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Webinar: The Tapestry for Continuum of Care: Pulling It All Together for a Comprehensive and Defensible Life Care Plan

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Even after completing Life Care Planning certification, many new Life Care Planners would benefit from additional guidance in how to build and develop a Life Care Plan. This presentation will discuss the use of electronic record receipt, Microsoft OneDrive, SharePoint, and OneNote to keep the review of records and Life Care Plan development process organized and streamlined, as well as the process of record review itself, with a specific focus on how to balance time efficiency with thoroughness. An extensive discussion will be held regarding what to include in a plan, and what not to include, based on a review of records, as well as how to determine plan inclusions when there are conflicts in recommendations by treating providers and retained experts. Lastly, a discussion will be held of how to write and present a Life Care Plan that is both comprehensive and imminently defensible in deposition and trial settings.

Learning Objectives

At the end of this webinar, participants will be able to:

1. Review records efficiently and recognize information that is relevant to establish foundation for the Life Care Plan. 
 2. Construct a Life Care Plan that is both comprehensive and defensible in trial and deposition settings, with specific considerations of what to include versus what not to include.
3. Implement a file sharing system through Microsoft OneDrive, including SharePoint and OneNote, to better organize case load and increase efficiency.


  • Carol Fricks, RN, MS, CLCP

    Carol Fricks, RN, MS, CLCP is a Certified Life Care Planner with more than 20 years of experience in records review, expert witness testimony, and Life Care Plan development.Her employment history includes working in a Corporate Wellness Center, working with spinal cord injured patients in an outpatient setting, working as a nurse case manager, and then transitioning to legal nurse consulting and life care planning. In 2019 she was elected to be a member at large on the Board of Directors for the IALCP section of IARP.

  • Lisa Gay, MSN, RN, FNP-BC, CLCP

    Lisa Gay, MSN, RN, FNP-BC, CLCP is a Life Care Planner certified this year who has been training with Carol for the last two years. Lisahas been working with patients of all ages as a Family Nurse Practitioner for over 10 years and was awarded the American Academy of Nurse Practitioners’ State Award for Excellence in 2018 for the US Virgin Islands. She is a Certified Life Care Planner with experience in a variety of pediatric and adult cases.

August 10, 2021
Tue 11:00 AM CDT

Duration 1H 0M

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