Hey,
I would recommend a book from NOLO,
Represent Yourself in Court: How to Prepare & Try a Winning Case...I bought mine from Barnes and Noble...
Was this subpeona signed by a judge? I would not do anything (unless you want to help your long time patient) with out a court order.
Your offer to give this attorney access to the files should have been enough...I would speak in terms of "overly burdensome..."
Do they have access to the records in the first place since within the limits of medical privacy issues? "My staff and I are too busy to do this for you...here are my office hours, bring your own copying machine..."
Always watch your time limits...but you have very valid questions...
So:
1) what is your burden in this?
2) medical privacy issues?
3) attorney's authority without a judge?
4) Proper service?
MAKE HIM MAKE YOU UNDERSTAND ALL OF THE DEMANDS...WITH LEGAL CITES FOR HIS POSITION!!
If you do not refuse, but just need to understand this...or you feel that the work is too burdensome...there should be no sanctions...Document everything...play along as though you are exerting a good faith effort...
Further reading for you would be the Federal Rules of Civil Procedure...within in the section on Discovery...stuff like that....
Later,
RPT