In a personal injury case where the plaintiff's ability to work has been compromised, the vocational expert is the professional who bridges the gap between the treating physician's medical opinion and the forensic economist's damages calculation. The physician can describe the physical limitations the plaintiff carries. The forensic economist can calculate the present value of future earnings losses. But neither is positioned to translate those physical limitations into specific occupational restrictions, assess the plaintiff's transferable skills, or identify what jobs the plaintiff can or cannot perform in the national economy (U.S. Department of Labor, Employment and Training Administration, 1991; National Center for O*NET Development, n.d.). That is the vocational expert's domain.
The vocational expert's analysis typically proceeds in two phases. First, the evaluator establishes the plaintiff's vocational profile: their educational attainment, work history, acquired skills, and functional limitations. Work history is analyzed not just in terms of job titles, but in terms of the specific physical and cognitive demands the plaintiff performed, because it is the underlying skill set - not the job title - that determines transferability to other occupations. Second, the evaluator analyzes the relevant labor market to identify occupations the plaintiff can perform within their medically established restrictions and determines the wage range for those occupations (U.S. Bureau of Labor Statistics, n.d.).
The interaction between the vocational expert and the treating or evaluating physician is critical. Vocational experts are not qualified to independently determine what physical or cognitive restrictions a plaintiff has - that determination is the physician's province. The vocational expert must rely on the physician's functional assessment and should clearly identify the medical sources that underlie their opinions. When the medical record is internally inconsistent - for example, when the treating physician has described limitations in general terms but a formal FCE documents more specific restrictions - the vocational expert must explain how they resolved any ambiguity.
In some personal injury cases, the plaintiff's damages theory involves both a claim that they cannot return to their specific pre-injury occupation and a claim that their earning capacity more broadly has been diminished. These are related but distinct analyses. A construction worker who can no longer perform heavy labor may be able to perform light or sedentary work, but at wages significantly below their pre-injury earnings. The vocational expert quantifies both the occupational displacement and the wage differential, providing the forensic economist with the inputs needed to calculate lost earning capacity.
Defense vocational experts are retained for the same reasons as plaintiff experts: to apply the same methodology and evaluate whether the damages claimed are consistent with the evidence. Defense vocational opinions commonly take the position that (1) the plaintiff's restrictions are less limiting than described, or (2) there are more occupational alternatives available within the plaintiff's restrictions than the plaintiff's expert identified, or (3) the wage differential between pre-injury and post-injury occupations is smaller than claimed. Effective cross-examination of any opposing vocational expert, whether plaintiff- or defense-retained, requires a thorough understanding of the occupational databases, wage data sources, and classification systems the expert used and any methodological choices they made that are inconsistent with industry standards.
References
- U.S. Department of Labor, Employment and Training Administration. (1991). Dictionary of occupational titles (4th ed., rev.). U.S. Government Printing Office. dol.govGovernment
- National Center for O*NET Development. (n.d.). O*NET OnLine. U.S. Department of Labor, Employment and Training Administration. onetonline.orgGovernment
- U.S. Bureau of Labor Statistics. (n.d.). Occupational Employment and Wage Statistics (OEWS). U.S. Department of Labor. bls.govGovernment
Recommended next step
Discuss how this applies to your case (Vocational)
KWVRS provides independent, objective analysis for plaintiff and defense counsel nationwide. Tell us about the matter and we will scope the appropriate deliverable, or explore the relevant practice area below.