Legal Nurse Consulting

I think I must have been the last person in the world to see Avatar. Sunday, a week ago, Tom and I went with a large group of our friends (all of whom were seeing it for the second time) to see this movie. Everyone I knew who had seen it, raved about it (which seemed to be everyone I know) and I was so excited about seeing it that I even brought my own 3D glasses!

About an hour into the movie I turned to Tom, and after yanking the popcorn away from him, whispered, “If this doesn’t get Best Picture I’ll be shocked.” I loved the movie.

Last night, I watched the Academy Awards and was indeed shocked when Hurt Locker won Best Picture. In all fairness I never saw Hurt Locker and will have to add it to my list. Until then my vote is still Avatar. Not only was it entertaining, Certified Legal Nurse Consultants can learn several lessons from director, James Cameron. The lessons all stem from an opinion I feel strongly about after growing my successful legal nurse consulting business for 28 years – the experts are often wrong and you shouldn’t always listen to them!

Think about it. Hollywood experts said audiences won’t go see an intelligent movie; that they only want gross-out, teen-style comedies or star-driven vehicles where the star walks through his role in his sleep. Cameron ignored them and penned a movie that required your full attention and one that put its leading characters into unrecognizable avatars.

The experts say the attention span of audiences cap out after 80-90 minutes and that audiences won’t sit for a movie that runs 162 minutes caption-to-credit. Cameron ignored that line of thinking and cut the movie he wanted audiences to see. Again, the experts were wrong to the tune of over $2.5 billion worldwide!

Experts also believed that audiences weren’t ready for full-length 3D movies other than horror, children’s or the occasional IMAX^® film. Instead of following that thinking, Cameron went out on a limb and filmed the movie in 3D applying it tastefully, without cheap shock effects. This has turned out to be one of the most popular methods to see Avatar.

Like I’ve always told CLNC^® consultants, you can’t always listen to the experts because they’re often wrong. Like James Cameron you have to make your own decisions and follow your own dreams. Like James Cameron, your CLNC^® business may not win a coveted Academy Award, but there’s nothing holding you back from trying, except the experts.

See you in the theaters!

Tax season will be here before you know it. Choosing a CPA is a necessity as you begin your legal nurse consulting business and as your CLNC^® business grows. This experience need not be a daunting one.

Match the CPA’s Service to Your Needs

Your main focus should be to match the needs of your CLNC^® business with the services provided by the CPA. CPAs can:

1. Set up your books – A CPA can help you determine your chart of accounts, set up record-keeping guidelines and generally get you started. A CPA can also review your records and tax returns to be sure you’ve made no blatant mistakes.
2. Prepare all tax returns – These can include both Federal and state tax returns for personal, corporate,  payroll, sales tax and other business-related filings. While a CPA may review returns you have prepared, the CPA will not sign off on them unless he completed the return. A CPA can also help in the event of an audit by the IRS or any other taxing authority. You may also want to consider a payroll service to handle your payroll needs, including tax filings and records compliance.
3. Provide managerial advice – A CPA who is well informed about your legal nurse consulting business can often provide tax and cost saving suggestions as well as help you make informed decisions about your business based on your financial statements and tax returns. Tax laws and reporting requirements frequently change, and helping you stay abreast of these changes is an important role of the CPA.
4. Provide complete bookkeeping services – Some CPA firms have bookkeepers on staff who perform the record-keeping the CPA requires for your financial statements and tax returns. While this service is not free, you gain billable hours to devote to your CLNC^® business at a higher billing rate than what you would pay for the bookkeeping services.
5. Help with computer applications – A CPA may be able to guide you in choosing the appropriate accounting software package for your business. Easy-to-use, complete accounting software packages, such as Quicken, Quickbooks and Peachtree are available as are tax preparation software (TurboTax, Tax Cut).

Find the Right Professional

To begin your search for the right CPA, consider networking with other business owners, family members and friends. Other sources for referrals are local legal and professional associations. Each state has an association of CPAs that can give you names. The Internet can also be a source for names of CPAs in your state. One helpful website is aicpa.org which offers a list of State Boards of Accountancy that can be accessed online to research names and verify licensing.

