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Medical Records Gap Analysis

Find Missing Medical Records in Minutes, Not Hours

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

  • Medical Records Production

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Medical Records Gap Analysis audits the complete in-scope medical-record universe in a litigation matter and produces an attorney-facing, Bates-cited report identifying treatment gaps, missing records, absent providers, billing mismatches, and complaint evolution issues. It transforms what would take days of manual cross-referencing into a structured, actionable analysis with a concrete records-request target list.

Auditing medical records for completeness in litigation is one of the most tedious and error-prone tasks in case preparation. Attorneys and paralegals must manually cross-reference providers, treatment dates, billing records, and complaint allegations across hundreds or thousands of pages—often across multiple productions—to identify what's missing and why it matters.

CaseMark's AI-powered gap analysis systematically audits every accessible record in the matter, cross-references providers and treatment timelines, flags billing-to-clinical mismatches, and produces a Bates-cited report with a concrete retrieval plan. Attorneys get an actionable target list for missing records instead of spending days building one manually.

How it works

  1. 1. Upload your medical records production and related litigation documents

  2. 2. AI audits the entire in-scope record universe, cross-referencing providers, dates, and Bates numbers

  3. 3. Gaps, missing providers, billing mismatches, and complaint inconsistencies are identified and cited

  4. 4. Review the attorney-facing report and export a ready-to-use records-request target list (DOCX, PDF)

What you get

  • Provider Index & Coverage Summary

  • Treatment Gap Analysis with Bates Citations

  • Missing Records & Absent Provider Identification

  • Billing vs. Clinical Documentation Mismatches

  • Complaint Evolution & Injury Correlation Assessment

  • Records-Request Target List with Custodian Details

What it handles

  • Bates-cited treatment gap identification across the full record universe

  • Missing provider and absent custodian detection with retrieval plans

  • Baseline coverage assessment for production completeness

  • Billing-to-clinical documentation mismatch flagging

  • Complaint evolution tracking against available medical evidence

  • Concrete records-request target list with custodian, date range, and record type

Required documents

  • Medical Records Production

    The complete medical records production(s) for the matter, including clinical notes, imaging reports, lab results, and discharge summaries with Bates numbering

    .pdf, .docx

Supporting documents

  • Medical Billing Records

    Billing statements, EOBs, or itemized charges to cross-reference against clinical documentation

    .pdf, .docx, .xlsx

  • Complaint or Petition

    The filed complaint or petition to track injury allegations against available medical evidence

    .pdf, .docx

  • Prior Medical Chronology

    Any existing medical record chronology to cross-check the provider index and encounter timeline

    .pdf, .docx

  • Discovery Responses or Authorizations

    Interrogatory responses or medical authorizations listing known treating providers

    .pdf, .docx

Why teams use it

Dramatically reduce the hours spent manually cross-referencing medical records across multiple productions

Catch missing providers and treatment gaps that could undermine or strengthen causation and damages arguments

Generate ready-to-use records-request target lists with specific custodians, date ranges, and record types

Ensure production completeness with systematic Bates-cited coverage assessments before depositions or trial

Questions

What types of gaps does the analysis detect?

CaseMark identifies treatment timeline gaps, missing providers referenced but not produced, billing-to-clinical documentation mismatches, incomplete productions, and periods where expected follow-up care is absent. Every finding is traced back to specific Bates-cited source records.

Does it work with large, multi-production medical record sets?

Yes. CaseMark is designed to audit the complete in-scope medical-record universe across multiple productions, not just a single set of records. It cross-references providers, date ranges, and Bates numbers across all uploaded materials to ensure comprehensive coverage.

How does this differ from a medical record chronology?

A medical record chronology provides a narrative timeline of what the records say and when. CaseMark's gap analysis focuses on what's missing—absent providers, treatment gaps, incomplete productions—and why those absences may matter to claimed injuries, causation, or damages.

Can I use the output to prepare subpoenas or records requests?

Absolutely. CaseMark generates a concrete records-request target list that identifies the custodian, missing date range, and record type for each gap, giving your team an actionable starting point for subpoenas and authorization-based requests.

Does the analysis account for billing code discrepancies?

Yes. CaseMark flags material mismatches between billing codes (ICD/CPT) and the clinical documentation in the production, helping attorneys identify potential issues with damages calculations or treatment narratives.

How are findings cited in the report?

Every finding in the CaseMark gap analysis is traceable to source records via Bates citations, ensuring that attorneys can quickly verify conclusions and incorporate findings directly into motions, discovery requests, or trial preparation materials.

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