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For The Defense, November 2012 - DRI Today

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Attorneys who defend medical malpractice cases on a regular<br />

basis should strongly consider employing a nurse<br />

paralegal to assist in all facets of case preparation and a<br />

trial. A nurse paralegal enhances the ability of an attorney<br />

to defend a medical professional in a costeffective<br />

manner without sacrificing quality<br />

of representation.<br />

Generally, nurses who work for attorneys<br />

fall into one of two categories: (1) an<br />

independent contractor legal nurse consultant,<br />

or (2) a nurse paralegal who is a law<br />

firm employee. An independent contractor<br />

legal nurse consultant usually works<br />

on specific projects selected by an employing<br />

attorney, but this nurse generally does<br />

not provide comprehensive work on a case.<br />

Legal nurse consultants are often hired by<br />

plaintiffs’ attorneys. One example of a project<br />

commonly assigned to a legal nurse<br />

consultant is to create a chronology of the<br />

medical records and to comment on the<br />

medical care that someone received. In<br />

contrast, a nurse paralegal employed by a<br />

law firm generally works on most aspects<br />

of a case from the beginning of the case<br />

through a trial. This article will focus on<br />

the role of a nurse paralegal employed by<br />

a medical malpractice defense law firm,<br />

drawing from our work with them in our<br />

law firm.<br />

Qualifications<br />

Hiring an appropriate nurse paralegal<br />

is vital because that employee will perform<br />

a critical number of functions on a<br />

defense team. When hiring a nurse paralegal,<br />

some attorneys place primary emphasis<br />

on lengthy experience in nursing,<br />

including experience in particular specialties<br />

such as orthopedics, cardiology, or<br />

critical care. Other attorneys place primary<br />

emphasis on educational background, including<br />

completion of formal training in<br />

an accredited nurse- consultant certification<br />

program. <strong>The</strong>se are not unreasonable<br />

criteria, but they may not be the best criteria<br />

for choosing a first-rate nurse paralegal<br />

for a law firm specializing in medical malpractice<br />

defense. Our firm’s position ranks<br />

three criteria as more important than specialty<br />

nursing experience or formal training<br />

when selecting a nurse paralegal. <strong>The</strong>se<br />

three important criteria are (1) intelligence;<br />

(2) communication skills; and (3) curiosity.<br />

Intelligence<br />

Nursing experience in a particular specialty<br />

or formal certification in nurse consulting<br />

does not guarantee the intelligence<br />

necessary to be an effective nurse paralegal.<br />

An intelligent nurse paralegal can learn<br />

and acquire new skills. Experience and certificates<br />

fade, but stupid is forever.<br />

A nurse paralegal is constantly confronted<br />

with new medical questions, new<br />

responsibilities, and requests for creative<br />

input into defense strategies for cases. A<br />

highly intelligent nurse paralegal tackles<br />

new medical problems with confidence. He<br />

or she uses contacts with physicians and<br />

medical literature to understand problems.<br />

An intelligent nurse paralegal takes on new<br />

responsibilities and learns quickly how to<br />

perform new tasks. An intelligent nurse<br />

paralegal can provide creative input during<br />

the brainstorming that occurs to develop<br />

themes of a case and defense strategies.<br />

Our firm uses a number of informal and<br />

formal strategies to produce a variety of creative<br />

solutions to problems in defending a<br />

case. <strong>The</strong> primary informal strategy that<br />

we use is to communicate frequently with<br />

our nurse paralegals when we defend cases,<br />

both orally and in writing. One goal of these<br />

communications must be absolute candor.<br />

A nurse paralegal’s talents are wasted if he<br />

or she is reluctant to tell the attorney that<br />

he or she is headed down a wrong path. Intelligent<br />

themselves, most defense attorneys<br />

do not suffer fools gladly. Intelligence<br />

in a nurse paralegal, therefore, is critical.<br />

Brainstorming helps generate numerous<br />

potential creative solutions to a problem.<br />

One method is to write the problem on<br />

large pieces of paper taped to a wall. Each<br />

participant then independently writes as<br />

many solutions as possible on a piece of<br />

paper without criticism or evaluation at<br />

this stage. <strong>The</strong> goal is to generate as many<br />

solutions as possible. Each member of the<br />

group then receives two small stickers to<br />

place next to the two ideas that he or she<br />

thinks best solve the problem. <strong>The</strong> responsible<br />

attorney may or may not participate<br />

in this phase, which can skew the results. It<br />

becomes readily apparent through this process<br />

which solutions seem most viable to<br />

the participants. If desired by the responsible<br />

attorney, the group can evaluate the<br />

ideas further using one or more of several<br />

techniques. See, e.g., Edward DeBono, Six<br />

Thinking Hats, (1985). An intelligent nurse<br />

paralegal will generate more potential solutions<br />

and better potential solutions during<br />

this process than a less intellectually<br />

gifted one.<br />

Communication Skills<br />

A nurse paralegal spends considerable time<br />

communicating with clients, insurance<br />

company representatives, experts, paralegals,<br />

witnesses, medical record custodians,<br />

medical librarians, office personnel,<br />

and most importantly, the supervising defense<br />

attorney. Communications occur both<br />

orally and in writing. Proficiency in both<br />

is vital for a nurse paralegal to perform his<br />

or her functions with excellence. If a nurse<br />

paralegal lacks proficiency in communication<br />

skills, the nurse paralegal can wreak<br />

havoc in the effective defense of a case.<br />

Clarity of communication minimizes misunderstandings<br />

and maximizes efficiency.<br />

Our firm, as do many, takes the position<br />

that one of the most important aspects of<br />

providing an excellent defense is to keep<br />

the client and the professional liability<br />

insurance carrier fully informed of the<br />

progress of a case. Our firm scans all documents<br />

of any significance and saves a copy<br />

of each to our in-house computer network<br />

as well as to an off-site server. This enables<br />

the nurse paralegal and others in the firm<br />

to access documents from any location.<br />

<strong>The</strong> nurse paralegal and the supervising<br />

attorneys in our firm largely communicate<br />

with others outside our firm by<br />

e-mail rather than by sending paper. Thus,<br />

it becomes a simple matter for the nurse<br />

paralegal to send information copies of all<br />

important documents by e-mail to a client,<br />

to the insurer, and to the supervising attorney.<br />

In this way, everyone receives continuous<br />

updates on the status of a case. <strong>The</strong><br />

attorney can then focus on communicating<br />

with the client and the insurer regard-<br />

<strong>For</strong> <strong>The</strong> <strong>Defense</strong> ■ <strong>November</strong> <strong>2012</strong> ■ 17

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