A free checklist for medical providers who treat personal injury patients and need documentation that holds up to scrutiny.
Incomplete or inconsistent documentation is one of the most common ways PI claims lose value — and one of the easiest things to fix. This checklist walks through what defensible documentation looks like at each stage of care, from initial mechanism of injury through discharge.
What’s inside
Mechanism & causation
How to document mechanism of injury and causation in a way that connects the incident to the treatment plan.
Treatment & compliance
What to capture at each visit so treatment gaps, compliance issues, and functional changes are clearly on the record.
Functional impact
How to document functional limitations and progress in language that supports the patient’s claim without overstating it.
Developed for clinicians, clinic managers, and PI practice teams by the author of The Personal Injury Playbook series.
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