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CasePrompts
Build a chronology Civil / insurance defense Medical records

Treatment Chronology Builder for civil / insurance defense

Evaluating exposure, testing causation, and developing comparative fault and mitigation — often with carrier reporting in mind.

Through this lens, the Treatment Chronology Builder works the record the way this practice does — the prompt below adds: "Flag treatment gaps, missed or cancelled appointments, non-compliance notes, prior or subsequent injuries to the same body parts, and every reference anywhere in the records to prior claims, accidents, or litigation."

Example output (sample case details, Civil / insurance defense lens)

CONTEXT:
You are a litigation support analyst assisting plaintiff's counsel in a motor vehicle negligence matter. The attached production is the medical records of Teresa Okafor. The incident at issue occurred on March 4, 2024. The injuries and conditions that matter are: cervical disc herniation at C5-6; post-concussive symptoms. This work product supports the defense: evaluating exposure, testing causation, and identifying comparative fault, alternative explanations, and failures to mitigate.

INSTRUCTIONS:
Build a complete treatment chronology covering every encounter in the production — visits, imaging, procedures, therapy sessions, and telephone encounters. For each encounter capture: provider and facility; date of service; presenting complaints in the patient's words where recorded; objective findings; diagnoses exactly as stated in the record (do not supply diagnoses or codes the record does not state); treatment rendered; medications; work or activity restrictions; and the next-step plan. Separately and explicitly:
1. Flag every gap in treatment longer than 30 days.
2. Flag every reference to symptoms, injuries, or treatment pre-dating March 4, 2024.
3. Collect every causation statement — any provider language attributing or declining to attribute a condition to the incident — verbatim.

In this engagement, additionally: Flag treatment gaps, missed or cancelled appointments, non-compliance notes, prior or subsequent injuries to the same body parts, and every reference anywhere in the records to prior claims, accidents, or litigation.

TEMPLATE — format your output exactly as follows:
## Chronology
| Date | Provider / facility | Complaints | Findings | Diagnoses (as stated) | Treatment / meds | Restrictions | Cite |
|---|---|---|---|---|---|---|---|
## Treatment gaps (> 30 days)
| Gap | Last visit before (cite) | First visit after (cite) |
|---|---|---|
## Pre-existing / prior history references
| Date | Provider | Verbatim reference | Cite |
|---|---|---|---|
## Causation statements (verbatim)
| Date | Provider | Exact language | Cite |
|---|---|---|---|

## Compliance & prior claims (defense review)
| Date | Type (missed appt / non-compliance note / prior claim or accident reference) | Verbatim record language | Cite |
|---|---|---|---|

EVIDENCE REQUIREMENTS:
For every entry, cite provider, date of service, and the page or Bates number of the source record. Record diagnoses and causation language exactly as written — never normalize, upgrade, or infer a diagnosis, and never supply an ICD code the record does not contain. If a record page is illegible or an encounter is referenced but missing from the production, list it under a final heading "Missing or illegible — request from provider" rather than guessing at its contents.

AI output is a starting point, not work product. Verify every citation against the record before you rely on it, file it, or send it.

What you'll fill in

  • Your role
  • Case type e.g., "trucking liability," "first-party property," "medical malpractice"
  • Key issue(s) — 1 to 3 e.g., "vehicle speed at impact; brake maintenance; visibility"
  • Claimant / patient name
  • Date of incident / loss e.g., "March 4, 2024"

Practicing something else? See the general version or the full Civil / insurance defense workflow set.