Standard of Care Reviews
Medical-legal standard of care analysis and adherence reviews conducted by a board-certified physician. We evaluate whether the care provided met accepted medical standards, supporting medical malpractice and professional liability cases.
What is a standard of care review?
A standard of care review is a board-certified physician's reading of the medical record to answer one question: whether the care a provider gave met the standard that a competent practitioner in the same specialty would have met at the time and in the setting where the care was given. The reviewing physician reads the episode of care from the first contact to the outcome, identifies each point at which a decision was made or not made, states what the accepted standard called for at that point, and reports whether the care met it, with the record pages and the medical literature that support each finding. The review is a medical opinion prepared for counsel and the court; it does not decide negligence, liability or damages.
KWVRS offers the review through a licensed physician, and the specialty of the care under review is confirmed against the reviewing physician's specialty at intake, because the standard is the specialty's own. A matter outside it is identified at intake rather than after retention, and no retainer is taken for a review the physician will not conduct.
What the review answers and what it leaves to others
The review answers whether the standard of care was met and, when the assignment includes it, whether a departure caused the harm alleged. It does not answer whether a departure amounts to negligence in the forum's law, who is liable, or what the harm is worth; those belong to counsel, the court and the damages experts. It is not an examination of the patient: an independent medical evaluation is a separate engagement, and the review is a reading of records. It is not a life care plan, a vocational opinion or an economic calculation, though it is often the opinion those experts build on. And it is not advocacy: the same reading is done for counsel presenting a claim and counsel defending one, and its conclusion may be that the care met the standard at every point.
How the review proceeds
The physician's work has a fixed order. The record is assembled into a chronology of the episode of care, with the imaging and the results placed at the time they were available to the treating team rather than at the time they were reported, because the standard is judged on what the provider knew or should have known when the decision was made. Each decision point is then examined: the presenting complaint and history, the examination documented, the differential considered, the tests ordered and not ordered, the interpretation of results, the treatment given, the consultations sought, the discharge or transfer decision and the follow-up arranged.
For each point the physician states the accepted standard for the specialty at that time, from training, practice and the published literature, and compares the care to it. The findings are written with page references to the record so that counsel and an opposing physician can go to the same page and see the same entry. Where the record is incomplete, the report says what is missing and what could change if it were produced, rather than filling the gap with an assumption.
How the review pairs with life care planning and vocational opinions
In a medical malpractice case the review sits at the head of the damages chain. Until a physician has said whether the care departed from the standard, and whether the departure caused the injury, the damages experts have no line to draw between the harm the patient would have suffered anyway and the harm the case is about. Once that line exists, the life care planner prices the future care attributable to the departure and sets aside the care the patient would have needed regardless, the vocational expert measures the loss of the ability to work against the baseline the patient would otherwise have had, and the forensic economist values both.
KWVRS can staff all four opinions from one roster, with the physician's causation framing handed to the planner and the vocational expert in the terms it will be stated at trial, so the reports do not disagree about what the departure caused. Each expert stays inside a discipline: the physician does not price care and the planner does not opine on the standard. The medical malpractice case page describes how the four opinions fit a case from retention to trial.
How a standard of care engagement proceeds
A standard of care review proceeds through the five steps below, from the intake that confirms the clinical questions and the specialty fit to testimony. The physician's reading of the record is the engagement; everything else is scoping before it and writing after it. The standard of care process page describes each step in full.
- Engagement and conflict check
- Medical records review
- Standard of care analysis
- Opinion and report
- Testimony
Typical timeline
A standard of care report is typically 30 to 60 days from receipt of complete records, and the record is what moves the date: the physician does not start reading until the whole chart is in hand, and a review that adds causation or several providers uses the whole window. Each phase and what moves it is on the standard of care timeline page.
- Engagement and records review
- Clinical analysis
- Draft report
- Deposition and trial testimony
What a standard of care engagement costs
The cost of a standard of care review is the physician's time, and the record sets most of it, because the whole chart is read before an opinion is formed; a causation question or several providers under review add hours in proportion. Fees are hourly against a retainer with an estimate before work begins, and the standard of care cost page sets out the drivers and the billing terms.
Who retains a standard of care review
Standard of care reviews are retained by counsel presenting a malpractice claim, by counsel defending a provider, and by the carriers and risk managers who decide whether a claim should be defended or resolved. The physician's reading does not change with the retaining side: the same chronology, the same standard and the same literature produce the opinion, and a review retained to support a claim may report that the care met the standard, just as one retained to defend it may find a departure. Counsel asks the question; the record answers it. Because the reviewing physician may later testify, the engagement is confirmed only after the conflict check clears the providers and the parties.
Deliverables
The written report is the deliverable: a chronology of the episode of care, the decision points identified, the standard stated for each, the finding at each, and the basis for every opinion with page references and the literature relied on, written to the admissibility and disclosure standards of the forum so that it can serve as the expert's disclosure where one is required. A literature review is included where the questions call for the accepted standard to be documented. A rebuttal opinion on an opposing physician's report is a separate deliverable, scoped when that report is served. Deposition and trial testimony rests on the report and is given by the reviewing physician.
