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Trial Lawyer View Podcast
Dr. Brett Chance

Dr. Brett Chance, D.C.,CCSP®,CSNC
CEO, One Wellness Rx | Founder, Winter Park Chiro

Dr. Brett Chance is a board-certified Chiropractic Physician and Chiropractic Sports Physician (CCSP, ACBSP) with advanced specialization in the diagnosis, rehabilitation, and documentation of traumatic spinal injuries, soft tissue pathology, and ligamentous instability. He completed his Doctorate at Palmer College of Chiropractic in Port Orange, Florida, and holds multiple advanced certifications spanning pre- and post-surgical rehabilitation, sports medicine, and performance optimization. His clinical background extends across musculoskeletal health, functional medicine, nutrition, and injury care — disciplines that inform both his patient work and the integrated care models he designs at an organizational level.

Beyond direct clinical practice, Dr. Chance serves as a medical consultant and expert witness in personal injury, spinal trauma, and medical malpractice cases involving the chiropractic standard of care in the State of Florida. His cross-disciplinary expertise also includes high-level consulting for private practices seeking to transition into cash-based, functional, or lifestyle medicine models.

As Founder and Chief Executive Officer of One Wellness Rx, Dr. Chance has translated these convictions into an organization built to reimagine how care is delivered. One Wellness Rx was shaped by a pattern he observed consistently across the healthcare landscape: patients feeling rushed, unheard, and constrained by insurance-driven models that limited time, communication, and individualized attention. Rather than accepting that as the standard, he built an organization centered on listening, education, and intentional care delivery — one that removes unnecessary barriers between patient and provider, and prioritizes long-term health over episodic treatment.

In his role as CEO, Dr. Chance provides executive leadership, strategic direction, and operational oversight across the organization — guiding structure, partnerships, and scalable systems designed to support high-quality, patient-centered care. He works in close coordination with medical leadership to align operations, clinical standards, and the overall patient experience, ensuring that the values at the foundation of One Wellness Rx are reflected at every level of how care is delivered.

Dr Brett Chance on why carrier systems score the record, not the injury

Dr Brett Chance is CEO of One Wellness Rx, and his central point is uncomfortable for anyone who assumes a treating client means an established injury. Carrier platforms are reading medical records differently from the way a lawyer reads them, and the gap costs injured people money.

The patient was hurt. The record simply fails to support the injury in a form that modern claims evaluation can recognise.

What the scoring systems are actually looking at

Carriers use technology-assisted platforms such as Colossus and InjuryIQ, which score against structured inputs rather than reading a file the way a person would. They reward consistency, clarity and demonstrated medical necessity, so vague or inconsistent records that never connect findings back to the original trauma get undervalued regardless of what the patient is going through.

What they look for is specific injury diagnosis codes matching the mechanism of injury, treatment duration and frequency that support the severity claimed, objective findings such as asymmetrical ranges of motion or neurological deficits, functional capacity loss captured on validated scales, and a documented progression that justifies ongoing care. These systems reward structure and supportability rather than volume.

Pain is not a diagnosis

Personal injury files are full of phrases like low back pain or cervical pain, which describe how the patient feels rather than what is injured. Pain alone does not build an injury narrative, and the scoring systems know that.

What belongs there is the specific diagnosis. Whether the problem is ligamentous, a disc injury, neurological or muscle instability changes medical necessity, imaging strategy and what the case is worth at resolution.

Coding as preservation

ICD-10 is the framework, and coding for a personal injury case works differently from general medical documentation because it exists to preserve a timeline. The chart needs to show an acute traumatic event early, then evolve logically as the patient heals.

Once a chart starts reading like a chronic or degenerative file, the narrative shifts and the defence gains room to argue pre-existing conditions. The patient loses benefits they were entitled to because of how the record was built rather than how badly they were hurt.

What defensible documentation looks like

The mechanism of injury is documented clearly at the outset, establishing the acute event. Initial diagnoses use acute traumatic language and S codes early rather than degenerative language. Later re-evaluations show which tissue is involved and whether objective findings support progression, with treatment codes aligned to diagnosis codes so medical necessity is visible.

Functional impact gets captured through outcome assessment tools, loss of enjoyment of life and duties performed under duress. The record shows genuine change over time instead of stacking several codes that describe the same complaint, and the neurological findings, imaging and diagnosis codes all tell one story.

Using imaging to confirm rather than to decide

Many providers build the diagnosis from the imaging instead of using imaging to confirm what the clinical examination already suggested. An MRI comes back and the provider defaults to the radiologist’s report rather than documenting what they suspected from the patient’s presentation and objective testing.

That causes two problems. Imaging alone does not establish medical necessity for the expense, and it invites pre-existing condition arguments, because degenerative findings appear naturally on imaging as people age. Dr Chance argues for documented clinical reasoning before the image is ordered, and for flexion extension views that assess spinal biomechanics and ligamentous injury rather than disc findings alone. Where early imaging jumps to MRI with no documented justification, the carrier systems flag it.

Rescuing a file that arrives badly built

Some damage can be repaired. New objective testing can be introduced where symptoms persist and the earlier testing was inadequate, and Dr Chance’s protocol can reintroduce measurable evidence even one to two years downstream.

It gets harder the further out you go, because chronic pain is common. If a patient still reports the same symptoms after a year or two with no objective findings behind them, it reads as an injury that was never properly diagnosed. The chart should show evolution, and a chart that does not damages credibility.

