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A:
AMRO’s purposes are to:
1. promote professional standards in medical reporting and
maintain good practice in the presentation and use of medical reports;
2. ensure that the conduct of medical experts
in the context of legal proceedings is in accordance with the overriding
objective
of enabling the Court to deal with cases justly and in accordance
with the duties and responsibilities of expert witnesses as set
out in Part 35 of the Civil Procedure Rules recognising that the
experts duty is to help the Court in matters within his or her
own expertise and that this duty is paramount and overrides any
relationship with those from whom instructions are received or
by whom he or she is paid.
(a) Expert evidence presented to the Court should be, and
should be seen to be, the independent product of the expert uninfluenced
as to form or content by the exigencies of litigation;
(b) An expert witness should provide independent assistance
to the Court by way of objective unbiased opinion in relation to
matters within his expertise. An expert witness in the High Court
should never assume the role of an advocate;
(c) An expert witness should state the facts or assumptions
upon which his opinion is based. He should not omit to consider
material facts which could detract from his concluded opinion;
(d) An expert witness should make it clear when a particular
question or issue falls outside his expertise;
(e) If an expert’s opinion is not properly researched
because he considers that insufficient data is available, then
this must be stated with an indication that the opinion is no more
than a provisional one. In cases where an expert witness who has
prepared a report could not assert that the report contained the
truth, the whole truth and nothing but the truth without some qualification,
that qualification should be stated in the report;
(f) If, after exchange of reports, an expert witness changes
his view on a material matter having read the other side’s
report or for any other reason, such change of view should be communicated
(through legal representatives) to the other side without delay
and when appropriate to the Court
(g) Where expert evidence refers to photographs, plans,
calculations. analyses, measurements, survey reports or other similar
documents, these must be provided to the opposite party at the
same time as the exchange of reports
3. keep under review Court procedure in relation to the conduct
of medical experts in the context of legal proceedings;
This Association will be operated for the benefit of clients and
it is of critical importance that Members recognise that their
service should conform to the standards set out in this Protocol
B:
AMRO members agree to:
1 Abide by Part 35 of Civil Procedure Rules in the use of experts.
2. Implement this protocol.
C:
1. At the outset, the following terms will
be agreed between the expert and the Member:-
1.1 An estimate of the time likely to be required
and the fee for the services.
1.2. Cost of travel (if any) and likely disbursements.
1.3 Fee for attendance at Court and any fee in
the event of late notice of the cancellation of a Court hearing.
1.4 questions to be addressed;
1.5 the history of the matter, identifying any factual
matters that may be in dispute;
1.6 details of any relevant documents stating which (if
any) the expert may refer to in the report and if not, why not;
1.7 whether proceedings have been commenced or are contemplated;
1.8 details of the location of the medical reports;
2. Members shall ensure that any expert instructed is able to
produce a report within a reasonable time of instruction, having
regard to the timetable of the case. On receiving notice that the
expert cannot meet the agreed time limit Members shall notify the
client within 2 days.
2.1 When instructing experts, Members shall give clear instructions
providing the following details (as far as available):
2.1.1 Basic information such as names, addresses, telephone numbers,
dates of birth and date of incident.
2.1.2 The type of expertise required.
2.1.3 The purpose for requesting the report and a description
of the matters to be investigated, including clear instructions
on whether the report may be disclosed in legal proceedings.
2.1.4 Questions to be addressed.
2.1.5 The history of the matter, identifying any factual matters
that may be in dispute.
2.1.6 Details of any relevant documents stating which (if any)
the expert may refer to in the report and if not, why not.
2.1.7 Whether proceedings have been commenced or are contemplated
and updates to the expert as regards relevant Court Orders or other
deadlines.
2.1.8 Details of the location of the medical records.
2.2 Members shall instruct the expert to compile the report in
accordance with the following:-
2.2.1 Part 35 of the Civil Procedure Rules and the Practice Direction
accompanying that Part.
2.2.2 The report shall avoid cross reference to external documents
if possible.
2.2.3 The style is to be concise and text is to be arranged in
short sentences and paragraphs.
2.2.4 The report is to be in the first person singular and the
Statement of Truth shall be signed personally by the expert preparing
the report.
2.2.5 Appendices are to be used where the inclusion
of material in the main body of the report would render it less
clear. 2.2.6 Conclusions are to be given in a final section of the report
before appendices and are to be cross-referenced to the text which
supports them.
3. Members shall ensure that in compiling the report the expert
has not expressed an opinion outside the scope of his/her competence
and has identified any unfamiliar aspects of the instruction (if
necessary). Members shall endeavour to provide the expert with
further information or guidance where appropriate.
4. Members shall ensure that they instruct an expert who has the
knowledge, experience, academic qualifications, or professional
training appropriate for the assignment and has the resources to
complete the matter within the timescale and to the standard required
for the assignment
5. Members shall ensure that they instruct an
expert who has the relevant expertise, knowledge, experience, academic
qualifications
and professional training appropriate for the assignment and has
the resources to complete the matter within the timescale and to
the standard required for the assignment as per Part 35 of the
Civil Procedure Rules.
