WEBVTT
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Welcome to the Factor Podcast, where we talk about the
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stuff they didn't teach you in school, how to grow
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your practice, refine your clinical skills, and get better results
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for your patients. We're here to help you navigate the
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real world challenges of being a healthcare provider, from delivering
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top notch patient care to running a business that doesn't
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run you into the ground. Whether you're fresh out of
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school or scaling your practice, we're diving into effective, cutting
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edge treatments.
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To get patients better, faster.
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We'll also talk about business strategies and tactics to help
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you work smarter and not harder, and the mindset shifts
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required to thrive as a top performer in your field
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so you can build a career you love without burning out.
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If you're ready to learn what works and what doesn't
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from leading experts, industry innovators, and respected clinicians across a
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wide range of specialties, you're in the right place.
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My friend. Let's dive in.
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Welcome back to the Factor podcast. Will we bridge the
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gap between rehabilitation performance and real world clinical practice. I'm
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your host, Jessica Riddle, and today we're continuing our two
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part conversation with doctor Pankte Fidia, DC MBA on what
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chiropractors need to know when clinical care intersects with the
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legal system. In Part one, doctor Fidia helped us understand
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the personal injury case timeline, the importance of documentation, the
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difference between clinical and legal causation, and why your notes
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may eventually become much more than clinical records. In Part two,
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we'll move deeper into what happens when those records are requested, questioned,
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or used in legal proceedings. Doctor Fidilla will walk us
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through subpoenas, affidavits, depositions, trial testimony, and the ethical issues
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chiropractors need to be aware of on working in the
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personal injury space. Shall also share practical advice for providers
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who may one day be asked to defend their documentation,
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explain their treatment decisions, or provide testimony regarding a patient's care.
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And one of the biggest themes in this episode is confidence,
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not arrogance, not overstepping your scope, and definitely not trying
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to play attorney, but the kind of professional confidence that
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comes from knowing your notes, understanding your role, and standing behind.
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The care you provided.
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Whether you regularly treat personal injury patients or only occasionally
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encounter these cases in practice. This conversation is a valuable
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reminder that preparation matters because when your documentation enters the
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legal arena, clarity, credibility, and professionalism can make all the difference. Now,
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let's get into part two of Clinics to Courtrooms with
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doctor pankt Fida.
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So let's talk about the PI case timeline. Most of
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the time, somebody will get into an accident, will hire
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an attorney, and if you work with them, that lawyer
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will send you an LOP and you're asked to schedule
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a patient, a patient will start treatment. This is pre
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litigation phase, meaning there's no ongoing case against any insurance company.
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This is where a lot of evidence is being gathered.
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That's where you come in. So all the patients that
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you're seeing while they're alive with you, the case is
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going to get into litigation. That's why your notes matter.
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But right now there's no pending case and that's all
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pre litigation. You'll hear that word a lot in practice,
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pre lit pre litigation litigation meaning once you file paperwork
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in the court. At this point, the case is being litigated,
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meaning that it's actively being worked out in the court proceedings.
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So the treatment happens at your office. You may refer
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them out to other providers. They will go do whatever
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they need to do, and at some point the treatment
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will be done. This is when attorneys will often ask
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you to send bills and records, and so you do that.
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At that point, the lawyers, the plane of attorneys will
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make a demand letter it's like a packet, and they
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will send that to the insurance company. So you'll often
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hear that from the attorneys when you're in practice, that oh,
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we are sending a demand letter soon. We need everything
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right away. And these are the words that you'll hear
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a lot. So most cases, about ninety five percent of
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the cases will that you will see will settle at
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this stage, maybe more than ninety five, let's just say
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ninety five. Approximately ninety five percent of the cases will
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be done. They'll settle. It's good. You will never have
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to worry about your documentation. Hopefully you get paid, but
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it's done. If not, the next stage is mediation and arbitration.
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This is again not litigation, but can get complicated depending
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on the jurisdiction that you're working under. But long story
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short again, it's not full blown. Let's litigate this case
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in court. They're both arguing, plain of attorneys trying to
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talk to the insurance adjusted at this point and trying
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to negotiate. So it's still mediation arbitration, this process where
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sometimes the other side, meaning that there may be a
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defense attorney at this point, both sides are meeting and
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trying to reach a resolution. Nobody wants to take cases
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to the court, even attorneys, because it's expensive, so people
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try to settle again very likely at this stage, but
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sometimes negotiations fail. So now let's talk about litigation. You
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will know that a case is in litigation when you
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will start getting and I want to use this word
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harassment from a lot of third party records retribal companies.
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If you practice personal injury, you know what I'm talking about.
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For those who don't, you will start getting third party
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companies asking you for bills and records. And this is
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not from the patient's attorney side, This is just random.
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There's companies for that. So basically your defense side is
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hiring this third party records retribal companies and they'll start
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sending you subpoenas for documents and things like that. So
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you know, okay, this is your first time knowing that
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this particular case is in litigation. Besides that, there's no
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way for you to know that because you're so busy
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in your practice. You're not going to call the law
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firm and say, hey, what's going on with this? But
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once you start seeing that, you know that, Okay, maybe
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right now they're just asking for documentation, but if they
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don't settle, there may be a point in the future
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that I may have to go and testify, either through
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deposition or in trial. Then comes the deposition segment again.
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Most other cases do settle, even in the early phases
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of litigation. But there is a process called discovery, meaning
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at this stage both parties are now exchanging evidence that
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they have and this is the time in a case
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where depositions are being taken. So there's two types of deposition.
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There's written deposition questions that you will receive, which is
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DWQ and it's mostly yes and no answers, or they
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may be asking you to produce records. Again, there's no
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live testimony here, and Catropractice are not afraid of this.
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It's normal business. Your staff can do all of that.
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They can answer the DWQS. They can do affidavits. Make
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sure you verify information. We want to know what information
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is being sent out by your staff. But it's not
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generally stressful and then comes the time when you have
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to be the post. Now, if the plaintiff attorney meaning
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your patient's lawyer, wants you to give an expert testimony,
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they'll reach out to you, generally via email. They'll ask
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you for an invoice, make sure you build them for
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your time. And this is separate from whether or not
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the lawyer receives a settlement and then you get paid
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on the lop. This is separate. This is for your
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time to give a testimony. So that's plaintiff attorney usually
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asking you an email, and you can negotiate your price
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per hour with them. All of that separately. They'll set
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a data side for you to present your deposition and
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we'll talk about depositions later. But sometimes you can get subpoena,
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meaning the other side will issue you a subpoena to
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compel you to testify. When that happens, it's not coming
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from your patient's attorney, it's coming from the other side,
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and they are not going to pay you for that.
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Practice tip that has happened to me and I. Whenever
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you get the subpoena, they somebody will come in deliver
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it to you and it will have on that subpoena.
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If you read it, it'll know who's doing who. And
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you know that you're not party to the case because
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you're not being served, you're being subpoena. You're coming in
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as a witness, so your name's nowhere on the document,
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I mean, as far as parties are concerned. And then
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you'll see what they're asking in the subpoena. They're asking
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you to give an oral testimony, and they may also
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ask you to bring documents, and it'll have the lawyer's
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name on it, both for the plaintiff and the defense,
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so you know that this is coming from the other
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side and not from the patient's attorney. You can always
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email them and ask them to come and sate you
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for your time. Again, it's hard because they are not
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legally required to pay you the defense side, but a
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lot of the times they'll say, sure, doctor, how much
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do you charge, and they'll negotiate with you and then
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you can You can reach an agreement, but you have
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to do a little bit of persistence confidence and tell
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them you're busy, because we are busy. Again, settlement can
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reach at any stage, So they may set a date
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for you to do your deposition, but they can settle
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before that. They can settle right after your deposition. You
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never know when the case is going to get settled.
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Sometimes even before the jury, right after closing arguments, a
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case can settle. So settlements can happen at any stage,
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So just be mindful of that. Just because you're you
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have a trial date and you take time off of
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work and all of that, and you may even show
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up to the court and they settle that morning. So
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I always tell my chiropractor buddies, like, if you're going
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to go to court and you're taking time off, you
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have to ask for your money for your time, even
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if they settle. So that's something that you have to
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negotiate with the plaintiff side. Of course, the defense is
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not going to negotiate with you. They don't legally have to.
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But most of the time your plane off attorneys will say, sure,
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we understand things happen, So communicate with them in writing
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and make sure that you're compensated because this is not
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part of your lob. This is extra and know your worth.
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All right, let's move on to tort law basics negligence.
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You will not hear these terms in practice, but it's
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good to understand what's going on. So when a driver
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messes up and causes an accident, you can bring a
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lawsuit against that driver and bring that insurance company into
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that case with the vehicle of negligence. That is the
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legal cause of action. And in order to prove negligence,
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a planiff attorney has to prove four things. Duty, breach, causation,
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and damages. Duty and breach is something that the lawyers
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have to worry about. So I'm not going to get
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into that, but just to explain you, duty would be
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it's my duty to be careful when I'm driving, and
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I breach that duty if I don't follow the rules,
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the traffic rules. So that's how they bring those elements
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and evidence for those elements in courtrooms where you and
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I are going to get challenged as chiropractors is causation
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and damages. So the other two buckets, causation and damages.
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That's where majority of our testimony will come into play.
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Causation is the number one battleground every defense attorney will
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target you and your notes when it comes to causation.
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They want to make it sound like the accident did
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not cause this injury. Every case they'll say it's pre existing,
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it didn't happen from the accident. That were exaggerating, or
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the client or the patient is exaggerating. That's what the
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defense will say every single time. It's a given. So
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causation is a battleground. You will use your notes to
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link causation. They will use your notes to make it
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sound like causation is poor or there's no documentation for causation.
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So remember causation very important. A lot of the chiropractors
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don't document causation at all, and we'll get into that later.
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Damages again, not battleground for sure, but not that difficult
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to prove. This is where your bills come into place.
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When they say bills and records, the records goes towards causation.
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The bills are now used to prove damages, and not
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only just your bills, but entire whatever the patient did,
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whether any er record, any medical doctor, any anybody that
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they've seen. All that becomes past medical damages. Then there
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are other types of damages that the plaintiff can bring
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future there's past medical and there's future medical. This is
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when somebody is severely injured that they're going to need
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maybe twenty four to seven nursing facility things like that.
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I'm just giving you examples, but there's also what's going
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to happen in the future. So past medical are your bills.
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Future medical is speculative in so many ways, but a
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clever attorney will try to make that evidence come in
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and get compensation for what will happen in the future.
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There's other types of non economic economic damages, which again
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you don't need to know from your perspective, but it's
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always good to know overall what happens in any negligence case.
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So let's talk about causation. Clinical causation is very different
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from legal causation. So when what we study in school
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about causation, if somebody has ridiculopathy, then you're thinking okay,
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and maybe a disc injury there, so that is your
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clinical causation. Legal causation is proving that whatever injury or
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symptoms this patient is presenting with is directly link to
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this particular accident. And it's easier said than done because
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clever defense attorney is well, like I said, they have AMMO,
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they will use everything in your notes, any kind of
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past medical history to say this is pre existing, all
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sorts of stuff. So what can we do to make
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our documentation better? You have to link the injuries to
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the accident. So if somebody got into an accident yesterday
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and they presented with neck pain, don't just say they
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got into an accident and they came with neck pain today,
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because you see there is this missing piece of evidence there.
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You have to say they got into an accident on
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this particular date and because of that accident they are
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presenting with pain today. So just simple word connecting those
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two sentences now helps your notes look better. As far
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as causation is concerned, that is because of this accident,
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the patient is presenting with this symptoms. So causing, like
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the causation aspect, very very important. Document. Make sure you
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document mechanism of injury. A lot of us don't do that.
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We just say patient presents with neck pain. Mechanism of
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injury because of car accident. Also, if there's any extremities
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involved for a regular spine injury neck and back, it's
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sort of implied at this point that if somebody has
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a car accident injury, whiplash injury, that it's neck and back.
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So we don't have to worry too much about explaining
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neck and back pain. But if they have knee pain,
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shoulder pain, ankle pain, you have to go a step
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forward and document that why. So always good practice to
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ask your patients did you hit your knee to the
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dashboard or if they present with wrist pain, explain where
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was your arm or your hand was it on the
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steering wheel? What happened? Get that information from the patient
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and document it. If they give you that information, do it.
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If they say, oh, I don't remember, but it hurts,
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then you can always document that don't remember exactly what happened,
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the accident happened too fast, but did not have any
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pain before the accident, but now after the accident, they
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said that their risk is hurting, and so that helps.
