DocketBuddy
Attorney workpaper
Personal injury

Browser workpaper

Medical Record & Bill Inventory

Join entered records, itemized bills, EOBs, balances, and requests by provider and service period

Output scope

Available output: the entered-fact chronology, evidence ledger, or arithmetic named above. State deadlines, liability, standing, and settlement authority remain held.

Direct answer

What this workpaper does

This browser workpaper addresses join entered records, itemized bills, EOBs, balances, and requests by provider and service period. It returns only the entered-fact arithmetic, chronology, reconciliation, or coverage result shown on this page and leaves legal conclusions for attorney review.

Use it when: Counsel assembles damages evidence.

Source links checked
August 21, 2026

Working facts

Required rows are marked. Do not enter names, account numbers, or narrative medical facts.

01
Row 1
Enter the first row
Advanced paste format

One provider key | provider label row per line.

One provider key | provider label row per line.

02
Row 1
Enter the first row
Advanced paste format

One service-period key | provider key | YYYY-MM-DD or YYYY-MM-DD through YYYY-MM-DD row per line.

One service-period key | provider key | YYYY-MM-DD or YYYY-MM-DD through YYYY-MM-DD row per line.

03
Row 1
Enter the first row
Advanced paste format

One service-period key | yes or no row per line.

One service-period key | yes or no row per line.

04
Row 1
Enter the first row
Advanced paste format

One service-period key | yes or no row per line.

One service-period key | yes or no row per line.

05
Row 1
Enter the first row
Advanced paste format

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

06
Row 1
Enter the first row
Advanced paste format

One service-period key | amount or lien fact row per line.

One service-period key | amount or lien fact row per line.

07
Row 1
Enter the first row
Advanced paste format

One YYYY-MM-DD row per line.

One YYYY-MM-DD row per line.

Runs in this browser. Continue to Preflight when the file itself needs review.

Method

This workpaper uses deterministic arithmetic, chronology, reconciliation, or coverage logic from the entered fields. It does not persist client facts or send field values to general analytics.

The result is an attorney workpaper, not a legal conclusion. Verify current primary authority and every fact against the file.

Before relying on it

  1. 01Confirm each required entry against the source record.
  2. 02Build the workpaper and inspect every calculated fact and held question.
  3. 03Open the cited sources and verify the version that governs the matter.
  4. 04Move unresolved file questions into the related Preflight review.

What the workpaper returns

  • Missing counterpart documents
  • Duplicate invoice identifiers
  • Date-range and amount differences
  • Request follow-up age

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