The first report a LNC produces for a new client is equivalent to a first impression. We all know how important first impressions are. For LNCs, they can have even more significance. A good report highlights the value of a LNC. It can launch a LNC career, revive a struggling LNC practice or expand a growing LNC practice. Busy litigators are only going to give LNCs one chance to make a good impression through their work product.

Well written reports sell the LNC's services

LNC clients need to be able to “hit the ground running” with the medical facts. They need a tool to quickly identify the medical facts and understand the implications of those facts on their case strategy. Analytical and writing skills are critical in developing such a tool. A poorly written analysis does not help the client. The client won’t see the value the LNC brings to the litigation team and in all likelihood, that LNC won’t be given another chance. So, how does a LNC write a report that will WOW their client turning a one-time client into a customer for life?

Here are a few tips on performing spot-on case analysis to get started.
1. Remember the purpose of the report
I think of this as the bottom line of the report. What is it the client needs to know? Identifying the issues of the case with the client ensures the LNC will deliver the information the client seeks.

2. What format does the client prefer?
Some LNC clients won’t have a preference. If they do, of course follow it (at least for the first report). If the report is a narrative account of the facts, it should read like a story. Other formats include tables, bulleted lists, and timelines. Regardless of how the information is presented, objectivity and brevity are paramount.

3. Be clear on deadlines
When does the client expect the report? It is always good when a LNC can exceed the client’s expectations. One way to do this is to produce a report ahead of the deadline.

4. Develop a system to review medical records
Identify relevant providers from whom records should be requested/subpoenaed. Organize those records chronologically and provide the client with an easily navigated set of all provider records.

5. Draft the report
The first task is identifying relevant medical facts found in the medical records. Focus on critical documents/facts identified by the issues in the case. For example, if the case involves an organ injury during surgery, chances are EMS and ED records are not critical. The next task is the analysis portion of the report. Analysis uses the LNC’s informed opinions. Begin analysis by focusing on the purpose of the report. For example, medical malpractice analysis focuses on the delivery of health care and its outcomes. Personal injury analysis focuses on related injuries. Analysis also includes the impact of injuries, significance of preexisting conditions, and discrepancies/inconsistencies. Address central issues in simple terms. Do the medical facts support the plaintiff’s allegations? Remember, the report is a communication tool. Be sure it is easy to understand. Always keep the end in mind – how will this report be used by your client?

Dana Jolly, BSN, RN, LNCC, Principal, Jolly Consulting, LLC & Legal Nurse Consulting Institute, LLC and co-presenter of an all new webinar on polishing your writing skills. See patiyer.com for details.