CASE-SPECIFIC MEDICAL RECORD REVIEW
Different cases call for different answers. Lexmata helps legal teams tailor medical record review to the questions, criteria, and information that matter most for a specific case type or litigation.
Learn How We Can HelpUNDERSTANDING CASE-SPECIFIC REVIEW
A motor vehicle accident case may need a detailed treatment history and prior injury documentation. A mass tort case may focus on specific diagnoses, medication use, or exposure history.
Case-specific medical record review helps legal teams focus on the information that matters to each case.
Review may focus on injuries, treatment timelines, prior medical history, procedures, and changes in condition.
Litigation involving matters such as:
Review may focus on litigation-specific medical findings, documented exposure or product use, dates, diagnoses, and other criteria relevant to the matter.
Work-related injuries, occupational conditions, and ongoing treatment claims.
Review may focus on diagnoses, treatment progression, work restrictions documented in the records, and relevant prior conditions.
Cases involving complex medical treatment, procedures, diagnoses, or outcomes.
Review may focus on treatment sequences, documented clinical events, and important changes in patient condition.
Matters involving medications, medical devices, or other products.
For an individual product-related claim, review may focus on documented medication or medical device use, diagnoses, treatment, procedures, and the relevant dates in that person’s medical history.
The review process should reflect the questions your legal team needs answered for that particular type of case.
DEFINING THE REVIEW
Before reviewing a medical record, legal teams can establish the questions and information most relevant to the case.
Defining these criteria helps keep the medical record review focused on the information the legal team needs.
Depending on the matter, those criteria may include:
Identifying specific medical conditions, diagnosis codes, or documented findings.
Finding references to relevant prescriptions, medications, or products.
Identifying surgeries, procedures, treatment plans, and related care.
Tracking treatment dates, symptom onset, procedures, or documented exposures.
Reviewing earlier diagnoses, conditions, or treatment that may be relevant.
Identifying where and when care was received.
Recognizing interruptions, changes in treatment, or areas that may require closer review.
CONSISTENCY ACROSS CASES
When a firm handles multiple similar matters, using the same review criteria helps keep findings consistent and easier to compare.
Apply the same questions across similar matters and reduce variation in how cases are reviewed.
Use common criteria to review and compare findings across larger case inventories.
Adjust review criteria when litigation develops or new questions arise.
This can be especially valuable in mass tort litigation and other high-volume matters where the same criteria may need to be evaluated across hundreds or thousands of records.
TECHNOLOGY + CONSISTENCY
Reviewing medical records against defined case criteria can require significant time, particularly when a firm is managing large volumes of documents or multiple similar cases.
AI-powered medical record review can help make that process more manageable by identifying, organizing, and presenting information relevant to the selected criteria.
Your team defines the questions. Technology helps make the relevant information easier to find, organize, and review.
Technology can support this process by:
Technology supports a more structured review process while allowing legal teams to verify the findings and apply their own judgment.
THE LEXMATA APPROACH
Lexmata provides AI-powered medical record review services that can be tailored to the questions and criteria your team needs answered for a particular case type or litigation.
Depending on the scope of the review, Lexmata can help your team:
Our team combines Lexmata’s patented Extract Process with AI technologies to process medical records and prepare the requested review.
With Lexmata’s Explore, Explain, and Examine services, legal teams can select the level of medical record review appropriate for the matter. Examine also includes Qualify.ai for case-specific qualification analysis.
No new software to learn. No changes to your existing workflow.
View Lexmata ServicesFREQUENTLY ASKED QUESTIONS
A case-specific medical record review workflow is organized around the questions and criteria relevant to a particular type of legal matter. For example, a mass tort may require information about medication use or diagnoses, while a motor vehicle accident case may focus on injuries, treatment history, prior conditions, and changes in care.
Lexmata can support a range of matters, including personal injury, motor vehicle accidents, workers’ compensation, medical malpractice, product liability, and mass tort litigation. The review criteria and scope depend on the needs of the case.
Different legal matters involve different medical questions. Case-specific criteria help legal teams focus on the diagnoses, treatments, dates, prior conditions, and other information most relevant to the matter.
Yes. A defined workflow can help legal teams apply consistent questions and criteria across similar matters, making it easier to review and compare findings across a larger case inventory.
Yes. Medical questions and litigation requirements can change over time. Review workflows can be adjusted to reflect updated criteria, new questions, or changing priorities.
Medical record review can help identify findings relevant to established case criteria. However, legal qualification, case strategy, and final decisions remain with the legal team.
No. Lexmata provides tech-enabled medical record review services without requiring firms to install new software, purchase subscriptions, or commit to long-term contracts.
Tell us what your team is looking for across the medical record, and we’ll show you how Lexmata can support a more tailored review process.
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