What to check on the files you have now

Go through each case and look at whether acute injury language appears early or the record drifts into degenerative coding. Check that diagnosis codes actually change at re-evaluation rather than repeating the same complaint, and that treatment codes align with the diagnoses.

Look for functional impact recorded through outcome assessment tools rather than pain descriptions, and confirm that imaging was justified by clinical findings documented beforehand. Treating providers do not need to become coding experts, and they do need to understand that personal injury documentation carries higher stakes than general documentation. Confusion in the medical record becomes confusion in the claims system, and confusion gets undervalued.

We get into all of this on the episode. Watch it on YouTube, or listen on Apple Podcasts or Spotify.

Full transcript

Automatically transcribed and reviewed. Speaker labels and timings are approximate.

Brett Chance, D.C.,CCSP®,CSNC00:00:00

Within, visit two or visit three, at least in our clinic. I know if this is going to be a permanent impairment for this patient. I'm going to know if I have a reasonable condition on this. So think about between a 5 to 25% whole person impairment rating, basically off a third visit. However, my goal is to rehabilitate this patient. That's my number one goal is rehabilitate and try to stabilize this patient.

Jason Lazarus00:00:18

That's Doctor Brett Chance, CEO of One Wellness and founder of Winter Park Cairo. He uses an objective data rescue protocol to identify measurable injury consequences that carrier Eye often overlooks. By the third visit, his standardized workup can identify a readable whole person impairment that helps attorneys defend against degenerative coding and preexisting condition arguments.

Brett Chance, D.C.,CCSP®,CSNC00:00:43

The record is no longer really just saying that the patient was hurt. It's just showing that the injury had measurable consequences over time. So that's what it likes to see. It likes to track progress through the coding strategy because it's data. Remember that it's data data data. So coding strategy and the data input.

Jason Lazarus00:00:58

In this episode you'll learn why carrier AI scores record structure not actual injury severity. How flexion extension views produce objective evidence most files are missing, and how a standardized workup identifies a readable impairment condition by visit three. I'm Jason Lazarus and this is trial lawyer view. So full disclosure for listeners. Doctor Chance treats me for athletic performance optimization. And, when I get my my neck or back screwed up from driving my car too fast, he's there to help. And we've always talked about a lot of the issues surrounding personal injury, given my background and given what he does and his practice, too. So great opportunity to have a real interesting discussion, I think, today about some of those issues that we've talked about over the years.

Brett Chance, D.C.,CCSP®,CSNC00:01:56

Yeah, it's going to be great. I think I hopefully will bring some insight to some different, you know, ideas here today at least, and kind of what I'm seeing that's newer in the market. And hopefully bring, you know, a little bit more insight to today specifically, maybe a little bit more coding structure and some different language that is being used out there, especially when it comes to, you know, evaluating or looking at, how the new carrier systems are evaluating, let's say, claims analysis or even my own documentation. Now, you know, we talked a little bit about this, but what do we actually know about these, you know, said algorithms that are in there like the Colossus systems or the DXC technologies, things like that. So hopefully we'll shed a little bit of insight of actually what we do know here today.

Jason Lazarus00:02:36

Yeah, we will definitely get to all those things. So I think it's incredibly fascinating how things are evolving, especially with the intersection of technology now. And how that's impacting claims analysis. So as a starting point, your practice is focusing on helping injured people, in a chiropractic support mechanism role. I want to ask you a more broad question about just the way personal injury attorneys perhaps make assumptions. And one of the assumptions, I think, is that if a client was injured and is treating, perhaps, you know, the attorney feels like, well, the injury is established. And I'm curious, from your take, where's the gap between that assumption and how the modern career claims platform actually reads the medical records today? Yeah.

Brett Chance, D.C.,CCSP®,CSNC00:03:31

So, you know, a big part of what I do is essentially, you know, I'm here to help attorneys and not only attorneys, but providers kind of better understand how these medical records, coding, imaging, you know, the impairment concepts that we can kind of get from the AMA guides and then obviously claim evaluations, essentially, how do all these kind of fit together, right. Because, you know, a lot of these, you know, legitimate, injury cases are weakened, essentially by the record. You know, it's not that the patient, you know, wasn't hurt. It's just that the record didn't fully support that. Right. So essentially, that's why I look at personal injury is, you know, more of a subspecialty in this area. The chart has to work medically, but it also has to hold up into, you know, the real world, of the claims environment. So, you know, my work is really about helping medicine and law kind of speak the same language. And I think that's kind of what's missing right now. You know, you guys are the best of the best at doing what you need to do a legal wise. And we're really good at documenting and staying on top of, you know, progressing what this injury is actually meaning for the patient and the client so that it makes sense. But we have to make sure that it's kind of an X's and O's game. Right? You're only as good as your, you know, your physician's notes at the end of the day. And when there's no real logic or clarity behind the injury, the patient suffers. Right? Not only and results for the care, because maybe we don't actually know what we're treating because it actually hasn't been truly diagnosed. But then on your end, you know, that's where hey, now, you know, the claims, the claims adjusters and some of the, AI technology out here is going to essentially, once again, filter through those claims and say there's no real, injury case here. These are maybe all preexisting conditions based on the status of maybe documentation and coding. So it's really interesting.

