"I have always had a passion for the legal field, but I never imagined my career would lead me to the specialized world of life care planning. The moment I heard Certified Life Care Planner Amy MacKenzie speak at a local event, I knew this was where I belonged.” —Brandi Turchi, Case Manager Supervisor
At IMS, case managers serve as important liaisons between our certified life care planning experts and the attorneys who rely on us to provide comprehensive care plans for clients with traumatic injuries. Their passion and expertise form the foundation of our operational excellence. Delve behind the scenes with us and explore how our case managers help deliver impactful client outcomes.
Bridging Collaboration Between Life Care Planning Experts and Attorneys
Case managers are often the first point of contact for attorneys seeking a life care plan for their injured clients or an expert analysis of life care plans presented by opposing counsel. They gather and convey key information from the initial client conversations to our life care planning experts, ensuring clear communication of case details.
While our life care planners focus on developing and delivering evidence-based care plans, our case managers provide critical organizational and logistical support, from managing schedules and coordinating meetings to maintaining documentation and more.
The Life Care Planner’s Role and Objective
When catastrophic injuries occur, our certified life care planners work with personal injury attorneys and defense teams to provide clear answers about clients' future care needs and expenses. They develop cohesive care plans addressing both immediate and long-term needs, offering detailed insights into the rationale, duration, frequency, and costs of required care.
Our experts achieve this through a systematic approach that includes:
- Comprehensive Medical Record Review: Thoroughly examining the injured or disabled individual’s medical, therapy, and educational history to document current needs accurately.
- Long-Term Care Assessment: Identifying ongoing medical, therapeutic, and support requirements essential for the individual’s well-being.
- In-Depth Client and Family Consultations: Gaining critical insights through direct conversations with the injured individual and their family.
- Collaboration with Treating Professionals: Confirming current treatments and projecting future medical needs based on expert recommendations.
- Detailed Cost Analyses: Estimating the financial implications of future care using validated and reliable methodologies.
- Expert Testimony: Clearly articulating findings during depositions and trials to support future care projections.
This comprehensive research and detailed understanding of an injured individual’s care needs result in personalized life care plans that attorneys can rely on to achieve the best outcomes for their cases. Supporting the expert’s essential work is our case management team.
Case Managers’ Exceptional Support in Life Care Planning
Throughout the development of a life care plan, case managers facilitate communication between life care planning experts and attorneys, ensuring every detail is managed with precision and care. They provide consistent support to experts while addressing attorneys' questions, building trust and instilling confidence throughout the process.
Key responsibilities of case managers in supporting life care planning activities include:
- Organizing and Managing Schedules: Structuring experts’ time to meet deadlines efficiently and complete tasks without interruptions.
- Coordinating Interviews and Meetings: Facilitating discussions with attorneys, healthcare professionals, and injured individuals to gather critical information for life care plans.
- Case Planning and Assessment: Collecting relevant records to ensure all case details are accurately considered in the life care plan.
- Preparing and Maintaining Case Documents: Compiling essential resources, such as deposition and trial books, to ensure experts are fully prepared for testimony and reporting.
Clear and consistent communication is the foundation of our client relationships. Our case managers act as a bridge between individuals, keeping all parties informed about progress, addressing concerns, and meeting critical deadlines. By actively listening to client needs and providing timely updates, they ensure that the process runs smoothly and efficiently.
Meet Our Life Care Planning Case Managers
Each of our case managers brings a personalized approach to their work and a commitment to promoting the best outcomes for every case they handle. Learn about our case management team below.
Pictured, L to R: Tricia Watkins, Kristie Silva, Madeline Overstreet, Brandi Turchi, Tabitha Freeman, Mitzi Beavers, Jill Patton. Not pictured: Lindsay Brown.
Texas-Based Case Managers
Brandi Turchi | As our case manager supervisor and a certified paralegal, Brandi provides guidance to attorneys new to working with life care planners. She takes the time to explain the value of comprehensive life care plans for early discovery cases and offers streamlined solutions for time-sensitive cases, ensuring efficiency and quality at every step.
Madeline Overstreet | Madeline fosters clear communication by keeping clients updated on the progress of life care plans and addressing challenges collaboratively to find solutions. With her background as a scheduling paralegal, she excels in time management and organization, keeping cases on track, and ensuring timely delivery of reports.
Mitzi Beavers | Mitzi prioritizes accessibility and responsiveness, addressing client inquiries promptly and maintaining active communication throughout the process. Her attentive and collaborative approach supports the creation of high-quality life care plans.
Lindsay Brown | Lindsay specializes in streamlining processes and maintaining clear communication to ensure cases progress smoothly. She gathers the required information with meticulous attention to detail and organizes it efficiently.
Tabitha Freeman | Tabitha’s proactive communication and problem-solving skills build trust and confidence with clients. Her ability to anticipate needs and provide timely support adds measurable value to the attorney-client experience.
Jill Patton | Jill brings a compassionate and strategic approach to case management, ensuring clients receive exceptional support while working with our team. Her attention to detail is a vital asset in delivering quality outcomes.
Louisiana-Based Case Manager
Kristie Silva | Kristie focuses on building strong relationships with firms from the outset to foster seamless communication and support. She checks in weekly with clients, providing consistent updates and confidence that they can rely on her for the highest level of service.
North Carolina-Based Case Manager
Tricia Watkins | Tricia provides timely client updates and manages expert witness communications throughout the case. Her organizational skills and strong focus on meeting deadlines ensure all documentation and reports are delivered efficiently.
Case Manager: A Rewarding Role
When asked what they found most rewarding about their role as a case manager, our team members shared a common appreciation for their work:
“Hands-down, the fellowship and collaborative work between our team and our clients. It’s very rewarding.”
“Seeing a case through from start to finish, knowing I provided my absolute best work and having our clients recognize and appreciate that.”
“The ability to make a meaningful difference. Coordinating all aspects of a case—from managing expert witness communication to ensuring clients receive the resources they need—creates a seamless process that leads to better outcomes.”
These personal insights highlight the genuine care and passion our case management team brings to every case. Their dedication truly makes a difference.
Find Life Care Planning Expertise When You Need It
IMS Legal Strategies recently welcomed the respected firm MacKenzie Life Care Planning, expanding our advisory services to support attorneys and healthcare providers seeking reliable life care plans and expert rebuttals for matters involving significant injuries.
Our life care planning team understands the importance of having a reliable partner to guide you through the life care planning process. From certified life care planning experts to experienced case managers, we work together to provide clear, thorough care plans for injured clients. Our shared commitment to excellence, collaboration, and compassion is the driving force behind every life care plan we create.
If you are seeking a life care plan or rebuttal, please contact us below.