When you have narrowed the field, interview each candidate. Verify the CPA’s license with the respective State Board of accountancy. Take previous tax returns and financial statements with you to give each candidate a chance to understand your business. Ask what their specialties are and if they have worked with consultants or other business owners previously. Request references and contact the references, asking how helpful and accessible the CPA has been for them. If at all possible, have the CPA come to your office. This can help the CPA appreciate where you are in your business and where you want to go in the future. Your focus should be on finding an individual who is compatible with you and knowledgeable about your CLNC^® business. Assess whether the candidates have answered your questions thoroughly and used terms you understand.

Here are some additional factors to consider when choosing a CPA:

• Size
  The size of the CPA firm is important. Large firms can be costly and less likely to give you personal attention. However, they will likely provide a wider range of services than a smaller firm. A sole practitioner can provide personal attention but may offer fewer services, have less time to devote to staying current and might become overwhelmed by a growing business. You may want to start with a sole practitioner and, when your needs outgrow his services, move on to a larger firm.

• Credentials
  Check the accountant’s credentials. An individual with the CPA designation has met state licensing requirements and passed a difficult two-day national exam. CPAs who belong to the American Institute of CPAs (AICPA) are governed by a strict code of ethics and must complete extensive continuing education requirements. Inquire about association memberships and how active the CPA is in those organizations.

• Integrity
  Integrity and honesty are also a major consideration. Some CPAs stretch the meaning of the law. Be sure you are comfortable with the interpretation your CPA gives you. If you have any doubt about the advice the CPA gives you, get a second opinion.

Be sure to get the fee schedule in writing so you can budget to make the best use of the CPA’s time.

Don’t hesitate to replace your CPA if you find that your needs as a legal nurse consultant are not being met. When you consider the dollars you are losing by using an inefficient CPA, it will help you justify the time you will spend on a search for your new “financial partner.”

Success Is Inside!

I recently found myself in the company of a complainer and to my horror found that I was letting myself get sucked into it. Do you ever find yourself getting sucked in by people who like to complain but don’t really want to solve their problem? Well don’t.

Instead of joining the complaining party, use your precious time to solve your own problems or to enjoy your life as intended. Even 10 minutes given to a complainer (family, friend or colleague) is bound to sap your energy. Those are 10 precious minutes you could’ve been doing something for you and your legal nurse consulting business. Minutes you’ll never get back. Rather than waste them in a negative manner, do something fun for yourself. Take a relaxing mineral-salt bath, drink a glass of wine or go ahead – do both! You can also put those minutes into your CLNC^® business by working on a report or calling an attorney on your prospect list.

The next time you find yourself snared by a complainer, detach and interrupt the complaining. Before you give 10 precious minutes away to someone else’s soap opera, ask yourself if you’ll really be making a difference by listening or joining in. Or would those 10 minutes be better spent on you or something more positive?

For the next 30 days be a conscious observer of complainers in your life and conscientious of your own commitment to detach from them. When you do, your life and your legal nurse consulting business will soar.

Success Is Inside!

One thing I know for sure about Certified Legal Nurse Consultants is that they all use different web browsers and different versions of those browsers. I like to keep up to date in my software and have blogged on the importance of updating the software on your legal nurse consulting business and home computers using automatic settings where possible. But once you’re a CLNC^® consultant out on the information superhighway doing research for an attorney-client, how do you know which websites are safe and which are insidious purveyors of malware? You don’t. Not, at least without some outside help.

My customized Firefox^® browser will often warn me of bad or suspect sites while doing a Yahoo!^® search (yes, I’m a Yahooholian versus a Googallion).

For legal nurse consultants who’d like a little more advice on which sites are possibly good or bad, you may wish to consider downloading the WOT – Safe Browsing Tool from WOT Services. Web of Trust (WOT) relies on its member community to rate websites based on the individual user’s experience. You can find the FireFox add-on as a download here and the Internet Explorer^® (version 6.0 and higher) download here. If you’re a Safari or Opera user, there’s no add-on available but there is a cool bookmarklet you can get here. Drag the link to your bookmarks in Opera/Safari (then rename it something like “WOT”) and when you’re visiting a website, you can click the WOT bookmarklet and it will display the site’s rating in a pop-up. Clicking on the bookmarklet again will close the window.

This is a cool add-on. Once you’ve installed it, register for membership in the WOT community and you too can start rating websites and helping keep the web safe for surfing.