Jason Lazarus00:05:16

We'll get back to the show in just a moment. But let me ask you this. What if your firm could scale without adding operational drag as case volume grows? Lean resolution and compliance compliantly slow everything down. Synergy works alongside personal injury firms as an operations partner, managing these processes so team stay focused on clients strategy and outcomes, not administrative details. If you want to understand how firms are handling this at scale, click the link in the show notes or scan the QR code on the screen to learn more. Now let's get back to the episode. Good segue into what I was going to ask you about next, which is the difference between injury coding and degenerative coding, because we've talked about this. And for an attorney reviewing a treating providers records, what are the specific signals that tell you a file is being documented as traumatic versus a chronic degenerative issue?

Brett Chance, D.C.,CCSP®,CSNC00:06:16

So, you know, remember that always goes into the mechanism a mechanism of injury. Right. And the Mes essentially leads to a derangement pattern. So every injury has a clear shot at a derangement pattern. And you know we we know what a dog bite looks like. You know, we know what maybe a burn looks like, in my world and what we see in the market now because, you know, I'm in the non operative setting, right? I'm in conservative management care. That's kind of what we do, at least in our clinical practice. So, you know, I always ask a question to some of my providers and even the attorneys out there is, you know, what does a spinal injury really look like? You know, can we define that? Can we can we really, you know, wrap that up, but you know, the record is essentially, you know, this helps us connect the injury to the care overall. And you know, what the patient and their, you know, and the benefits and what they're entitled to, to receive. Right. But the easiest way that kind of I can explain, you know, acute coding, is this essentially is, current traumatic event, right. What happened? So let's take an auto accident, you know, so that's going to be the, the acute traumatic event. But degenerative coding tends to suggest more. You know, I guess longstanding, reoccurrence or preexisting conditions. And that's typically what's being represented in the market because the acute coding strategy, it isn't fully there. The distinction matters a lot in the MBA cases, because once the chart starts reading like a chronic or degenerative file, the whole narrative begins to shift. And you guys know that, but you essentially just handed the defense now, the room to argue these preexisting conditions or, you know, nonspecific pain, age related findings, which we hear this all the time that she was just because of the documentation is lacking. But, you know, the whole narrative begins to shift at that point. So we need to really figure out and interpret the causation standpoint from, from a treatment standpoint and the overall, supportive care. But ultimately, if the provider believes the patient is dealing with a current traumatic injury, the chart needs to preserve, that clearly and early on, because what is coded, you guys know, that is what the case becomes.

Jason Lazarus00:08:22

Yeah. And you know what I've seen over the years in looking at medical records when it's, an MBA is, you know, terms like low back pain or cervical pain. And it's, you know, almost every person for your file has language like that. Why is that kind of documentation such a problem and what should be there instead?

Brett Chance, D.C.,CCSP®,CSNC00:08:43

I think overall pain tells us how the patient feels. You know that is important, right? But it doesn't fully tell us what is it actually injured. So then we have to really get down to the nitty gritty of, you know, true proper injury diagnoses. So, like you said, terms like low back pain, you know, the cervical, the neck pain that we hear or even just General bass headaches, they're appropriate and they should be a part of the chart, but they need to be a little bit more specific. But by themselves, they do not build a strong injury narrative, especially on our end. That's something that we do not teach. And I don't teach that to my attorneys or my providers. Out in the market, that's for sure. But, you know, they need to tell us whether the problem is ligament is is it a disc injury, neurological muscle instability, all those different factors. Right. That actually have more significance on, you know, maybe this is going to lay into what we're going to be doing a treatment wise and justification for medical necessity on, you know, imaging strategy and things like that to get a clear picture of actually what's going on with the patient. But this is where essentially, you know, the ICD ten, guidelines on my end come in, which these are the diagnosing codes that we use. And, and we're always referencing these as well because things are always changing. But we use the ICD ten expert physician coding guidelines, and these are out in the market. And they're readily available for physicians and our attorneys. But I don't need you guys to be expert coders or expert, diagnosis strategies, because I think, there's a lot of doctors out there, too, that are, you know, still working on it. Including myself. We always can get better, right? But once the provider has enough information to, you know, be able to actually identify the injury, then the chart should move. More, you know, I guess beyond the symptom language. Right. And start actually describing the injury itself. So a stronger record really isn't built by adding more those symptom codes on it. We have to be even more specific when it comes to the diagnosing. So, it is built by using the right codes at the right time with the right clinical support. So you know, remember pain language may describe the complaint, but injury language is what explains the case over and over again. We we preach that all day long.

Jason Lazarus00:10:47

Well, since you brought it up either a hypothetical case or an actual case that you've been involved with, obviously not giving away any confidential information. Can you walk us through what an ICD ten diagnosis timeline looks like as a story? What what is a defensible, acutely coded record? Look like from the day of the crash? Do you me what what does that look like?

