Archive for the ‘Trial lawyer skills’ Category

Pat Iyer’s 9 tips on detecting altered medical records Part 5

Monday, July 12th, 2010

writing prescription• Examine logs or communication books kept at the nursing station of some nursing homes. I found a note in a nursing home communication book that stated, “When you recopy the nurses’ notes, leave enough room for the night shift to describe the fall.” The case settled soon thereafter.
• Obtain billing records to determine if care was charged for but not documented. A record of an office visit may have been removed from the file, but the billing record verifies that the patient was seen.
• Sometimes there will be a dispute over when or how frequently a patient was treated and what diagnosis was made by the physician at that time. These disputes can often be resolved by requesting a copy of the medical insurance company’s records and comparing the billing records and diagnosis codes with the doctor’s records.
• Evaluate the hospital or nursing home’s staffing records to determine if the people who have documented in the medical record actually worked that day.
• Look for any documentation in the file indicating when the chart was copied and to whom it was supplied. Request copies of the chart from these entries and compare the two sets.
• Request a copy of the facility’s policy on documentation.
• Request the policy on incident reports.
• Request copies of physician office scheduling books to determine when the plaintiff was supposed to have been seen in the office.
• Request records of companies employed to act as answering services for physicians.

Modified from Roy Konray and Pat Iyer, “Tampering with medical Records, in Pat Iyer and Barbara Levin (Editors) Medical Legal Aspects of Medical Records, released in March 2010, for more tips.

[Post to Twitter]  [Post to Yahoo Buzz]  [Post to Delicious]  [Post to Digg]  [Post to Reddit]  [Post to StumbleUpon]  What are these?

Pat Iyer’s 7 tips on detecting altered medical records part 4

Wednesday, July 7th, 2010

• Look for the “too good to be true” pattern of documentation. For example, the patient was steadily writing prescriptionlosing weight but supposedly consuming 100 percent of his 2000 calories per day diet.
• Note entries that are self-serving and needlessly explanatory of the events that occurred. 50
• The medical record examiner needs to look not only at the content of the records but also at the extraneous details of the whole record. Psychologists have long observed that people normally focus on the overall message without seeing the details. The astute record examiner needs to step back from looking at the overall content and, as a separate step in the review of the records, focus on extraneous details.
• Look at the bottom of a questionable form to see if the facility has a date of printing on the form. Compare the date of the form with the date of the entries.
• Determine the meaning of codes at the bottom of a form. For example, a progress note was supplied to an attorney in discovery by a physician being sued for medical malpractice. The preprinted form on which the doctor kept his notes contained a code (0595) and the manufacturer’s telephone number. A quick call to the stationery company that created the form revealed the code was actually the date the form was created. The physician was caught in a flagrant lie with no way to explain how an “original” progress note from 1994 could end up on paper manufactured in May of 1995.
• Always ask to examine the original records. Often, codes appear on the back side of a page. The examiner needs to review the original in order to determine what codes are applicable to both sides of the page. Also, if there is no written entry on the back side of the form, it is not normally copied or supplied in discovery even though it may contain preprinted codes. The person doing the copying normally views a page without handwritten or typed entries as a blank page and will not copy it.

Modified from Roy Konray and Pat Iyer, “Tampering with medical Records, in Pat Iyer and Barbara Levin (Editors) Medical Legal Aspects of Medical Records, released in March 2010, for more tips.

[Post to Twitter]  [Post to Yahoo Buzz]  [Post to Delicious]  [Post to Digg]  [Post to Reddit]  [Post to StumbleUpon]  What are these?

