Treatment Chronology Builder
Turn a medical records production into a dated treatment chronology with gaps, pre-existing references, and verbatim causation statements — every entry cited.
Example output (sample case details)
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. 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. 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 | |---|---|---|---| 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.
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.
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 of the accused: testing the reliability and completeness of the State's evidence and protecting the client's rights. 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: Build the timeline to the minute wherever the record allows — who knew what when, when warnings were given, when searches and seizures occurred. Precise sequence is frequently the entire defense. 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 | |---|---|---|---| 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.
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 a family law matter, where financial transparency and the statutory best-interests and equitable-distribution factors govern, and where the parties will often remain in each other's lives after judgment. 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: Communications and conduct timelines dominate this practice: build them from texts, emails, and exchange records with exact dates and times wherever available, attributing every entry to its author. 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 | |---|---|---|---| 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.
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 plaintiff's case: establishing liability, causation, and the full measure of the client's damages. 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: Give particular weight to provider language on causation, permanency, impairment, and future care needs, and to consistent symptom reporting across providers over time. 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 | |---|---|---|---| ## Permanency & future care language (verbatim) | Date | Provider | Exact 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.
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 prosecution: establishing each element of the charged offenses, anticipating defenses, and meeting disclosure obligations. 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: Build the timeline that the converging sources support, and explicitly flag gaps or sequence ambiguities a defense could exploit, rather than smoothing them. 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 | |---|---|---|---| 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.
Through the Civil / insurance defense lens
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.
Through the Criminal defense lens
Build the timeline to the minute wherever the record allows — who knew what when, when warnings were given, when searches and seizures occurred. Precise sequence is frequently the entire defense.
Through the Family law lens
Communications and conduct timelines dominate this practice: build them from texts, emails, and exchange records with exact dates and times wherever available, attributing every entry to its author.
Through the Personal injury — plaintiff lens
Give particular weight to provider language on causation, permanency, impairment, and future care needs, and to consistent symptom reporting across providers over time.
Through the Prosecution lens
Build the timeline that the converging sources support, and explicitly flag gaps or sequence ambiguities a defense could exploit, rather than smoothing them.
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"
Pro tip The 'Missing or illegible' list doubles as your follow-up records request — send it to the provider the same day.
Related templates
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