Before the Medical BoardIn the Matter of the Accusation Against:YOUR CLIENT, M.D.,Respondent.
Case No. _______RECORD PREP FOR RESPONDENT'S COUNSEL
Record Prep for Physician License Defense
Know what the Board's reviewer will find in the chart before your client sits down for the interview.
Send the chart, the Board's records request or the charging document, the CURES or PDMP report, and whatever else you have. Within 48 hours you get every patient in the matter worked up and matched to the allegations, with every entry cited to its page.
The Board has usually had the chart for months, and its consultant may already have read it. You've had it for a week. This levels the playing field.
What You Get
Pick what the matter needs. Every piece is cited to the page and opens at its source.
Records Receivedevery stageEvery record you sent, listed by source, date and page range, with duplicates flagged. It's the index for everything below.
Patient ChronologyinvestigationOne for each patient in the matter (Patient A, Patient B, and so on): visits, complaints, exam findings, orders, results, referrals and prescriptions, with other providers' records folded in by date.
Timeline of Carewritten responseThe dated facts of the care at issue, laid out in order, so your client's statement to the Board starts from the record and not from memory. The statement itself stays your client's.
Interview Prep SheetinvestigationWhat the chart will raise across the table: gaps between visits, late or amended entries, dose changes, missing consents, and every place the chart disagrees with itself.
Allegation Crosswalkafter chargesEach numbered paragraph of the Accusation, Statement of Charges or Administrative Complaint, set against the chart pages that bear on it, whichever way they cut.
Prescribing Reconciliationprescribing casesThe CURES or PDMP report line by line against the chart: the visit, exam, PDMP check, agreement and drug screen behind each fill. Flags fills with no matching visit, early refills, overlapping prescribers and opioid–benzodiazepine overlap, and adds up the daily morphine milligram equivalents.
Documentation Maprecord-keeping chargesVisit by visit, what the note contains (history, exam, assessment, plan, consent) and what it doesn't. Whether that was adequate is for your expert.
Expert Report Checkafter chargesEvery factual statement in the Board's expert report set against the chart page it rests on, with misquotes, dropped context and records the reviewer never had all flagged.
Transcript Summariesinterview and hearingYour client's interview and any depositions summarized by page and line. Where testimony and the chart disagree, both are quoted side by side.
Expert Packetdefense expertAll of the above in one cited PDF, ready to hand your defense expert the day you retain them.
Left to you and your expert: whether the care met the standard, which departures matter, strategy, and every argument. I organize and cite the record. I don't give medical or legal opinions.
What a Crosswalk Line Looks Like
Sample. Patient and pages invented.
Accusation ¶ 14as chargedRespondent failed to perform a physical examination before prescribing oxycodone on March 14, 2025.
Chartwhat the record showsThe 3/14/2025 office note documents a lumbar exam: limited flexion, straight-leg raise negative on both sides, strength 5/5. Rec. p. 212
Also relevantflagged for youThe same note shows the PDMP checked that day. The CURES report shows the fill two days later. Rec. p. 213; CURES p. 4
Price
40¢per page received. No minimum. No subscription. Billed monthly.
A three-patient matter with 900 pages of chart and a CURES report runs about $360. Pick any or all of the pieces above; the price is the same.
License-defense coverage often has a cap. Record work at this price leaves more of it for you and the expert.
Your first matter is free.
Any State Board
The paperwork has different names in different states: an Accusation in California, an Administrative Complaint in Florida, a Statement of Charges in New York. The chart work is the same. Osteopathic boards, physician assistant boards and nursing boards too.
Confidential and HIPAA Compliant
Board investigations are confidential, and so is your file. Records are uploaded, stored and processed under signed HIPAA Business Associate Agreements, and they're never used to train A.I. models. Thirty days after you tell me the matter is closed, I destroy the records and my working files and send you a signed certificate of destruction.
The work is A.I. assisted, and every entry is cited to its source page, so it's independently verifiable.
No portal, login, proprietary software, subscription, or long-term commitment. If you can open a PDF, you're set.