Working together

A streamlined process designed for quick referral and cohesive collaboration.

Case workflow

  1. Initial Consultation. Share a brief overview of the case by email, phone, or video call. There is no cost for this preliminary review.

  2. Release of Information. Your client signs our authorization and release of information (ROI).

  3. Record Submission. Submit case records securely through your records management system or mine.

  4. Case Assessment & Strategy. We determine whether the claim requires a nexus opinion or full evaluation, and establish the case strategy. If a case is not a viable fit, I will advise you at no charge.

  5. Evaluation or Opinion Completion. Telehealth evaluations are conducted across 44 PSYPACT states (with in-person evaluations available in Colorado).

  6. Report Delivery & Attorney Debrief. Comprehensive findings delivered, followed by a case walk-through as needed.

  7. Invoicing & Case Closeout. Invoice issued directly to your firm.

Commonly Requested Opinions

  • Direct service connection

  • Secondary service connection

  • Aggravation

  • Functional impairment

  • TDIU-related impairment

Documentation and case materials

For a thorough evaluation, I review the veteran’s complete Claims File (C-file) or E-Folder. The most critical records include:

  • Prior PTSD or Mental Disorders C&P Exams: All previous VA compensation and pension examination reports.

  • Service Treatment Records (STRs): In-service medical and mental health documentation.

  • Rating Decisions: Current service-connected conditions, percentages, and prior denial notifications.

  • Medical & Mental Health Treatment Records: Post-service VA and private healthcare records.

  • Lay Statements: Personal statements, buddy letters, or spousal declarations.

  • Attorney Cover Memo (Optional): Key legal factors, specific questions for the examiner, or procedural history.

Records can be shared via your secure system, or I can provide a secure folder where you can drop/share case documents.

Turnaround time & communication processes

Timeline standards

  • Initial Inquiry Response: Typically within 1 business day, occasionally 2 business days

  • Nexus Opinions: Typically 7–10 business days following record receipt and agreed case strategy

  • Independent Psychological Evaluations: Typically 7–20 business days, depending on veteran availability

Communication Protocols

I communicate primarily via email and brief phone or video consultations, according to your firm's preference. Short check-ins ensure that our findings directly address the key legal issues in your client's claim, and attorney inquiries are always welcome.

Every veteran deserves an accurate, thorough record of how service affected their mental health.

I take a limited number of cases so each one gets full attention. If a case isn't a good fit, I'll tell you at consultation, at no charge.

Learn more

If you have additional questions, visit our

FAQ Page