Brett Chance, D.C.,CCSP®,CSNC00:11:13

Obviously that's a that's, you know, long one here. But let's, you know, try to simplify it. You know, we need to find first of all the mechanism of injury MRI. Right. What actually generated that in the ICD. There's very specific language as you know acute traumatic language. And these are essentially what we call like S codes. Right. And M codes are more in our land of musculoskeletal care because once again, you know, we're we're in that non operative space. But you know, there should be charting as far as what's going on with the acute language and then those symptoms to match what's actually going on there. So if we have you know, what we see mostly in the auto injury space is, you know, whiplash, right. Or maybe a sprain strain code. That is typically a tied to that. And then we have assumed symptoms of muscle spasms or mild spasms in there. Maybe cervical just thrown in, but now with you know what we're what we're getting into is that might be okay as placeholders in the beginning of the record because they're showing acute injury. But now we actually have to start forming the kind of a corsetry language here. So what's actually going on with the patient. So you know, some of those generalize, you know, pain codes are going to be okay in the beginning until you get down to the nitty gritty of actually definitive diagnosis. So now what we're typically saying on our end is, you know, there's there's more and more layers of, you know, I, technology in this medical legal space when it comes to actually looking at radiology reports for clear, objective data. Right? So even when we're going out and sending the patients for early MRI's, do we have that justifiable early on in the records with numbness, tingling complaints, focal neurological deficits, very specific to dermal changes that we recognize in the body for more of a neurology sense. And is that going to dictate an MRI on my end? Most likely. But when I get that MRI back, how are we going to diagnosis? Are we going to diagnosis based on the trauma? Is it going to be a traumatic disk injury, an acute traumatic disc injury or acute traumatic nerve? Injury? Or are we going to stay with a little bit more of a pain language or degenerative coding and kind of maybe aim for what we're seeing on the MRI? So that's essentially what a lot that I see. That is, you know, at least on my case reviews, is physicians are in my space using the MRI to then capture their diagnoses, but not really capturing the diagnoses in, in their medical record. They're simply just reverting back to the MRI only because we're they're kind of stuck right there. And that's what the market has, you know, wanted over these years is solely MRI, MRI, but now the degenerative language and preexisting condition, ideology out there, it's really high, especially in the carrier realm. So if we can identify early on with symptoms, diagnosing, in the clinic with orthopedic assessments and that actually follow a real medical necessity. Now, the language is changing because we're actually suspecting this in our diagnoses strategy when we're, when we're actually seeing the patient one on one. It's all, you know, it's all being recorded, of course. So that's a higher medical necessity for what we want to do, with the patient.

Jason Lazarus00:14:31

Well, so when you have imaging and neurologic finding and diagnosis codes and they're living in, in separate silos, how should attorneys think about aligning them so that the record reads as one coherent injury rather than separate, you know, distinct findings that perhaps doesn't tell the story?

Brett Chance, D.C.,CCSP®,CSNC00:14:55

That's always a tough one. Right. And it it really depends on, you know, the type of attorneys, and their, you know, their practice and how they're actually worked these cases up. But, you know, the coding timeline is really the life cycle of the injury. So, you know, I tell attorneys first, you know, let's start by asking the simple question. You know, go through the chart. This actually preserved the injury as an acute, trauma early on in the case. From there, you know, I want to know whether the provider, identified the actual tissue involved, whether there is objective findings and whether the diagnosis kind of evolved, you know, logically, over time. I also want to see whether the diagnosis and some of the treatments, you know, we talk about some CPT codes as well, imaging. And, you know, if the prognosis also tells the same story. So you have to capture that at different lenses and angles here. But, you know, the big red flags are, you know, pain only charting. You know, those vague diagnoses. No clear, you know, maybe no progression for the patient. The biggest thing now is function. You know, insurance carriers are really looking at function and ADLs and capacity for these patients. Because, you know, chronic pain is running rampant in our society. And it starts with neck, low back and chronic headaches, and especially in whiplash cases, you know, and severe ones, the, the data and the research shows us that, hey, there's, there's about a 50 to 60% chance that, hey, this patient is going to have chronic pain long term. So, you know, we just want to make sure that, you know, the chart isn't drifting too early into degenerative language. Once again. So but it has to contain, you know, a long list of codes, but, you know, several of them are basically repeating the same complaint without separate exam findings. So there's different strategy that I kind of teach in there in our, Injury Decoded program and some of my local claims that we do in this Orlando market, at least I'm kind of how we identify, you know, some of those red flags for, for the providers and the attorneys.

Jason Lazarus00:16:52

So is that ADL impacts something that's really important in terms of charting is, something that you guys focus on in terms of your patient interviews, because I'm assuming that that's all self-reporting of the patient in terms of what limitations they have and what what they're experiencing.

Brett Chance, D.C.,CCSP®,CSNC00:17:10

Yeah, exactly. You know, we call these outcome assessment tools or ot's, essentially. And we also have two other big ones too. We call these a loss of enjoyment of life factors and duties under duress. Right. And duties these need to be documented early on the maybe midway through the case, depending on how the patient is responding. And then also at the end, of course, when, you know, when we're kind of, deciding on on my strategy or you know, supportive versus maintenance care, for the patient long term. So, you know, those those are huge value drivers, according to, you know, the AMA and kind of what their placement is on a permanency and permit and, and restrictions. But obviously for us as clinicians, I want progress. Right? I mean, I want my patients getting better and even though these are still pretty subjective, right? They've been used for a long time with data collection, and there's a lot of published research on a lot of these, like, the Oswestry low back pain Scale, headache Disability Index and things like that are two that we can just reference. But those give us a good idea of where we're at with treatment for the patient. Are they actually responding to care, or do we need to go ahead and now get multidisciplinary, or interdisciplinary providers involved? Do I need to get ortho involved, neuro involved, or pain management or neurologists? Right. So that's what how we use some of the outcome assessment tools. But yeah, you know, they look at that and they, you know, what we know at least is they weigh that pretty heavily, because long term, they don't want to have to pay for chronic disability for a lot of these injured patients.

Jason Lazarus00:18:40

In terms of causation, what specific findings, sequencing or phrasing tends to hold up under carrier review and what tends to collapse meaning like how do you ultimately make sure you're pinpointing causation back to the, accident? Yeah.