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Be truthful, but be persuasive when you're writing now timing
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of symptom manifestation again link directly towards causation. It's important
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that most of the time it depends on the case.
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If you have a case that the accident happened recently
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and you saw them two or three weeks within that timeframe.
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It's implied the timing is easy. That's a good, good story.
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But you will get cases in practice that accident happened
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six months ago and they're having pain right now. There's
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not much you can do about that as far as
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documenting causation. But you can say, ask the patient, what
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did you do for this gap that six months? Did
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you treat at home? What happened? Why were you not
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able to get treatment sooner? And then they'll tell you, oh,
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I didn't have transportation, I didn't have that. It's okay
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to document that. Like I said, be truthful. But these
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are the questions that you can ask your patient, and
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it'll make you not a regular chiropractor, but a well
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informed chiropractor who understands how to alleviate or increase the
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value of their notes. And so what you ask in
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your history matters. It's not a cookie cutter. Let me
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00:19:13.880 --> 00:19:16.960
just ask all this accident questionnaire. No, no, no, think
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look at the date of the accident. See if there
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00:19:20.240 --> 00:19:22.920
is gaps, try and see if you get information out
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of them to kind of connect causation there. It'll make
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your notes more valuable. Acute versus chronic symptoms.
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This is.
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00:19:32.920 --> 00:19:36.480
So common. Every defense attorney will say, this is not
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a cute, this is chronic. That's where you're orthopedic testing
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00:19:39.240 --> 00:19:44.160
your palpatient skills. Everything will come into play here. Your doctors,
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00:19:44.200 --> 00:19:48.000
you know how to document acute versus chronic. But also
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know that in real life, we get our plaintiffs the
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way we get them, meaning every patient will have pre
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existing conditions and it's okay. It's fine if they have
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00:20:00.079 --> 00:20:02.599
car accidents in the past, it's okay to document that.
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00:20:03.079 --> 00:20:07.119
But then you can also document sure they had accident previously,
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that there's a history of car accident, but they didn't
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have much pain before this accident, and this accident exacerbated
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00:20:14.039 --> 00:20:18.200
their symptoms. So one sentence can now say, sure, my
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00:20:18.359 --> 00:20:22.359
patient is sixty five years old and had some arthritic
314
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changes in the spine, but it's doing fine, and now
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00:20:26.359 --> 00:20:30.240
after this wreck, and if they are feeling exacerbation of symptoms,
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and then say that document that. So connecting again to
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causation will help you make your notes stronger and that
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testimony is now backed up by your notes. History of
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00:20:42.480 --> 00:20:46.799
past pain prior collisions very very important. There's no such
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thing as hiding a bad fact, like I said, a
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00:20:49.359 --> 00:20:52.799
lot of our patients will have multiple carrects, or they're older,
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00:20:52.920 --> 00:20:56.480
they've got other comorbidities and other issues going on. Defense
323
00:20:56.519 --> 00:20:59.200
will point at that, and it's fine let them. You
324
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can always say they had those issues, but this accident
325
00:21:03.039 --> 00:21:08.839
exacerbated their symptoms, which they did. And the next in
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line is that this particular phrase, reasonable medical probability, very
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00:21:15.160 --> 00:21:19.160
very important phrase every time a defense attorney asks you
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00:21:19.200 --> 00:21:23.680
in person or in trial or off the record, so doctor,
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00:21:23.720 --> 00:21:27.519
are you sure? Are you sure that this injury is
330
00:21:27.640 --> 00:21:32.039
caused by this car wreck? Are you one hundred percent sure? Well,
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let me tell you, doctors, you don't have to be
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one hundred percent sure. The legal standard is reasonable medical probability,
333
00:21:41.400 --> 00:21:46.440
meaning more likely than not, meaning if you are about
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seventy percent sure that this type of symptoms will manifest
335
00:21:51.680 --> 00:21:55.480
after a car accident. You have everything that you need
336
00:21:55.559 --> 00:21:58.119
to give that statement. You don't have to be one
337
00:21:58.200 --> 00:22:01.720
hundred percent sure that all is injuries are because of
338
00:22:01.720 --> 00:22:05.440
this accident. You just have to be more likely than
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00:22:05.480 --> 00:22:09.039
not sure. So the standard is reasonable medical probability, and
340
00:22:09.079 --> 00:22:12.079
that you can say that with confidence. No one can
341
00:22:12.119 --> 00:22:15.680
be one hundred percent sure, can you be sure enough, Yeah,
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00:22:15.839 --> 00:22:22.279
I have reasonable medical probability that my patient symptoms stem
343
00:22:22.319 --> 00:22:28.240
from this particular injury. Let's continue with strong documentation. Mechanism
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00:22:28.240 --> 00:22:31.559
of injury very important. Please document that, definitely document that.
345
00:22:31.559 --> 00:22:36.480
For extremities, do your regular range of motion testing, orthopedic testing.
346
00:22:36.599 --> 00:22:39.759
You can use outcome measures also vestry, and there's so
347
00:22:39.839 --> 00:22:42.599
many out there and the it's good to use those
348
00:22:42.640 --> 00:22:46.039
because you can use that as objective data, not just
349
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what patient is saying. But hey, look I did all
350
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this testing and proof. I have evidence to show that
351
00:22:51.559 --> 00:22:55.839
they were hurting and now after treatment they've gotten better.
352
00:22:56.160 --> 00:23:00.200
Progression things like that, you can use them. Functional limitation
353
00:23:00.599 --> 00:23:04.480
very very important. Don't just document pain, also document things
354
00:23:04.480 --> 00:23:07.960
that they are not able to do. From practice perspective,
355
00:23:08.000 --> 00:23:10.440
a lot of the times my patients are saying, oh
356
00:23:10.480 --> 00:23:13.640
the pain is same or they're not giving you much.
357
00:23:13.720 --> 00:23:15.519
But if you ask them or are you able to
358
00:23:15.519 --> 00:23:19.640
do your ADLs? Can you handle cooking, cleaning house stores?
359
00:23:19.799 --> 00:23:22.279
Are you able to drive like before? Can you go
360
00:23:22.319 --> 00:23:25.240
to the gym? Depending on patient's age and in their
361
00:23:25.279 --> 00:23:29.079
functional activity status before the accident, good questions to ask
362
00:23:29.240 --> 00:23:31.160
and these are the things that you can ask every
363
00:23:31.240 --> 00:23:33.920
time they come in and document it on your soap
364
00:23:33.960 --> 00:23:37.079
notes to saying functional limitations, things that are not able
365
00:23:37.119 --> 00:23:39.880
to do like they used to before the accident. Good
366
00:23:39.960 --> 00:23:44.799
good documentation. Progression of care. This is something that will
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00:23:44.839 --> 00:23:49.680
help you when defense will try to make it sound
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like your care is redundant or not medically necessary or
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00:23:54.519 --> 00:23:58.440
excessive when they say, well, doctor, did you really need
370
00:23:58.480 --> 00:24:04.240
to see this patient twenty something times? Yes? And why?
371
00:24:04.680 --> 00:24:08.160
Progression of care so you don't just say pain levels
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00:24:08.200 --> 00:24:11.839
went down. Also say functional limitations that you documented early
373
00:24:12.279 --> 00:24:15.519
are now getting better. If they're getting better, also use
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00:24:15.640 --> 00:24:19.480
your outcome measures, do it again, re examine things like
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00:24:19.519 --> 00:24:23.240
that to show medical necessity. This is how you build
376
00:24:23.400 --> 00:24:27.880
strong documentation to kind of justify the number of treatments
377
00:24:27.920 --> 00:24:34.359
that you're giving this particular patient. Updated diagnosis. I have
378
00:24:34.559 --> 00:24:38.759
seen so many chiropractors. I don't know if this is
379
00:24:38.880 --> 00:24:42.599
lazy conduct or I don't know why, but a lot
380
00:24:42.640 --> 00:24:45.839
of chiropractors stop doing re examination and they're not updating
381
00:24:45.839 --> 00:24:50.240
diagnosis once they get the imaging results back. So we
382
00:24:50.319 --> 00:24:53.880
send out for let's say MRI. You're suspecting that there
383
00:24:53.960 --> 00:24:57.279
is a bulging disc her needed disc Now you have
384
00:24:58.039 --> 00:25:01.000
confirmation on the MRI that they do, you go back
385
00:25:01.039 --> 00:25:05.319
and change your diagnosis. Added, it's important to update diagnosis
386
00:25:05.359 --> 00:25:09.400
that shows that this is not just a regular cookie
387
00:25:09.400 --> 00:25:12.200
cutter case that everybody has the same Diagno. No, I
388
00:25:12.279 --> 00:25:17.920
am changing my treatment plan based off of whatever imaging
389
00:25:17.960 --> 00:25:22.559
I'm getting, and I'm also updating diagnosis. And so your
390
00:25:22.640 --> 00:25:26.319
initial diagnosis is there, but then you kind of refine
391
00:25:26.359 --> 00:25:30.160
it depending on what happens next, depending on the imaging finding.
392
00:25:30.200 --> 00:25:33.279
So if somebody may have a specific right now, maybe
393
00:25:33.279 --> 00:25:37.400
you just documented sprain strain at the shoulder, but now
394
00:25:37.480 --> 00:25:42.680
you know exactly which muscle, then be more specific. It's
395
00:25:42.720 --> 00:25:44.960
hard to do in practice. Trust me, I've been doing
396
00:25:45.000 --> 00:25:46.920
this for eight years. I see a lot of new
397
00:25:46.920 --> 00:25:48.759
patients a month and it's just, oh, I have to
398
00:25:48.799 --> 00:25:51.720
do this again. But you have to because it's good
399
00:25:51.920 --> 00:25:55.519
and it also gives you strong notes to defend, and
400
00:25:55.559 --> 00:25:58.480
then you can alter your treatment plan based off of
401
00:25:58.680 --> 00:26:01.440
what's going on. You can docum in that Okay, I
402
00:26:01.519 --> 00:26:04.160
suspected that there was sprain strain on the shoulder, but
403
00:26:04.240 --> 00:26:07.880
now I know that there is I don't know super
404
00:26:07.880 --> 00:26:11.039
spinnatus tair. So we've added this kind of exercises to
405
00:26:11.160 --> 00:26:14.279
rehab that, and so that adds value to your notes
406
00:26:14.839 --> 00:26:21.079
and consistency. Again, because of the EHRs WUS Cairo touch
407
00:26:21.160 --> 00:26:25.079
or there's so many out there, there can be inconsistency,
408
00:26:25.599 --> 00:26:28.319
so be mindful of that. Like let's say you forgot
409
00:26:28.319 --> 00:26:31.880
to add the soap and you went back and you
410
00:26:31.920 --> 00:26:34.680
added it, and everything from the first two visits kind
411
00:26:34.720 --> 00:26:38.440
of rolled back into this one. So your visit fifteen
412
00:26:38.799 --> 00:26:42.559
has the same level of pains as visit second, and
413
00:26:42.680 --> 00:26:45.519
on the sixteenth again it dropped down to like nothing.
414
00:26:45.680 --> 00:26:48.960
So be careful. You're very busy, and there may be
415
00:26:49.079 --> 00:26:51.519
sometimes your staff is doing the soaps for you. So
416
00:26:52.119 --> 00:26:54.400
you as the doctor, you're the one who's responsible for
417
00:26:54.440 --> 00:26:56.440
your notes. You're the one who's signing it, so it
418
00:26:56.519 --> 00:26:59.920
has to sound consistent. Make sure if there are gaps
419
00:27:00.160 --> 00:27:04.720
treatment that you document that in things like that, common
420
00:27:04.759 --> 00:27:09.839
documentation mistakes, copy paste notes. This happens a lot in practice.
421
00:27:10.160 --> 00:27:13.480
And when you'll find people that are in the same crash,
422
00:27:13.920 --> 00:27:16.839
like four people in the same car crash, right, and
423
00:27:17.559 --> 00:27:21.640
all four of them have the same identical diagnosis list.