6. Members shall ensure that the experts report complies with
the Road Traffic Act Protocol from time to time adopted and
the Personal
Injury Protocol from time to time adopted and subject so that
it includes the following:
6.1 The expert’s qualifications;
6.2 The purpose of the report;
6.3 Basic information, for example names and dates of birth in
a personal injury action;
6.4 A chronological history of the matter;
6.5 A statement of the methodology employed;
6.6 Details of the documents or any other evidence upon which
any aspect of the report is based;
6.7 Matters of fact and opinion clearly distinguished
and kept separate;
6.8 The source of statements of fact relied upon
clearly identified;
6.9 An indication of whether the report is provisional
7. Members shall ensure that the report complies
with Part 35 of the Civil Procedure Rules as set out in Practice
Direction 2
accompanying that part:-
7.1 The report shall avoid cross reference to
external documents if possible
7.2 The style is to be concise and text is to
be arranged in short sentences and paragraphs
7.3 The report is to be in the first person
singular and signed personally by the expert
indicating
the truth of the report
7.4 Appendices are to be used where the inclusion
of material in the main body of the report
would render it less clear
7.5 Conclusions are to be given in a final
section of the report before appendices
and are to be
cross-referenced to the text which supports
them
| FORM AND CONTENT OF EXPERT'S REPORTS |
| 2.1 |
An expert's report should be addressed to the court and not
to the party from whom the expert has received his instructions. |
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| 2.2 |
An expert's report must: |
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(1) give details of the expert's qualifications;
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(2) give details of any literature or other material which
the expert has relied on in making the report;
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(3) contain a statement setting out the substance of all
facts and instructions given to the expert which are material
to the opinions expressed in the report or upon which those
opinions are based;
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(4) make clear which of the facts stated in the report are
within the expert's own knowledge;
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(5) say who carried out any examination, measurement, test
or experiment which the expert has used for the report, give
the qualifications of that person, and say whether or not the
test or experiment has been carried out under the expert's
supervision;
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(6) where there is a range of opinion on the matters dealt
with in the report |
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(a) summarise the range of opinion, and
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(b) give reasons for his own opinion;
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(7) contain a summary of the conclusions reached;
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(8) if the expert is not able to give his opinion without
qualification, state the qualification; and
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(9) contain a statement that the expert understands his duty
to the court, and has complied and will continue to comply
with that duty. |
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| 2.3 |
An expert's report must be verified by a statement of truth
as well as containing the statements required in paragraph
2.2(8) and (9) above. |
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| 2.4 |
The form of the statement of truth is as follows:
"
I confirm that insofar as the facts stated in my report are
within my own knowledge I have made clear which they are and
I believe them to be true, and that the opinions I have expressed
represent my true and complete professional opinion." |
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| 2.5 |
Attention is drawn to rule 32.14 which sets out the consequences
of verifying a document containing a false statement without
an honest belief in its truth. |
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(For information about statements of truth see Part 22 and
the practice direction which supplements it.) |
8. At the
outset, the following terms will be agreed between the expert and
the Member:
8.1 An estimate of the time likely to be required and the fee
for the services
8.2 Cost of travel (if any) and likely disbursements
8.3 Fees for attendance at Court and any fee in the event of
late notice of the cancellation of a Court hearing
9. Members must always retain their professional independence
in particular (and without limiting this obligation) payments
to an
expert witness contingent upon the nature of the evidence
given or upon the outcome of a case must not be offered,
accepted
or made;
10. Members are required to settle the fees of the expert
within the agreed terms of payment. Experts may make
a complaint to
the Honorary Chairman of the Association for any repeated
or serious
breach of this obligation by any member and members shall
upon request advise experts in writing of this right.
D:
Members will:-
1. deal with correspondence and reply as soon as practicable,
or at least within five working days save in exceptional circumstances
2. return telephone calls if unavailable as soon as practicable,
or within 1 working day save in exceptional circumstances
3. be polite, courteous and punctual
4. answer all matters raised and advise in detail where required
5. advise clients when any expert is instructed
E:
Members of AMRO are required to respond positively and quickly
to complaints from clients or third parties. The following procedure
is to be followed by every Member, unless a complaints procedure
has already been adopted by the Member but it is envisaged that
the matter will be dealt with in the following manner:
1. The complainant should be invited to detail their complaint
in writing and the complaint should be submitted to the person
nominated by the Member
2. The matter must be investigated and replied to in writing
to the complainant within 5 working days of the complaint being
received
3. If the matter cannot be resolved then the Member should
advise the complainant of alternative remedies
4. Any complaint should be referred to the Management Committee
5. In the case of a serious complaint involving a Member
the Chairman may recommend to the Management Committee
that a Member
be expelled
in accordance with the Constitution
F:
The AMRO Protocol may be amended by the agreement of a two-third
majority of the Members in general meeting subject to notice of
the change having been given to the Members at the same time as
the general meeting is convened. Alternatively, it may be amended
by the agreement of a two-thirds majority of the Members in a postal
ballot. |