An informed first look at the medical issues
Case screening is a defined preliminary review, not a guarantee of merit or outcome. It helps counsel understand the medical narrative supported by the current documentation, identify uncertainties, and decide whether further investigation or discipline-specific expert review is appropriate.
For plaintiff counsel, screening may help assess whether the documented facts support continued investigation and what additional records are needed. For defense counsel, it may clarify the alleged injury, the documented care, alternative clinical explanations, and issues that require a response. The same objective method applies to both.
Screening questions may include
What clinically significant events are documented?
Is the available record complete enough for meaningful review?
Do the allegations align with the sequence documented in the record?
What facts may support or complicate the current case theory?
What additional records, policies, images, depositions, or specialty opinions may be useful?
Which questions remain unanswered or fall outside the nurse consultant’s scope?
Suggested process
1 Define the question
Counsel identifies the allegation, relevant period, known deadlines, and the decision the screening is intended to inform.
2 Review the available material
The consultant evaluates the supplied records and notes material limitations, missing items, and clinically relevant facts.
3 Discuss the findings
Counsel receives an oral consultation or a concise written screening memorandum, depending on the agreed scope.
4 Plan the next step
The parties determine whether additional records, a chronology, expanded review, or an outside specialty expert is warranted.
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Discuss Your Case
If you need nursing insight applied to a complex medical record, contact [Business Name] to discuss the case, the available records, and the work product your legal team needs. Services are available to plaintiff and defense counsel nationwide.
Expert Legal Narratives
Transforming complex medical records into understandable legal reports.