Make a timeline
Record key dates, symptoms, treatment, conversations and questions while details are fresh.
For patients and families
Understand communication, review and resolution after unexpected medical harm—and learn what questions to ask, what to document and where to seek support.
Important: This page offers general educational information, not medical or legal advice. Seek urgent medical help for immediate health concerns, and consult qualified professionals for advice about your circumstances.
Frequently asked questions
Communication-and-resolution programs vary by organization. The answers below describe general principles; ask the facility handling your concern to explain its own process, contacts and timelines.
Timely information can help patients and families understand what happened and participate in decisions about next steps. A structured approach emphasizes honest communication, review of the event, answers to reasonable questions and appropriate follow-up. Even when a review concludes that harm could not have been prevented, the patient should receive a clear explanation of the findings and implications for future care.
No. Organizations use different program names and procedures, and adoption varies. Ask the patient-relations or patient-safety office whether the facility has a communication-and-resolution program and how it works. You may also consult the site’s institution directory. A background evidence document is available for download.
Similar models have been implemented by health systems in several states. Their common goals include earlier reporting, prompt review, transparent communication and learning from care outcomes. Results and procedures differ by institution, so published examples should be read as background rather than a promise about an individual case.
An adverse event is harm associated with medical care rather than the patient’s underlying illness alone. It does not necessarily mean that someone made an error or that the harm was preventable. See the patient glossary or download the terminology guide.
The Betsy Lehman Center for Patient Safety also publishes information for patients. A case-study article about program development is available to download.
Programs generally seek to support open communication between patients and their care teams, but who attends and when a meeting occurs can vary. Ask the designated contact who will participate, how questions will be collected and when follow-up is expected.
Your rights depend on applicable law, facility policy and the circumstances. Ask for a plain-language explanation of the process, whether participation is voluntary, how records may be requested, how findings will be shared and whether you may bring a support person or attorney. A qualified lawyer can explain legal rights in an individual matter.
That is an individual decision. Independent legal advice may be especially useful before signing an agreement, accepting compensation or making decisions that could affect legal rights. Ask prospective attorneys about initial consultations, fees, experience and scope of representation. Macrm Injury does not recommend a particular attorney.
A facility’s patient-safety team typically reviews relevant records, policies and information from people involved. Depending on the program, clinical experts, risk professionals or an insurer may conduct additional review. Patients should ask who makes decisions, what information is considered, how findings can be discussed and whether independent advice is permitted.
Complications can occur even when care is considered appropriate. A constructive process should still explain what was reviewed, what was found, what the outcome means for ongoing care and who can answer additional questions. The precise follow-up depends on the organization and case.
Participation rules and agreements vary. Do not assume that an initial conversation has the same legal effect as a final settlement. Read every document carefully and consider independent legal advice before signing anything that may release claims or affect rights.
Your account can add information that may not appear in the medical record. Share the sequence of events, concerns, questions and observations you are comfortable providing. You can also ask how patient feedback will inform safety improvements and whether the organization will report back on resulting actions.
With your permission, a support person can attend meetings, take notes, help organize questions and provide observations. It may help to identify one primary contact for communications while ensuring the patient’s preferences remain central.
The facility should explain how and when findings will be communicated. Ask for a named contact, an expected update schedule, the meeting format, who will attend and whether a written summary will be available.
Ask what lessons were identified, which corrective actions are planned, who is responsible and how completion will be monitored. Privacy or safety-review rules may limit some details, but the organization can still explain the general nature of improvement work where appropriate.
No action can guarantee an outcome, but preparation can support safer communication. Keep an updated medication and allergy list, confirm the procedure and care plan, ask questions in plain language, take notes, follow preparation instructions and bring a trusted support person when permitted. The Agency for Healthcare Research and Quality publishes additional patient-safety guidance.
How to prepare
Record key dates, symptoms, treatment, conversations and questions while details are fresh.
Organize available visit summaries, medication lists, test results and correspondence.
Identify the most important questions and the outcome you need from the next conversation.
Ask whether a trusted person may attend, take notes and help you recall what was discussed.
What to keep together
Keep copies rather than originals whenever possible, and protect documents containing personal health information.
Maintain an updated medication and allergy list, clinician names, visit dates, discharge instructions and relevant records.
Download the patient safety checklistKeep your timeline, unanswered questions, meeting notes and copies of messages in one secure place.
Download the engagement reportTell Macrm Injury what information is missing or suggest an educational resource for review.