An expense record can organize documents after an injury, but it does not determine responsibility, coverage, or claim value.

Keep original documents

  • Medical bills, explanations of benefits, pharmacy receipts, invoices, and payment records
  • Repair, replacement, transportation, care, and other out-of-pocket receipts
  • Employer communications, pay records, work schedules, and absence documentation
  • A dated list that identifies the source document for each entry rather than replacing the original

Record facts, not conclusions

Use plain descriptions, dates, amounts, payees, and the document source. Do not assume a listed expense will be covered, caused by an event, or recoverable. The related personal-injury consultation preparation guide explains how to organize a broader event file.

A North Carolina personal-injury claim requires the complete facts and applicable law.