Special Damages & Medical Billing Summary
Itemize the medical specials from the records and bills — provider, dates, treatment, billed, paid, and outstanding — totaled, with relatedness and missing bills flagged.
Worked example · Synthetic fictional details
Sample prompt
Synthetic example: The names, dates, case details, and issues below are fictional CasePrompts sample values, not client data or evidence from a real matter. They demonstrate the prompt format, not the accuracy of any AI model's output.
Preview the complete sample prompt
CONTEXT: You are a litigation support analyst assisting plaintiff's counsel in a rear-end auto negligence matter. The attached records and bills concern Maria Gonzalez, whose date of loss is August 19, 2023. You are preparing an itemized summary of the special (economic) medical damages. INSTRUCTIONS: Working only from the attached records and bills, itemize the medical specials: 1. List every provider, with the dates of service, the treatment or procedure (and CPT or billing code where shown), the amount billed, the amount paid, and any amount written off or still outstanding. 2. Total the billed, paid, and outstanding columns. 3. Where the record itself addresses it, separate treatment causally tied to the August 19, 2023 loss from pre-existing or unrelated care. 4. Do not estimate, annualize, or project future or unbilled care; report only charges the record actually contains. TEMPLATE — format your output exactly as follows: ## Special damages — by provider | Provider | Dates of service | Treatment (code) | Billed | Paid | Outstanding | Cite | |---|---|---|---|---|---|---| | **Totals** | | | | | | | ## Relatedness flags Entries the record links to — or excludes from — the date-of-loss injuries, each with its cite. ## Missing or incomplete bills Treatment referenced in the records with no corresponding bill, or bills with no supporting record. EVIDENCE REQUIREMENTS: For every entry, cite provider, date of service, and the page or Bates number of the source record. Report every figure exactly as billed; if a charge is referenced but no amount appears, write "amount not in the record" rather than estimating. Compute the totals only from line items actually present — never fill a gap with a calculated or assumed number. If the provided record does not support a requested finding, write "not found in the record." Do not infer or fill gaps from outside knowledge. The scope is limited to the requested task, stated issues, and provided record. Do not introduce outside subjects or sources. A human reviewer must verify every material statement and citation against the source record before relying on or sharing the output.
Through the Civil / insurance defense lens
Organize around exposure: what currently supports each element of the claim, what undercuts it, and what remains unproven on this record — in a neutral, evaluative register suitable for carrier reporting.
Through the Commercial litigation lens
Organize by claim element and contract provision: what the documents establish, what remains genuinely disputed, and what the damages record actually quantifies.
Through the Criminal defense lens
Organize by element of each charged offense, noting which elements rest on a single witness, where corroboration is absent, and where the record is silent.
Through the Employment litigation lens
Organize around the decision at issue: the stated reasons, the documentation that predates versus postdates the decision, comparator evidence, and policy compliance.
Through the Family law lens
Organize around the governing factors as the record speaks to them, in a measured register — the likely audience is a judge or guardian ad litem, not a jury.
Through the Medical malpractice — defense lens
Organize around the defense posture: what the chart documents the provider knew and did, where the plaintiff's account departs from the record, and what remains unproven on causation.
Through the Medical malpractice — plaintiff lens
Organize around the elements: duty, the standard of care as the record states it, deviation evidence, causation, and damages — flagging where expert foundation exists and where it is still missing.
Through the Personal injury — plaintiff lens
Surface testimony supporting each liability element and each category of damages, and flag favorable concessions prominently rather than burying them in sequence.
Through the Probate & estate litigation lens
Organize around the element the matter turns on — testamentary capacity, undue influence, or breach of fiduciary duty — in a measured register written for a probate judge, not a jury.
Through the Prosecution lens
Organize by charge and element, rating the strength of proof per element as resting on multiple independent sources, a single source, or inference.
Through the Workers' compensation — claimant lens
Organize around what the benefits turn on: compensability evidence, current work status and restrictions, treatment authorized versus requested, and average weekly wage support.
Through the Workers' compensation — employer/carrier lens
Organize around exposure: what supports compensability, what undercuts it, the authorized-care record, and the return-to-work evidence — in a register suitable for carrier reporting.
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
- 01Your role
- 02Case typee.g., "trucking liability," "first-party property," "medical malpractice"
- 03Claimant / patient name
- 04Date of incident / losse.g., "March 4, 2024"
Pro tip The 'Missing or incomplete bills' section is your records-request checklist — every line there is a bill or affidavit you still need before mediation.
Record-first path
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