Getting complete medical records is essential for personal injury cases. This guide helps you communicate effectively with clients about record requests.
What Records to Request
- Emergency room records from the accident
- Primary care physician notes
- Specialist consultations
- Physical therapy records
- Imaging reports (X-rays, MRIs, CT scans)
- Prescription records
How to Ask
Keep your request specific and provide clear instructions:
"Hi {{firstName}}, to move your case forward, we need medical records from [Provider Name]. Please either: 1) Upload any records you have to the app, or 2) Let me know the provider's contact info so we can request them directly."
Following Up
If records are delayed, send a gentle reminder:
"Just checking in on those medical records from [Provider]. Having complete documentation will help us maximize your recovery. Need any help with this?"
Tips for Success
- Be specific about which providers and date ranges
- Offer to handle requests directly when possible
- Explain how records impact their settlement
- Set realistic timelines for gathering records