01
Define the event before selecting files
Identify the clinical setting, approximate dates, alleged event, current procedural posture, and the decision counsel needs to make. A broad request to review everything is not yet a screening scope.
The defined event determines which preceding history, subsequent care, and outside records are reasonably necessary.
02
Provide the core clinical sources
Include the records that show presentation, assessment, orders, monitoring, treatment, response, escalation, transfer, and outcome for the relevant setting.
- Facility and provider records for the defined episode
- Medication administration and order history
- Laboratory, imaging, monitoring, or procedure sources
- Transfer, EMS, consultation, and follow-up records
- A short allegation or question summary without embedding assumptions
03
State the limits and deadline
Tell the reviewer which sources are pending, which questions are reserved for an expert, and when counsel needs the screening decision. That supports a proportionate written scope.
Do not send records through Critical Timeline's general intake. A secure transfer method is arranged after fit, authorization, conflicts, scope, and terms are confirmed.