The Hidden Dangers of Skimming Medical Records

Buried in complex charts, critical medical details often go unnoticed—yet missing them can quietly reshape the outcome of an entire case.

ByWendy Ketner, M.D.

Updated on

Attorney reading medical records

Medical records are among the most critical sources of evidence in personal injury, medical malpractice, and mass tort litigation. Yet, despite their importance, these documents are often given only cursory attention in the early stages of case review. Pressed for time or lacking clinical expertise, attorneys may skim records for obvious findings—discharge summaries, surgical notes, key lab results—while overlooking subtle but vital indicators embedded in thousands of pages of technical data.

The consequence of this approach is not just missed information; it’s missed opportunity. A single overlooked note, time discrepancy, or undocumented adverse event can fundamentally alter a case’s trajectory.

What You Don’t See Can Hurt Your Case

Medical records are rarely linear. They span multiple providers, facilities, and disciplines. The formatting is inconsistent, terminology is highly specialized, and meaningful findings are often buried in routine documentation. Skimming, whether due to time constraints or lack of training, exposes litigators to several risks:

  • Missed causation links. A minor notation in nursing notes or an ER triage form may contain the first sign of deviation from standard of care.
  • Overlooked pre-existing conditions. Failure to identify prior health issues can weaken arguments about proximate cause or damages.
  • Chronology confusion. Misinterpreting the sequence of care events can undermine the credibility of the case narrative.
  • Inadequate foundation for expert review. If the initial review is incomplete, even the best medical expert may build opinions on flawed assumptions.

Why Legal Teams Need Medical Experts in Review

To avoid these costly oversights, many firms now rely on medically trained professionals—particularly experienced clinicians—to conduct comprehensive medical record reviews. These experts bring both the technical fluency and the contextual understanding needed to identify case-critical details that attorneys may not recognize.

Medical Record Review integrates licensed medical professionals into the litigation workflow, ensuring that every chart, timeline, and diagnosis is reviewed with a clinician’s trained eye.

This process includes:

  • Chronological Organization: Clinicians parse and restructure disordered or voluminous records into a coherent, time-sequenced narrative.
  • Red Flag Identification: Reviewers highlight clinical inconsistencies, omissions, delayed responses, and potential deviations from standard of care.
  • Case Strategy Insight: Clinicians provide attorneys with insight into how medical events relate to legal arguments—such as foreseeability, causation, and damages.
  • Ongoing Collaboration: Attorneys can consult with reviewers directly to clarify findings or test preliminary theories before engaging a testifying expert.

The result is not just a cleaner record—but a stronger case foundation.

Real-World Consequences of Incomplete Record Review

Attorneys who rely solely on their own skimmed reviews risk being blindsided later in the litigation process, particularly under cross-examination or during summary judgment motions. Consider the following scenarios:

  • In a wrongful death suit, the initial review failed to flag a time-stamped notation that contradicted the expert’s report, undermining credibility.
  • A mass tort plaintiff’s file lacked documentation of prior exposure, which wasn’t discovered until late-stage discovery, weakeningthe settlement posture.
  • Defense counsel missed early signs of a comorbidity that should have shifted damages apportionment—a mistake that impacted jury instructions and final award calculations.

Such outcomes are avoidable, but only when records are reviewed with clinical precision from the outset.

Comprehensive Review Enhances Case Strategy From Day One

Beyond identifying red flags, a detailed medical record review allows attorneys to:

  • Vet case viability before investing in costly litigation
  • Pinpoint which providers or institutions should be named
  • Sequence key events to support or challenge causation theories
  • Draft more targeted complaints, motions, and discovery requests

Expert Institute’s clinicians bring not only technical skill but also litigation awareness, ensuring their insights are aligned with legal standards and evidentiary needs. Their analysis supports both early-stage decision-making and downstream expert retention.

Start With Confidence, Not Assumptions

Medical records are often the most voluminous and technically demanding documents in litigation. Treating them as administrative artifacts—rather than central case evidence—invites risk. By contrast, incorporating clinically trained reviewers into the process ensures nothing is missed, and every potential advantage is surfaced early.

Expert Institute’s Medical Record Review service offers attorneys the clinical insight required to move forward with confidence and clarity. Whether preparing for motion practice, expert retention, or trial, the difference lies in the details—and those details deserve expert eyes.

About the author

Wendy Ketner, M.D.

Wendy Ketner, M.D.

Dr. Wendy Ketner is a distinguished medical professional with a comprehensive background in surgery and medical research. Currently serving as the Senior Vice President of Medical Affairs at the Expert Institute, she plays a pivotal role in overseeing the organization's most important client relationships. Dr. Ketner's extensive surgical training was completed at Mount Sinai Beth Israel, where she gained hands-on experience in various general surgery procedures, including hernia repairs, cholecystectomies, appendectomies, mastectomies for breast cancer, breast reconstruction, surgical oncology, vascular surgery, and colorectal surgery. She also provided care in the surgical intensive care unit.

Her research interests have focused on post-mastectomy reconstruction and the surgical treatment of gastric cancer, including co-authoring a textbook chapter on the subject. Additionally, she has contributed to research on the percutaneous delivery of stem cells following myocardial infarction.

Dr. Ketner's educational background includes a Bachelor's degree from Yale University in Latin American Studies and a Doctor of Medicine (M.D.) from SUNY Downstate College of Medicine. Moreover, she is a member of the Board of Advisors for Opollo Technologies, a fintech healthcare AI company, contributing her medical expertise to enhance healthcare technology solutions. Her role at Expert Institute involves leveraging her medical knowledge to provide insights into legal cases, underscoring her unique blend of medical and legal acumen.

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