Create a provider index
List each hospital, clinic, therapist, pharmacy, or other provider with dates of service and contact details. This shows gaps without requiring you to summarize clinical conclusions.
Build a treatment timeline
Record appointments, referrals, tests, restrictions, and missed work by date. Link each entry to the original document or bill where possible.
Separate charge types
Keep provider bills, insurance explanations, receipts, travel costs, and wage records in distinct folders. A bill and an explanation of benefits are not the same document.
Preserve originals
Keep unedited source files and make working copies. Do not annotate the only copy of a medical record or overwrite photo metadata.
Use secure transfer
Confirm the firm and its intake method before sharing health or financial information. Ask which records are actually needed for an initial review.