Pat Iyer’s Dirty Dozen Tips for Detecting Altered Medical Records Part 3

Monday, July 5th, 2010

• Examine handwriting to see if there are obvious changes in the appearance of the writing within an writing prescriptionentry. Another thing to look for is a change in style. If notes are sloppily written and suddenly a page of neatly written notes appears from the same author, this may be a sign that the page has been rewritten at a later date.
• Look for red flag notes. Sometimes the individual will leave a note behind that states that a record has been changed. For example, a medical record included a page that contained a handwritten note that stated, “Phyllis, substitute this page for the evaluation completed 5/6/04.” The page was copied with the handwritten note on top of the clinical record.
• Be aware of a typed entry that follows handwritten entries, or vice versa.
• Look for discrepancies from the type of charting that is required by regulations and facility policy.
• Look for an excessive number of late entries, especially involving circumstances surrounding the act or injury in question. Examine the timing of the late entry. Sometimes the healthcare professional adds a late entry after learning of a problem. Review the chart to see if there were other intervening opportunities for the healthcare professional to add the late entry before the time of discovery of a problem.
• Look for words that are squeezed into an entry.
• A half sheet instead of a full page of a medical record may be found. Careless photocopying could have occurred, but it is also possible that the page was cut or folded over to hide information.
• When reviewing the original medical record, look for a photocopy of a page that has replaced an original.
• Look for obliteration of entries. Was correction fluid or heavy marker used to cross off entries?
• Review the original record to detect different color ink used within the same entry. This will not show up on a photocopy unless a heavy felt tip pen is used as one of the writing instruments. Even a slight change in the color of the ink suggests that two different pens were used to create the record (the implication being that one part of the record was added at a later date).
Compare the family’s photographs of the patient with the medical records. Are there pressure ulcers in the photographs that are not described in the medical records? Are the patient’s tongue and teeth green with mold, but the medical records document daily mouth care?
• If photographs of a pressure ulcer are available ask a clinician to compare the stage of pressure ulcer in the photographs with what is documented in the medical records.

Modified from Roy Konray and Pat Iyer, “Tampering with medical Records, in Pat Iyer and Barbara Levin (Editors) Medical Legal Aspects of Medical Records, released in March 2010, for more tips.

[Post to Twitter]  [Post to Yahoo Buzz]  [Post to Delicious]  [Post to Digg]  [Post to Reddit]  [Post to StumbleUpon]  What are these?

Pat Iyer’s Dirty Dozen Tips for Detecting Altered Medical Records Part 2

Wednesday, June 23rd, 2010

writing prescription• Compare the nursery records generated at birth with those sent to the hospital to which the baby is transferred.
• Review the copies of hospital records found within a physician’s office records with those supplied by the hospital.
• In most hospitals, the mother’s labor and delivery record is normally copied and placed into the newborn’s chart. The copy from the mother’s chart must be closely compared with the copy from the newborn’s chart in order to see if there are any added additions to a set of records.
• Often, copies of a record are supplied to others in the ordinary course of treatment long before a problem or an attorney appears on the scene. The record examiner should not assume that the records supplied in discovery are identical to the ones supplied to others before a problem manifested itself. It is not unusual for a doctor referring a patient to a specialist to send a copy of the patient’s chart to the consulting doctor. Likewise, when a patient changes providers, a copy of the first doctor’s chart is sometimes sent to the subsequent treating doctor. These records need to be closely compared to see if there are any additions.
• Compare the letters and reports written by physicians when they are found in more than one set of records. Are the letters identical or does one set of records contain fewer or different reports?
• Compare the set of records obtained by the plaintiff prior to litigation with the set provided after the plaintiff’s attorney requested the records.
• Compare the set of records obtained early in litigation with those obtained shortly before resolution of a claim.
• Compare a set of records supplied to the plaintiff with those supplied to a regulatory agency.
• Observe for new entries added to later copies of the record, or pages that are missing from the first set of records. Look for additional pages that were not supplied with the first request for records.
• Look for a stamp or mark (usually on a face sheet) that indicates that the chart was kept under the control of the Risk Management Department or the Health Information Management Director’s office. This indicates that restricted access to the chart was in place. This has likely occurred because of an unexpected outcome or a suspicion of wrong doing.
• Note descriptions of the patient that may reveal antagonism between the patient and staff. A bad clinical outcome may lead to the temptation to alter records.
• Note finger pointing or blaming of other staff members or professionals after an incident occurred.

Modified from Roy Konray and Pat Iyer, “Tampering with medical Records, in Pat Iyer and Barbara Levin (Editors) Medical Legal Aspects of Medical Records, released in March 2010, for more tips at www.medleague.com.

[Post to Twitter]  [Post to Yahoo Buzz]  [Post to Delicious]  [Post to Digg]  [Post to Reddit]  [Post to StumbleUpon]  What are these?