Keep on techin’,

Tom

Here at Vickie Milazzo Institute we frequently mentor new CLNC^® graduates on creating their unique selling position (USP). Your USP communicates how your legal nurse consulting experience, nursing experience, education and leadership in nursing can specifically benefit the attorney-client with his medical-related cases. In essence, you are translating your experience into a benefit for the attorney. USP is not about you and the CLNC^® services that you provide. It is about how you translate you and your CLNC^® services into the mind of the attorney-prospect.

The important word in USP is “unique.” What can you claim that another registered nurse cannot? The most common mistake I see is including a generic quality or characteristic that any legal nurse consultant can claim such as, “I’m organized and very analytical.” Who among us would say we’re not organized and analytical? If you want to stress your analytical skills, is there a specific experience that separates you from other RNs? Here’s an example:

“Five years of experience reviewing medical records as a risk manager in a variety of specialties plus my CLNC^® Certification qualifies me to quickly and cost-effectively review cases in any medical and nursing specialty. I can save you time and money by screening cases before you pay to send them to expensive medical experts.”

A second common mistake I see is legal nurse consultants stating expertise and credentials without a benefit statement such as, “I have 10 years of experience.” The attorney might not instantly understand all the benefits these 10 years of experience offer. Here’s an example of adding a benefit statement to your experience:

“I have 10 years of emergency experience. Having worked inside emergency departments, I can share details of how emergency services are provided that you will never find in an emergency medicine textbook. This will reduce the time you’ll have to spend with expensive medical experts.”

A third mistake I see is focusing on the CLNC^® services you provide such as screening cases and analyzing causation issues. At some stage you will want to emphasize CLNC^® services you provide, but they are not a USP. CLNC^® services are common to all Certified Legal Nurse Consultants. Your USP can, however, qualify you to deliver a CLNC^® service in a very unique, more qualified or more specific way. Here’s an example:

“My five years of experience in cardiology qualifies me to identify plaintiffs who have a pre-existing risk for heart attack and stroke in the defense of your Vioxx^® cases.”

Put your USP to work for your CLNC^® business with your attorney-prospects and remember to keep it unique.

Success Is Inside!

In my 2/17 blog “Ditch Unnecessary Complexities in your CLNC^® Business,” I shared the 2010 theme we adopted here at Vickie Milazzo Institute – “Ditch Unnecessary Complexities.”

One strategy to help you with this goal is to ditch perfectionism. As nurses, perfectionism is not only rewarded, it’s expected. You make a mistake and someone can die. I’m sure those kind of mistakes don’t go over well with your boss either (not to mention the patient). But do your internal documents for your legal nurse consulting business have to be so perfect? Misguided perfectionism can keep you from stepping out and going for the big things for your CLNC^® business or it can rob you of enjoying your business and your life.

I am surrounded by perfectionists (lots of Virgos) at Vickie Milazzo Institute and I often suffer from the perfectionism obsession myself. Ten drafts of a document is not uncommon. Over the years, we’ve had to acknowledge that perfectionism is important for the big things that count (like a report for your attorney-client) but can actually detract us from the big important things when we apply it to the small insignificant tasks that we all have to do. The advent of computers has made this problem worse than ever. In the old days of typewriters, it was difficult to revise and reprint a document and people were very careful about making revisions. Today, we can move a comma or a line of type and reprint it to our heart’s content without even questioning the gain.

Growing up in New Orleans, Louis Armstrong was an icon. I often think if he had been a perfectionist, we would never have heard him sing “What a Wonderful World.” The great Satchmo came close to perfection as a trumpet player, but his voice, his unique, gravelly voice was certainly untraditional – sometimes not hitting any recognizable notes, sometimes incomprehensible, but ALL THE TIME – his own unique expression of his interpretation of the music.  And it wouldn’t BE such a wonderful world without THAT song.

If you think about it, when you’re demanding perfection on the wrong stuff as a legal nurse consultant, you too miss notes, high and low. Then, instead of moving on, you’re sidelined by rejection or imperfection. Now, instead of looking at your attorney-prospect list, you’re looking in the refrigerator. And guess what? Unless you work in the morgue, there are no attorneys in the refrigerator!

Think back to the first attorney who said no to you. Is that so important today? Can you even remember that attorney’s name?