Brett Chance, D.C.,CCSP®,CSNC00:18:59

So, you know, once again, this all starts with the diagnoses and how the provider is actually documenting these injuries. You know? Yes. You do. You want to be able to show structured progression all the way through. But early on the beginning we need to have, you know, acute injuries. We go through different phases of healing as well for soft tissue injuries. You know, I think you know, hey, the patient was involved in a car accident. Insurance carrier says, hey, you have 6 to 8 weeks to repair this off tissue, or we're going to cut you off. And, you know, that is maybe due to preexisting conditions, due to lack of documentation, strategy that's on there. But, you know, there is something, you know, that we call cluster diagnosing as well. That's kind of a little bit of another, flagging system is you want to be very specific with the diagnoses. You don't want to have a lot of, you know, kind of random diagnoses codes in there that are representing the same injury. If you have a definitive idea, at least of what's going on right now, you need to make sure that we're diagnosing that, early on and then also changing up your coding, in a Reval or getting into your final, your final kind of case here as your, as your patient is more in a subsequent or sequelae of healing, for their body. So, you know, that's another, that's another test that they use is, hey, does any of these diagnoses codes actually change? How did the CPT, T or R procedures do they line up with those diagnoses codes? Do they track the right way. But midway through did my prognosis actually make sense. So they're calculating all this data. Now once again you know we're we're learning more and more of a once again what's in this mark and what's actually public to us. Because, you know, everyone is a little bit different as far as the algorithm and the chain that they use. But your ICD diagnoses strategy should change along the way of the case. It should stay the same all the way through. I shouldn't have an acute injury all the way through. If I've been treating this patient for two years, it's not acute anymore, you know? So that's when it comes into repetitive coding, repetitive billing. And we probably know what's going on in this case.

Jason Lazarus00:21:02

Yeah, I know for me and probably many listeners, whether they're trial lawyers or personal injury paralegals or, you know, those, in a case management role with law firms, the AMA, impairment concepts feel very abstract in kind of layman's terms, how does AMA aligned residual and impairment documentation change what the cases were? Resolution.

Brett Chance, D.C.,CCSP®,CSNC00:21:28

The AMA, you know, it's, there's a lot in there, you know, and I specifically reference the fifth edition and also the sixth edition, but, I like the reference. The fifth edition, a little bit more, because we use a lot of objective studies that are, well represented in the fifth. I know some practitioners who actually still reference that third edition, which don't ask me why, but it's it's still represented. There's some good language in there. And it's all playable. Right. But I explain, you know, this essentially, you know, the ICD helps build that injury timeline. We talked about that. Right. While the AMA concepts help kind of explain what the long term consequences are of that injury and what they actually mean for the patient, and also for you guys representing this. So this is where ideas of like impairment function, right. Permanency kind of comes in the different categories that are that are readable. But for us we want to look at okay. Is this patient, is there incomplete healing here. Is they're going to be chronic based care that this patient has a need long term or supportive care. But this is where it starts moving from. Once again, that short term complaint to a longer term consequence for the patient. So, we talked a little bit about those value drivers. And once again, they're all referenced in the AMA. So you know, some of the major value drivers I look for, are clear acute diagnoses. Once again, the imaging to support it, asymmetrical ranges of emotion, neurological findings, things that we can actually, you know, test for and and and be a little bit more prevalent objective data now is huge. You know, we need it because it kind of beats the bias of the preexisting conditions. If once again, it's documented correctly and the patient is actually having those type of symptoms, but one thing I like to also point out on that is, you know, that a stronger record is not built by throwing out more codes into the chart. You know, I just said you can't stack don't stack the codes there. That's, you know, that's a you're going to get flagged, you're going to get profiled into that system. Is built by building a clean, you know, a cleaner, more supportive clinical story. But, the AMA helps explain the story of the patient's lost. What is the functional capacity loss of this patient? That's where those HDL markers come in. That's where the diagnoses strategy comes in for this patient long term. Because remember if I cannot properly diagnosis patient how can I properly guide them into treatment protocols and to actually send them out to maybe a referral status as well. So I need to know, really, you know, what I'm doing here? Because ultimately, you know, I want my patients to, get good results and give them the, you know, the benefits in which they are entitled to, and which you guys are representing to.

Jason Lazarus00:24:00

Back up if a lawyer inherits a case or simply is listening to this and is already down the path, and the case has been documented poorly, how much of that can be repaired downstream? And at what point does damage to the file become permanent based on what has been already done in the records?

Brett Chance, D.C.,CCSP®,CSNC00:24:24

Let's say if we're if we're kind of down the road here, you know, patient is are getting better. They're still dealing with a lot of their chronic pain. And same symptoms from day one to where they've been treated. You know, now we can maybe introduce some new evidence, in there such as maybe different objective testing based on the patient's complaints that probably were not done before. So that's what I would look at is, you know, I would look at some of the objective data here and see if things are matching up and making sense, which if we're in that type of case is probably not. And there's a reason why, you know, maybe this patient jumped ship or they want a different counsel. So, you know, for me, looking over case reviews and in trying to guide strategy here on and even when we get, you know, hand-me-downs, you know, it's like, man, I really wish I was able to work up this patient in the beginning, you know, because I could have really helped him early on the, the early on. We have a diagnoses, you know, the faster we're able to help kind of clean up, you know, some of the soft tissue injuries, in the beginning, which really helps for, you know, more optimal healing, of course. But, you know, if we're kind of living it now, you know, let's say 1 or 2 years post, we're dealing with chronic residuals and chronic pain that maybe isn't represented other than symptoms. Right. The patient just keeps complaining of that. But nothing is really matching up. So we need to be able to, kind of harness in some objective data here and look at maybe a different strategy as far as you know, imaging goes. So, you know, a big takeaway, you know, in this market, and you know, something that I've learned along the way is when it comes to spinal trauma and injury workups, especially in P.E.I. and Florida, there's really no standardized process for an injury workout when it comes to, you know, treating and triaging these patients in, motor vehicle accidents. So what we have done is we've standardized this.

