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Demand Package Readiness Checklist · LawyersTrend free tools · lawyerstrend.com/tools/case-managers/demand-package-readiness-checklist

File label: ____________________ Date:

Medical records

Records from every provider the client saw, covering every date of service.
Emergency room, urgent care and first-responder records, if the client used them.
Imaging reports. Images on disc or by link if the attorney wants them.
Narrative or summary reports from treating providers, if the attorney asked for them.
Records run through the most recent visit, not stopping at an earlier date.
Duplicates removed and pages in date order.

Bills and liens

Itemized bill from every provider, with dates of service and charges listed line by line.
Copy of the lien or letter of protection for each provider that holds one.
Current balance statement from each lien holder.
Notices or payment history from any health plan, Medi-Cal or Medicare, if they paid anything.
A one-page list of providers, dates of service and totals for the attorney to review.

Treatment story

Treatment timeline built and checked for gaps.
For any gap, a note of the reason the client gave, in the client’s own words, passed to the attorney.
Provider recommendations for future care are in the file, if any were made.
Ongoing treatment or discharge status confirmed with each provider’s office.

Other file items

Incident or police report.
Photos of the scene, vehicles or injuries, as received from the client.
Wage and work-loss paperwork the attorney asked for.
Signed medical authorizations on file for every provider.
Property damage paperwork.

Before it goes to the attorney

Open items listed in a short cover note (what is still pending, who owes it, when you will follow up).
Page count and index checked.
Attorney told the file is ready for review. The attorney decides when and how a demand is sent.

Checks are saved on this device only. Printing keeps your checks.

More free tools

Lien Provider Placement Checklist Treatment Timeline and Gap Tracker Medical Records and Bills Request Tracker Intake First-Call Script and Checklist Lien and Billing Glossary Week-1 Case File Checklist (One Page)

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Demand package readiness checklist