Records review reports
A records review analyses the contemporaneous material before a full examination is required or possible. It can establish chronology, identify gaps and assist with the scope of later specialist evidence.
Report scope
What this report is for
A records review analyses the contemporaneous material before a full examination is required or possible. It can establish chronology, identify gaps and assist with the scope of later specialist evidence.
The precise remit, documents and assumptions should be settled in the letter of instruction. An expert’s opinion is confined to their own discipline and the material provided.
Instruction requirements
A focused route to usable evidence
The records supplied, any missing material and the limits of the opinion should be stated explicitly.
Defined questions
Identify the issues the report is asked to address.
Relevant records
Provide the material needed to form a properly bounded opinion.
Transparent assumptions
Separate facts assumed for the purpose of the report from clinical findings.
Independent opinion
The expert’s duty and the applicable procedural rules remain central.
Use the register to identify a suitable discipline, then agree the scope directly.
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Where this report sits
screening and merits reports and addendum reports reports may be relevant before, alongside or after this report, depending on the issue and stage of the matter.
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