Friday, September 14, 2018



When writing a letter summarizing medical records or other documents to a client or a claims representative overburdened with hundreds of files to manage, it may help the reader to put the case into context.  A suggested way to do this may be to start all letters in the following fashion:

Dear __________:

Please allow this letter to serve as a status report in the above matter.

We recently received the enclosed records from Dr. John Jones, the Plaintiff's family doctor.  What follows is a concise summarization of the same.

As you may recall, this matter arises out of a September 1, 2016 rear end motor vehicle accident that occurred on Main Street in Scranton, Lackawanna County, Pennsylvania.  The Plaintiff primarily alleges neck and back injuries.

With these introductory paragraphs in the letter, the reader can refer back to see the date of the accident as they follow along the chronology of the treatment history contained in the summary letter.

Also, if the summary letter reviews an extensive prior medical history along with a lengthy post-accident treatment history, be sure to include a one line paragraph in the appropriate spot in the chronology that reads:

As stated, the rear end subject accident occurred on September 1, 2016.

Again, this will put the history of the case into context for the reader for his or her ease of understanding.

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