424
00:27:22.279 --> 00:27:27.680
They have same muscular skeletal findings, and some things are
425
00:27:27.720 --> 00:27:31.440
going to be the same. If you treat athletes and
426
00:27:31.519 --> 00:27:34.519
you're treating concussion, a lot of the documentation is going
427
00:27:34.559 --> 00:27:37.160
to be the same. So that's my argument always like, hey,
428
00:27:37.200 --> 00:27:40.200
I'm a chiropractor, I see muscular skelet injuries, I treat
429
00:27:40.240 --> 00:27:43.000
car accident patients. A lot of these things are going
430
00:27:43.039 --> 00:27:45.480
to be the same. My choice of orthopedic testing are
431
00:27:45.519 --> 00:27:48.559
going to be the same. But there has to be
432
00:27:48.640 --> 00:27:51.440
some things that are different, right, because every human being
433
00:27:51.519 --> 00:27:55.480
is different. So that is your job to be the
434
00:27:55.519 --> 00:27:58.400
best doctor that you are. Use all the training that
435
00:27:58.440 --> 00:28:03.200
you're chiropractical school taught you, and in document things that
436
00:28:03.240 --> 00:28:06.519
are different. Don't be copy pasting notes. Try to find
437
00:28:07.119 --> 00:28:10.920
individualistic finding. It can be very simple like pel patient
438
00:28:11.000 --> 00:28:15.920
finding something that is unique to that particular patient. That's
439
00:28:16.000 --> 00:28:20.039
one way to negate the allegation of copy paste notes.
440
00:28:20.720 --> 00:28:24.480
Gaps in care very very important. This is where defense
441
00:28:24.519 --> 00:28:28.359
will come in and say your patient is not hurting,
442
00:28:28.839 --> 00:28:31.640
Your client is not hurting, they are not coming in,
443
00:28:32.200 --> 00:28:34.359
or you have not seen them in three months. You
444
00:28:34.440 --> 00:28:37.400
never did it re exam. So gaps in care is
445
00:28:37.480 --> 00:28:40.599
always a problem. We can't control this. You can't force
446
00:28:40.640 --> 00:28:44.240
your patient to come in. You can recommend them. That's
447
00:28:44.279 --> 00:28:46.000
the best you can do. So do your best to
448
00:28:46.240 --> 00:28:50.839
document gaps in care. Ask them what happened, didn't have transportation, rated,
449
00:28:51.559 --> 00:28:55.039
was traveling? Was sick this that the other. If they
450
00:28:55.039 --> 00:28:57.799
give you answers, document and do your best. If they
451
00:28:57.799 --> 00:29:00.160
don't give you answers, there's nothing you can do. It's
452
00:29:00.200 --> 00:29:03.119
not much you can control in this area. But educating
453
00:29:03.200 --> 00:29:07.640
your patient is important. Definitely communicate with them, have your
454
00:29:07.640 --> 00:29:11.440
staff communicate with them. Let them know gaps is bad,
455
00:29:11.519 --> 00:29:15.920
bad bad. And if there's a really humongous gap, like
456
00:29:16.000 --> 00:29:20.559
re exam, please please do a re exam. Inconsistency We
457
00:29:20.640 --> 00:29:25.559
talked about that already. Over and undertreatment another way. Defense
458
00:29:25.599 --> 00:29:29.200
will like to target our notes. They'll always say they'll
459
00:29:29.240 --> 00:29:33.079
always say you treat them way too many times, and
460
00:29:33.559 --> 00:29:36.480
lately they're saying undertreatment, which is a new one that
461
00:29:36.519 --> 00:29:39.240
I'm seeing. So yeah, they will always attack you on that.
462
00:29:40.279 --> 00:29:43.480
Be confident in responding to these answers. If you documented
463
00:29:43.559 --> 00:29:46.960
that many visits, you documented that many wizards, it's industry standard.
464
00:29:47.440 --> 00:29:51.319
Stick with it. Be confident when you answer these questions.
465
00:29:51.359 --> 00:29:54.559
If you yourself seem defeated when answering those questions and
466
00:29:54.599 --> 00:29:57.200
you feel like, I don't think if you're not confident
467
00:29:57.200 --> 00:29:59.000
in your own notes, like, how are you going to
468
00:29:59.000 --> 00:30:03.160
convince a jury, let alone a defense attorney. So make
469
00:30:03.240 --> 00:30:06.519
sure that if you set a treatment plan that you
470
00:30:06.519 --> 00:30:10.039
are one hundred percent by it. I don't want to
471
00:30:10.079 --> 00:30:12.440
say what number is, Okay, one number is not. It
472
00:30:12.480 --> 00:30:17.680
really depends on the patient. We are. We're very patient
473
00:30:17.799 --> 00:30:20.759
centric and we make the decision based on the client,
474
00:30:20.799 --> 00:30:24.559
on the patient, not like this scale of this number
475
00:30:24.599 --> 00:30:27.119
of sessions for every patient. Now it's just patient dependent
476
00:30:27.559 --> 00:30:30.960
and it depends on many, many, many, many factors. Comorbidities
477
00:30:31.039 --> 00:30:34.319
and age of the patient, how active they are, the
478
00:30:34.680 --> 00:30:38.440
severity of their injuries, things like that. Okay, last, but
479
00:30:38.519 --> 00:30:42.359
not the least. Please please, Caidropractice, if you take one thing,
480
00:30:43.160 --> 00:30:48.839
one thing from this webinar, do not do not document
481
00:30:50.039 --> 00:30:54.200
attorney driven care. What do I mean by that? I
482
00:30:54.279 --> 00:31:00.000
have seen notes where Caidropractice are written attorney denied, MRIs,
483
00:31:00.759 --> 00:31:08.400
attorney approved, MRI, attorney did not approve additional treatments. Please
484
00:31:08.480 --> 00:31:10.960
don't document that. It's common sense, but people do it
485
00:31:11.000 --> 00:31:14.400
all the time. I understand what you're trying to communicate there.
486
00:31:14.519 --> 00:31:16.920
Maybe there is some way, you're trying to document that
487
00:31:17.000 --> 00:31:21.359
I did my due diligence. I think the patient needs MRI,
488
00:31:21.599 --> 00:31:24.960
but the attorney denied it. When you document things like that,
489
00:31:25.200 --> 00:31:28.480
you're saying that it's attorney driven medical care, and that's
490
00:31:28.519 --> 00:31:31.039
going to be a big no no. It's a major
491
00:31:31.079 --> 00:31:34.440
red flag, not only for that case that you're asked
492
00:31:34.480 --> 00:31:38.799
to give a deposition for, but overall, for overall ethics.
493
00:31:39.279 --> 00:31:42.480
We can't have attorneys practice medicine. We can't have attorney's
494
00:31:42.559 --> 00:31:47.039
practice chiropractic care. It's your call, So please refrain from
495
00:31:47.039 --> 00:31:51.039
documenting that. Even internally, a lot of these internal notes
496
00:31:51.079 --> 00:31:55.839
are now being discoverable, So be very careful if imagine
497
00:31:55.839 --> 00:31:58.240
that these documents are being read in court and you
498
00:31:58.440 --> 00:32:00.480
not want to write something that you can get in
499
00:32:00.559 --> 00:32:06.680
trouble with. Let's talk about affidavits and subpoenas. So subpoenas,
500
00:32:06.720 --> 00:32:09.200
like we already discuss, you can get subpoena by the
501
00:32:09.200 --> 00:32:12.880
defense attorney to come and give a deposition. Besides that,
502
00:32:13.039 --> 00:32:16.559
you can also have subpoenas for documents, records. Trival companies,
503
00:32:16.599 --> 00:32:20.000
third party companies will give you those subpoenas, and they
504
00:32:20.000 --> 00:32:24.119
can be really broad if they are asking for information
505
00:32:24.279 --> 00:32:29.079
such as your internal notes or your communication with the
506
00:32:29.119 --> 00:32:34.240
plaintiff attorneys. That's too broad of a skull and they
507
00:32:34.279 --> 00:32:37.279
should not be asking, but they will, so I recommend
508
00:32:37.279 --> 00:32:39.839
that if you feel like they're fishing for information, reach
509
00:32:39.839 --> 00:32:41.799
out to the planeff attorneys. Sometimes you may have to
510
00:32:41.799 --> 00:32:45.480
get your own lawyer to quash those because that's not right.
511
00:32:46.200 --> 00:32:49.680
But they'll try their best, and it's annoying, but we
512
00:32:49.759 --> 00:32:52.200
all have to deal with that. You can charge them
513
00:32:52.680 --> 00:32:57.839
for providing them with records reasonable fee, and they're not
514
00:32:57.880 --> 00:33:03.000
your friends, so it's okay to buy time and make
515
00:33:03.039 --> 00:33:05.960
it difficult for them. Sometimes I ask them I will
516
00:33:05.960 --> 00:33:09.160
release it once your check is cleared to make sure
517
00:33:09.200 --> 00:33:11.720
I'm getting paid for it. But yep, you will see
518
00:33:11.720 --> 00:33:14.519
that a lot in practice, so be careful. You don't
519
00:33:14.559 --> 00:33:17.920
have to worry about doing them yourselves, especially the written
520
00:33:18.000 --> 00:33:20.759
questions that yes and no, the dwqs. Your staff can
521
00:33:20.799 --> 00:33:23.359
do them. Your staff can sign them, but at the
522
00:33:23.440 --> 00:33:25.319
end of the day, your license on the line, so
523
00:33:25.480 --> 00:33:28.480
I always review it. If it's standard, they'll know what
524
00:33:28.559 --> 00:33:32.039
to do. But if they're asking for very detailed, complicated language,
525
00:33:32.680 --> 00:33:36.960
look it up. Hire a lawyer if you need to depositions,
526
00:33:37.000 --> 00:33:40.680
we have to do another seminar, but yeah, depositions basically
527
00:33:41.119 --> 00:33:44.480
plain if attorney or defense attorney asking you questions, it's
528
00:33:44.640 --> 00:33:49.759
testimony under oath. It can be online what in person.
529
00:33:49.960 --> 00:33:52.400
Back in those days, they used to come into your
530
00:33:52.400 --> 00:33:54.400
office and do it. Now most of these are done
531
00:33:54.440 --> 00:33:57.039
on zoom, but they can still come in office and
532
00:33:57.079 --> 00:34:00.000
do it. It's not done in the court. It's testimony
533
00:34:00.119 --> 00:34:04.400
outside the court. But because it's it's basically testimony that
534
00:34:04.440 --> 00:34:06.519
can be used in court. So if you're not going
535
00:34:06.559 --> 00:34:09.119
to be available to give your life testimony in court,
536
00:34:09.400 --> 00:34:12.639
a lot of the times it's recorded in a deposition setting,
537
00:34:12.760 --> 00:34:15.599
and that way they can use that instead of you
538
00:34:15.719 --> 00:34:18.920
going to court. The court reborder's presence, so everything that
539
00:34:19.000 --> 00:34:22.800
you say is going to be transcribed, and every time
540
00:34:22.800 --> 00:34:26.440
you say and and all of that also gets documented.
541
00:34:26.519 --> 00:34:29.960
So sometimes when you read it, like ah, it sounds cringe,
542
00:34:30.000 --> 00:34:33.119
but it's the nature of the game, and so it's
543
00:34:33.159 --> 00:34:37.000
important that you prepare for deposition. It can be really long,
544
00:34:37.559 --> 00:34:41.840
anywhere between two to six hours depending on the case,
545
00:34:42.360 --> 00:34:44.639
and it can be used for more than one case.
546
00:34:44.679 --> 00:34:47.320
Doctors don't really pay attention to that, but it is true,
547
00:34:47.480 --> 00:34:49.679
a deposition that you may have given two years ago
548
00:34:49.800 --> 00:34:54.679
for this particular attorney can be used for a case
549
00:34:54.679 --> 00:34:57.159
that's coming up three years from now, or if they're
550
00:34:57.199 --> 00:35:00.800
trying to find or come after you, they can use that.
551
00:35:00.920 --> 00:35:04.960
So that's deposition. We have to do another webinar for that.
552
00:35:05.159 --> 00:35:08.480
But you can always use your own lawyer if you're
553
00:35:08.519 --> 00:35:13.000
really intimidated or you feel like they're trying for you
554
00:35:13.079 --> 00:35:15.880
to give statements that has nothing to do with the
555
00:35:15.920 --> 00:35:18.840
case that you're being called to do a deposition for.
