Reconcile office notes, telephone encounters, portal messages, orders, referrals, laboratory results, imaging, specialist records and follow-up documentation.
Establish the patient’s pre-existing conditions, symptoms, risk factors, screening history, medications and prior trajectory.
Assess ordered or completed imaging, reported abnormalities, communication of results, recommended follow-up and comparison with prior studies when relevant.
Map symptoms, visits, testing, referrals, result receipt, patient notification, follow-up and missed opportunities over time.
Evaluate recognition, differential consideration, testing, referral, surveillance, and follow-up against the documented presentation and risk.
Review applicable practice policies, result-management procedures, referral tracking, documentation duties and professional requirements.
Test whether earlier recognition, investigation, referral or treatment could have changed the clinical course or outcome.
Delayed diagnosis over multiple visits.
Failure to follow abnormal labs or imaging.
Uncompleted referrals.
Worsening symptoms without escalation.
Medication mismanagement.
Evidence earlier action changes outcome.