Deciding whether to retain a standard of care review
Retain a standard of care review when the question is whether the care a provider delivered met the accepted standard for that specialty at the time and place of treatment. The review is a medical opinion by a board-certified physician. It is not a legal conclusion, and it serves counsel presenting a claim and counsel defending one on the same terms.
How the reviewer is matched to the case
KWVRS's standard of care reviews are prepared by a licensed physician. The standard is framed by what a reasonable practitioner in the same specialty would do in the same or similar circumstances, so the reviewing physician's specialty should correspond to the care under review, and some states specify expert qualifications by statute.
State the specialty of the care under review when you inquire. Whether the review fits that specialty is confirmed at intake, together with the clinical questions and conflicts, before scope and retainer are set, so a matter outside the reviewer's specialty is identified then rather than after retention.
Scope accepted
- Standard of care: whether the care provided met accepted clinical standards, supported by the medical literature.
- Causation, when the assignment includes it in addition to standard of care.
- Rebuttal opinions as opposing reports are produced.
- Independent medical evaluations are a separate service, conducted for New York and New Jersey matters only.
Records needed
- The complete medical record for the episode of care, imaging, and the relevant clinical documentation.
- The specific clinical questions to be answered and the providers whose care is under review.
- Any opposing medical opinion already served, and the disclosure deadline that governs the report.
Deliverables
- A written report documenting the findings, the applicable standard, and the basis for each opinion, prepared to the admissibility and disclosure standards that govern expert evidence.
- A literature review documenting the accepted clinical standards where the questions require it.
- Deposition and trial testimony.
The report speaks to clinical standards and, where retained for it, medical causation. Whether a departure amounts to negligence, and questions of liability and damages, are for counsel and the court. Damages experts - vocational, life care, and economic - are retained separately when the matter proceeds to valuation.
Who is responsible
Standard of care reviews at KWVRS are prepared by a licensed physician. The reviewing physician is identified to counsel when the engagement is confirmed, before any records are reviewed.
Frequently asked: Standard of Care
What is the difference between a standard of care review and an independent medical evaluation?
A standard of care review is a physician's reading of the record to determine whether the care given met the accepted standard for the specialty; the physician does not see the patient. An independent medical evaluation is an examination of a person to document a current condition, its cause and its restrictions, and it is a separate KWVRS engagement. A malpractice case may need both, but they answer different questions and are scoped and billed apart.
Does a standard of care review address causation as well as the standard?
When the assignment includes it. The standard question asks whether the care met the accepted standard at each decision point; the causation question asks whether a departure produced the harm alleged, or whether the outcome would have followed regardless. Causation is a second analysis with its own reading of the record and the literature, so counsel states at intake whether the review covers it, and the report keeps the two findings separate so that each can be tested on its own.
Does KWVRS provide standard of care reviews for plaintiff and defense?
Yes. The physician reads the record the same way for counsel presenting a claim and counsel defending one, and reports what the record shows: a departure at an identified decision point, or care that met the standard throughout. The conflict check at intake covers the providers and the parties before the engagement is confirmed, and the retaining side never changes the standard applied or the literature consulted.
When should a standard of care review be retained relative to the damages experts?
First, where the case allows it. The physician's findings on the standard and on causation draw the line between the harm the patient would have suffered anyway and the harm attributable to the departure, and the life care planner, the vocational expert and the economist all measure from that line. Retaining the review early lets the damages experts scope their work to the causation framing rather than revise it later, and it identifies a case with no departure before damages work is commissioned.
How long does a standard of care review take?
A standard of care report is typically 30 to 60 days from receipt of complete records. The physician's reading cannot start on a partial chart, so the complete record for the episode of care, with the imaging, is the largest time saver; adding causation or several providers uses more of the window, and a rebuttal opinion is scheduled when the opposing report is served. The standard of care timeline page shows each phase and what moves it.
Where does KWVRS provide standard of care reviews?
In every state, the District of Columbia and the US territories; a review is a reading of records, so the record travels to the physician rather than the physician to the record. KWVRS is headquartered in Hackensack, New Jersey, and keeps a Richmond, Virginia office, and testimony is given in the forum where the case is pending, in person or remotely as the court allows. Counsel confirms the forum's expert qualification requirements, which some states set by statute, before the review is scoped. The state directory below links the standard of care page for each state.
Related reading
- Standard of Care Analysis in Medical LitigationThe concept, who provides the opinion and how it coordinates with the damages experts.
- Medical Malpractice CasesHow standard of care, causation and damages opinions fit a malpractice case.
- Life Care PlanningThe plan that prices the future care attributable to a departure from the standard.
Case Types
Standard of Care by Case Type
How standard of care applies to the specific demands of each case type: methodology, deliverables, and what counsel should expect.
Standard of Care by State
Northeast
Southeast
Midwest
Ready to Get Started on Standard of Care?
Contact KWVRS to discuss scope, timing, and the deliverables appropriate to the matter. Plaintiff and defense.