THE IMPORTANCE OF ORGANIZED MEDICAL RECORDS
- The Spencer Law Firm
- 5 days ago
- 3 min read

Organizing your medical records can be a tedious yet rewarding task. Organized medical records are an essential component especially in cases involving personal injury or medical malpractice. Properly organized medical records can assist your attorney in understanding your unique medical situation more clearly and effectively advocate on your behalf. You can organize your records in chronological order, by department or specialization, or by condition.
You can also organize your records in paper or digital format. The Spencer Law Firm recommends organizing your medical records in chronological order by condition.
A federal law titled the Health Insurance Portability and Accountability Act (HIPAA) Privacy Rules gives you the legal right to access, copy, and amend your medical records https://www.hhs.gov/hipaa/index.html. Your provider is required to respond to any amendment request within a reasonable timeframe. If your provider disagrees with the requested change, you have the right to add a statement to your medical records explaining your perspective.
STEP ONE: DOCUMENT YOUR INJURY
Describe the nature of your injury clearly and concisely. Include any symptoms experienced as a result of the injury and any medical treatments received immediately following the injury.
Clearly outline how you believe the medication contributed to your injury.
Create a summary document. Prepare a timeline in chronological order that outlines your medical history. Include condition overview, key diagnostic criteria, major treatments and outcomes, current physicians or specialists involved in care. Document any related symptom you’ve experienced and how it developed or changed over time. The summary document allows your attorney to see an overview of the sequence of events related to your case.
STEP TWO: GATHER RELEVANT MEDICAL RECORDS
Collect all documentation related to your injury including:
Diagnosis Records: Initial evaluations, notes from specialists, and confirmed diagnoses. Treatment Records: Medical records from healthcare providers related to your injury, including visit notes, assessments, and treatment plans. Reports of any diagnostic tests, imaging, and lab test.
Prescription Information: Records of prescriptions, including dosages and any adjustments made. This includes any documented guidelines from your healthcare provider or pharmacist. Include copies of the original prescription.
Progress Notes: Visit summaries from healthcare providers, include recommended lifestyle changes or ongoing monitoring details.
Emergency Room Visits: If you visit the ER or urgent care, obtain those records, include triage notes, assessments, and discharge summaries.
Follow-up Care: Any follow-up appointments with specialist or general practitioners regarding your injury.
STEP THREE: CREATE A FILING SYSTEM
The two main types of filing systems include physical and digital filing. Consider privacy and security when making the important decision on which filing system to implement. Keep all physical records in a secure location, for digital records use encrypted or password-protected files to protect sensitive information. The Spencer Law Firm recommends using a filing system that best suits your needs.
Physical Files: Use labeled folders or binders for different categories:
General Medical Records
Specialty Care records
Diagnostic Test Results
Treatment and Procedures
Billing and Insurance Documents
Digital Files: Create organized folders on your computer or cloud storage using clear naming conventions.
Only share your medical records with healthcare providers or other who need to know.
STEP FOUR: REVIEW AND UPDATE REGULARLY
Review your records carefully: Check for any errors in your personal information (i.e.: your name is spelled correctly, your date of birth is correct, etc.), medical history, diagnoses, medications, allergies, lab results, and treatment plans. Verify that all dates and details of your medical visit is correct.
Regular Check-ins/New Information: With each new doctors visits or if your condition changes, regularly update your records to reflect new appointments, treatments, or any additional evidence related to your condition.
Identify errors and request amendments: Be specific about incorrect information and provide any relevant documentation to support your request. Identifying errors in your medical records is crucial, inaccurate information can lead to incorrect diagnoses, inappropriate treatments, missed preventative measures. Inaccurate medical records can complicate legal matters, such as insurance claims, medical malpractice, and personal injury cases.
FREE EVALUATION OF YOUR MEDICAL CLAIM
If you are a loved one has experienced any side effects from the use of Ozempic, Wegovy, or Mounjaro take the first step towards justice.
Contact The Spencer Law Firmfor your free case evaluation. 4635 Southwest Freeway, Suite 900 Houston, TX 77027 Phone: 713-568-9008 Toll Free: 888-237-4529 Fax:713-961-5336 info@spencer-law.com

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