MEDICAL MALPRACTICE CASE MANAGEMENT CHECKLIST TEMPLATE 2026

Created by ChecklistGuro (https://checklistguro.com)


--- INITIAL CASE INTAKE & CONFLICT CHECK ---
[ ] Plaintiff Full Name
[ ] Defendant Healthcare Provider/Facility Name
[ ] Date of Incident
[ ] Conflict Check Status (Clear, Potential Conflict Identified, Conflict Detected - Case Rejected)
[ ] Initial Document Checklist Received (Signed Retainer Agreement, Identification Documents, Initial Incident Summary, Contact Information Form)
[ ] Client Intake Form Scan
[ ] Attorney Conflict Clearance Verification

--- MEDICAL RECORD ACQUISITION & REVIEW ---
[ ] Date of Medical Incident
[ ] Facility Name
[ ] Records Acquired (Physician Progress Notes, Nursing Logs, Lab & Diagnostic Results, Radiology/Imaging (DICOM), Prescription/Medication Administration Records, Operative Reports)
[ ] Upload Digital Medical Records
[ ] Discrepancies or Missing Information Notes
[ ] Reviewer Verification Signature

--- EXPERT WITNESS IDENTIFICATION & VETTING ---
[ ] Expert Witness Name
[ ] Medical Specialty
[ ] Vetting Status (Pending Review, Under Investigation, Retained, Rejected)
[ ] Conflict of Interest Notes
[ ] Expert CV/Resume
[ ] Initial Contact Date
[ ] Required Services (Report Writing, Deposition Testimony, Trial Testimony, Case Review Only)

--- EVIDENCE PRESERVATION & SPOLIATION AUDIT ---
[ ] Date of Evidence Preservation Order Issued
[ ] List of Preserved Physical Evidence
[ ] Spoliation Risk Assessment Notes
[ ] Evidence Types Secured (Electronic Health Records (EHR), Medical Imaging (MRI/CT/X-Ray), Laboratory Results, Pharmaceutical Logs, Device/Equipment Logs, Surveillance/Security Footage)
[ ] Upload Spoliation Notice/Letter
[ ] Compliance Officer Verification

--- STANDARD OF CARE ANALYSIS ---
[ ] Identified Deviation from Standard
[ ] Detailed Analysis of Medical Error
[ ] Expert Witness Confirmation (Standard of care breach confirmed, No breach identified, Inconclusive - pending further review)
[ ] Expert Review Report
[ ] Analysis Completion Date
[ ] Lead Attorney Verification

--- CAUSATION & DAMAGES ASSESSMENT ---
[ ] Causation Narrative
[ ] Estimated Past Medical Expenses
[ ] Estimated Future Medical Costs
[ ] Date of Injury/Incident
[ ] Damage Documentation
[ ] Type of Injury Sustained (Physical Injury, Permanent Disability, Emotional Distress, Loss of Life, Other)

--- LITIGATION TIMELINE & DEADLINE TRACKING ---
[ ] Statute of Limitations Deadline
[ ] Discovery Cut-off Date
[ ] Trial Commencement Date
[ ] Next Scheduled Hearing/Event
[ ] Case Status (Pre-Litigation, Discovery Phase, Trial Pending, Closed)
[ ] Updated Court Calendar/Docket
[ ] Critical Milestone Notes

--- DISCOVERY MANAGEMENT & DEPOSITION PREP ---
[ ] Discovery Deadline Date
[ ] Completed Discovery Requests (Interrogatories, Requests for Production, Requests for Admission, Deposition Notices)
[ ] Deposition Transcript Upload
[ ] Deposition Summary & Key Findings
[ ] Deposition Status (Scheduled, In Progress, Completed, Postponed)
[ ] Attorney Review Confirmation

--- SETTLEMENT NEGOTIATION & MEDIATION ---
[ ] Mediation Scheduled Date
[ ] Settlement Demand Amount
[ ] Negotiation Status (Pre-Mediation, In-Mediation, Offer Received, Counter-Offer Extended, Settlement Reached, Negotiations Failed)
[ ] Summary of Negotiation Terms
[ ] Settlement Agreement Draft
[ ] Attorney Approval for Settlement

--- CASE CLOSURE & FILE ARCHIVING ---
[ ] Date of Case Closure
[ ] Closure Status (Settled, Dismissed, Judgment Rendered)
[ ] Total Final Settlement/Judgment Amount
[ ] Documents Archived (Final Court Order, Settlement Agreement, Disbursement Ledger, Client Release Form, Lien Satisfaction Letters)
[ ] Final Closing Statement Upload
[ ] Attorney/Paralegal Final Review Signature

--- END OF TEMPLATE ---
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