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THE AI-ASSISTED MEDICAL RECORD REVIEW PROMPT PACK
Ready-to-Use Prompts, Verification Protocols & an Evidentiary Framework for Using AI Defensibly in LNC Casework
Most AI prompt packs are generic — the same 50 prompts sold to marketers, students, and small business owners with a new cover slapped on. This one isn't. Every prompt in this pack is scoped specifically to legal nurse consulting work, built around a real evidentiary framework, and written by a working legal and forensic nurse consultant — not adapted from a general-purpose template.
This guide exists because of something most LNCs using AI right now haven't thought through. A proposed new Federal Rule of Evidence — Rule 707 — would specifically require AI-generated evidence offered without an expert witness to meet the same reliability standards as expert testimony. It isn't in effect yet, and won't be before December 1, 2027 at the earliest — but the federal judiciary is actively working through exactly the questions this guide is built around: reliability, methodology, and verification for AI-generated evidence. Whether or not this specific rule is ultimately adopted, that scrutiny isn't going away. This pack teaches you to use AI genuinely well, inside a framework that stays defensible either way.
WHAT'S INSIDE (18 PAGES):
Why This Guide Exists
The real evidentiary context behind why AI discipline matters now — including a real federal case, decided under existing evidentiary standards (not the proposed Rule 707), that shows exactly the kind of scrutiny this new rule would formalize into a specific, named requirement.
Ethics, HIPAA & Admissibility — Read This Before Prompt 1
A genuine de-identification checklist, four non-negotiable rules governing every prompt in this pack, and the same Daubert-standard framework I hold every input to in my own practice — not a boilerplate disclaimer.
16 Ready-to-Use Prompts Across 6 Categories:
Records Organization & Intake
Chronology Building
Documentation Gap Analysis
Standard-of-Care & Causation Support (organizational support only — never asks AI to generate the actual clinical or legal conclusion)
Findings Report Drafting Support
Case & Practice Management
Every single prompt includes:
The exact copy-and-adapt language
A "Verify Before Using" note specific to that prompt's actual risk points — not a generic warning
"Never do this" callouts on the higher-risk prompts
Plus:
An AI Use Verification Log — your own record that the verification work actually happened
A worked before/after example showing the exact kind of subtle, confident AI error that gets expert reports excluded from court
WHY THIS IS DIFFERENT
This isn't a course teaching you to let AI think for you. Every prompt is built around one rule: AI drafts, organizes, and flags. You verify, decide, and sign your name. The standard-of-care prompts in particular are scoped so AI can never generate the actual clinical determination — that stays yours, always, by design.
WHAT YOU GET
The complete 18-page guide as an instant-download PDF
16 fully-developed prompts, ready to copy and adapt
Print-ready formatting
LICENSE
For personal, non-commercial use. Please don't share or redistribute — if a colleague wants a copy, send them to the listing.
A NOTE ON SCOPE
This guide offers general educational information about using AI tools in LNC work. It is not legal advice and does not constitute a HIPAA compliance determination. Verify current requirements in your own jurisdiction.
WRITTEN BY
Shane Huey, MS, MBA, RN, LNC — ShaneHuey.com
Instant digital download. No physical item will be shipped.
The Toolkit and the Method Behind It
Nine case-ready document templates, plus the interview methodology to back up what's in them.
Most of the work of being an LNC happens before anyone sees your report: organizing the record, building the chronology, deciding what's missing, and figuring out what the client actually experienced versus what ended up in the chart.
This bundle covers both halves of that work — the documents you build the case on, and a structured way to conduct the interviews that go into it.
What's Included
The LNC Case Toolkit — nine templates built for case work, not generic project management: Initial Case Assessment Checklist, Medical Record Chronology Template, Missing Documentation Checklist, Standard of Care Review Worksheet, Medical Record Request Checklist, Case Viability Decision Form, Client/Patient Interview Sheet, EHR Metadata Request Guide, and a Witness Statement Reliability Scoring Guide.
Signal-Based Interviewing — the ebook, the Linguistic Clarity Index scoring rubric, a question bank, and an interview note-taking template. A method for reading what a client's or patient's language actually reveals, not just what they say, built from forensic linguistics and investigative interviewing rather than sales-training theory.