Ditch perfectionism! Lighten up when you pick up the phone for that next attorney call or write that next report. If you don’t get that perfect case, or your perfect attorney-client doesn’t give you those perfect glowing reviews, don’t give up… That’s nothing more than a perfect experience to learn from.

Only you can properly assess where it’s okay to ditch perfectionism in your CLNC^® business, but do make it a goal. When you ditch perfectionism, you free yourself to spend time on the important and BIG things that will propel your legal nurse consulting business to the next level and keep those attorney-clients coming your way.

Success Is Inside!

I’d like to begin today’s blog by giving a birthday “Shout Out” to Vickie:

Happy Birthday Vick – with what’s in the works, I know 2010 will be your (our) best year ever! Thanx for sharing it with me (I’ve got one of your favorite bottles of wine to go with your favorite dessert tonight! Woo-hoo!).

Now that the important stuff is out of the way, let’s start techin’! Many, if not all of you, are automatically updating the Windows^® operating system using the “Automatic Updates” function (or you’ve bookmarked the Windows Update webpage) for your home and legal nurse consulting business computers. That’s great for Windows but we all have a lot of other programs on our systems – many of which need updating too.

Some of the biggest offenders are those cool programs from Adobe^® that we all love. You know which ones I mean – Flash^®, Shockwave^® and even Acrobat^® – all are security risks from time to time. How do you stay up to date on these? Well, Adobe is finally taking steps to update some of its programs automatically – read this article – but not until April 13! In the meantime, my CLNC^® amigos, you’ll need to visit Adobe’s Security Center to see the list of “buggy” programs and Adobe’s recommended steps for dealing with them. It may involve determining which version of each program you have and uninstalling it or it could be as simple as downloading the newest version. In any event, you should visit this page on a regular basis. You can also sign up for security alerts here so that Adobe can tell you when there’s a new patch, etc. available.

If, like many Certified Legal Nurse Consultants, you’re using the Firefox^® web browser as an alternative to Internet Explorer^® you’ll need to keep on top of updates too. Open up your Firefox browser, left click “Tools,” then left click “Options,” then click “Advanced” and finally click the “Updates” tab. Make sure the boxes next to “Firefox” and “Installed Add-ons” are checked and close those boxes being sure to save your changes. This way you’ll be automatically notified each time Mozilla updates Firefox or one of your add-ons is updated. You should also take a minute to visit Mozilla’s Plugin Check page to be sure all your Firefox plugins are up-to-date.

I know it’s a lot of work, but you need to keep on top of your updates. They’re not going to do it by themselves (yet).

Keep on techin’,

Tom

Nurses naturally have the strength of agility. After all, you can’t be a nurse and not be agile. When you have five people talking to you at once, and you’re handling five different emergencies at once, that takes agility. When you go from this to that, without time to think and seconds are making a difference – that’s agility. When you’re floated to a unit you know nothing about – and you don’t kill anyone – that’s agility. As nurses, we’re all over that strength, aren’t we?

But agility is more than bending over backwards to satisfy a patient or even a unit of patients. Instead of simply using your agility to cope with your nursing practice or your day-to-day life, do you use your agility to stretch and grow to new levels professionally and personally? Agility is also flexing a curiosity about what else is out there for you professionally.

Agility is also about challenging fixed viewpoints that people (like the doctors, your supervisor, your spouse) have about you and fixed viewpoints you have about yourself. When I started my legal nurse consulting business, I had to challenge the fixed viewpoint that nurses don’t go into business. I also had to challenge the fixed viewpoint that if the business idea hasn’t already been invented, there’s probably no market for it. But more importantly, I had to challenge my own fixed viewpoints.

These include the belief that nursing didn’t prepare me for owning a legal nurse consulting business and the belief that I didn’t have time to start a business as a legal nurse consultant with my full-time nursing job at the hospital.

Open your mind and energy to people who can introduce you to new ways of thinking about nursing or your CLNC^® business and the unlimited possibilities that are available when you stretch your agility. You’ll need to be willing to change directions, just like you do in your hospital job. And be ready to shake things up.

Risking even minor change strengthens your agility to go where you need to go next and prepares you for future challenges that will undoubtedly require even more change. When you stretch yourself to a new level, the next challenge isn’t nearly as scary; the ground is more familiar. Agility is your path to a deeper, richer experience in nursing and in your CLNC^® business, as well as the strength you’ll need to side-step any challenges you’ll meet along the way.

