Easy Forms with Steps & Tips* 
Here are forms, letters, and information to help you collect and send information to Agencies. These forms are legal documents that have places that you only have to add your personal information in. And read the "Tips on Sending Forms & Letters"
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Tip on Sending Forms & Letters
Freedom of Information Act
Good Record Keeping
Privacy Act
How to get Medical Records Medical Records Confidentially Act
How to get Court Records
Legal Forms
Questions & Answers

Good Record Keeping
Keeping good records are important. They should be easy to refer to when doing a task and being asked a question, or researching your next steps in a case.
1. Make several copies of original documents and keep the receipts for the cost of copying.
2. Keep them in a labeled folder (example: Medical Records, Court Records)
3. Keep a written record of all phone calls you make and receive. Write the date & time, phone number, person you spoke with, brief note of conversation. If the person was not there, write the information you left with a person or on an answering machine. 
4. Keep phone bills for the calls you are charged for in you case. Good for when they said you never called them. You have this bill with their number, date, time, and minutes  for proof.
5. Keep receipts for stamps, other postal costs, and costs of obtaining copies of your records that refer to you case.
6. When submitting for records, have documents Notarized, and if mailing, send them CERTIFIED MAIL RETURN RECEIPT REQUESTED!


How to get Medical Records

MEDICAL RECORDS
Obtain ALL of the nursing home, clinic, urgent care, emergency room, ambulance, visiting nurse, occupational therapy, speech therapy, physical therapy and respiratory therapy records and ALL doctor and hospital records. 
Information is often obtained from seemingly obscure records, hence the need for ALL of the medical records.
Sometimes urgent care, ambulatory care clinics, emergency rooms, ambulances, nursing and various therapy services, etc., are independent contractors. Establish with the hospital or institution what care is provided by independent contractors to ensure you are ordering ALL of the available medical records. 
Even if all of the available medical records are not part of the alleged incident and hence are not subject to the medical review, they should still be obtained as reference material. The records just prior to and after an alleged incident are especially important in providing documentation as to the person’s medical condition, the extent of the alleged injuries as well as an indication of any probable long-lasting complications that may now exist.

HOSPITAL RECORDS
Hospital records include, but are not limited to: Admission Information/Summary, Discharge Summary, Admission History and Physical, Doctor's Progress Notes, Emergency Room Records, Consultation Reports, Doctor's Orders, Operating Room Report (Physician and Nursing), Laboratory Reports, Graph Sheets, Treatment Sheets, Medication Sheets, Anesthesia Record, X-ray Reports and Radiologist Reports, Physical Therapy Records, Speech Therapy Records, Occupational Therapy Records, Nurse’s Notes, Nursing Care Plans and Nursing Progress Notes. 
Often Treatment and Medication Records are double-sided with initials on the front side and the signatures on the reverse side. Be sure to obtain the signature portion of any initialed document. This will allow identification of a particular individual should the need arise.

DON'T FORGET ABOUT THESE MEDICAL RECORDS
In non-hospital settings, some terms for the documents used will be the same and some will not be. Look for these items in addition to the ones listed under hospital records: KARDEX files, MAR or MARS sheets, Nurse’s Aids or Nursing Assistants Notes and Treatment Records, Nursing Treatment Records, Physical Therapy, Speech Therapy, Occupational Therapy, Rehabilitation Therapy or any other form of therapy records, Visiting or Home Care Nursing Records, records from Independent Medical Laboratories and Ambulance Records (EMS --- Emergency Medical Service), Emergency Room Records (these are often not part of the hospital records where the emergency room is operated by an independent contractor).
In some situations, emergency responding personnel such as the local police and rescue portions of the fire department will also apply and will be separate from other EMS personnel in the storing of their records. If a facility is state licensed, obtain a copy of the state’s investigation and licensing inspections for the year (s) being investigated. [Generally, this is a matter of public record obtained from the designated state regulatory agency.] 
For an Expert Report, it is ABSOLUTELY CRITICAL to have ALL available medical records. 


*The information contained on these pages are for informational purposes only. The pages were created per requests received by our visitors. Remember, when needing legal advice, please consult an Attorney. We are not responsible for any typos, nor for the outcome of usage. 
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