Psychiatric chart and record review

When chart review is used

• Pre-IME triage — before authorizing the cost of a full IME, counsel or adjusters can have the existing record reviewed to assess what the records show and what specific questions the IME would need to address.
• Standalone expert opinion — in some litigation contexts a record-only opinion is sufficient (e.g., rebuttal of an opposing expert’s methodology, opinion on treating-provider records, or where in-person examination is infeasible).
• Second opinion on an existing IME — review of an opposing or prior expert’s report and underlying records with critique of methodology, diagnostic conclusions, and causation analysis.
• Case validity assessment — preliminary opinion on the strength of the psychiatric component of a claim before significant case investment.
• Deposition preparation — chart review focused on the issues likely to arise in deposition of an opposing expert.
• Daubert / Sargon analysis — methodology review of an opposing expert’s opinion for admissibility challenges.

What we review

• Treatment records — psychiatric, primary care, neurology, pain management
• Hospital and emergency department records
• Prior IME / DME / QME reports
• Diagnostic imaging reports (MRI, CT, EEG) — with imaging review where relevant to TBI cases
• Neuropsychological testing results
• Pharmacy / medication records
• Deposition transcripts of treating providers and other experts
• Workers’ compensation claim file materials

Output

Written opinion structured to address the specific questions counsel or the adjuster needs answered — typically diagnosis, causation, apportionment, MMI status, treatment recommendations, and (where relevant) impairment-rating preview. Reports are deposition-ready and citation-supported where the opinion warrants.

Turnaround

Standalone chart review reports are typically delivered within two to three weeks of receipt of complete records. Expedited turnaround is available for time-sensitive matters — please indicate the deadline at intake.

Request a chart review

Contact the practice with case background, the specific questions you need addressed, and a description of the records available. We’ll respond within one to two business days with scope and engagement terms.