Chronological Medical Treatment Summary From Records for PI Cases
Turns pasted medical records into a dated, source-quoted treatment chronology with recomputed visit counts and durations, treatment gaps listed without invented explanations, and conflicts between records shown, never resolved.
The Prompt
Variables (6)
| Variable | Description | Example |
|---|---|---|
| {{client_name}} | Client Name | Maria Gonzalez |
| {{incident_date}} | Date of Incident | 2026-06-14 |
| {{intended_use}} | Intended Use | Internal file review |
| {{prior_conditions}} | Known Prior Conditions | Client reports a prior low back strain in 2022; no records yet received. |
| {{attorney_notes}} | Attorney Notes and Instructions | Emphasize the cervical injury. Client says she had no neck problems before the crash. |
| {{medical_records}} | Medical Records | 06/14/2026 ER, Mercy General: neck pain 7/10, CT negative for fracture, discharged with cyclobenzaprine. 06/21/2026 Dr. Lee, Pacific Orthopedics: tenderness C5-C6, referred for cervical MRI... |
Expected Output
A dated, source-quoted chronology table (subjective complaints, objective findings, diagnoses, treatment, referrals, causal language quoted), a conflicts section with both versions quoted, pre-incident entries set apart, a summary with recomputed visit count, duration and every interval between visits, trajectory only where a provider stated it, and sections for unsupported statements declined, declined requests and missing information, closed by a verification list.
Usage Notes
Use when the records are in and you need a reliable internal chronology before drafting a demand or preparing a binder. Paste raw record text, not your interpretation, and keep your own notes in the separate field so the model can treat them as unverified. Failure modes to watch: a history taken from the patient reported as a provider's causation opinion, a visit count copied from a cover sheet instead of recounted, a treatment gap given a friendly explanation nobody recorded, and pre-incident entries counted. Read the conflicts section first. Not legal advice. The attorney remains responsible for verifying every fact, figure and authority before use.
Legal Sources Referenced
- Fed. R. Evid. 1006 (summary, chart or calculation of voluminous writings admissible if the originals are made available for examination)
Originally featured in: AI for Personal Injury Lawyers: Prompts for Demand Letters, Medical Summaries & Depositions
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* These prompts are drafting and analysis aids for licensed attorneys. They are not legal advice and do not replace professional judgment. AI output can contain errors, including invented citations and incorrect deadlines: verify every fact, figure, authority and deadline against primary sources before relying on it. Rules vary by jurisdiction, and you remain responsible for the final work product.