556
00:35:19.159 --> 00:35:22.239
So it's this person'suing this person. You are a fact witness,
557
00:35:22.639 --> 00:35:25.519
but they're asking you all the questions pertaining to where
558
00:35:25.559 --> 00:35:29.440
you're working and other stuff has nothing to do with that,
559
00:35:29.639 --> 00:35:33.440
and you're suspecting some kind of weird things happening. Yeah,
560
00:35:33.599 --> 00:35:35.960
just call an attorney have them come in. There's so
561
00:35:36.079 --> 00:35:38.360
much more that lawyers can do to protect you in
562
00:35:38.360 --> 00:35:41.559
a deposition settings, but majority of the times is related
563
00:35:41.559 --> 00:35:44.039
to the case. You can charge them a reasonable fee
564
00:35:44.320 --> 00:35:47.039
and you can give you a testimony and be confident
565
00:35:47.039 --> 00:35:50.599
in giving the testimony. Defense will try to attack your
566
00:35:50.599 --> 00:35:53.400
credibility and deposition. Main thing they'll try to say, you
567
00:35:53.440 --> 00:35:57.280
don't know what you're talking about that it's all attorney
568
00:35:57.360 --> 00:36:01.639
driven treatment. Everything is overtreatment for them. They'll say the
569
00:36:01.679 --> 00:36:06.599
treatments are not medically necessary. They'll say, or MRIs if
570
00:36:06.599 --> 00:36:10.320
we're not necessary, that you have a financial gain or
571
00:36:10.400 --> 00:36:15.119
incentive for sending them out for imaging testing. They'll attack
572
00:36:15.159 --> 00:36:17.920
you in a scope of practice. These are for dcs
573
00:36:17.960 --> 00:36:20.679
that have a DC and P setting that they are
574
00:36:20.719 --> 00:36:24.039
doing not only chiropractic care, but also a little bit
575
00:36:24.079 --> 00:36:26.519
of medical in there, so they'll try to attack you
576
00:36:26.559 --> 00:36:31.559
on those. They'll find documentation gaps, and then long story short,
577
00:36:31.719 --> 00:36:34.119
the goal for deposition is to make you look like
578
00:36:35.480 --> 00:36:38.360
you're not smart enough or you're lying in front of
579
00:36:38.360 --> 00:36:41.440
the jury and our jury, depending on the jurisdiction that
580
00:36:41.480 --> 00:36:46.159
you're from, sometimes there's a jury bias. Still people think
581
00:36:46.199 --> 00:36:50.159
that chiropractic care is not as credible as medical care.
582
00:36:50.360 --> 00:36:53.840
That they think that we're not perfect doctors or good
583
00:36:53.880 --> 00:36:57.360
doctors or real doctors, and so they will try to
584
00:36:57.400 --> 00:36:59.920
attack you on the jury bias. So what do you do?
585
00:37:00.079 --> 00:37:04.719
You talk about your amazing education that your school gave you,
586
00:37:04.840 --> 00:37:08.639
all the science classes that you've taken, and that you've
587
00:37:08.679 --> 00:37:11.280
been doing this with this many years and when you
588
00:37:11.320 --> 00:37:14.480
start talking and you're using just the right amount of
589
00:37:14.760 --> 00:37:19.519
medical knowledge with plain language that somebody else will understand,
590
00:37:19.760 --> 00:37:22.760
then this goes away so very quickly, the jewry bias
591
00:37:22.840 --> 00:37:26.079
goes away as they start listening to you. You have
592
00:37:26.119 --> 00:37:30.039
to sound smart and confident, because guys, understand this. You're
593
00:37:30.079 --> 00:37:32.760
not giving a testimony to your professors. You're giving a
594
00:37:32.760 --> 00:37:39.039
testimony to a juror that whose education level is probably
595
00:37:39.079 --> 00:37:42.079
no more than ninth grade education, and that's what they
596
00:37:42.079 --> 00:37:43.599
did us in law school. So you have to use
597
00:37:43.599 --> 00:37:48.320
simple language and not sound arrogant, but also at the
598
00:37:48.360 --> 00:37:53.559
same time confident and explain them what chiropractors do and
599
00:37:53.599 --> 00:37:56.760
how we help this patient, and be confident. Whether that's
600
00:37:56.800 --> 00:38:01.119
deposition or life testimony. It's important that you believe in
601
00:38:01.159 --> 00:38:06.039
your treatment and you believe that you're in a profession
602
00:38:06.119 --> 00:38:08.960
to help people. And it radiates in the way you
603
00:38:09.000 --> 00:38:13.719
communicate how to have handled a position. Answer only what
604
00:38:13.880 --> 00:38:19.199
is asked. Please remember, defense counsel not your friend. Plaintiff
605
00:38:19.239 --> 00:38:23.159
counsel also not your friend. You are not here to
606
00:38:23.239 --> 00:38:25.840
build a case for them. You're just defending your notes.
607
00:38:25.880 --> 00:38:29.320
You're not really defending the client. That's the lawyer's job.
608
00:38:29.840 --> 00:38:33.639
Let the lawyer defend the patient. Let the lawyer make
609
00:38:33.920 --> 00:38:36.559
or break the case for the patient. Your job is
610
00:38:36.639 --> 00:38:40.039
to stay focused on your notes, so answer only what
611
00:38:40.199 --> 00:38:45.280
is asked, stay within your scupe. Plaintiff attorneys are notorious
612
00:38:45.719 --> 00:38:48.679
for asking you questions that are outside your scope. Your
613
00:38:48.719 --> 00:38:51.599
patients attorney will ask you, so, doctor, do you think
614
00:38:51.760 --> 00:38:55.800
the surgery was necessary? Or do you think the surgical
615
00:38:55.880 --> 00:39:01.119
bills are industry standard? Or they'll ask you about accident reconstruction,
616
00:39:01.760 --> 00:39:05.000
and it can get murky. Sometimes you have credentials to
617
00:39:05.039 --> 00:39:08.400
talk about it, depending on the person who's doing the
618
00:39:08.519 --> 00:39:11.519
depending on the doctor. Some doctors don't. And so it's
619
00:39:11.519 --> 00:39:15.119
okay to say that's not within my scope. It's fine
620
00:39:15.159 --> 00:39:17.360
even if that upsets them, that's okay. But stay within
621
00:39:17.400 --> 00:39:20.400
your scope. That will protect your license and your credibility.
622
00:39:20.639 --> 00:39:24.000
It's okay to say I don't know, please do not guess.
623
00:39:24.280 --> 00:39:27.880
That again, goes down to credibility. If you're honest, people
624
00:39:27.960 --> 00:39:31.159
can see that. Defend your notes, not the patient, very
625
00:39:31.239 --> 00:39:34.000
very important. Don't go out of your way in making
626
00:39:34.039 --> 00:39:36.519
a case for the patient. That is not your job.
627
00:39:36.599 --> 00:39:38.360
Let the lawyers do that. If they're a good lawyer.
628
00:39:38.400 --> 00:39:42.079
They can handle it. If there's a bad fact, it's okay.
629
00:39:42.320 --> 00:39:44.280
Let the lawyer be the lawyer. You're not the lawyer,
630
00:39:44.360 --> 00:39:48.440
you are the doctor. You are defending your notes. Please
631
00:39:48.480 --> 00:39:51.400
do not lie because that's perjury. You can use a
632
00:39:51.480 --> 00:39:54.719
license for that, So no lying. If you don't know
633
00:39:54.800 --> 00:39:57.000
it can always say I don't know. It's based off
634
00:39:57.039 --> 00:40:00.920
of your personal knowledge. If you don't have the person knowledge,
635
00:40:01.239 --> 00:40:03.880
don't answer it. Just say I don't know. It's okay
636
00:40:03.920 --> 00:40:08.239
to say that. Trial testimony looks very similar to deposition testimony,
637
00:40:08.239 --> 00:40:10.960
but it's high stakes. Why because it's live. In trial,
638
00:40:11.039 --> 00:40:13.719
there is a judge there. In depositions, you don't have
639
00:40:13.760 --> 00:40:16.599
a judge, so even if the other side objects, there
640
00:40:16.639 --> 00:40:19.320
is no life ruling on the objection, But in trial
641
00:40:19.400 --> 00:40:23.280
testimony there is. Which makes it easy for us as
642
00:40:23.639 --> 00:40:26.679
experts to give our testimony because it's short. They're not
643
00:40:26.760 --> 00:40:29.119
going to hold you in court for four or five hours.
644
00:40:29.119 --> 00:40:31.239
You may be waiting for your turn, but you're not
645
00:40:31.360 --> 00:40:34.440
giving a testimony for that long. It's pretty quick. It's fast,
646
00:40:34.920 --> 00:40:38.199
it's very jury focused. So simple language is the key.
647
00:40:38.320 --> 00:40:42.679
You have to sound confident but not arrogant to you
648
00:40:42.719 --> 00:40:45.760
don't have to be necessarily charming, but you don't also
649
00:40:45.840 --> 00:40:51.559
have to sound or somebody who's industry expert. Like you're
650
00:40:51.599 --> 00:40:54.840
not giving a testimony to your professors of your chiapractic school.
651
00:40:55.119 --> 00:40:58.639
You're talking to somebody that will believe everything that you're
652
00:40:58.679 --> 00:41:01.760
saying if you're saying it right. So make sure that
653
00:41:02.079 --> 00:41:05.719
you understand who your audience is. That adds value to
654
00:41:05.760 --> 00:41:08.920
your testimony. If I'm giving a testimony to my professor,
655
00:41:08.960 --> 00:41:12.320
I'm going to be scared because i have to justify everything.
656
00:41:12.400 --> 00:41:15.360
But when I'm answering it to my mom or I'm
657
00:41:15.400 --> 00:41:18.079
explaining why I'm to my patient, for example, why I'm
658
00:41:18.079 --> 00:41:20.119
explaining to my patient why you need to come in
659
00:41:20.119 --> 00:41:22.400
for this many number of visits, I'm able to do
660
00:41:22.440 --> 00:41:26.440
it more confidently. So always remember that your audience last,
661
00:41:26.440 --> 00:41:27.199
but not the least.
662
00:41:37.280 --> 00:41:40.679
That wraps up Part two of our conversation with doctor Panktyfidia.
663
00:41:41.320 --> 00:41:44.679
In this episode, we move beyond documentation and into the
664
00:41:44.679 --> 00:41:50.760
realities of subpoenas, records requests, depositions, trial testimony. We talked
665
00:41:50.800 --> 00:41:55.199
about expert witness, credibility and the ethical considerations that come
666
00:41:55.280 --> 00:41:59.440
with working in the PI or personal injury space. One
667
00:41:59.480 --> 00:42:02.840
of the biggest takeaways from this conversation is that chiropractors
668
00:42:02.920 --> 00:42:05.920
don't need to be afraid of the legal process, but
669
00:42:06.000 --> 00:42:10.400
they do need to be prepared. That means knowing your documentation,
670
00:42:10.559 --> 00:42:15.159
staying within your scope, answering only what is asked, avoiding speculation,
671
00:42:15.679 --> 00:42:18.639
and understanding that your job is not to defend the
672
00:42:18.679 --> 00:42:24.239
patient's entire case your job, your most important role, is
673
00:42:24.280 --> 00:42:28.679
to explain and support the care that you provided. Doctor
674
00:42:28.679 --> 00:42:32.760
Fidia also gave an important reminder that professional credibility starts
675
00:42:32.840 --> 00:42:37.920
long before a deposition or courtroom testimony. It starts in
676
00:42:37.960 --> 00:42:41.960
the exam room, in your clinical reasoning, in your documentation habits,
677
00:42:42.360 --> 00:42:44.800
and in the way you communicate your role as a
678
00:42:44.800 --> 00:42:50.079
healthcare provider. And perhaps most importantly, this episode is a
679
00:42:50.119 --> 00:42:53.960
reminder for healthcare providers to take pride in the value
680
00:42:54.000 --> 00:42:58.800
of conservative care when documented clearly and delivered ethically. The
681
00:42:58.840 --> 00:43:02.760
work that you do not only for the patient's recovery,
682
00:43:02.840 --> 00:43:06.519
but also for how that care is understood and represented
683
00:43:06.599 --> 00:43:10.679
when it becomes part of a larger legal process. A
684
00:43:10.760 --> 00:43:14.239
huge thank you to doctor Panktifidia for sharing her unique
685
00:43:14.239 --> 00:43:17.920
perspective as both a practicing chiropractor and a soon to
686
00:43:17.960 --> 00:43:21.320
be attorney and for helping providers better understand how to
687
00:43:21.400 --> 00:43:26.079
navigate this complex intersection of healthcare and law. As always,
688
00:43:26.199 --> 00:43:29.559
thanks for listening to the Factor podcast. Be sure to subscribe,
689
00:43:29.760 --> 00:43:32.920
follow or share this episode with a colleague or friend,
690
00:43:33.480 --> 00:43:37.000
and we will look forward to seeing you next time.
691
00:43:40.880 --> 00:43:42.840
Hey guys, if you like what you heard today, I
692
00:43:42.920 --> 00:43:46.480
encourage you to visit our website at Factor hyphenstore dot
693
00:43:46.480 --> 00:43:52.639
com that's spelled fa k tr hyphenstore dot com to
694
00:43:52.679 --> 00:43:55.239
find out more information about all that we have to offer.
