5 Types of Medical Record Review for Litigation

Costs begin to mount in the discovery phase of mass tort litigation. Medical record review is a critical piece of this phase. It is imperative that your legal team is well informed on the options available to make the most cost-effective decision to fit your particular matter. One size does not fit all and customizations can be made to better fit your matter.

Here are the most common types of medical analysis work products and the benefits of each.

Types & Benefits  

Case Assessment

High level, objective summary of the information contained in medical and non-medical records. Utilizes qualitative and quantitative assessments to identify risks, alleged injuries, treatment, alternative causation, future impact, etc.


  • Succinct
  • Greater visibility at the outset
  • Gain quick insights into case strategy


Provides a timeline of all allegation-related medical and non-medical events. Pertinent information is extracted from records and placed into customized report formats determined by you and your legal team. 


  • Explicit facts
  • Can be started at any time throughout discovery
  • Appropriate for any case size

Executive Summary

Information in this work product is tailored based on the specific allegations of each case. The executive summary is typically used as a supplement to a chronology, but can also be used as a stand-alone document.


  • Highlights the substance
  • Provides a clear conclusion
  • A concise, narrative format

Billing Analysis

Provides an itemized list of all allegation related billing charges. These can be as detailed as you would like depending on the matter.


  • Controls legal spend
  • Reduces costs
  • Ensures compliance

Medical Literature Research & Review

Thorough literature research review of requested topics summarized into a concise, comprehensive work product. Can include an index of articles reviewed and a brief summary of each article. Provides background information relative to risk factors and alternative causation.  


  • Helps maximize relevance
  • Provides context
  • Improves organization

Establishing a detailed strategy at the outset of mass tort litigation will position your business to pivot the uncertainty and changing variables associated with its complexity.

Are you looking for medical analysis guidance for a particular matter? Contact us today.

[See: Identifying Alternative Causation in Mass Tort Litigation]