Interviews

• Phone and/or in-house interviews of potential clients, defendants, plaintiffs and witnesses

Case Reviews      

• Screen, evaluate and advise on the merits of a case

Records

Obtain medical records or other pertinent records
• Prepare medical records - organize, paginate and index
• Review, analyze and summarize medical records
• Create case-specific reports, chronologies, charts and pain and suffering reports

Research

• Research and integrate medical and nursing literature as it relates to the medical facts and issues of a case
• Conduct research on standards of care, causation and lont-term damages
• Research articles, publications or books written by plaintiff or defense experts
• Investigations:
  • Research medical issues and standards that apply to a specific time frame
  • Followup with references listed in literature bibliographies
  • Research ongoing medical conditions and damages to see if they are connected in the literature
• Research health care professionals' credentials
  • Background information, certifications, licensure dates, sanctions and disciplinary actions taken
• Identify
  • Potential defendants
  • Potential witnesses
  • Necessary documents
  • Theories of liability
  • Strengths/weaknesses of the case
  • Medical issues ot be discussed with appropriate experts or treating physicians
  • Facts in the medical record that support or refute the positions of counsel
  • Inconsistencies in patient complaints and mechanisms of injury

Standards of Care

• Identify and obtain standards of care that apply to your case
• Identify deviations from and the degree of compliance with standards of care
• Identify and review pertinent policies, procedures and protocols

Experts

• Prepare files for expert review
• Prepare letters to experts
• Identify, locate and confer with expert witnesses

Advise Clients and Counsel

• Explain medical issues of case
• Explain injuries and damages
• Work with clients and counsel as the case progresses

Independent Medical Exams (IME)

• Prepare client for exam
• Provide IME physician with pertinent records
• Accompany client to IME to observe the exam and be the client's advocate
• Provide a time line and verbal or written report of exam to include all activities
• Review, analyze and summarize IME reports
• Compare and contrast IME report with medical records and treating physician reports
• Testify as rebuttal fact witness regarding observaitons

Support Legal Proceedings

• Support legal proceedings
• Discovery
• Depositions
  • Assist in preparing depositon questions
  • Assist in preparing witnesses
  • Attend depositions
  • Review, analyze, summarize depositions
• Trial
  • Assist in preparation of medical evidence, exhibits and experts
  • Assist at trial
• Other legal proceedings
  • Assist with mediations, arbitration, medical-legal panels, education, etc.