695
00:43:55.440 --> 00:43:57.800
We have a variety of online offerings as well as
696
00:43:57.800 --> 00:44:01.199
our hands on Factor Rehab System Core scheduled in cities
697
00:44:01.239 --> 00:44:03.320
around the globe. Be sure to also check out our
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00:44:03.320 --> 00:44:06.800
event calendar and bookmark any of these upcoming live webinar
699
00:44:06.880 --> 00:44:09.079
dates coming up in the near future so you can
700
00:44:09.159 --> 00:44:11.519
join us live. And of course, the biggest compliment we
701
00:44:11.559 --> 00:44:13.480
can receive is for you to help us spread the
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word to your friends, colleagues, and classmates. You'll find all
703
00:44:16.800 --> 00:44:19.360
the important links, as well as info about our sponsors
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in the show notes, so be sure to check those out.
1
00:00:01.520 --> 00:00:04.320
Welcome to the Factor Podcast, where we talk about the
2
00:00:04.360 --> 00:00:07.080
stuff they didn't teach you in school, how to grow
3
00:00:07.160 --> 00:00:10.359
your practice, refine your clinical skills, and get better results
4
00:00:10.400 --> 00:00:13.279
for your patients. We're here to help you navigate the
5
00:00:13.320 --> 00:00:16.920
real world challenges of being a healthcare provider, from delivering
6
00:00:17.000 --> 00:00:19.920
top notch patient care to running a business that doesn't
7
00:00:19.960 --> 00:00:22.719
run you into the ground. Whether you're fresh out of
8
00:00:22.719 --> 00:00:26.320
school or scaling your practice, we're diving into effective, cutting
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edge treatments.
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To get patients better, faster.
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We'll also talk about business strategies and tactics to help
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you work smarter and not harder, and the mindset shifts
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required to thrive as a top performer in your field
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so you can build a career you love without burning out.
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If you're ready to learn what works and what doesn't
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from leading experts, industry innovators, and respected clinicians across a
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wide range of specialties, you're in the right place.
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My friend. Let's dive in.
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Welcome back to the Factor podcast. Will we bridge the
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gap between rehabilitation performance and real world clinical practice. I'm
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your host, Jessica Riddle, and today we're continuing our two
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part conversation with doctor Pankte Fidia, DC MBA on what
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chiropractors need to know when clinical care intersects with the
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legal system. In Part one, doctor Fidia helped us understand
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the personal injury case timeline, the importance of documentation, the
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difference between clinical and legal causation, and why your notes
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may eventually become much more than clinical records. In Part two,
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we'll move deeper into what happens when those records are requested, questioned,
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or used in legal proceedings. Doctor Fidilla will walk us
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through subpoenas, affidavits, depositions, trial testimony, and the ethical issues
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chiropractors need to be aware of on working in the
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personal injury space. Shall also share practical advice for providers
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who may one day be asked to defend their documentation,
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explain their treatment decisions, or provide testimony regarding a patient's care.
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And one of the biggest themes in this episode is confidence,
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not arrogance, not overstepping your scope, and definitely not trying
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to play attorney, but the kind of professional confidence that
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comes from knowing your notes, understanding your role, and standing behind.
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The care you provided.
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Whether you regularly treat personal injury patients or only occasionally
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encounter these cases in practice. This conversation is a valuable
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reminder that preparation matters because when your documentation enters the
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legal arena, clarity, credibility, and professionalism can make all the difference. Now,
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let's get into part two of Clinics to Courtrooms with
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doctor pankt Fida.
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So let's talk about the PI case timeline. Most of
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the time, somebody will get into an accident, will hire
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an attorney, and if you work with them, that lawyer
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will send you an LOP and you're asked to schedule
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a patient, a patient will start treatment. This is pre
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litigation phase, meaning there's no ongoing case against any insurance company.
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This is where a lot of evidence is being gathered.
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That's where you come in. So all the patients that
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you're seeing while they're alive with you, the case is
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going to get into litigation. That's why your notes matter.
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But right now there's no pending case and that's all
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pre litigation. You'll hear that word a lot in practice,
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pre lit pre litigation litigation meaning once you file paperwork
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in the court. At this point, the case is being litigated,
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meaning that it's actively being worked out in the court proceedings.
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So the treatment happens at your office. You may refer
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them out to other providers. They will go do whatever
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they need to do, and at some point the treatment
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will be done. This is when attorneys will often ask
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you to send bills and records, and so you do that.
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At that point, the lawyers, the plane of attorneys will
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make a demand letter it's like a packet, and they
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will send that to the insurance company. So you'll often
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hear that from the attorneys when you're in practice, that oh,
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we are sending a demand letter soon. We need everything
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right away. And these are the words that you'll hear
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a lot. So most cases, about ninety five percent of
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the cases will that you will see will settle at
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this stage, maybe more than ninety five, let's just say
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ninety five. Approximately ninety five percent of the cases will
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be done. They'll settle. It's good. You will never have
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to worry about your documentation. Hopefully you get paid, but
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it's done. If not, the next stage is mediation and arbitration.
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This is again not litigation, but can get complicated depending
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on the jurisdiction that you're working under. But long story
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short again, it's not full blown. Let's litigate this case
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in court. They're both arguing, plain of attorneys trying to
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talk to the insurance adjusted at this point and trying
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to negotiate. So it's still mediation arbitration, this process where
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sometimes the other side, meaning that there may be a
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defense attorney at this point, both sides are meeting and
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trying to reach a resolution. Nobody wants to take cases
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to the court, even attorneys, because it's expensive, so people
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try to settle again very likely at this stage, but
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sometimes negotiations fail. So now let's talk about litigation. You
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will know that a case is in litigation when you
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will start getting and I want to use this word
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harassment from a lot of third party records retribal companies.
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If you practice personal injury, you know what I'm talking about.
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For those who don't, you will start getting third party
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companies asking you for bills and records. And this is
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not from the patient's attorney side, This is just random.
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There's companies for that. So basically your defense side is
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hiring this third party records retribal companies and they'll start
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sending you subpoenas for documents and things like that. So
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you know, okay, this is your first time knowing that
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this particular case is in litigation. Besides that, there's no
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way for you to know that because you're so busy
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in your practice. You're not going to call the law
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firm and say, hey, what's going on with this? But
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once you start seeing that, you know that, Okay, maybe
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right now they're just asking for documentation, but if they
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don't settle, there may be a point in the future
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that I may have to go and testify, either through
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deposition or in trial. Then comes the deposition segment again.
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Most other cases do settle, even in the early phases
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of litigation. But there is a process called discovery, meaning
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at this stage both parties are now exchanging evidence that
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they have and this is the time in a case
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where depositions are being taken. So there's two types of deposition.
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There's written deposition questions that you will receive, which is
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DWQ and it's mostly yes and no answers, or they
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may be asking you to produce records. Again, there's no
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live testimony here, and Catropractice are not afraid of this.
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It's normal business. Your staff can do all of that.
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They can answer the DWQS. They can do affidavits. Make
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sure you verify information. We want to know what information
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is being sent out by your staff. But it's not
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generally stressful and then comes the time when you have
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to be the post. Now, if the plaintiff attorney meaning
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your patient's lawyer, wants you to give an expert testimony,
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they'll reach out to you, generally via email. They'll ask
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you for an invoice, make sure you build them for
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your time. And this is separate from whether or not
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the lawyer receives a settlement and then you get paid
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on the lop. This is separate. This is for your
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time to give a testimony. So that's plaintiff attorney usually
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asking you an email, and you can negotiate your price
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per hour with them. All of that separately. They'll set
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a data side for you to present your deposition and
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we'll talk about depositions later. But sometimes you can get subpoena,
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meaning the other side will issue you a subpoena to
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compel you to testify. When that happens, it's not coming
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from your patient's attorney, it's coming from the other side,
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and they are not going to pay you for that.
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Practice tip that has happened to me and I. Whenever
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you get the subpoena, they somebody will come in deliver
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it to you and it will have on that subpoena.
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If you read it, it'll know who's doing who. And
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you know that you're not party to the case because
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you're not being served, you're being subpoena. You're coming in
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as a witness, so your name's nowhere on the document,
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I mean, as far as parties are concerned. And then
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you'll see what they're asking in the subpoena. They're asking
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you to give an oral testimony, and they may also
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ask you to bring documents, and it'll have the lawyer's
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name on it, both for the plaintiff and the defense,
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so you know that this is coming from the other
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side and not from the patient's attorney. You can always
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email them and ask them to come and sate you
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for your time. Again, it's hard because they are not
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legally required to pay you the defense side, but a
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lot of the times they'll say, sure, doctor, how much
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do you charge, and they'll negotiate with you and then
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you can You can reach an agreement, but you have
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to do a little bit of persistence confidence and tell
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them you're busy, because we are busy. Again, settlement can
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reach at any stage, So they may set a date
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for you to do your deposition, but they can settle
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before that. They can settle right after your deposition. You
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never know when the case is going to get settled.
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Sometimes even before the jury, right after closing arguments, a
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case can settle. So settlements can happen at any stage,
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So just be mindful of that. Just because you're you
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have a trial date and you take time off of
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work and all of that, and you may even show
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up to the court and they settle that morning. So
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I always tell my chiropractor buddies, like, if you're going
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to go to court and you're taking time off, you
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have to ask for your money for your time, even
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if they settle. So that's something that you have to
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negotiate with the plaintiff side. Of course, the defense is
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not going to negotiate with you. They don't legally have to.
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But most of the time your plane off attorneys will say, sure,
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we understand things happen, So communicate with them in writing
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and make sure that you're compensated because this is not
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part of your lob. This is extra and know your worth.
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All right, let's move on to tort law basics negligence.
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You will not hear these terms in practice, but it's
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good to understand what's going on. So when a driver
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messes up and causes an accident, you can bring a
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lawsuit against that driver and bring that insurance company into
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that case with the vehicle of negligence. That is the
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legal cause of action. And in order to prove negligence,
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a planiff attorney has to prove four things. Duty, breach, causation,
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and damages. Duty and breach is something that the lawyers
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have to worry about. So I'm not going to get
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into that, but just to explain you, duty would be
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it's my duty to be careful when I'm driving, and
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I breach that duty if I don't follow the rules,
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the traffic rules. So that's how they bring those elements
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and evidence for those elements in courtrooms where you and
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I are going to get challenged as chiropractors is causation
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and damages. So the other two buckets, causation and damages.
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That's where majority of our testimony will come into play.
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Causation is the number one battleground every defense attorney will
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target you and your notes when it comes to causation.
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They want to make it sound like the accident did
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not cause this injury. Every case they'll say it's pre existing,
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it didn't happen from the accident. That were exaggerating, or
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the client or the patient is exaggerating. That's what the
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defense will say every single time. It's a given. So
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causation is a battleground. You will use your notes to
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link causation. They will use your notes to make it
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sound like causation is poor or there's no documentation for causation.
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So remember causation very important. A lot of the chiropractors
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don't document causation at all, and we'll get into that later.
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Damages again, not battleground for sure, but not that difficult
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to prove. This is where your bills come into place.
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When they say bills and records, the records goes towards causation.
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The bills are now used to prove damages, and not
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only just your bills, but entire whatever the patient did,
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whether any er record, any medical doctor, any anybody that
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they've seen. All that becomes past medical damages. Then there
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are other types of damages that the plaintiff can bring
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future there's past medical and there's future medical. This is
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when somebody is severely injured that they're going to need
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maybe twenty four to seven nursing facility things like that.
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I'm just giving you examples, but there's also what's going
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to happen in the future. So past medical are your bills.
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Future medical is speculative in so many ways, but a
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clever attorney will try to make that evidence come in
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and get compensation for what will happen in the future.
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There's other types of non economic economic damages, which again
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you don't need to know from your perspective, but it's
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always good to know overall what happens in any negligence case.
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So let's talk about causation. Clinical causation is very different
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from legal causation. So when what we study in school
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about causation, if somebody has ridiculopathy, then you're thinking okay,
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and maybe a disc injury there, so that is your
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clinical causation. Legal causation is proving that whatever injury or
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symptoms this patient is presenting with is directly link to
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this particular accident. And it's easier said than done because
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clever defense attorney is well, like I said, they have AMMO,
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they will use everything in your notes, any kind of
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past medical history to say this is pre existing, all
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sorts of stuff. So what can we do to make
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our documentation better? You have to link the injuries to
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the accident. So if somebody got into an accident yesterday
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and they presented with neck pain, don't just say they
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got into an accident and they came with neck pain today,
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because you see there is this missing piece of evidence there.
