Medical records summary
Medical records summary services for law firms
Tavrn summarizes a client’s medical records for law firms: the complete record retrieved from every provider, laid out as a cited chronology, then condensed into the facts the case turns on, from initial history to causation statements and maximum medical improvement. Every line points back to its source page, and the summary is reviewed before it reaches you.
What goes into the summary
Built from the complete record
Treatment records and itemized bills from every provider on the matter, retrieved on one HIPAA authorization and checked for pages, date range and record types before anything is summarized.
Sourced to the page
The summary is drawn from a cited chronology: each date of service with its provider, a short summary of the visit and the source pages, so any statement can be checked.
The facts the case turns on
Initial history, causation statements and maximum medical improvement are pulled to the top instead of left in a few hundred pages.
Reviewed before it reaches you
The summary and the chronology behind it are reviewed before they reach your team, and export straight into the demand.
Kept current
Continued care is re-requested from the same provider for new dates of service, with duplicates detected, and the summary picks up the new visits.
In your case file
Filed to the matter in Litify, SmartAdvocate, Clio or Smokeball, alongside the records it was drawn from.
Summary or chronology
Which document answers which question
Both are built from the same retrieved record. The chronology is the reference; the summary is the read.
| Document | What it is | What a firm uses it for |
|---|---|---|
| Medical chronology | Every date of service in order, with provider, visit summary and source pages | Checking a fact against the record; the backbone of the demand |
| Medical records summary | The case-relevant facts condensed from the chronology | Case evaluation, settlement review and briefing the attorney |
| Treatment and billing overview | Each provider with its dates of service and itemized bills | Damages and the medical-specials section of the demand |
Medical summary vs. chronology
The summary is only as good as the record behind it
A summary written from an incomplete record misses the visit that matters. Tavrn retrieves every provider on the matter first, checks each delivery, and builds the summary from a chronology that cites its pages.
How it works
From authorization to a summary you can cite
- 01
Send the authorization
The client’s signed HIPAA authorization plus each provider’s name, location and dates of service, from the platform or your case management system.
- 02
Every provider retrieved
Requests go to each provider the same day and are followed up every 48 hours until the records arrive.
- 03
Chronology with sources
Each date of service becomes a dated entry by provider, linked to the pages it came from.
- 04
Summary, reviewed
The case-relevant facts are condensed from the chronology, reviewed before they reach you and exported for the demand.
Coverage
Any US provider, from one authorization
100,000+
provider requests processed through Tavrn
500+
organizations, from solo practices to national organizations
425,000
provider organizations in the directory, all 50 states and DC
Security
Controls for sensitive medical records
Protected health information, handled under HIPAA and audited for SOC 2.
Security detailsFAQ
Medical records summaries, answered
Book a demo
See a record retrieved and summarized with its sources
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