How to Gather and Submit Medical Records and Bills to Support an Injury Claim in MT

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney. See full disclaimer.

Disclaimer: This article is for educational purposes and is not legal advice.

Detailed Answer

When you file a personal injury claim in Montana, you must present clear medical documentation and billing records. Here are the steps:

  1. Obtain a HIPAA Authorization
    Ask your health care providers to complete and sign a HIPAA release. Under federal law (45 C.F.R. §164.524), providers must permit you to access your records. See HHS guidance.
  2. Request Medical Records
    Contact each facility in writing. Include patient name, date of service, provider details, records requested, and a valid signature. Montana caps copying fees; see Mont. Code Ann. §50-16-527.
  3. Gather Itemized Bills and Receipts
    Request billing statements or itemized invoices for every visit, test or procedure. Ensure each document shows dates, codes, charges and payments.
  4. Compile and Authenticate Records
    Organize records chronologically. Attach a sworn affidavit or certification attesting to their authenticity under the business records exception (Mont. Code Ann. §27-1-702).
  5. Check the Deadline
    Montana’s statute of limitations for personal injury is three years from the injury date (Mont. Code Ann. §27-2-204).
  6. Submit Records to the Insurer or Court
    Send a cover letter summarizing enclosed documents. Use tracked mail or electronic filing if permitted. Include a table of contents or index for quick review.
  7. Use Legal Tools if Needed
    If providers refuse, you can issue a subpoena duces tecum under Mont. R. Civ. P. 45.

Helpful Hints

  • Keep original records and send certified copies only.
  • Pay attention to copying fees and pre-payment requirements.
  • Follow up promptly if a provider delays.
  • Use clear labeling (Name, Date Range) on each folder.
  • Consider digital scanning for backup.
  • Consult a qualified attorney if you face resistance.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney. See full disclaimer.