This page explains what is typically required when instructing a medical chronology and what information is helpful at the outset. It is intended as general guidance only and reflects standard practice.

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Initial enquiry

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An instruction usually begins with a brief enquiry outlining the nature of the matter. At this stage, no formal commitment is required.

 

It is helpful, where possible, to include a short description of the claim or issues, the approximate volume of medical records involved, and any relevant deadlines. Even high-level information is sufficient at this point.

 

Following an enquiry, the Terms of Engagement are provided for review.

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Formal instruction and records

 

Once the Terms of Engagement are accepted, formal written instruction is provided and the medical records are supplied.

 

Records are usually provided in electronic format and may include GP records, hospital notes, imaging reports, correspondence, and any other relevant clinical documentation. Records do not need to be ordered or indexed in advance, although this can be helpful.

 

Records are uploaded and stored securely using cloud-based systems hosted on Google infrastructure within Europe.

 

If records are incomplete or expected in tranches, this can be addressed at the outset.

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Scope of the chronology

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Chronologies are prepared on a neutral basis and are limited to factual extraction and ordering of medical events. They do not include clinical opinion, interpretation, or commentary.

 

The scope of the chronology can be tailored to the issues in the case. For example, where a claim concerns an orthopaedic injury, the chronology may be focused on the relevant orthopaedic history rather than the claimant’s full medical record.

 

If there are specific issues, periods, or aspects of the records that require particular focus, these can be identified at the instruction stage. Where no specific focus is requested, the chronology is prepared on a comprehensive basis appropriate to the context of the claim.​​

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Review, fee confirmation, and timescale

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Once the records have been reviewed, confirmation is issued setting out the agreed scope, total fee, and estimated completion date.

 

This allows the client to proceed with clarity on cost and timescale before work is undertaken.

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Preparation and delivery

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The chronology is prepared in a clear, structured format suitable for use by solicitors, insurers, and medical experts. A final quality check is undertaken prior to secure delivery.

 

The completed chronology is delivered electronically together with the invoice.

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Ongoing communication

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If additional records are received, deadlines change, or the scope of the instruction develops, this can be addressed during the course of the instruction. Any material changes are confirmed before further work is undertaken.

 

 

Summary

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Instructing a medical chronology is intended to be a straightforward process. An initial enquiry, provision of records, and confirmation of scope and fees are usually all that is required to proceed.

 

If you would like to discuss whether a medical chronology is appropriate for a matter, please get in touch.

 

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