Legate: Personal Injury Lawyers

Evaluation of Future Care Needs - The role of the medical adviser and the patient in the medical-legal context

by Barbara Legate

 In any serious law suit or disability claim, there will come a time when the future needs of an injured person must be evaluated.  Health care practitioners often are asked to assist in the development of these claims, or to offer opinions about a list of future expenses already prepared by a consultant. This may arise in one of the following situations:

  • The individual needs to plan for the future. There are always limits to the funds and resources available. That requires planning. So too does the best use of the person’s time and effort. If the prognosis makes a particular vocational path unrealistic and another more reasonable, then planning efforts should reflect the prognosis. Health practitioners have invaluable advice to lend to the planning process.
  • A  lawsuit is approaching settlement or trial. A plaintiff may only obtain judgement or settlement for his damages once. Therefore, any evaluation of the fund required must look into the future, and attempts to determine the needs of the plaintiff for the rest of her life. This evaluation is a global, once and for all assessment of damages.
  • The insured and his insurer want to turn an on-going obligation to pay benefits to the insured (the patient) into a cash settlement. This generally gives the patient or his family control over the funds while relieving the insurer of the obligation to make ongoing evaluations of an insured’s condition and entitlements.

A checklist of Considerations for the Medical Practitioner

Any careful legal advisor will obtain the advice of medical practitioners, directly or through what is known as a future care cost consultant, respecting the patient/ client’s future prognosis, and needs. Often they will meet with you to discuss future prognosis, and then prepare a draft of recommendations for your consideration. If you are asked to assist in this endeavor, you should make sure you have considered the following:

  • Determine the time period your opinion will cover. Some policies of insurance cover limited time periods (ten years from date of crash is not unusual in some auto crash cases).
  • Make sure you understand the difference between what you consider to be certain to occur in the future, and how the law views future events. See the future from the law’s point of view, below.
  • Include items you consider have a substantial possibility of arising in future.
  • Ensure you are aware of the differing pathways your patient’s course may reasonably take, not just the most likely or most positive outcome. For example, expanding information about moderate brain injury and increased incidence of Alzheimer’s is something that should be reviewed and considered.
  • Consider each recommendation put before you. If you do not agree with a particular recommendation, ask the consultant for his rationale.  A good consultant will take the time to review this very important document with you, if you are prepared to take the time with him or her. Please do so, remembering you will be paid for the time you invest, and your patient is depending on a professional, realistic and reliable review of his future needs before he decides to settle his case or proceed to trial. The impact of the medical opinion on decisions being made in the lawyer’s office to settle or go to trial cannot be understated.
  • Consider what recommendations have been left out.
  • Ensure you understand any restrictions or limitations upon your recommendations. See The standards of Evaluation for guidance in this area.
  • Consider your patient from each of these perspectives when offering an opinion about the recommendations made to you:

              > As a family member;

              > As a worker or potential worker;

              > As a person with avocational needs or a need to be productive;

              > As a member of society – friend, worshipper, school parent, theater

                 supporter…

              > As a patient with medical, psychological and rehabilitative needs;

              > As a person with a need to feel hopeful and positive about the future.

The Future from the Law’s Point of View

 

The courts have recognized that the future is “not ours to see”. Therefore, in a lawsuit, it does not require certainty before an award for damages will be made to cover future expenses. It requires only that there be a “substantial possibility” that the expense will be necessary. A substantial possibility is more than fanciful, but is significant. Compensation is not all-or-nothing. The more likely the loss or expense is to occur, the more likely the patient will get the full measure of the loss. The less likely, a percentage of recovery may be made, instead of full recovery.

Avoid advocating for excessive or extravagant items. The baby might be thrown out with the bath water. Discuss concerns such as these with the consultant. Avoid blind-siding him. In the end, it will be your patient who will pay the price for excessive claims, or claims that fail to  include real and substantial possibilities in his future.

The Standards of Evaluation

The law provides full compensation for future needs. It will not provide extravagant care or compensation. The level of care the plaintiff is entitled to is “optimal”, or put another way, a high standard of ongoing practical, orderly care. The law does recognize that the plaintiff did not ask to be put in the condition she now finds herself. To the extent an award of damages can return a person to their pre-injury state, it ought to do so. The over-riding consideration is that the expense be reasonable, and have a rational end in mind: increasing quality of life to replace what quality was lost; permitting return to function at home, work and in society; ameliorating pain, suffering, and loss of enjoyment of life; providing medical care and rehabilitation.

If you require guidance about any particular item, then you should ask. Avoid making value judgements. And always remember, the patient cannot come back twenty years later, when his needs have exceeded your recommendation, and asks the courts for more.

A Word about Accident Benefit cash-out

Accident benefits can be commuted, or cashed out, if both the insurer and the insured are willing to do so. The process for doing so will be much the same as in a lawsuit. For a specific time period, or for life, the ongoing needs of your patient may need to be evaluated in order to determine what amount of money is fair, reasonable and a safe estimate of her future needs and entitlements under the policy. In most cases, the insurance settlement regulations do not permit the settlement of an accident benefits claim until one year after the car crash.

There are many temporal and monetary limitations, sometimes determined by type of service required, under accident benefit policies. That means you may be asked some rather odd-sounding questions. For example, a person needing round-the-clock care may not be able to get it if it is all attributed to attendant care. The limits under Bill 59 (auto policy) are $6000 per month for injured persons with “catastrophic” impairments. That is not enough to pay commercial rates for someone requiring ‘round-the-clock care. The result is that any sort of medical (physiotherapy) or rehabilitative attendance (life skills training) may be used to offset the limit.  While the exercise and food preparation training is ongoing, the attendant may not actually be needed. The expense may be characterized as a rehabilitation expense in the appropriate case, thus freeing up time to attribute to attendant care. You may find yourself responding to questions that finely delineate those differences, to ensure the coverage the patient needs is found within the policy limits.

You may be concerned about the wisdom of cashing out benefits when it is proposed. Is the prognosis established? Do you have concerns about the future? Should the patient wait, for good medical reasons? If you have such concerns, before expressing them in writing, do you understand your patient’s motivation for considering a cash settlement? Are there other health care experts she should consult? Do not be shy about this area. No lawyer wants to recommend settlement unless it is a reasonable and beneficial proposition for his client.

The Patient’s Role – Show and Tell

It is not realistic for the doctor to know everything about a patient, sufficient to include all of the recreational, social and productive recommendations that may be reasonable. So the patient’s role is as educator, either of the future care consultant, the health care practitioner or both. Write down a list of things you miss most. Then add to it over the weeks and months that will no doubt drag by while this process is underway. If it starts in winter, you may think readily of snow-based activities you miss, and the challenges of getting around in slippery conditions. You might forget the problems you had getting into a fishing boat last summer, or the way the crowds at an outdoor fair sent you running for cover. Your advisers won’t know, if you don’t tell them, that ten-pin bowling (or whatever) was your life! Finding a way to enjoy bowling, or something else as a substitute, won’t happen unless you talk about it, and show off those trophies.

As with many successful endeavors, communicating with your advisors is key.

 

 

 

 

 

 

 

 

 

 

 

 

 

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