Pat Iyer’s Dirty Dozen Tips for Detecting Altered Records Part 1

Monday, June 21st, 2010

writing prescription• Determine if the entries are in correct sequences and the date is within the correct time frame. For example, a physician recopying an office note may inadvertently use the year that the change is being made, rather than the right year for the chart entry.
• Search for discrepancies in dates. Entries may be inconsistently dated. Information may be added to a form out of sequence. For example, one medical record included a page listing the nursing home resident’s medical diagnoses, followed by the dates of the care planning sessions. The sheet contained the diagnosis of fractured hip, which occurred in June 2009. Yet the care planning sessions were documented as having occurred in May 2009. The form did not indicate that the hip fracture diagnosis was entered after the May 2009 session.
• Examine the chart for discrepancies in times or entries that are not in the correct chronological order.
• Look at the dates when treatments or medications were ordered versus the dates they were documented as having been given. For example, in one chart, the wound care sheet included an entry on 1/22/09 that antibiotics were started for a foul smelling pressure ulcer. In reality, the order for antibiotics was not written until 1/25/09.
• Create a chronology of care with the dates of admission and discharge. Look to see if care was charted after the patient left the facility.
• Look at the medication records to determine if medications were charted as being administered after the patient left the facility. Note if the patient’s medication administration record shows that oral medications were being administered when the patient was supposedly comatose and unable to swallow.
• Compare the condition of the patient on days of transfer from one facility to another. Look for discrepancies in the description of the condition of the patient. For example, a pressure ulcer’s presence may be ignored in a hospital chart but documented in detail when the patient arrives at a nursing home.
• Compare the observations of the physicians with those of the nurses. Are they consistent?
• Observe for any handwritten entry made by someone who significantly erred in treatment, particularly if the entry is at odds with the rest of the chart.
• Examine the typical way in which the healthcare professional documents. Are notes usually brief but become extensive on the day of an incident?
• Compare a set of original medical records with that supplied to the attorney. Use self-sticking tabs or notes to indicate when documents need to be copied or examined further. Always make a list of records that have been requested to verify that everything has been received.
• Whenever two sets of records are located, compare them. For example, compare the prenatal chart kept by the obstetrician with the prenatal records sent to the hospital prior to the labor and delivery.

Modified from Roy Konray and Pat Iyer, “Tampering with medical Records, in Pat Iyer and Barbara Levin (Editors) Medical Legal Aspects of Medical Records, released in March 2010, for more tips.

[Post to Twitter]  [Post to Yahoo Buzz]  [Post to Delicious]  [Post to Digg]  [Post to Reddit]  [Post to StumbleUpon]  What are these?

“How to Detect Lies From Impressions and Expressions When Negotiating” by Guest Author Greg Williams

Wednesday, May 26th, 2010

When negotiating, can you detect lies based on someone’s expressions, or the impression that he makes on you? You’ve no doubt heard the expression, “He lied to me with a straight face.” The body never lies. So, when someone is lying, the body will compensate for his untruthfulness by displaying cover actions. Cover actions can be almost imperceptible nuances that occur when people lie, or they can also be exaggerated expressions. Nothing succeeds like success. When a person becomes confident about his ability to lie in a negotiation, and he continuously gets away with it, he will continue to lie. In most cases, he will become emboldened to increase the intensity of his lies. You’ll have the opportunity to catch him in a lie.

The way to detect and deter a liar is to observe the verbiage he uses during the negotiation, and observe his body language when you suspect him of lying. When lying …

Body language gives away lies

Body language gives away lies

• People will tend to use phrases that make them feel comfortable. Take note of the comfort phrases that a person uses and note the change that occurs when he alters such phrases. When change occurs, he could be in the process of entering into a lie, or fully engaged in it.
• People will lie to make themselves appear to be more impressive or demur. The lie will usually be accompanied with body language that exemplifies the stature of the liar. Such gestures may be observed as when the individual raises his head higher, or thrusts his chin or chest forward when seeking to be perceived as being more impressive. A demur individual will tend to bow his head and present a less impressive image.
• People will also lie to get out of tough situations. Such maneuverings will usually be accompanied with gestures that reveal their discomfort. Thus, they’ll tend to keep their arms close to their body. They’ll also tend to be more reflective, as they try to keep their story on track.