Success Is Inside!

Every year we adopt a new business theme at Vickie Milazzo Institute. Some previous examples are “Let It Go” and “Move Like a Maverick.” All year long we have a lot of fun with the theme, but more important, we use the theme to challenge how we think and how we do business. The staff especially enjoys reminding me of the theme to persuade me of their position on issues. I think “Let it Go” was my staff’s all-time favorite and quickly became the catch-phrase any time something was a little bit off or I found a mistake or error. I was definitely ready to let that theme go!

This year’s theme is “Ditch Unnecessary Complexities.” Complexity in and of itself is not negative. In fact, because what we do at the Institute is complex, copycats cannot replicate the quality of what we offer to Certified Legal Nurse Consultants and CLNC^® students.

As a Certified Legal Nurse Consultant when you write a report and analysis for a medical-malpractice case, you expect your report to have a level of complexity that cannot be replicated by a nurse who has not been trained as a CLNC^® consultant.

But in both your business and mine, this is a good year to eliminate unnecessary complexities that creep into our CLNC^® businesses and are accepted without question or thought.

At a recent Vickie Milazzo Institute staff brainstorm, I asked the staff to help identify unnecessary complexities with the focus on being more efficient, cutting costs and eliminating a process or procedure that is no longer needed. Together they identified 48 of them for 2010. Of course we triaged the most important ones to tackle first, but many required very little effort.

You can do this for your CLNC^® business by raising your consciousness and asking yourself the following questions:

1. “Am I doing something that I no longer need to be doing?”
2. “Why exactly are we doing it this way? Is it simply because that’s the way we’ve always done it?”
3. “Am I doing something that gives me little or no payoff?”
4. “Can I simplify this process?”
5. “Does technology exist to automate or simplify this process?”
6. “Is there not just an easier way, but a better and faster way to accomplish this goal?”

In 2010, let’s commit to focus on the core purpose of our CLNC^® businesses – i.e. servicing our clients and producing the best quality product by freeing ourselves from unnecessary complexities. The time we save can be used to improve other processes or, just to improve our lives outside of our legal nurse consulting businesses. Once you’ve completed this process for your CLNC^® business, consider trying it in your home – just don’t let your family in on “let it go!”

Success Is Inside!

One of the most common questions I get from CLNC^® consultants is not whether you should be running antivirus software, or even which antivirus software you should be running on your legal nurse consulting business’s computer(s). It’s whether or not you should be running just one antivirus software. After all, you’re nurses and you inherently know that if the recommended dosage is X, then certainly, taking 2X or perhaps 3X will work at least 2 or 3X better, right?

NOT WITH ANTIVIRUS SOFTWARE! Yes Virginia, I was shouting. But that’s only so you’ll hear me. Antivirus software is one of those software programs in which quality trumps quantity. Antivirus programs don’t play well with others so only run one at a time on your computer. They’ll often identify each other (perhaps out of professional spite) as viruses or malware. If you discontinue one program, remove it (while offline) before installing the new one.

That being said, the next question I get is, “Which antivirus software is the best?” Like computer brands, everybody has a favorite antivirus software vendor. I’m a Symantec fan. I’ve used Symantec’s Norton ever since Norton was in short pants and I’ve had good luck with it. Others are fans of Kaspersky while still more like Panda or BitDefender and there’s a few who swear by McAfee. As far as I’m concerned, as long as you’re running a top-notch antivirus program, or even better, a suite (all-in-one product) from one of the three top-notch vendors (Symantec, Kaspersky or BitDefender) you should be in good shape.

I like antivirus suites that include phish-filters, spyware identification, malware blocking, etc. In this Tech Tip, I’ve linked only to the antivirus software but you can also trust the suites from these vendors if you choose. Some suites even include firewalls (and we all know you shouldn’t depend on your Windows^® firewall alone), if you need one. Whether you’re running Windows^® or a Mac, read carefully before you buy and remember the key, my CLNC^® amigos, is to keep the program’s definitions updated, make sure you scan your computer on a regular basis (at least twice a week – schedule it to run at night so it doesn’t interfere with your productivity) and make sure your antivirus software is simple to use without giving off too many false alarms.

Good antivirus software today can protect you from a variety of online and offline ills. Be sure you practice safe surfing.

Keep on techin’!

Tom