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You have to say they got into an accident on
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this particular date and because of that accident they are
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presenting with pain today. So just simple word connecting those
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two sentences now helps your notes look better. As far
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as causation is concerned, that is because of this accident,
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the patient is presenting with this symptoms. So causing, like
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the causation aspect, very very important. Document. Make sure you
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document mechanism of injury. A lot of us don't do that.
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We just say patient presents with neck pain. Mechanism of
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injury because of car accident. Also, if there's any extremities
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involved for a regular spine injury neck and back, it's
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sort of implied at this point that if somebody has
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a car accident injury, whiplash injury, that it's neck and back.
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So we don't have to worry too much about explaining
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neck and back pain. But if they have knee pain,
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shoulder pain, ankle pain, you have to go a step
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forward and document that why. So always good practice to
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ask your patients did you hit your knee to the
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dashboard or if they present with wrist pain, explain where
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was your arm or your hand was it on the
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steering wheel? What happened? Get that information from the patient
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and document it. If they give you that information, do it.
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If they say, oh, I don't remember, but it hurts,
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then you can always document that don't remember exactly what happened,
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the accident happened too fast, but did not have any
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pain before the accident, but now after the accident, they
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said that their risk is hurting, and so that helps.
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Be truthful, but be persuasive when you're writing now timing
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of symptom manifestation again link directly towards causation. It's important
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that most of the time it depends on the case.
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If you have a case that the accident happened recently
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and you saw them two or three weeks within that timeframe.
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It's implied the timing is easy. That's a good, good story.
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But you will get cases in practice that accident happened
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six months ago and they're having pain right now. There's
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not much you can do about that as far as
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documenting causation. But you can say, ask the patient, what
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did you do for this gap that six months? Did
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you treat at home? What happened? Why were you not
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able to get treatment sooner? And then they'll tell you, oh,
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I didn't have transportation, I didn't have that. It's okay
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to document that. Like I said, be truthful. But these
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are the questions that you can ask your patient, and
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it'll make you not a regular chiropractor, but a well
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informed chiropractor who understands how to alleviate or increase the
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value of their notes. And so what you ask in
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your history matters. It's not a cookie cutter. Let me
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just ask all this accident questionnaire. No, no, no, think
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look at the date of the accident. See if there
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is gaps, try and see if you get information out
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of them to kind of connect causation there. It'll make
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your notes more valuable. Acute versus chronic symptoms.
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This is.
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So common. Every defense attorney will say, this is not
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a cute, this is chronic. That's where you're orthopedic testing
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your palpatient skills. Everything will come into play here. Your doctors,
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you know how to document acute versus chronic. But also
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know that in real life, we get our plaintiffs the
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way we get them, meaning every patient will have pre
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existing conditions and it's okay. It's fine if they have
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car accidents in the past, it's okay to document that.
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But then you can also document sure they had accident previously,
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that there's a history of car accident, but they didn't
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have much pain before this accident, and this accident exacerbated
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their symptoms. So one sentence can now say, sure, my
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patient is sixty five years old and had some arthritic
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changes in the spine, but it's doing fine, and now
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00:20:26.359 --> 00:20:30.240
after this wreck, and if they are feeling exacerbation of symptoms,
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and then say that document that. So connecting again to
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causation will help you make your notes stronger and that
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testimony is now backed up by your notes. History of
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past pain prior collisions very very important. There's no such
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thing as hiding a bad fact, like I said, a
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lot of our patients will have multiple carrects, or they're older,
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they've got other comorbidities and other issues going on. Defense
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will point at that, and it's fine let them. You
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can always say they had those issues, but this accident
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exacerbated their symptoms, which they did. And the next in
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line is that this particular phrase, reasonable medical probability, very
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00:21:15.160 --> 00:21:19.160
very important phrase every time a defense attorney asks you
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in person or in trial or off the record, so doctor,
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00:21:23.720 --> 00:21:27.519
are you sure? Are you sure that this injury is
330
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caused by this car wreck? Are you one hundred percent sure? Well,
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let me tell you, doctors, you don't have to be
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one hundred percent sure. The legal standard is reasonable medical probability,
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00:21:41.400 --> 00:21:46.440
meaning more likely than not, meaning if you are about
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seventy percent sure that this type of symptoms will manifest
335
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after a car accident. You have everything that you need
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to give that statement. You don't have to be one
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00:21:58.200 --> 00:22:01.720
hundred percent sure that all is injuries are because of
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00:22:01.720 --> 00:22:05.440
this accident. You just have to be more likely than
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not sure. So the standard is reasonable medical probability, and
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00:22:09.079 --> 00:22:12.079
that you can say that with confidence. No one can
341
00:22:12.119 --> 00:22:15.680
be one hundred percent sure, can you be sure enough, Yeah,
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00:22:15.839 --> 00:22:22.279
I have reasonable medical probability that my patient symptoms stem
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00:22:22.319 --> 00:22:28.240
from this particular injury. Let's continue with strong documentation. Mechanism
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of injury very important. Please document that, definitely document that.
345
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For extremities, do your regular range of motion testing, orthopedic testing.
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You can use outcome measures also vestry, and there's so
347
00:22:39.839 --> 00:22:42.599
many out there and the it's good to use those
348
00:22:42.640 --> 00:22:46.039
because you can use that as objective data, not just
349
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what patient is saying. But hey, look I did all
350
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this testing and proof. I have evidence to show that
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they were hurting and now after treatment they've gotten better.
352
00:22:56.160 --> 00:23:00.200
Progression things like that, you can use them. Functional limitation
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00:23:00.599 --> 00:23:04.480
very very important. Don't just document pain, also document things
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00:23:04.480 --> 00:23:07.960
that they are not able to do. From practice perspective,
355
00:23:08.000 --> 00:23:10.440
a lot of the times my patients are saying, oh
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the pain is same or they're not giving you much.
357
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But if you ask them or are you able to
358
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do your ADLs? Can you handle cooking, cleaning house stores?
359
00:23:19.799 --> 00:23:22.279
Are you able to drive like before? Can you go
360
00:23:22.319 --> 00:23:25.240
to the gym? Depending on patient's age and in their
361
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functional activity status before the accident, good questions to ask
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and these are the things that you can ask every
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time they come in and document it on your soap
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notes to saying functional limitations, things that are not able
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to do like they used to before the accident. Good
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good documentation. Progression of care. This is something that will
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help you when defense will try to make it sound
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like your care is redundant or not medically necessary or
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excessive when they say, well, doctor, did you really need
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to see this patient twenty something times? Yes? And why?
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Progression of care so you don't just say pain levels
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went down. Also say functional limitations that you documented early
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are now getting better. If they're getting better, also use
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your outcome measures, do it again, re examine things like
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that to show medical necessity. This is how you build
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strong documentation to kind of justify the number of treatments
377
00:24:27.920 --> 00:24:34.359
that you're giving this particular patient. Updated diagnosis. I have
378
00:24:34.559 --> 00:24:38.759
seen so many chiropractors. I don't know if this is
379
00:24:38.880 --> 00:24:42.599
lazy conduct or I don't know why, but a lot
380
00:24:42.640 --> 00:24:45.839
of chiropractors stop doing re examination and they're not updating
381
00:24:45.839 --> 00:24:50.240
diagnosis once they get the imaging results back. So we
382
00:24:50.319 --> 00:24:53.880
send out for let's say MRI. You're suspecting that there
383
00:24:53.960 --> 00:24:57.279
is a bulging disc her needed disc Now you have
384
00:24:58.039 --> 00:25:01.000
confirmation on the MRI that they do, you go back
385
00:25:01.039 --> 00:25:05.319
and change your diagnosis. Added, it's important to update diagnosis
386
00:25:05.359 --> 00:25:09.400
that shows that this is not just a regular cookie
387
00:25:09.400 --> 00:25:12.200
cutter case that everybody has the same Diagno. No, I
388
00:25:12.279 --> 00:25:17.920
am changing my treatment plan based off of whatever imaging
389
00:25:17.960 --> 00:25:22.559
I'm getting, and I'm also updating diagnosis. And so your
390
00:25:22.640 --> 00:25:26.319
initial diagnosis is there, but then you kind of refine
391
00:25:26.359 --> 00:25:30.160
it depending on what happens next, depending on the imaging finding.
392
00:25:30.200 --> 00:25:33.279
So if somebody may have a specific right now, maybe
393
00:25:33.279 --> 00:25:37.400
you just documented sprain strain at the shoulder, but now
394
00:25:37.480 --> 00:25:42.680
you know exactly which muscle, then be more specific. It's
395
00:25:42.720 --> 00:25:44.960
hard to do in practice. Trust me, I've been doing
396
00:25:45.000 --> 00:25:46.920
this for eight years. I see a lot of new
397
00:25:46.920 --> 00:25:48.759
patients a month and it's just, oh, I have to
398
00:25:48.799 --> 00:25:51.720
do this again. But you have to because it's good
399
00:25:51.920 --> 00:25:55.519
and it also gives you strong notes to defend, and
400
00:25:55.559 --> 00:25:58.480
then you can alter your treatment plan based off of
401
00:25:58.680 --> 00:26:01.440
what's going on. You can docum in that Okay, I
402
00:26:01.519 --> 00:26:04.160
suspected that there was sprain strain on the shoulder, but
403
00:26:04.240 --> 00:26:07.880
now I know that there is I don't know super
404
00:26:07.880 --> 00:26:11.039
spinnatus tair. So we've added this kind of exercises to
405
00:26:11.160 --> 00:26:14.279
rehab that, and so that adds value to your notes
406
00:26:14.839 --> 00:26:21.079
and consistency. Again, because of the EHRs WUS Cairo touch
407
00:26:21.160 --> 00:26:25.079
or there's so many out there, there can be inconsistency,
408
00:26:25.599 --> 00:26:28.319
so be mindful of that. Like let's say you forgot
409
00:26:28.319 --> 00:26:31.880
to add the soap and you went back and you
410
00:26:31.920 --> 00:26:34.680
added it, and everything from the first two visits kind
411
00:26:34.720 --> 00:26:38.440
of rolled back into this one. So your visit fifteen
412
00:26:38.799 --> 00:26:42.559
has the same level of pains as visit second, and
413
00:26:42.680 --> 00:26:45.519
on the sixteenth again it dropped down to like nothing.
414
00:26:45.680 --> 00:26:48.960
So be careful. You're very busy, and there may be
415
00:26:49.079 --> 00:26:51.519
sometimes your staff is doing the soaps for you. So
416
00:26:52.119 --> 00:26:54.400
you as the doctor, you're the one who's responsible for
417
00:26:54.440 --> 00:26:56.440
your notes. You're the one who's signing it, so it
418
00:26:56.519 --> 00:26:59.920
has to sound consistent. Make sure if there are gaps
419
00:27:00.160 --> 00:27:04.720
treatment that you document that in things like that, common
420
00:27:04.759 --> 00:27:09.839
documentation mistakes, copy paste notes. This happens a lot in practice.
421
00:27:10.160 --> 00:27:13.480
And when you'll find people that are in the same crash,
422
00:27:13.920 --> 00:27:16.839
like four people in the same car crash, right, and
423
00:27:17.559 --> 00:27:21.640
all four of them have the same identical diagnosis list.
424
00:27:22.279 --> 00:27:27.680
They have same muscular skeletal findings, and some things are
425
00:27:27.720 --> 00:27:31.440
going to be the same. If you treat athletes and
426
00:27:31.519 --> 00:27:34.519
you're treating concussion, a lot of the documentation is going
427
00:27:34.559 --> 00:27:37.160
to be the same. So that's my argument always like, hey,
428
00:27:37.200 --> 00:27:40.200
I'm a chiropractor, I see muscular skelet injuries, I treat
429
00:27:40.240 --> 00:27:43.000
car accident patients. A lot of these things are going
430
00:27:43.039 --> 00:27:45.480
to be the same. My choice of orthopedic testing are
431
00:27:45.519 --> 00:27:48.559
going to be the same. But there has to be
432
00:27:48.640 --> 00:27:51.440
some things that are different, right, because every human being
433
00:27:51.519 --> 00:27:55.480
is different. So that is your job to be the
434
00:27:55.519 --> 00:27:58.400
best doctor that you are. Use all the training that
435
00:27:58.440 --> 00:28:03.200
you're chiropractical school taught you, and in document things that
436
00:28:03.240 --> 00:28:06.519
are different. Don't be copy pasting notes. Try to find
437
00:28:07.119 --> 00:28:10.920
individualistic finding. It can be very simple like pel patient
438
00:28:11.000 --> 00:28:15.920
finding something that is unique to that particular patient. That's
439
00:28:16.000 --> 00:28:20.039
one way to negate the allegation of copy paste notes.