Jason Lazarus00:26:11

Process.

Brett Chance, D.C.,CCSP®,CSNC00:26:12

And we understand what medical necessity brings on us. What, the understanding of early MRI utilization for patient satisfaction and rates later on with chronic pain, and how we can desensitize this record a little bit. But I want objective data to reign supreme here. You know, when it comes to what I'm looking at. So let me just back up. So if we can capture this patient now, chronic wise and I'm getting a old record in is, I'm really going to see, first of all, what imaging did this patient have done. That's going to be my number one thing because most likely they probably just had an MRI or standard X-ray views. I want very specific X-ray views. I want flexion extension views on every single one of my patients. These are what we call DV series or trauma protocols. Everybody learns this. Your MDS know this dose. Chiropractors are trained on this as well. However it's not being utilized in the market. So that's one thing I always tell my providers that we teach in our program and also my attorneys is did they get flexion extension views. That's how you assess for whiplash, real mechanism. There. That's how you assess for ligaments injuries. Right. We we have what we call nexus guidelines. There are national X-ray utilization study that we use for trauma protocols, essentially more of an er, critical care status. And majority of the time patients are going in there and obviously they are in pain. So they jump right to a CT scan of their brain cervical low back and then they get discharged out of, you know, the emergency room however, is probably more soft tissue work that needs to be worked up. There's no blood or guts in the air for this type of patient, so they send them on home. We just missed early on a great opportunity to assess the actual spinal function and biomechanics here to see, hey, how did this actually whiplash actually deform the tissue. But instead what we see in the market Jason is early jump to MRI with no real medical necessity for an early jump to MRI. So if I see that right away early on in the record, I know that this probably was not a good workout. All right. But takeaway here is I want flexion extension views on every single one of my MVA patients all day long. Slip and fall. Same thing okay. We need to assess the mechanics of the spine. We need to look at a true alignment factor. And then we're actually able to produce a more objective data on actually how the spine actually moves into flexion extension. Because majority of a patient's symptoms are not going to be from the disc. All right. Majority of the symptoms are going to be from ligament injury and damage to that soft tissue area, which is once again one of our main spinal stabilizers. So however, if we do have a disc in that region that needs to be identified, if I have, let's say, excessive range of motion on a flexion extension view that we capture either from the radiologists or for a third party examiner, we're going to know, hey, most likely there's going to be a disc injury in that area. Now, once again, medical necessity is going to reign supreme on that. So we just want to be able to really track and follow that record there and understand documentation timelines, understand the objective data that's coming in, does it match up and correlate, with the diagnosis codes that are in there and then also doesn't match with the CPT standards too?

Jason Lazarus00:29:34

So for everything you just talked about, what are the best resources or tools for personal injury attorneys and paralegals to have access to or tap into to make sure that they're working with the medical professionals in a collaborative way around these issues?

Brett Chance, D.C.,CCSP®,CSNC00:29:57

This is what we're putting together here. You know, this has been a long time coming. You know, we've we've been really, hit in the pie space hard for, you know, about seven and a half years now and is continuously, you know, evolving what my mission is, you know, with our injury decoded program and, you know, if there's any, you know, if there's an opportunity, if there's any local attorneys who are listening to this in this Orlando area, you know, I'll be more than happy to chat about this, too. You know, I do offer CLE as well through the Florida Bar. I have multiple courses that we teach on, but, we're going to be introducing here very soon. I'm hoping, you know, sometime in July or early August. Our injury decoded system, essentially, you know, the, the, the mission behind, you know, my injury decoded is that it's not really about codes alone, right? It's it's about clarity. It's about alignment. You know, defense ability, better patient access to care, and ultimately better outcomes for attorneys and for us as doctors in here. My number one thing is results for my patients. And that's all I care about. You know, this is our community. We have a great reputation here. And we want to keep that. But bring it, bring it and good results. But, the attorneys, you know, you guys don't need to be doctors. But you do need to understand when the chart is helping and when is hurting you. And some of the providers need to understand that personal injury is not general documentation. It requires much more intentional record because the stakes are higher. And that's that's simple. But at the end of the day, you know, the stronger documentation can help both patients and the case that's really heart of the message that we're trying to send out. But, you know, it's it's not about, you know, fighting the insurance carriers. It's just about eliminating confusion in this already very confused market. You know, confusion is contagious. But creating alignment and improving results is we want to make this situation as cohesive as possible. And ultimately make sure that the patient is guided in the proper directions about.

Jason Lazarus00:31:52

You alluded to it several times, and I want to double click on it now. I've got several articles I've written in my Peak Practice newsletter talking about how AI is being overlaid with some of the carrier systems that analyze injuries, systems like Colossus. And with carriers now seemingly relying more and more on these types of systems as part of their claims platform to triage and value demands in practical terms, what are those systems scoring inside the medical record, and what do they ignore?

