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Subpoenaed records arrive in great numbers in workers’ compensation cases. Are they sitting
in stacks in your office? Do you ever get around to
reading them all? Do you hope that the medical-
legal evaluator will read them and summarize
them, saving you the chore? Do you rely on a
review service or a professional reviewer?

Nowadays, with apportionment issues looming
large, doctors' depositions being commonplace,
and the need to decide early on in the case how
many resources to allocate, it is more important
than ever to review the records as soon as you
get them. If you are not able to delegate this task


to a professional reviewer, the following tips will make your job easier.

Scan the Records
Some copy services send you a CD with the records ( e.g., Med-Legal). I save the
file to my client’s folder, so I don't have to look all over for the records or the CD later.
I make my comments and annotations on the saved PDF file. If the records come
from a copy service that does not supply a CD, I take the records out of the ACCO™
clip and scan them, using an OCR program. This saves a lot of time later, as I can
quickly search for words. I save the scanned copy to my client’s folder before
making my comments and annotations.


Keep a Clean Copy
It is a good idea to keep a clean, unmarked copy of the records before adding comments, highlighting, and the like. You may need to send the clean copy to your opponent, or a medical-legal evaluator, or extract sections to submit as evidence.

Adding Comments, Highlighting, and Bookmarks
If you are used to working in the files themselves, you probably have yellow or other
colored labels or Post-its® sticking out like porcupine quills. When reviewing
records in digital mode, you can add bookmarks. You may also want to add yellow
highlighting so that you can quickly find the most important information on the page.
Inserting notes is a useful method of review, since you can later print out your
comments with the file or by themselves. The notes may be removed when no
longer necessary.

(Click to Enlarge)



Next Page >

The Subpoenaed Records Are Here–
What Do You Do With Them?

by Marjory Harris
> Proving PD Under New LC §4660
> Determining DFEC with "SEDEC"
> How to Review Subpoenaed Records
> + Excel Organizers
> Interview with Jettie Pierce Selvig
> Interview with John Parente
> Smoking Gun