness after sleeping awkwardly; resolved with rest.Pre-existing complaint flagged for the reviewer, not interpreted | p. 7 |
| 03/04/2025 | Sample County ED | Seen after a rear-end collision. Neck pain 7/10, no loss of consciousness. Cervical X-ray: no fracture. Assessment: cervical strain. Discharged with muscle relaxant.Mechanism and pain score captured from triage note | p. 12 to 15 |
| 03/11/2025 | Example Family Practice | Follow-up. Reduced neck rotation, tingling in right hand. Referred to physical therapy and orthopedics. | p. 41 |
| 03/18/2025 to 05/02/2025 | Demo Physical Therapy | 14 sessions. Range of motion improved from 40% to 75% of normal. Attended 14 of 16 scheduled visits.Missed visits counted, a common point of dispute | p. 58 to 104 |
| 04/09/2025 | Placeholder Orthopedics | Orthopedic consult. MRI cervical spine (report from Sample Imaging): C5-C6 disc protrusion contacting right C6 nerve root. Injection discussed. | p. 110 to 113 |
| 05/02/2025 to 07/08/2025 | None | No treatment records in the file for this period (about 9 weeks).Treatment gap called out with dates | None |
Billing and charges can be added as a separate schedule on request.
How a file moves through our team
- ReceiveRecords arrive through a secure link, with your instructions.
- SortPages are de-duplicated, ordered and numbered.
- ExtractOCR and AI draft the entries and flag likely issues.
- VerifyA specialist checks every entry against its page.
- DeliverWord or PDF, or the format agreed at intake.
Chronology or summary?
| Deliverable | Best for | Format |
|---|---|---|
| Medical chronology | Litigation, demand letters, expert review, long treatment histories | Date-ordered table with source pages |
| Narrative summary | Claim decisions, underwriting, quick case assessment | Two to five pages of prose with key facts |
| Both | Cases that need the detail and a quick read for decision makers | Summary on top, chronology behind it |
Not sure which you need? Read medical chronology vs medical summary.
Who it is built for
Personal injury and medical malpractice firms can use chronologies to build demand letters, prepare for depositions and brief experts. Insurers and claims administrators can use summaries so a nurse or examiner starts from a structured, page-cited view of the file. Workers' compensation and disability teams can use both to track treatment against the claim.
Need the records collected first? We can request and chase them too: see medical record retrieval for law firms and APS retrieval for insurers.