Brett Chance, D.C.,CCSP®,CSNC00:32:29

Typically depends on their, you know, I guess a proprietor data that they have, you know, you reference Colossus is one of the bigger players out there. Right. There's there's injury IQ, there's medico. You know, there's different IBM IBM has a big one out there too. You know, and their internal work workflow and how they evaluate claims is, is all different. So, you know, and I'm not pretending to know the exact scoring logic once again on every single one of these platforms. But, you know, we're just speaking on once again, what is publicly known. And I'll always throw that, you know, disclaimer out there because it's, it's changing. It changes every single day, every single minute on what they're saying. So what I'm speaking about is once again publicly known, but at a high level, insurance evaluation systems, including Colossus, these type of models and are essentially the technology assisted platforms that, you know, that you preach about. I know you're big into AI. You're you're working on some, some really nice systems yourself, but, generally assesses what is documented in the medical record, not what is assumed. So we need to make sure that everything is first documented on there. Remember, we talked about, you know, AMA and what some of these main value drivers are, they pump a lot of this data through, you know, from the AMA and ICD coding language. And they have to make sure that everything is represented. But the number one thing that is going to be evaluating, is the injuries. Okay. But they're not reading the file the same way a treating doctor or trial attorney, essentially is going to be reading it. They're looking for structured inputs. And, supportable documentation. Every single thing that I am doing, but they're looking at, you know, the, the coding diagnoses, treatment duration, frequency of care. This is to where maybe I am start coming in as well. There's independent medical examiners. They're saying, all right, you're coding all this stuff. Things aren't really making sense. I'm going to get sanction out to see if this patient actually has pain or they're actually, you know, does this record actually prove that this patient is injured? So we want to make sure that, you know, early on that some of those main value drivers on there that are referenced, and this is what we do with, with every single one of our patients, obviously, is number one is is injuries to we're looking at functional capacity and those different index. We talk about loss of enjoyment of life duties under duress. Is there any made a promise. I just happened from more of this acute injury as well. But you know, they're they're looking at, you know, quite a few things. But in practical terms, I mean, you know, the quality of documentation becomes, you know, a huge driver of how the claim is going to be interpreted. First of all, but, you know, if the file looks like a short term sprain with, you know, like minimal follow up, then it may be viewed, you know, very differently from majority of what my files look like. So, you know, we want progression into maybe ligament dysfunction, a disc pathology, ridicule, pity codes. Is there any, you know, kind of sequelae, conditions? Is there any, anything that's maybe impeding, the patient from, you know, actually getting better as or preexisting conditions? There's a comorbidities listed. All these things matter, and they all tie in kind of a different value that once again, the the AI or the machine on that side is then going to find a little bit of a rating. Okay. So the record is no longer really just saying that the patient was hurt. It's just showing that the injury had measurable consequences over time. So that's what it likes to see. It likes to track progress through the coding strategy because it's data. Remember that it's data data data. So coding strategy and the data input. And when you're looking at S codes and traumatic injury codes versus more degenerative language once again if degenerative is early on in the file then we have already lost the patient, lost the, you know, the benefits in which they're entitled to, you know, maybe shutting down, but you know, these these systems essentially they reward structure, they reward consistency, and they reward supportability, which is medical necessity. So that's what they reward. But if the record is vague, inconsistent, you know, fails to connect, to the conditions, to the original trauma, these are going to be undervalued regardless of what the patient is actually experiencing. So once again, it puts the patient in a bind. Not necessarily the doctor, because then the doctor is going to just move on and treat another patient. Right. But once again, technology evaluates a record that was built, not the severity. So we need to basically create a nice reward structure by documenting properly once again to get the clients and our patients the benefits and what they're entitled to.

Jason Lazarus00:37:04

So with what is going on with technology and claims practices, if you look 2 to 3 years out, what should personal injury firms be building into their intake, their treating provider relationships and their case workups to stay ahead of how carriers are going to value claims tomorrow?

Brett Chance, D.C.,CCSP®,CSNC00:37:23

It's understanding simply, you know, the the patient that's in front of them clinically, right. And that's where communication, I think with the physicians and communication with other providers out in the market really help this. So I know, you know, we do attorney check ins and I let them know, hey, this is what's going on with our patient. But we want to make it clear and simple and let them know what's going on. You know, we are big on medical necessity. And once again, and following the kind of path of command there and big on guidelines and, guidelines and consensus of actually what these injuries are. So within visit two or visit three, at least in our clinic, I know if this is going to be a permanent permit for this patient. I'm going to know if I have a radial condition on this. So think about between a 5 to 25%, whole person and rating basically off a third visit. However, my goal is to rehabilitate this patient. Okay. That's my number one goal to rehabilitate and try to stabilize this patient. So although we may have some significant findings here, we're going to be able to still reference, you know, our guidelines and the AMA and what is going to be trackable for us when we reach maybe MMI and once again getting the patients the benefits are entitled to. So, you know, strategy for attorneys, paralegals, case managers is going through the record identifying acute injuries, looking at CPT codes and the billing there. Does it really match up or are you seeing the consistent language over and over again? I know the notes that I review the the language is consistent and those are flagged. Those are going to be flagged in the system all day. And they should be flagged in an attorney office and they should be flagged on the patient as well. Now there you know, there does have to be some consistency with treatment, right? Because you want to know it's just like working out, you know, you need to see if something is adapting or not. How is the patient responding or not. So some things do have to be consistent, but really were the differentiator is how were they in the you know that re exam. Do those re exam codes change or is the same language. You know, is it still acute during this re exam process. So it's just a little bit of a better understanding and communicating. You know, the overall logic of what actually am I communicating to the attorney. How can the attorney communicate this to the patient as far as settlements and all that stuff goes on your end?

