Clinical Intelligence Case Screening Toolkit

Know what the medical records can support before you invest in the case.

Most medical cases are won or lost in the records long before a jury sees them. The problem is that the records usually arrive after the client has told a compelling story, and by then it is easy to see the case you hope for instead of the case the evidence supports.

The Clinical Intelligence Case Screening Toolkit gives you a disciplined way to find out early. It is built on the Lexcura Clinical Intelligence Model™, the seven-pillar method used in every Lexcura case review.

WHAT YOU GET (instant download)

1. The 7-Pillar Case Screening Checklist (fillable PDF, 12 pages)

A page for each pillar, from Record Integrity through Causation Mapping, with the core question, screening checks, a "stop and reassess" warning, a rating and space for notes. It ends with a one-page screening summary and a recommended next step: proceed, investigate, pause or decline.

2. The Medical Record Red-Flag Guide (PDF, 12 pages)

Warning signs in hospital, sepsis, surgical, emergency, obstetric, nursing home and medication records. Each flag shows what you are likely to see in the chart, why it matters and which pillar it belongs to. Includes the records most often missing from a production and a 10-minute first-pass checklist.

3. Video Walkthrough (14 minutes)

Michelle Carroll walks you through the checklist pillar by pillar, the way she would if you were sitting together in your office.

WHO IT IS FOR

Plaintiff and defense attorneys, paralegals, case managers and legal nurse consultants who screen medical malpractice, nursing home and personal injury cases.

WHO CREATED IT

Michelle Carroll is the Founder and Chief Clinical Strategist of Lexcura Summit and the creator of the Lexcura Clinical Intelligence Model™. She is the author of a series of books on clinical intelligence in litigation, and her work has been published by the American Health Law Association.

HOW YOU RECEIVE IT

Your download is available right after checkout, and a receipt with a permanent download link is emailed to you. Fill in a fresh copy of the checklist for each matter using Adobe Acrobat Reader, Preview or most PDF readers.

Please note: this toolkit is an educational screening aid. It is not medical advice, legal advice or an expert opinion. Licensed for use within the purchaser's own firm.