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Review of Case Materials
Reviews records, documents, testimony, data, and other relevant materials and consults with counsel regarding technical issues related to the matter.
Provide Expert Analysis
Applies specialized knowledge and experience to evaluate the technical or professional issues involved.
Form Expert Opinions
Develops independent, supportable opinions based on the available evidence and relevant standards.
Prepare Expert Reports
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Activities of daily living include basic self-care tasks such as bathing, dressing, eating, toileting, personal hygiene, and functional mobility. An occupational therapist may review evaluations, treatment records, observed performance, reported assistance needs, and adaptive strategies to assess documented independence, limitations, and changes in everyday functioning over time.
Instrumental activities of daily living are more complex tasks that support independent living and participation in the home and community. Examples can include meal preparation, shopping, home management, financial management, caregiving, and community mobility. These activities can provide important evidence when a dispute concerns independence beyond basic self-care.
Adaptive equipment and environmental modifications can help address functional limitations and support safer or more effective participation in daily activities. An occupational therapy analysis may consider recommendations for bathing aids, assistive devices, accessibility changes, or modifications to home and activity spaces in relation to the person’s abilities and functional needs. Structural, engineering, or construction issues may require additional expertise.
Occupational therapy emphasizes participation in everyday activities and considers how a person’s abilities, tasks, and environment affect performance. Physical therapy also addresses function and participation but commonly focuses on movement, mobility, strength, balance, gait, and related physical impairments. Because the professions overlap in several areas, the disputed issue and the individual expert’s education, experience, and scope of practice should determine which expertise is appropriate.
Prepares clear, well-supported expert reports outlining methodology, analysis, findings, and opinions.
Provide Deposition Testimony
Explains findings and opinions under oath and responds to questioning during deposition testimony.
Testify in Court
Presents specialized findings and opinions clearly to judges, juries, arbitrators, or other decision-makers.