Together: a documented process from intake through interview through case chronology, in your own name, ready to use on your next file.
Why Both
The Case Toolkit gives you structure. Signal-Based Interviewing gives you a defensible way to conduct and document the interview itself — the part of the process that's usually the least standardized, and the part that's hardest to explain to an attorney after the fact if your notes are thin.
Used together, every document in the toolkit and every score in the LCI comes back to the same thing: what's actually documented, not what you remember or assumed.
What You're Actually Getting
9 case document templates (docx + PDF), yours to use and rebrand across your own practice
A full ebook on Signal-Based Interviewing, written for legal and clinical intake
The complete LCI scoring rubric and a print-ready scoring sheet
A question bank organized by interview purpose
An interview note-taking template for use in the room
Lifetime updates on both products
No subscription. No recurring fee. Use it on your first case this week.
About Shane Huey, MS, MBA, RN, LNC
Forensic nurse consultant and legal nurse consultant with 11+ years in healthcare IT and EHR systems, trained in forensic linguistics, investigative interviewing, and statement analysis. Signal-Based Interviewing and the LNC Case Toolkit are both built from that background — not adapted from generic business templates.
FAQ
Do I need both products, or can I buy them separately? Both are available on their own. The bundle is priced lower than buying them individually — see pricing below.
Are the templates locked to a specific case type? No. They're built for general medical record review and case work and can be adapted to your specialty.
Can I put my own branding on the templates? Yes. They're yours to use and rebrand for your own practice. Resale or redistribution isn't included in the license.
Is Signal-Based Interviewing a certification? No. It's a method and a set of working tools, not a credentialed course.
Build the file. Read the interview. Document both.
Your Client Already Rehearsed the Story. Here's How to Hear Past It.
A forensic linguistic method for legal client intake and patient history-taking — built by a forensic nurse consultant, not a sales trainer.
The Problem
By the time a client sits down with you, they've already told the story more than once — to a spouse, a claims adjuster, an ER nurse, a friend. Not because they're being dishonest. Because that's what people do with a hard experience: they compress it, smooth it out, and settle on a version that's easy to repeat.
The same thing happens across the exam table. A patient describing a symptom reaches for the words they think you want to hear, not necessarily the words that describe what's actually happening.
Standard intake questions can't tell the difference between a lived account and a rehearsed one — because they're not designed to. Signal-Based Interviewing is.
The Method
Signal-Based Interviewing (SBI™) is a structured, forensic-linguistics-based interview method that evaluates what a client's or patient's language reveals — not just what they say. It draws on the same discipline used in investigative interviewing and forensic statement analysis, adapted specifically for legal intake and clinical/forensic history-taking.
At the center of it is the Linguistic Clarity Index (LCI) — a six-dimension, behaviorally anchored scoring instrument you can use to document, score, and defend your read on any interview, using the person's own language as the evidence.
This isn't lie detection, and it isn't a diagnostic tool. It's a disciplined way of listening that turns an ordinary interview into a documented, defensible record.
What's Inside
A complete, ready-to-use system — not just theory.
📘 Signal-Based Interviewing (the ebook) The full method: why standard intake interviews fail, what SBI is, the complete Linguistic Clarity Index with real anchor examples, how to design questions that produce language worth scoring, and a full worked interview — from first question to a scored, documented Clarity Profile.
📋 LCI Scoring Rubric The complete behaviorally anchored scoring guide for all six LCI dimensions, the four Clarity Profile tiers, and a print-ready scoring & profile sheet for every interview you conduct.
❓ Question Bank Dozens of open, non-telegraphed questions organized by purpose — incident narrative, medical history, functional impact, and consistency checks — each paired with the direct question it replaces and a note on why the reframing works. Plus a ready-to-deploy six-question sequence.
📝 Interview Note-Taking Template A structured capture sheet for use during the interview — pre-interview checklist, six question-capture blocks, a real-time observation log, and an immediate post-interview recall protocol.
📖 Quick-Start Guide How the four pieces fit together, in the order you'll actually use them.
Why This, Why Now
Most interviewers — legal and clinical alike — are still evaluating the performance in the room: confidence, delivery, how convincing someone sounds. You'll be reading the language underneath it.