440
00:28:20.720 --> 00:28:24.480
Gaps in care very very important. This is where defense
441
00:28:24.519 --> 00:28:28.359
will come in and say your patient is not hurting,
442
00:28:28.839 --> 00:28:31.640
Your client is not hurting, they are not coming in,
443
00:28:32.200 --> 00:28:34.359
or you have not seen them in three months. You
444
00:28:34.440 --> 00:28:37.400
never did it re exam. So gaps in care is
445
00:28:37.480 --> 00:28:40.599
always a problem. We can't control this. You can't force
446
00:28:40.640 --> 00:28:44.240
your patient to come in. You can recommend them. That's
447
00:28:44.279 --> 00:28:46.000
the best you can do. So do your best to
448
00:28:46.240 --> 00:28:50.839
document gaps in care. Ask them what happened, didn't have transportation, rated,
449
00:28:51.559 --> 00:28:55.039
was traveling? Was sick this that the other. If they
450
00:28:55.039 --> 00:28:57.799
give you answers, document and do your best. If they
451
00:28:57.799 --> 00:29:00.160
don't give you answers, there's nothing you can do. It's
452
00:29:00.200 --> 00:29:03.119
not much you can control in this area. But educating
453
00:29:03.200 --> 00:29:07.640
your patient is important. Definitely communicate with them, have your
454
00:29:07.640 --> 00:29:11.440
staff communicate with them. Let them know gaps is bad,
455
00:29:11.519 --> 00:29:15.920
bad bad. And if there's a really humongous gap, like
456
00:29:16.000 --> 00:29:20.559
re exam, please please do a re exam. Inconsistency We
457
00:29:20.640 --> 00:29:25.559
talked about that already. Over and undertreatment another way. Defense
458
00:29:25.599 --> 00:29:29.200
will like to target our notes. They'll always say they'll
459
00:29:29.240 --> 00:29:33.079
always say you treat them way too many times, and
460
00:29:33.559 --> 00:29:36.480
lately they're saying undertreatment, which is a new one that
461
00:29:36.519 --> 00:29:39.240
I'm seeing. So yeah, they will always attack you on that.
462
00:29:40.279 --> 00:29:43.480
Be confident in responding to these answers. If you documented
463
00:29:43.559 --> 00:29:46.960
that many visits, you documented that many wizards, it's industry standard.
464
00:29:47.440 --> 00:29:51.319
Stick with it. Be confident when you answer these questions.
465
00:29:51.359 --> 00:29:54.559
If you yourself seem defeated when answering those questions and
466
00:29:54.599 --> 00:29:57.200
you feel like, I don't think if you're not confident
467
00:29:57.200 --> 00:29:59.000
in your own notes, like, how are you going to
468
00:29:59.000 --> 00:30:03.160
convince a jury, let alone a defense attorney. So make
469
00:30:03.240 --> 00:30:06.519
sure that if you set a treatment plan that you
470
00:30:06.519 --> 00:30:10.039
are one hundred percent by it. I don't want to
471
00:30:10.079 --> 00:30:12.440
say what number is, Okay, one number is not. It
472
00:30:12.480 --> 00:30:17.680
really depends on the patient. We are. We're very patient
473
00:30:17.799 --> 00:30:20.759
centric and we make the decision based on the client,
474
00:30:20.799 --> 00:30:24.559
on the patient, not like this scale of this number
475
00:30:24.599 --> 00:30:27.119
of sessions for every patient. Now it's just patient dependent
476
00:30:27.559 --> 00:30:30.960
and it depends on many, many, many, many factors. Comorbidities
477
00:30:31.039 --> 00:30:34.319
and age of the patient, how active they are, the
478
00:30:34.680 --> 00:30:38.440
severity of their injuries, things like that. Okay, last, but
479
00:30:38.519 --> 00:30:42.359
not the least. Please please, Caidropractice, if you take one thing,
480
00:30:43.160 --> 00:30:48.839
one thing from this webinar, do not do not document
481
00:30:50.039 --> 00:30:54.200
attorney driven care. What do I mean by that? I
482
00:30:54.279 --> 00:31:00.000
have seen notes where Caidropractice are written attorney denied, MRIs,
483
00:31:00.759 --> 00:31:08.400
attorney approved, MRI, attorney did not approve additional treatments. Please
484
00:31:08.480 --> 00:31:10.960
don't document that. It's common sense, but people do it
485
00:31:11.000 --> 00:31:14.400
all the time. I understand what you're trying to communicate there.
486
00:31:14.519 --> 00:31:16.920
Maybe there is some way, you're trying to document that
487
00:31:17.000 --> 00:31:21.359
I did my due diligence. I think the patient needs MRI,
488
00:31:21.599 --> 00:31:24.960
but the attorney denied it. When you document things like that,
489
00:31:25.200 --> 00:31:28.480
you're saying that it's attorney driven medical care, and that's
490
00:31:28.519 --> 00:31:31.039
going to be a big no no. It's a major
491
00:31:31.079 --> 00:31:34.440
red flag, not only for that case that you're asked
492
00:31:34.480 --> 00:31:38.799
to give a deposition for, but overall, for overall ethics.
493
00:31:39.279 --> 00:31:42.480
We can't have attorneys practice medicine. We can't have attorney's
494
00:31:42.559 --> 00:31:47.039
practice chiropractic care. It's your call, So please refrain from
495
00:31:47.039 --> 00:31:51.039
documenting that. Even internally, a lot of these internal notes
496
00:31:51.079 --> 00:31:55.839
are now being discoverable, So be very careful if imagine
497
00:31:55.839 --> 00:31:58.240
that these documents are being read in court and you
498
00:31:58.440 --> 00:32:00.480
not want to write something that you can get in
499
00:32:00.559 --> 00:32:06.680
trouble with. Let's talk about affidavits and subpoenas. So subpoenas,
500
00:32:06.720 --> 00:32:09.200
like we already discuss, you can get subpoena by the
501
00:32:09.200 --> 00:32:12.880
defense attorney to come and give a deposition. Besides that,
502
00:32:13.039 --> 00:32:16.559
you can also have subpoenas for documents, records. Trival companies,
503
00:32:16.599 --> 00:32:20.000
third party companies will give you those subpoenas, and they
504
00:32:20.000 --> 00:32:24.119
can be really broad if they are asking for information
505
00:32:24.279 --> 00:32:29.079
such as your internal notes or your communication with the
506
00:32:29.119 --> 00:32:34.240
plaintiff attorneys. That's too broad of a skull and they
507
00:32:34.279 --> 00:32:37.279
should not be asking, but they will, so I recommend
508
00:32:37.279 --> 00:32:39.839
that if you feel like they're fishing for information, reach
509
00:32:39.839 --> 00:32:41.799
out to the planeff attorneys. Sometimes you may have to
510
00:32:41.799 --> 00:32:45.480
get your own lawyer to quash those because that's not right.
511
00:32:46.200 --> 00:32:49.680
But they'll try their best, and it's annoying, but we
512
00:32:49.759 --> 00:32:52.200
all have to deal with that. You can charge them
513
00:32:52.680 --> 00:32:57.839
for providing them with records reasonable fee, and they're not
514
00:32:57.880 --> 00:33:03.000
your friends, so it's okay to buy time and make
515
00:33:03.039 --> 00:33:05.960
it difficult for them. Sometimes I ask them I will
516
00:33:05.960 --> 00:33:09.160
release it once your check is cleared to make sure
517
00:33:09.200 --> 00:33:11.720
I'm getting paid for it. But yep, you will see
518
00:33:11.720 --> 00:33:14.519
that a lot in practice, so be careful. You don't
519
00:33:14.559 --> 00:33:17.920
have to worry about doing them yourselves, especially the written
520
00:33:18.000 --> 00:33:20.759
questions that yes and no, the dwqs. Your staff can
521
00:33:20.799 --> 00:33:23.359
do them. Your staff can sign them, but at the
522
00:33:23.440 --> 00:33:25.319
end of the day, your license on the line, so
523
00:33:25.480 --> 00:33:28.480
I always review it. If it's standard, they'll know what
524
00:33:28.559 --> 00:33:32.039
to do. But if they're asking for very detailed, complicated language,
525
00:33:32.680 --> 00:33:36.960
look it up. Hire a lawyer if you need to depositions,
526
00:33:37.000 --> 00:33:40.680
we have to do another seminar, but yeah, depositions basically
527
00:33:41.119 --> 00:33:44.480
plain if attorney or defense attorney asking you questions, it's
528
00:33:44.640 --> 00:33:49.759
testimony under oath. It can be online what in person.
529
00:33:49.960 --> 00:33:52.400
Back in those days, they used to come into your
530
00:33:52.400 --> 00:33:54.400
office and do it. Now most of these are done
531
00:33:54.440 --> 00:33:57.039
on zoom, but they can still come in office and
532
00:33:57.079 --> 00:34:00.000
do it. It's not done in the court. It's testimony
533
00:34:00.119 --> 00:34:04.400
outside the court. But because it's it's basically testimony that
534
00:34:04.440 --> 00:34:06.519
can be used in court. So if you're not going
535
00:34:06.559 --> 00:34:09.119
to be available to give your life testimony in court,
536
00:34:09.400 --> 00:34:12.639
a lot of the times it's recorded in a deposition setting,
537
00:34:12.760 --> 00:34:15.599
and that way they can use that instead of you
538
00:34:15.719 --> 00:34:18.920
going to court. The court reborder's presence, so everything that
539
00:34:19.000 --> 00:34:22.800
you say is going to be transcribed, and every time
540
00:34:22.800 --> 00:34:26.440
you say and and all of that also gets documented.
541
00:34:26.519 --> 00:34:29.960
So sometimes when you read it, like ah, it sounds cringe,
542
00:34:30.000 --> 00:34:33.119
but it's the nature of the game, and so it's
543
00:34:33.159 --> 00:34:37.000
important that you prepare for deposition. It can be really long,
544
00:34:37.559 --> 00:34:41.840
anywhere between two to six hours depending on the case,
545
00:34:42.360 --> 00:34:44.639
and it can be used for more than one case.
546
00:34:44.679 --> 00:34:47.320
Doctors don't really pay attention to that, but it is true,
547
00:34:47.480 --> 00:34:49.679
a deposition that you may have given two years ago
548
00:34:49.800 --> 00:34:54.679
for this particular attorney can be used for a case
549
00:34:54.679 --> 00:34:57.159
that's coming up three years from now, or if they're
550
00:34:57.199 --> 00:35:00.800
trying to find or come after you, they can use that.
551
00:35:00.920 --> 00:35:04.960
So that's deposition. We have to do another webinar for that.
552
00:35:05.159 --> 00:35:08.480
But you can always use your own lawyer if you're
553
00:35:08.519 --> 00:35:13.000
really intimidated or you feel like they're trying for you
554
00:35:13.079 --> 00:35:15.880
to give statements that has nothing to do with the
555
00:35:15.920 --> 00:35:18.840
case that you're being called to do a deposition for.
556
00:35:19.159 --> 00:35:22.239
So it's this person'suing this person. You are a fact witness,
557
00:35:22.639 --> 00:35:25.519
but they're asking you all the questions pertaining to where
558
00:35:25.559 --> 00:35:29.440
you're working and other stuff has nothing to do with that,
559
00:35:29.639 --> 00:35:33.440
and you're suspecting some kind of weird things happening. Yeah,
560
00:35:33.599 --> 00:35:35.960
just call an attorney have them come in. There's so
561
00:35:36.079 --> 00:35:38.360
much more that lawyers can do to protect you in
562
00:35:38.360 --> 00:35:41.559
a deposition settings, but majority of the times is related
563
00:35:41.559 --> 00:35:44.039
to the case. You can charge them a reasonable fee
564
00:35:44.320 --> 00:35:47.039
and you can give you a testimony and be confident
565
00:35:47.039 --> 00:35:50.599
in giving the testimony. Defense will try to attack your
566
00:35:50.599 --> 00:35:53.400
credibility and deposition. Main thing they'll try to say, you
567
00:35:53.440 --> 00:35:57.280
don't know what you're talking about that it's all attorney
568
00:35:57.360 --> 00:36:01.639
driven treatment. Everything is overtreatment for them. They'll say the
569
00:36:01.679 --> 00:36:06.599
treatments are not medically necessary. They'll say, or MRIs if
570
00:36:06.599 --> 00:36:10.320
we're not necessary, that you have a financial gain or
571
00:36:10.400 --> 00:36:15.119
incentive for sending them out for imaging testing. They'll attack
572
00:36:15.159 --> 00:36:17.920
you in a scope of practice. These are for dcs
573
00:36:17.960 --> 00:36:20.679
that have a DC and P setting that they are
574
00:36:20.719 --> 00:36:24.039
doing not only chiropractic care, but also a little bit
575
00:36:24.079 --> 00:36:26.519
of medical in there, so they'll try to attack you
576
00:36:26.559 --> 00:36:31.559
on those. They'll find documentation gaps, and then long story short,
577
00:36:31.719 --> 00:36:34.119
the goal for deposition is to make you look like
578
00:36:35.480 --> 00:36:38.360
you're not smart enough or you're lying in front of
579
00:36:38.360 --> 00:36:41.440
the jury and our jury, depending on the jurisdiction that
580
00:36:41.480 --> 00:36:46.159
you're from, sometimes there's a jury bias. Still people think
581
00:36:46.199 --> 00:36:50.159
that chiropractic care is not as credible as medical care.
