Introduction to Life Care Planning and Overview of The Life Care Planning Process
Faculty will introduce themselves and explain the need for life care plans and how they are used by plaintiff and defense attorneys. An overview of the life care planning process previewing the typical tasks of a life care planner will be provided.
Getting Started – Establishing the Assignment and Obtaining and Reviewing Records
A credible life care plan needs to be built on a solid foundation. Attendees will learn the types of medical, vocational, rehabilitation, psychological, and collateral information they need to assemble to develop an accurate and defensible life care plan. The faculty will present best practices for accumulating, reviewing, analyzing and digesting these records.
Interview and Examination
A proper interview and examination is required to form a solid foundation for your life care plan. Faculty will demonstrate with examples of best practices for determining and documenting the functional abilities and limitations of the client including ability to dress, bath, mobility, feeding, communicate, partake in recreation, work and other activities of daily living. Traps for the unwary will be emphasized.
Future Medical Requirements
Faculty will provide guidance on how to establish the need for and frequency of future medical and mental health services, diagnostic testing, medication, inpatient care, and surgical procedures. Included will be a discussion of what you can recommend yourself and when you need to communicate with other providers.
Assistive Technology/Adaptive Devices
Faculty will provide guidance on how to identify the need and research/cost out the need for assistive technology and adaptive devices such as lifts, specialty beds, modified vehicles, braces, orthotics, prosthetics, wheelchairs, etc. Included will be a discussion of how to determine a reliable expected replacement time and other issues particular to assistive technology and adaptive devices.
Personal Assistance/Care Needs
Faculty will provide guidance on how to identify the need for and cost out personal assistance, assisted living, and nursing care, both home and facility based. Common issues that arise will be discussed.
Faculty will provide guidance on how to identify the need for and cost out/research architectural renovations such as ramps and widening of doorways. Common issues that arise in this area will be discussed.
Training in Activities of Daily Living
The injured person may require training in activities of daily living. Faculty will provide guidance on how to identify and cost out these training needs.
Costing Medical Care, Treatment, Medications, and Diagnosticss
Many injured parties may require ongoing: physician care, diagnostic tests, medications, rehabilitation services, and equipment and supplies. The faculty will discuss the life care planner’s methodology used to determine these cost projections.
Life expectancy will directly impact future costs. Faculty will discuss and explain the options that life care planners have when making assumptions on life expectancy (relying on a table, relying on a customized life expectancy from another expert, and determining life expectancy yourself) and will reveal the important potential pitfalls in this area.
Drafting an Excellent Written Life Care Plan
Your written life care plan is one of your main deliverables (the other being potential testimony). The faculty will provide advice for writing a defensible and impressive life care plan that will distinguish you from your competition. Emphasis will be placed on stating: your qualifications, avoiding successful Daubert challenges, clear, understandable language, formatting and layout, the use of charts, diagrams and photographs, the proper use of templates, transparency, accuracy, missing information and data, standard language, disclaimers and carefully defining and delineating the role of the life care planner.
Faculty will engage in a frank, free-flowing discussion of important topics including life expectancy, medical cost projections, catastrophic injuries, and the role of the life care planner.
Fee Setting, Billing, & Practice Management
Faculty will provide guidance on how to set and collect your fee and properly manage the relationship with retaining counsel. Advice will also be provided in how to run an efficient practice, keep yourself out of trouble and leverage yourself.
Business Development and Finding Your Niche
Faculty will provide advice on how to establish a niche for yourself that makes best use of your medical training, specialty, and experience. Faculty will then provide suggestions for how to market to both plaintiff and defense attorneys and develop your life care planning practice. Making yourself more attractive to potential clients and the benefits of additional training and certification as a life care planner will also be discussed.
Defending Your Life Care Plan at Deposition
Life care planners may be called upon to testify at deposition. In this segment the faculty will discuss and demonstrate with video specific lines of inquiry that the life care planner may encounter at deposition. Suggestions to deal with each of these lines of inquiry will be provided.
Defending Your Life Care Plan at Trial
Life care planners may be called upon to testify at trial. In this segment the faculty will discuss special techniques for life care planners to excel during direct and cross examination. Anticipated lines of challenge that can be expected during cross examination will be explained and suggestions to deal with each of these lines of challenge will be provided.
The Biggest Mistakes Physician Life Care Planners Make: And How to Avoid Them
Faculty will review these biggest mistakes with emphasis on avoiding the common mistakes made by others in the past. Examples will be provided.
Your Action Plan
To achieve maximum results from this two-day course physician attendees will develop their realistic action plan for implementation and success.