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.
The Prompt
Variables (7)
| Variable | Description | Example |
|---|---|---|
| {{client_name}} | Client Name | Maria Gonzalez |
| {{incident_date}} | Date of Incident | 2026-06-14 |
| {{stated_total}} | Stated Total or Specials Figure | Demand draft states $48,215.00 in medical specials. |
| {{recoverable_rule}} | Recoverable Expense Rule | UNKNOWN |
| {{attorney_notes}} | Attorney Notes and Instructions | Include everything from Mercy General. The 5/30 PT charges are from an older sprain and are not part of this claim. |
| {{billing_records}} | Billing Records | Mercy General, DOS 06/14/2026, ER visit level 4, billed $6,820.00, adjustment $0, paid $0, balance $6,820.00 ... |
| {{treatment_records}} | Treatment Records | 06/14/2026 ER visit, Mercy General; 06/21/2026 orthopedic consult, Dr. Lee ... |
Expected Output
An internal audit: conflicts between sources, per-line and per-provider arithmetic recomputed before any stated total, a date-sorted itemization table with flags, provider subtotals, the recomputed total with each exclusion subtracted, flagged duplicate, pre-incident, undocumented and possibly unrelated charges with evidence, possible insurer challenges drawn only from the data, billed and paid shown separately, and sections for unsupported statements declined, declined requests and missing information, closed by a verification list.
Usage Notes
Use before any medical specials figure goes into a demand or disclosure. Paste the bills as they are, the matching treatment records and, if you have it, the verbatim text of your jurisdiction's rule on recoverable medical expenses; without it the prompt shows billed and paid side by side and marks the question for you. Failure modes to watch: a ledger total or a figure from your draft repeated without being re-added, a duplicate or a pre-incident charge kept in the total, and a code described from the model's memory. Check every exclusion's subtraction against the original bills. 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.