Case Screening

Our unique process supports early case clarity, efficient expert sequencing, and informed decision-making before engaging high-cost physician reviewers.

Once provided with the pertinent case materials (typically the medical record), we conduct a focused, time-efficient case screening grounded in surgical expertise and supported by advanced, HIPAA-compliant digital chart review technology.

Patton & Associates utilizes highly developed, secure platforms—including tools such as ChartBriefs—to rapidly organize, de-duplicate, and distill hundreds to thousands of pages of medical records into clinically meaningful, case-relevant insight. This approach significantly reduces the time traditionally spent on manual chart organization and preliminary review.

By leveraging HIPAA-compliant technology to manage large-scale record organization, our consulting efforts remain centered on clinical analysis and case merit, rather than administrative sorting. This allows law firms to allocate their resources strategically—directing expenses toward substantive consulting and expert analysis, rather than hourly time spent organizing records.

Following the screening, a member of our team provides a verbal assessment regarding apparent merit and next-step considerations. A concise written summary is available upon request.