Jason Lazarus00:39:39

So you've got a lot of experience with injuries and you've been an athlete all your life. I'm curious how all of that plays into how you go about your, treatment of people that have been involved in these kinds of unfortunate events. Of course, I know, and you know that I know this very intimately because I was struck by a car wreck 2016. And so and I know, you know, the way you've worked with me, I feel like you're very in tune with all of that, whereas some practitioners are. And I'm just curious about your just overall philosophy based on your experience and how you incorporate that into your treatment of this specific population?

Brett Chance, D.C.,CCSP®,CSNC00:40:26

I think, you know, injuries in general, they're always tough to deal with, you know? And, you know, I've been, I've been an athlete my, my entire life. I played Division one college basketball. I've had five hip surgeries blown out both my knees. And, you know, it's been a little bit of rough for me, but what got me into this was all my injuries in the first place, you know, and my own healing capacity and what I was able to do with the practitioners and providers that I was able to work with and how I was able to, you know, succeed in my own health. So I wanted to bring, you know, something a little bit different to the table. And that's why, you know, I kind of got into chiropractic. And, you know, what I do is, you know, it's not just as simple as chiropractic. I hold multiple board certifications in what we do, chiropractic, physiotherapy. I do a lot in the functional medicine space and human performance. That's really what it's about, you know, and even when, you know, there's a time of injury, you know, I'm here to support and be, you know, be that teammate for, you know, for that said person, you know, if there is an injury, you know, and always like to say to is, you know, the physical component of healing is usually, you know, a lot easier than the mental aspect. I'm not only here to help, you know, my patients guide, you know, physically, but also here to support them mentally as well. Because, you know, I've been through I've been through the trenches myself. I understand these things. It's not easy to rehab and have to come back, you know, from an injury or, you know, have your entire life disrupted. It's it creates, you know, a lot of stress and different scenarios and all in all people. And, you know, we all have our own journeys in life. And, you know, unfortunately, you know, an auto accident or, you know, traumatic injury, you know, it's going to be a part of that process. But we want to make sure that, you know, I'm always doing the best by my patients and I and, and we fully believe that all of our practitioners in here have great point.

Jason Lazarus00:42:07

You just made about, you know, the emotional and, psychological injuries that I suffered were definitely much more challenging to recover from than the physical side, you know, after a few months, I mean, well, most of the injuries, my dental injuries took a lot longer to fix, but, you know, the the emotional side of it took longer for me to figure out. Hey, I needed to see some professional help because of just anger issues. Because for me, you know, the it produced a lot of anger directed at the driver. And how did you not see me in a bike lane? I've got lights on my bike and and all those things, and, and you started to blame yourself a little bit for it because, you know, it's just human nature. Like, why didn't I see him or why did I stop? Anyway? Million things go through your head and and dealing with all of that. And for me, so having flashbacks once I got back on my bike and having to ride by the same spot, I got hit because it was, you know, on my regular route, like all those things are probably the toughest part of getting over this kind of event when it happens to you and it's a really good reminder that, you know, the these injuries, that they're called personal injuries because it is intensely personal. When you've gone through something like this.

Brett Chance, D.C.,CCSP®,CSNC00:43:27

I know myself too. You know, going through it mentally, you know, things can manifest differently, right? You know, the manifestation of pain and different symptoms. And, you know, you just not being yourself. You know, it. It really changes. You know, the people around you. It changes everything. The dynamic. And one thing we always want to get right is what's going on up here. Because once again, it's going to allow that person the capacity to heal a hell of a lot better, hell of a lot faster. And we know that we're doing our job there as a good teammate. So there's a lot that goes on into that mental component of it. But you know, we we like to have, you know, we have a lot of different resources and educational materials. We actually have a mental health counselor in the office who is a very high performer, herself. So, you know, if we ever need any referrals, we have a great referral sources all around the local, local Orlando community, too. But we want to have that outlet for people, you know, I think it's, definitely misunderstood. And once again, not really talked about too much in this pie space.

Jason Lazarus00:44:22

Well, I've been very generous with their time today. One final question. It's pretty open ended. I ask it of all my guests. As a medical practitioner who is involved in the personal injury space and treating people who've been injured, what's your view?

Brett Chance, D.C.,CCSP®,CSNC00:44:37

What's my view on this is I think everybody we can all be better. Let's all continue to grow, continue to evolve, continue to treat our patients, our clients better and, continue to get.

Jason Lazarus00:44:50

Results. Well, doc fans, if anyone has questions about anything you've talked about today, what's the best way to get in touch with you?

Brett Chance, D.C.,CCSP®,CSNC00:44:57

I can also send you the hyperlink or just my personal email. It's always fine. You know, I'd like to engage with, once again, my community and, you know, some of the other attorneys that we get to work with, all around the US. But this going to be my personal email. We can do, Doctor Chance at Winter Park, cairo.com. It's just doctor Chance at Winter Park chiro.com.

Jason Lazarus00:45:17

And we'll include that in the show notes. And thank you again Doctor Chance for joining me today on the podcast. And we'll see everybody on the next episode of Travel Review. If today's episode gave you a new perspective on how your firm operates or sparked a useful idea, consider sharing it with a colleague and be sure to follow the show so you don't miss future conversations with leaders across the personal injury. Space Travel Law Review is brought to you by Synergy, a strategic operations partner helping personal injury law firms resolve health care lines more efficiently. If you're looking to accelerate case flow and allow your team to focus on high level legal work that moves cases faster, consider partnering with Synergy. I'm Jason Lazarus and I'll see you in the next episode.

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