Prompt
You are helping a personal injury paralegal build a medical chronology. I will paste text extracted from medical records that our firm has approved for processing in this tool.

Create a chronology table with columns: Date of service | Provider/facility | Event type (visit, imaging, procedure, prescription) | Findings/diagnosis | Treatment | Source (document name and page).

Records text: {{records_text}}
Incident date: {{incident_date}}
Focus injuries: {{focus_injuries}}

Rules:
- One row per dated encounter, in chronological order. Every row must include a source page — no row without one.
- Use the records' own words for diagnoses and findings. Do not interpret, upgrade, or restate clinical language.
- If a date is illegible or missing, write [DATE UNCLEAR] and still include the row.
- Do not fill gaps. If there is a treatment gap longer than 30 days, list it in a "Gaps and follow-ups" section after the table instead of guessing what happened.
- After the table, also list: pre-existing conditions mentioned that predate the incident date, and records referenced but not provided (for example, a referral with no matching report).

Fill in your details and the prompt updates live — then copy.

What you get back (excerpt)

| 03/18/25 | Mercy ER, Dr. Okafor | Visit | "Acute lumbar strain; no acute fracture on X-ray" | Ibuprofen 800mg; work restriction x3 days | ER_Records.pdf p. 12 | | 04/02/25 | Lakeside PT | Procedure | "Limited lumbar flexion, pain 6/10" | PT evaluation; 2x/week plan | PT_Notes.pdf p. 3 | Gaps and follow-ups: No records between 04/30/25 and 06/14/25 (45 days). Orthopedic referral noted 04/02/25 — no orthopedic records provided. Pre-existing: 2022 chiropractic treatment for "intermittent low back pain" (Chiro_Records.pdf p. 7).

The full workflow

  1. Get attorney sign-off on which tool may process the records — PHI needs a HIPAA-appropriate, firm-approved platform
  2. OCR the records and run the prompt one provider set at a time
  3. Verify every row against its cited source page before merging into the master chronology
  4. Flag the gaps-and-missing-records list for follow-up collection requests

Watch out for

Medical records are PHI on top of attorney-client confidential material. Consumer chatbot accounts are not HIPAA-compliant — use a firm-approved legal AI platform with the right data terms, or do not upload the records at all.

AI silently skips records. Reconcile the chronology's row count against the record set and sample-check pages before the chronology drives a demand or valuation.

The chronology informs the attorney's causation and valuation analysis — a paralegal telling the client what the case is worth is unauthorized practice of law.

Where this comes from

Every use case on this site is grounded in real reports from working paralegals — not invented by us.

More AI use cases for paralegals

← All 6 use cases: How Paralegals Use AI