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Would it Feel Better To Have a Medical Chart Review For Peace of Mind?

Chart Review Consultations (FL)

A physician review of your medical records with a written summary and practical next steps to discuss with your treating clinician.

Records-based review Florida residents Hourly physician time Written deliverable

Not for emergencies: If you have urgent symptoms, call 911 or go to the nearest emergency department.

This service may be a good fit if you want:

  • A focused opinion based on the medical records you provide
  • Help organizing a complex history into clear priorities
  • Suggestions on what questions to ask next and what records/tests may be missing
  • A written summary to share with your treating clinician

This service is not for:

  • Urgent or emergency symptoms
  • Medication changes, refills, or prescriptions
  • Ongoing management or establishing long-term care through our office
  • Replacing your relationship with your current treating clinician

How it works

A clear, step-by-step process designed to be simple and secure.

1) Intake & Release

Complete the intake form and sign a Release of Information so we can review your records.

2) Send Your Records

Fax your release to your physicians and send records to us via fax 941-485-2150 Attention Chart Review.

3) Physician Review (Hourly)

The doctor reviews the materials you provided and identifies key findings, gaps, and priorities.

4) Written Summary

You receive a written summary and next-step suggestions to discuss with your treating clinician.

What you’ll need

  • Your completed Release of Information form
  • A list of your doctors/facilities (name, phone, fax if available)
  • Key items such as consult notes, imaging reports, labs, and procedure reports
  • Your specific question(s) for the review (1–3 is ideal)

Tip: The more complete the records, the more useful the written summary will be.

Where to send records

Fax: 941-485-2150

If you fax records, please include your full name and date of birth on every page and put to the attention of Chart Review. Please follow up with a phone call to 941-485-2220.

Please do not email medical records unless instructed via a secure method.