An organized consultation file can help identify questions and missing records, but it does not establish responsibility, coverage, injury, or the value of a claim.

Start with an event timeline

  • The date, location, people or entities involved, report number, and a short account separated into observed facts and information from others
  • Photographs, video, messages, witness information, insurance communications, repair or property records, and related notices
  • Medical records, bills, appointments, restrictions, prescriptions, and a list of requested or missing records
  • Employment schedules, absence dates, pay records, and communications kept in their original form

Bring questions instead of conclusions

A useful question identifies a document, event, deadline, or uncertainty: Which records should be preserved? What does this notice request? Who may have relevant information? Do not edit an original record or assume that a single document decides the matter.

The related work-absence records guide explains how employment information can fit into a broader file. A North Carolina personal-injury claim requires a fact-specific review.