Screening & Merits Reports

A short-form opinion on whether a cardiology claim has prospects, before full breach or causation reports are commissioned.

  • Pre-action
  • 5–7 day turnaround
  • Fixed fee available
When to commission a screening opinion

Know whether the claim
has prospects

A screening opinion gives a consultant’s read on whether a cardiology claim has prospects — typically within days, on the records as they stand, at a fixed fee where the bundle allows.

It identifies the cardiology questions the case turns on, grades prospects, and sets out which full reports would be needed if the case proceeds. It does not carry the CPR Part 35 CPR Part 35 statement of truth — that comes with the full liability or causation report afterwards.

  • New CFA enquiries where prospects need to be tested before formal acceptance under a conditional fee agreement.
  • Pre-action clinical negligence work where breach is alleged but the medicine has not yet been independently tested.
  • Large or unstructured records bundles where a clinician’s read is needed before the case can sensibly be costed or progressed. Often paired with a chronology.
  • Defence work requiring a fresh, independent view on an opposing party’s expert evidence before responding.
Scope

What the expert report covers.

A screening opinion is deliberately focused. It addresses the specific cardiology questions the claim turns on, without straying into territory that belongs in a full liability or causation report.

What the report addresses

Included in scope

  • Whether the cardiology care falls outside responsible practice under the Bolam and Bolitho framework.
  • Whether the alleged injury is plausibly linked to the care complained of, on the balance of probabilities.
  • • Which further reports are likely needed, and from which subspecialty. subspecialty.
  • Whether the records are sufficient, or what further disclosure is required.
  • An explicit grading of prospects — good, moderate, or low — with reasoning the solicitor can use for the CFA decision.
Out of scope

Not covered at this stage

  • A CPR Part 35-compliant standalone opinion for trial use — that is the full liability or causation report.
  • A final resolution of breach or causation.
  • Examination of the claimant or any view on condition and prognosis.
  • Replacement of the full reports a positive screening points to — once prospects are graded good or moderate, the next instructions follow.
Common scenarios

We are regularly instructed when it comes to

  • Claimant · A&E

    Missed cardiac chest pain

    Patient discharged from A&E without ECG or troponin testing. Myocardial infarction 36 hours later. The opinion addresses whether the initial assessment fell below accepted standards, and whether earlier intervention would have changed the outcome on the balance of probabilities.

    Often paired with: Breach of Duty Causation

  • Claimant · Primary care

    Delayed AF anticoagulation

    Atrial fibrillation, CHA₂DS₂-VASc score of 3, no anticoagulation against NICE guidance. Embolic stroke five months later. The opinion addresses the GP’s management and the likely effect of timely anticoagulation on stroke risk.

    Often paired with: Breach of Duty AF claims

  • Claimant · Surgical

    Post-CABG complication

    Sternal wound infection and dehiscence after coronary artery bypass grafting. The opinion addresses peri-operative management and antibiotic prophylaxis — whether the complication reflects a departure from accepted practice or sits within recognised risk.

    Often paired with: Combined Breach & Causation Cardiac surgery

  • Defendant · Review

    Fresh read on opposing evidence

    Defence solicitor needs an independent view on a claimant cardiologist’s report before responding. The opinion gives a preliminary read on methodology, references, and the reasonableness of the conclusions — often informing the decision on whether a full critique is justified.

    Often paired with: Critique & Rebuttal

What you receive

Report format, length and turnaround.

Most reports run to four to eight pages, returned within five to seven working days. Fast-track turnaround of 48 to 72 hours is available where the trial window or limitation deadline requires it.

Fixed fee where the records bundle is contained. Larger bundles are quoted on an indicative basis with a cap. LAA-compliant rates and deferred payment terms available — full fee schedule.

Need a Screening & Merits report?

Submit case details today via an email or our contact form and receive a same-working-day quotation within minutes. For urgent matters, please call using the phone number below.

Same-day quote Fixed-fee where bundle allows LAA rates available