Organizing an initial expert inquiry
Identify the subject of the matter
When contacting the office, describe the dental or orthodontic issues for which expertise is being sought and the stage of the matter. Provide the names needed for a conflict inquiry and identify the deadlines you would like considered. An inquiry does not establish an engagement or reserve availability.
Confirm scope before sending records
Ask what services Dr. Howard can provide for the particular matter and which materials he would want to review. Determine the appropriate record-transfer method before sending confidential information. Confirm the engagement terms, fee arrangements and scheduling expectations directly.
Use the CV to frame the conversation
The downloadable curriculum vitae lists Dr. Howard’s education, postgraduate studies, fellowships, teaching and publication history. Ask for a current version and confirm which experience is relevant to the issues being evaluated. Historical credentials should not be mistaken for a representation about current board certification.
Keep patient and expert appointments distinct
A request for a legal consultation is different from a request for dental treatment. State the purpose when calling so the office can direct the inquiry appropriately. Availability and scope must be agreed before relying on a proposed consultation date.