Future Medical Expenses Summary From Treating Records and Life Care Plan
Itemizes every recommended future treatment from treating-provider records and any life care plan, with the source quote, frequency, duration and unit cost only where a source supplies it. Unsourced costs are marked, never estimated.
The Prompt
Variables (6)
| Variable | Description | Example |
|---|---|---|
| {{client_name}} | Client Name | Maria Gonzalez |
| {{client_dob}} | Client Date of Birth | 1984-03-02 |
| {{future_med_rules}} | Governing Rules on Future Medical Damages | Paste the pattern jury instruction or statute text on proof of future medical expenses, present value and collateral source, or write UNKNOWN |
| {{provider_recs}} | Treating Provider Recommendations | Dr. Patel, orthopedic surgery, note dated 2026-09-03, p. 4: "If conservative care fails she will be a candidate for C5-C6 anterior cervical discectomy and fusion." Pain management note dated 2026-08-18: "Repeat cervical ESI up to three per year." |
| {{life_care_plan}} | Life Care Plan | NONE |
| {{cost_sources}} | Cost Sources | Surgical estimate letter from Front Range Orthopedics dated 2026-09-10: surgeon fee, facility fee and anesthesia itemized. Billing ledger showing the charge for each prior epidural injection. |
Expected Output
A future care table (item, provider and page, source quote, wording strength, frequency, duration, unit cost with its source and basis, visible computation, total, maximum or "No total"), the sum of sourced totals with the items kept outside it and why (conditional, possible, unrelated, planner-priced and "up to N" maximum items, each maximum on its own line), a recomputation of the life care plan's cost table against its stated total, conflicts between the plan and the treating records, flags, a list of what each expert or provider must still supply, missing information, unsupported statements declined, declined requests, and a closing Verification list that ends the output.
Usage Notes
Use when assembling the damages section of a demand, preparing a life care planner or physician for a report, or checking a plan you have received. Attach the treating notes and narrative reports with their page numbers, the full life care plan and every document that states a price. Failure modes to watch: conditional language ("may require", "if symptoms persist") quietly counted as a firm recommendation, a plan total that does not equal its own line items, care for a condition the treating physician calls unrelated, and a case or cost index cited inside the plan being applied as if it were law. Read the wording-strength column and the items kept outside the sum before using any total, and have the appropriate expert address necessity, duration and present value. Not legal advice. The attorney remains responsible for verifying every fact, figure and authority before use.
Legal Sources Referenced
- Fed. R. Evid. 702 (expert opinion must rest on sufficient facts or data and reliable methods reliably applied)
- Fed. R. Evid. 703 (facts or data on which an expert may base an opinion)
- Fed. R. Civ. P. 26(a)(2)(B) (required contents of a retained expert's written report)
Originally featured in: AI for Personal Injury Lawyers: Prompts for Demand Letters, Medical Summaries & Depositions
Related Prompts
Client Case Status Update Email for Personal Injury Matters
Drafts a short, warm client status email that leads with the most important update, uses only developments your documents support, and leaves every timeline and date you did not supply for you to complete.
New Personal Injury Client Welcome and Expectations Letter
Drafts a warm, jargon-free welcome letter that explains the process, restates your fee terms exactly as pasted, lists what you need from the client and gives your own do and do-not guidance, leaving anything you did not supply for you to complete.
Medical Bill Audit and Itemization for PI Cases
Audits pasted medical billing records into a date-sorted itemization with provider subtotals, totals recomputed before any stated total is read, duplicates and pre-incident charges excluded with the subtraction shown, and unsupported charges flagged.
Prepare a Personal Injury Client for Deposition: Prep Plan and Plain-Language Client Guide
Builds an internal deposition preparation plan from the record you paste (topic map, record-based risk areas, prior history, social media and surveillance exposure) and a plain-language guide for the client that coaches process, never answers.
* 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.