That's a different skill, and it's one your file, your chart, or your record can actually show your work on. Every score in the LCI is grounded in the client's or patient's own words — not your gut feel, not a hunch. That's what makes it something you can stand behind later, whether "later" is a deposition, a peer review, or your own case notes six months from now.
About Shane Huey, MS, MBA, RN, LNC
Shane Huey is a forensic nurse consultant and legal nurse consultant with 11+ years in healthcare IT and EHR systems, combined with training in forensic linguistics, investigative interviewing, and statement analysis. Signal-Based Interviewing is his own applied-forensic-linguistics methodology, developed first for employment interviewing and adapted here specifically for the interviews that define legal and clinical practice.
FAQ
Is this a substitute for medical records, documentary evidence, or corroborating witnesses? No. SBI produces one additional, structured, documented data point. It strengthens your file — it doesn't replace the rest of it.
Do I need special software or recording equipment? No. The method works from your own notes or a standard Zoom/Teams transcript. The note-taking template is built for either.
Is this only for personal injury intake? No — the question bank and worked examples cover both legal client intake and patient/forensic history-taking, and the six-question framework adapts to most one-on-one interview contexts.
Can I use this with my team? Yes. Each document is yours to use across your own practice.
Start reading people, not performances.
How to Become an LNC
A Realistic Roadmap for Nurses Considering Legal Nurse Consulting
Free — 46 pages of real answers, not recruitment copy.
Most information about becoming an LNC comes from people selling a certification program — which means it's optimistic by design. This guide isn't. It's written by a working legal and forensic nurse consultant who's built the business from the ground up, covering what the field actually requires: the clinical foundation, the legal fluency, how training and certification really work, and — most importantly — the relationship-driven business reality that determines whether a new LNC's practice survives its first two years.
Inside the guide:
What an LNC actually does, day to day — beyond "reads medical records for lawyers"
The clinical experience you need before you're ready, and why
Understanding the legal side without needing a law degree
Training and certification paths, including a full breakdown of CLS by BARBRI and why joining AALNC early is worth it
The honest truth about how slow the first year really is, and why that's normal
Choosing your path: part-time freelance, full-time solo, subcontracting, or W-2
Specializing vs. staying a generalist — and branching into forensics
The tools and systems every new LNC needs from day one
Common mistakes that have nothing to do with clinical skill
Realistic income expectations, by employment model
No sign-up funnel tricks, no inflated income promises — just the roadmap a new LNC actually needs, from someone who's walked it.
Download it free.
The LNC Case Toolkit
9 essential tools to assess, document, and defend every case
The LNC Case Toolkit gives you a complete, professionally designed system for reviewing and organizing a case from first referral to final decision — created by a legal and forensic nurse consultant who doesn't just know how to read the medical record, but has actually built and maintained the electronic health record for numerous large healthcare organizations over an 11-year career, backed by a master's degree in Information Security with a focus on HIPAA-regulated systems and digital forensics.
That distinction matters most in two tools you won't find in other LNC template packs:
The EHR Metadata Request Guide — built on 11 years of hands-on EHR architecture and HIPAA systems security work, not a surface-level checklist. Know exactly what to request beyond the flattened chart, why it matters, and how to get records custodians to actually produce it.
The Witness Statement Reliability Scoring Guide — adapted from the SBI™ (Signal-Based Interviewing) methodology, a proprietary forensic interviewing framework, and applied here to depositions, staff witnesses, family accounts, and client interviews.
80 pages. 9 documents. One complete system.
What's inside:
Initial Case Assessment Checklist
Medical Record Chronology Template
Missing Documentation Checklist
Standard of Care Review Worksheet
Medical Record Request Checklist
Case Viability Decision Form (with scoring rubric)
Client/Patient Interview Sheet
EHR Metadata Request Guide — know exactly what to request beyond the chart itself
Witness Statement Reliability Scoring Guide — a structured framework for assessing consistency in any statement, built on the SBI™ methodology
Every document comes as an editable Word file and a print-ready PDF, fully brandable for your own practice. Lifetime updates included — as the toolkit improves, so does yours.
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