Claude Prompt: Build Chronological Medical Treatment Summary for PI Demand Letters
Convert messy medical records into a clean dated treatment narrative ready to drop into a demand letter or trial binder exhibit.
The Prompt
Variables (7)
| Variable | Description | Example |
|---|---|---|
| {{client_name}} | Client Name | Maria Gonzalez |
| {{provider_name}} | Provider Name | Dr. Andrew Lee, Pacific Orthopedics |
| {{type_of_visit}} | Type of Visit | Initial consultation |
| {{key_findings}} | Key Findings | Tenderness at C5-C6, reduced cervical ROM, positive Spurling's test. |
| {{diagnoses}} | Diagnoses | Cervical disc herniation C5-C6; lumbar strain. |
| {{what_was_done}} | Treatment Provided | Prescribed muscle relaxant; ordered cervical MRI. |
| {{recommendations}} | Follow-up Recommendations | Begin PT 2x/week for 6 weeks; reassess in 4 weeks. |
Expected Output
A dated, visit-by-visit treatment narrative with subjective/objective findings, diagnoses, providers, gap explanations, and a recovery trajectory summary.
Usage Notes
Run on Claude Sonnet 4.5+ for best clinical reasoning. Always feed the model raw record excerpts rather than your interpretation, and instruct it to flag any entry where it cannot verify a date or diagnosis to avoid hallucinated findings.
Originally featured in: AI for Personal Injury Lawyers: Prompts for Demand Letters, Medical Summaries & Depositions
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