582
00:36:50.360 --> 00:36:53.840
That they think that we're not perfect doctors or good
583
00:36:53.880 --> 00:36:57.360
doctors or real doctors, and so they will try to
584
00:36:57.400 --> 00:36:59.920
attack you on the jury bias. So what do you do?
585
00:37:00.079 --> 00:37:04.719
You talk about your amazing education that your school gave you,
586
00:37:04.840 --> 00:37:08.639
all the science classes that you've taken, and that you've
587
00:37:08.679 --> 00:37:11.280
been doing this with this many years and when you
588
00:37:11.320 --> 00:37:14.480
start talking and you're using just the right amount of
589
00:37:14.760 --> 00:37:19.519
medical knowledge with plain language that somebody else will understand,
590
00:37:19.760 --> 00:37:22.760
then this goes away so very quickly, the jewry bias
591
00:37:22.840 --> 00:37:26.079
goes away as they start listening to you. You have
592
00:37:26.119 --> 00:37:30.039
to sound smart and confident, because guys, understand this. You're
593
00:37:30.079 --> 00:37:32.760
not giving a testimony to your professors. You're giving a
594
00:37:32.760 --> 00:37:39.039
testimony to a juror that whose education level is probably
595
00:37:39.079 --> 00:37:42.079
no more than ninth grade education, and that's what they
596
00:37:42.079 --> 00:37:43.599
did us in law school. So you have to use
597
00:37:43.599 --> 00:37:48.320
simple language and not sound arrogant, but also at the
598
00:37:48.360 --> 00:37:53.559
same time confident and explain them what chiropractors do and
599
00:37:53.599 --> 00:37:56.760
how we help this patient, and be confident. Whether that's
600
00:37:56.800 --> 00:38:01.119
deposition or life testimony. It's important that you believe in
601
00:38:01.159 --> 00:38:06.039
your treatment and you believe that you're in a profession
602
00:38:06.119 --> 00:38:08.960
to help people. And it radiates in the way you
603
00:38:09.000 --> 00:38:13.719
communicate how to have handled a position. Answer only what
604
00:38:13.880 --> 00:38:19.199
is asked. Please remember, defense counsel not your friend. Plaintiff
605
00:38:19.239 --> 00:38:23.159
counsel also not your friend. You are not here to
606
00:38:23.239 --> 00:38:25.840
build a case for them. You're just defending your notes.
607
00:38:25.880 --> 00:38:29.320
You're not really defending the client. That's the lawyer's job.
608
00:38:29.840 --> 00:38:33.639
Let the lawyer defend the patient. Let the lawyer make
609
00:38:33.920 --> 00:38:36.559
or break the case for the patient. Your job is
610
00:38:36.639 --> 00:38:40.039
to stay focused on your notes, so answer only what
611
00:38:40.199 --> 00:38:45.280
is asked, stay within your scupe. Plaintiff attorneys are notorious
612
00:38:45.719 --> 00:38:48.679
for asking you questions that are outside your scope. Your
613
00:38:48.719 --> 00:38:51.599
patients attorney will ask you, so, doctor, do you think
614
00:38:51.760 --> 00:38:55.800
the surgery was necessary? Or do you think the surgical
615
00:38:55.880 --> 00:39:01.119
bills are industry standard? Or they'll ask you about accident reconstruction,
616
00:39:01.760 --> 00:39:05.000
and it can get murky. Sometimes you have credentials to
617
00:39:05.039 --> 00:39:08.400
talk about it, depending on the person who's doing the
618
00:39:08.519 --> 00:39:11.519
depending on the doctor. Some doctors don't. And so it's
619
00:39:11.519 --> 00:39:15.119
okay to say that's not within my scope. It's fine
620
00:39:15.159 --> 00:39:17.360
even if that upsets them, that's okay. But stay within
621
00:39:17.400 --> 00:39:20.400
your scope. That will protect your license and your credibility.
622
00:39:20.639 --> 00:39:24.000
It's okay to say I don't know, please do not guess.
623
00:39:24.280 --> 00:39:27.880
That again, goes down to credibility. If you're honest, people
624
00:39:27.960 --> 00:39:31.159
can see that. Defend your notes, not the patient, very
625
00:39:31.239 --> 00:39:34.000
very important. Don't go out of your way in making
626
00:39:34.039 --> 00:39:36.519
a case for the patient. That is not your job.
627
00:39:36.599 --> 00:39:38.360
Let the lawyers do that. If they're a good lawyer.
628
00:39:38.400 --> 00:39:42.079
They can handle it. If there's a bad fact, it's okay.
629
00:39:42.320 --> 00:39:44.280
Let the lawyer be the lawyer. You're not the lawyer,
630
00:39:44.360 --> 00:39:48.440
you are the doctor. You are defending your notes. Please
631
00:39:48.480 --> 00:39:51.400
do not lie because that's perjury. You can use a
632
00:39:51.480 --> 00:39:54.719
license for that, So no lying. If you don't know
633
00:39:54.800 --> 00:39:57.000
it can always say I don't know. It's based off
634
00:39:57.039 --> 00:40:00.920
of your personal knowledge. If you don't have the person knowledge,
635
00:40:01.239 --> 00:40:03.880
don't answer it. Just say I don't know. It's okay
636
00:40:03.920 --> 00:40:08.239
to say that. Trial testimony looks very similar to deposition testimony,
637
00:40:08.239 --> 00:40:10.960
but it's high stakes. Why because it's live. In trial,
638
00:40:11.039 --> 00:40:13.719
there is a judge there. In depositions, you don't have
639
00:40:13.760 --> 00:40:16.599
a judge, so even if the other side objects, there
640
00:40:16.639 --> 00:40:19.320
is no life ruling on the objection, But in trial
641
00:40:19.400 --> 00:40:23.280
testimony there is. Which makes it easy for us as
642
00:40:23.639 --> 00:40:26.679
experts to give our testimony because it's short. They're not
643
00:40:26.760 --> 00:40:29.119
going to hold you in court for four or five hours.
644
00:40:29.119 --> 00:40:31.239
You may be waiting for your turn, but you're not
645
00:40:31.360 --> 00:40:34.440
giving a testimony for that long. It's pretty quick. It's fast,
646
00:40:34.920 --> 00:40:38.199
it's very jury focused. So simple language is the key.
647
00:40:38.320 --> 00:40:42.679
You have to sound confident but not arrogant to you
648
00:40:42.719 --> 00:40:45.760
don't have to be necessarily charming, but you don't also
649
00:40:45.840 --> 00:40:51.559
have to sound or somebody who's industry expert. Like you're
650
00:40:51.599 --> 00:40:54.840
not giving a testimony to your professors of your chiapractic school.
651
00:40:55.119 --> 00:40:58.639
You're talking to somebody that will believe everything that you're
652
00:40:58.679 --> 00:41:01.760
saying if you're saying it right. So make sure that
653
00:41:02.079 --> 00:41:05.719
you understand who your audience is. That adds value to
654
00:41:05.760 --> 00:41:08.920
your testimony. If I'm giving a testimony to my professor,
655
00:41:08.960 --> 00:41:12.320
I'm going to be scared because i have to justify everything.
656
00:41:12.400 --> 00:41:15.360
But when I'm answering it to my mom or I'm
657
00:41:15.400 --> 00:41:18.079
explaining why I'm to my patient, for example, why I'm
658
00:41:18.079 --> 00:41:20.119
explaining to my patient why you need to come in
659
00:41:20.119 --> 00:41:22.400
for this many number of visits, I'm able to do
660
00:41:22.440 --> 00:41:26.440
it more confidently. So always remember that your audience last,
661
00:41:26.440 --> 00:41:27.199
but not the least.
662
00:41:37.280 --> 00:41:40.679
That wraps up Part two of our conversation with doctor Panktyfidia.
663
00:41:41.320 --> 00:41:44.679
In this episode, we move beyond documentation and into the
664
00:41:44.679 --> 00:41:50.760
realities of subpoenas, records requests, depositions, trial testimony. We talked
665
00:41:50.800 --> 00:41:55.199
about expert witness, credibility and the ethical considerations that come
666
00:41:55.280 --> 00:41:59.440
with working in the PI or personal injury space. One
667
00:41:59.480 --> 00:42:02.840
of the biggest takeaways from this conversation is that chiropractors
668
00:42:02.920 --> 00:42:05.920
don't need to be afraid of the legal process, but
669
00:42:06.000 --> 00:42:10.400
they do need to be prepared. That means knowing your documentation,
670
00:42:10.559 --> 00:42:15.159
staying within your scope, answering only what is asked, avoiding speculation,
671
00:42:15.679 --> 00:42:18.639
and understanding that your job is not to defend the
672
00:42:18.679 --> 00:42:24.239
patient's entire case your job, your most important role, is
673
00:42:24.280 --> 00:42:28.679
to explain and support the care that you provided. Doctor
674
00:42:28.679 --> 00:42:32.760
Fidia also gave an important reminder that professional credibility starts
675
00:42:32.840 --> 00:42:37.920
long before a deposition or courtroom testimony. It starts in
676
00:42:37.960 --> 00:42:41.960
the exam room, in your clinical reasoning, in your documentation habits,
677
00:42:42.360 --> 00:42:44.800
and in the way you communicate your role as a
678
00:42:44.800 --> 00:42:50.079
healthcare provider. And perhaps most importantly, this episode is a
679
00:42:50.119 --> 00:42:53.960
reminder for healthcare providers to take pride in the value
680
00:42:54.000 --> 00:42:58.800
of conservative care when documented clearly and delivered ethically. The
681
00:42:58.840 --> 00:43:02.760
work that you do not only for the patient's recovery,
682
00:43:02.840 --> 00:43:06.519
but also for how that care is understood and represented
683
00:43:06.599 --> 00:43:10.679
when it becomes part of a larger legal process. A
684
00:43:10.760 --> 00:43:14.239
huge thank you to doctor Panktifidia for sharing her unique
685
00:43:14.239 --> 00:43:17.920
perspective as both a practicing chiropractor and a soon to
686
00:43:17.960 --> 00:43:21.320
be attorney and for helping providers better understand how to
687
00:43:21.400 --> 00:43:26.079
navigate this complex intersection of healthcare and law. As always,
688
00:43:26.199 --> 00:43:29.559
thanks for listening to the Factor podcast. Be sure to subscribe,
689
00:43:29.760 --> 00:43:32.920
follow or share this episode with a colleague or friend,
690
00:43:33.480 --> 00:43:37.000
and we will look forward to seeing you next time.
691
00:43:40.880 --> 00:43:42.840
Hey guys, if you like what you heard today, I
692
00:43:42.920 --> 00:43:46.480
encourage you to visit our website at Factor hyphenstore dot
693
00:43:46.480 --> 00:43:52.639
com that's spelled fa k tr hyphenstore dot com to
694
00:43:52.679 --> 00:43:55.239
find out more information about all that we have to offer.
695
00:43:55.440 --> 00:43:57.800
We have a variety of online offerings as well as
696
00:43:57.800 --> 00:44:01.199
our hands on Factor Rehab System Core scheduled in cities
697
00:44:01.239 --> 00:44:03.320
around the globe. Be sure to also check out our
698
00:44:03.320 --> 00:44:06.800
event calendar and bookmark any of these upcoming live webinar
699
00:44:06.880 --> 00:44:09.079
dates coming up in the near future so you can
700
00:44:09.159 --> 00:44:11.519
join us live. And of course, the biggest compliment we
701
00:44:11.559 --> 00:44:13.480
can receive is for you to help us spread the
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703
00:44:16.800 --> 00:44:19.360
the important links, as well as info about our sponsors
704
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