To enhance your efforts of catching a liar in his lie, switch subjects in the middle of his suspected lie. Change the subject to anything that’s unrelated to what he was discussing. After a few minutes, ask him to continue speaking about what he was discussing when you suspected he was lying. When he resumes the discussion, take note from where he continues, versus where he left off. Also, take note of the degree his demeanor has altered. In addition, you can ask questions that highlight slight differences in what he said. For example, if he said the insurance carrier would not provide an offer of over $100,000, restate what you heard as the carrier would not offer more than $150,000. By slightly altering what you said he said, he’ll have to go into recall mode, if he was lying. If he’s telling the truth, more than likely, he’ll say without hesitation, “Oh no, it was $100,000.”

In any situation, before you can discern if someone is lying, you have to establish her baseline. That means, you have to be aware of how she gestures and use verbiage in normal environments. Then, as you seek to detect lies, note the differences between what is normal to what becomes different from normal. Therein will lay the signal to delve deeper into what she is saying. Once you discover how to hone your skills to detecting liars, it will be increasingly difficult for someone to lie to you successfully … and everything will be right with the world.

The Negotiation Tips Are …
• When you suspect a liar is lying, don’t be too quick to stop him. Observe the verbiage he uses and his body language. The more comfortable he becomes with his lies, the more lies he’ll tell. In so doing, he’ll give you greater insight into how he lies and why he lies. Then, you’ll know what to look for when you suspect he’s lying.
• If you’re astute at reading body language during a negotiation, you can pick up on nonverbal signals and detect a liar’s lie before he gets too deeply into it. In so doing, you will decrease the probability of being deceived.
• People lie because they’re seeking something they need at the time of the lie. In a negotiation, if you understand the need, you’ll understand the source of the lie. From that perspective, you can address it.

To inquire about having The Master Negotiator as a coach or consultant, or to conduct ‘live’ instructional sessions, and/or keynote presentations at your company, group, or organization, please send an e-mail to GregWilliams@TheMasterNegotiator.com and start getting more out of life, when you negotiate. Please include the verbiage, ‘Negotiation Inquiry’ in the subject line.
by Greg Williams – The Master Negotiator. If you’d like more information on how you can become a savvier negotiator, click here to checkout Greg’s new book, “Negotiate: Afraid, ‘Know’ More.” Please visit The Master Negotiator‘s website at http://www.TheMasterNegotiator.com for additional information and negotiation resources for individuals and businesses.

[Post to Twitter]  [Post to Yahoo Buzz]  [Post to Delicious]  [Post to Digg]  [Post to Reddit]  [Post to StumbleUpon]  What are these?

Debridement: A Painful Treatment by Pat Iyer

Monday, May 24th, 2010

Debridement is the medical term for cutting away dead tissue from a pressure sore. It is pronounced as if the “I” is a long “e” or “ee”. Debridement can be performed by chemical or mechanical means. Chemical debridement agents use enzymes to digest dead tissue. Mechanical debridement can be performed by maggots, by surgeons, or nurses. Medicinal maggots (called maggot debridement therapy) clean the wounds by dissolving dead and infected tissue. Some doctors call them microsurgeons. Many people find this concept repulsive. I worked on a case involving infected breast tissue. The patient asked the nurses to remove the maggots because she felt them biting her. The photograph I inserted into my report summarizing medical records, which showed a jar full of maggots, helped to settle the case.

Surgical debridement of a foot

Surgical debridement of a foot


Surgeons perform debridements at the bedside or in the OR. Bedside debridements can be the most painful as there is no anesthesia and only occasionally do the surgeons order pain medication in advance. They cut tissue until it bleeds.

Nurses perform debridements when they use wet to dry dressings, a practice which was no longer recommended as of 1994 but is still being done today. This practice is not advised because allowing the dressing to dry pulls off healthy tissue.

Practice tip for personal injury attorneys: Look for evidence of maggots, bedside debridement or wet to dry dressings. Ask the patient or family about whether these procedures were performed. These are painful procedures that have great jury impact.

[Post to Twitter]  [Post to Yahoo Buzz]  [Post to Delicious]  [Post to Digg]  [Post to Reddit]  [Post to StumbleUpon]  What are these?

The Pain Score – Modified by Pat Iyer

Wednesday, May 19th, 2010

Pain over a score of 4 interferes with daily activities.

Pain over a score of 4 interferes with daily activities.

Pain is typically measured on a scale from 0-? Who knows the answer to this question?

The right answer is 10.

