Top 10 Challenges in Medical Record Review  2026— And How to Solve Them 

Top 10 Challenges in Medical Record Review 2026

Top 10 Challenges in Medical Record Review — And How to Solve Them

The process of reviewing medical records is fundamental to healthcare litigation, insurance claims, and research. However, it is rarely a straightforward task. Professionals—from legal nurse consultants and paralegals to insurance adjusters and medical experts—frequently encounter bottlenecks that lead to delays, increased costs, and critical errors. Understanding and addressing these hurdles is crucial for efficient workflow and accurate case assessment. 

Here, we explore the Top 10 Challenges in Medical Record Review and provide actionable solutions to overcome them, ensuring your process is streamlined and effective. 

 

Challenges 1-5: The Documentation Dilemmas

These challenges stem directly from the nature and quality of healthcare documentation itself. 

1. Illegible or Poorly Scanned Records (The Handwriting Hurdle) 

  • The Challenge: Despite the shift to Electronic Health Records (EHRs), many older or specialty records still rely on handwritten notes, often resulting in illegible entries. Poor-quality scans, blurry images, or missing pages further compound this issue, rendering potentially vital information useless. 
  • The Solution: Prioritize obtaining native EHR files whenever possible, as they are fully searchable and clear. For handwritten records, leverage certified medical record abstraction and summarization services that employ professionals trained to decipher clinical shorthand and handwriting. When scanning, mandate strict quality control checks (e.g., minimum DPI, document orientation). 

2. Sheer Volume and Data Overload (The Needle in a Haystack) 

  • The Challenge: A single patient’s chart can span thousands of pages, especially in complex cases involving chronic illness or multi-year treatment. Reviewing this massive volume manually is time-consuming, expensive, and highly susceptible to reviewer fatigue. 
  • The Solution: Implement advanced digital record review platforms that use Optical Character Recognition (OCR) and keyword search tools. Focus your initial review on a structured summary or index of the records, using dates of service and key medical events to triage the documents and target relevant sections first. 

3. Disorganization and Fragmentation (The Scattered Puzzle) 

  • The Challenge: Records often arrive as an unorganized dump from multiple facilities (hospitals, clinics, labs) in varying formats and chronological orders. Linking diagnostic reports from one facility to treatment notes from another requires painstaking manual effort. 
  • The Solution: The first and most critical step is digital chronological organization and indexing. Use software or services that can standardize different file types (PDF, TIF, DOC) and reorganize them strictly by date of service. This structured approach instantly improves clarity and traceability. 

4. Inconsistent Terminology and Abbreviations 

  • The Challenge: Healthcare professionals use facility-specific jargon, non-standard abbreviations, and acronyms that vary widely by specialty and location. This lack of standardization can lead to misinterpretation of clinical events or diagnoses by non-clinical reviewers. 
  • The Solution: Maintain an internal, continually updated glossary of clinical abbreviations and medical terminology. For non-clinical reviewers, consultation with a Legal Nurse Consultant (LNC) can provide the necessary clinical context and accurate translation of the medical narrative. 

5. Lack of Standardized Record Formats 

  • The Challenge: Each Electronic Health Record (EHR) system (Epic, Cerner, Allscripts, etc.) generates records with different layouts, font sizes, data fields, and section headers. Reviewers must constantly adapt, slowing down the abstraction process. 
  • The Solution: Use standardized abstraction templates regardless of the source EHR. These templates enforce consistency, forcing the reviewer to pull data points (Date of Service, Physician, Diagnosis, Treatment) into a single, uniform report, minimizing format distraction. 

Challenges 6-10: Workflow and Logistical Hurdles

These issues relate to the processes, people, and technology involved in the review. 

6. Identifying Missing or Incomplete Records 

  • The Challenge: It is common for crucial documents—such as consent forms, discharge summaries, or specific test results—to be absent. Identifying what is missing and tracking follow-up requests is cumbersome. 
  • The Solution: Create a mandatory record checklist at the start of every case, based on the plaintiff’s allegations, the time frame, and expected care providers. Use an electronic tracking system to manage follow-up requests and document every attempt to obtain the necessary documents. 

7. Ensuring Regulatory Compliance (HIPAA and PHI) 

  • The Challenge: Medical records contain Protected Health Information (PHI). Every step of the review, storage, and sharing process must adhere strictly to HIPAA and other privacy regulations, posing a major risk if handled incorrectly. 
  • The Solution: Utilize secure, HIPAA-compliant document management systems with robust encryption and access controls. Ensure all team members complete mandatory, annual HIPAA training. For sharing records with outside experts, always use secure file transfer protocols, never standard email. 

8. Timeliness and Deadline Pressures 

  • The Challenge: Legal and insurance cases often operate under tight deadlines. Manual review processes simply cannot keep pace with the urgent need for a quick, yet thorough, case assessment. 
  • The Solution: Leverage medical record summarization services early in the process. A well-prepared chronology or narrative summary drastically reduces the time needed for the attorney or primary reviewer to grasp the core facts, speeding up crucial decision-making. 

9. Cost and Resource Allocation 

  • The Challenge: Manual record review requires significant billable hours, making it one of the most expensive steps in litigation or claim processing. Internal teams may lack the bandwidth or expertise. 
  • The Solution: Strategically outsource non-core tasks like organizing and summarization to specialized firms. This converts a variable, high-cost internal labor expense into a fixed, predictable cost, freeing up expensive in-house legal and clinical resources for analysis and strategy. 

10. Transitioning from Paper to Digital Review 

  • The Challenge: While most records are digital, many firms still rely on paper printouts, highlighting, and binders. This hybrid approach is inefficient, wastes physical space, and limits the utility of digital search functions. 
  • The Solution: Fully commit to a 100% digital workflow. Invest in PDF annotation and review tools that allow for digital highlighting, commenting, and bookmarking. This makes collaboration easier and preserves the records’ searchable capabilities. 

Conclusion

Medical record review is complex, but the challenges are not insurmountable. By strategically deploying a combination of modern technology (OCR, EHR platforms), robust organizational practices (chronologies, checklists), and expert human capital (LNCs and specialized abstraction services), firms and organizations can dramatically improve the efficiency, accuracy, and cost-effectiveness of their document review processes. Embracing these solutions is not just about overcoming hurdles—it’s about gaining a competitive edge in accurate case assessment. 

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