Medical Records & Billing Prep: The Definitive Checklist for Faster, Stronger Demands

Strong demands start with clean, complete files. Use this checklist to prep records and bills so Legal Power AI (and your adjuster) can clearly see value drivers.

Records You’ll Want Every Time

• Initial ED/urgent care, PCP, chiro, PT, ortho/neuro consults
• Imaging (XR/MRI/CT) with radiology reports
• Op notes/procedure summaries, discharge instructions
• Return-to-work notes and restrictions

Billing & Wage Loss

• Itemized bills (facility + professional)
• EOBs if available; pay stubs or employer letter for wage loss
• Future care estimates if recommended

File Hygiene (Huge Time Saver)

• Legibility: Prefer native PDFs; for scans, 300 DPI, no handwritten circles/arrows.
• Dedup: Remove duplicate multipage PDFs before upload.
• Naming: YYYY-MM-DD_Provider_Type.pdf keeps the chronology neat.

Non-Economic Damages Boosters

• 1–3 paragraphs on life impact (work, sleep, childcare, hobbies, travel)
• Photos (vehicle damage, visible injury, assistive devices)
• Short witness or family statements (daily limitations)

Common Pitfalls to Avoid

• Gaps in care with no explanation
• Mixed pre-existing vs. new injury without clarity
• Double-counting bills (facility + pro fees entered twice)

Prep once, reuse often: a clean source folder speeds every future update, arbitration brief, or mediation memo.

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