The zero to ten pain intensity scale is the most common method of determining pain intensity or severity. One to three is mild pain, four to six is moderate pain and seven to ten is severe pain. Screening pain scores (a pain intensity rating at the time of patient visit or admission) can be used to get a baseline indication of pain level upon hospital admission or with each ambulatory care visit. Each patient should be assessed for the presence of pain, pain intensity, and barriers to pain assessment. To make the process easier, simple screening questions are used on acute and long term care admission forms to ask if pain is present and if so at what intensity, if the patient has any prior problems with pain management, or if the patient has had severe pain for longer than twenty-four hours. If the patient indicates pain, or responds positively to these questions, a more detailed and comprehensive pain assessment should be carried out. The use of screening scores for pain assessment has been cited by the Joint Commission as one method of identifying patients with pain.

These pain scores or forms with pain assessments should be entered into the patient’s permanent chart. If the patient has a pain rating of 3 or above on a 0 to 10 scale, there should be a documentation of further assessment questions. Appropriate questions might be; what caused the pain, where is it located, how long has it been present, what has the patient been using for pain relief, how many days of work have been lost? There should also be some written indication of what the cause of the pain might be; tests such as x-rays, CT or MRI scans are ordered if the cause is unclear. The medical plan should include interventions or actions for pain relief. These actions could include pain medications, physical therapy evaluation, or a pain specialist consultation. This intensity scale is used for reassessment after pain medications to indicate how effective the pain medication is for relieving the patient’s pain.

How can plaintiff personal injury attorneys use this? Here’s your practice tip: Have the patient describe the character of the pain. Patients use words such as squeezing, crushing, tightness, cramping, throbbing, shooting, aching, dull, and pulling. Ask the plaintiff to use vivid words. Also, consider having a medical person find the references to pain levels and have them placed on a graph to show the actual values.
Modified from D’Arcy, Y., “Pain Assessment”, in Iyer, P. (Editor), Medical Legal Aspects of Pain and Suffering

[Post to Twitter]  [Post to Yahoo Buzz]  [Post to Delicious]  [Post to Digg]  [Post to Reddit]  [Post to StumbleUpon]  What are these?

Fill that pipeline now by Caryn Kopp, Guest Author

Wednesday, April 14th, 2010

Knowing how to find the decision makers to fill your pipeline can be challenging. Here are a few strategies for connecting with prospects that will help everyone jumpstart this effort.

Tip 1. The first is an email introduction. This strategy is often overlooked. Someone you know may have a connection to a decision maker. The email introduction can be as simple as Joe Smith, meet Sarah Jones. Enjoy. You know what this gives you? Permission! Permission to communicate directly with the decision maker.

sm atty on phoneTip 2. Change up your networking activities. Find out where your prospects network… and go there. A person I know was targeting large businesses yet networking with small business owners. How many sales has he closed from that? None. As the saying goes, Fish where the fish are.

Tips 3. Make a list of decision makers. And, call them with a POWERFUL message. Use words which are so compelling your prospect would be foolish not to invite you for a meeting. I know a company that used to give a one line description of their product and didn’t get many meetings. So we tweaked their message and now they say they are the company that saves their clients $100k in costs. They’re getting a lot more meetings and in a lot less time.

[Post to Twitter]  [Post to Yahoo Buzz]  [Post to Delicious]  [Post to Digg]  [Post to Reddit]  [Post to StumbleUpon]  What are these?

Time Management-Tips for Incorporating New Business Development Into Your Busy Day by Caryn Kopp

Wednesday, March 31st, 2010

three attys smFinding time for new business development can be a huge struggle. There’s always something else that seems to be more important. But what I’ve found is that people who don’t carve time for this, find themselves with an empty pipeline down the road. So I have 3 tips for fitting new business development into your busy schedule.

Tip 1. Schedule a block of time on your calendar for new business and consider it as firm as a meeting with a new prospect. You’d NEVER cancel one of those.

Tip 2. Don’t accept interruptions during business development time. Put your phone on do not disturb, turn off the IM, cell phone, Blackberry, pager and hang a do not disturb sign on your office letting others know that you’re unavailable- just as if you were out of the office at a meeting.

Tip 3. If you’re truly swamped, reduce the size of your prospect list. Focus on 10 prospects you’re drooling to do business with. If 10 is too many, pick 5. If 5 is too many, rethink your desire to earn more money.

[Post to Twitter]  [Post to Yahoo Buzz]  [Post to Delicious]  [Post to Digg]  [Post to Reddit]  [Post to StumbleUpon]  What are these?