Medical Record Review Expert Witnesses: 78

Dr. Nicholas Ladikos is a Clinical Pharmacist and Drug Regimen Error expert. He is a subject matter expert and serve as expert witness in determining the standard of care and breaches of that standard on matters such as medical chart reviews, medication preparation and prescribing, drug side effect management, and errors in drug dispensing, dosing, and administration. 

Dr. Ladikos also serves as a Professor at both Texas Tech University and Arizona College of Nursing. He co-authored numerous papers in the areas of infectious diseases and antimicrobial stewardship, pharmacoeconomics, pharmacogenomics, geriatrics, and therapies in the lung transplant population. He conducts physician training and clinical staff education regarding medication trends and utilization, identification and mitigation for potential medication fraud, waste and abuse, and collaborates in disease management and population health programs.

Litigation Support - Dr. Ladikos is a subject matter expert in several pharmacy-related areas and serves as an expert witness on a number of Pharmaceutical litigation matters. Numerous hospitals have used his skillset and expertise in medical chart reviews to identify errors in medication preparation and prescribing, drug side effect management, standard of care compliance, continuing education delivery, and personnel assessments.

Areas of Expertise:

Drug Dispensing Errors Drug Interactions and Drug Contraindications Drug Dose Calculations and Verification Drug Monitoring and Levels (e.g. Gentamicin, Vancomycin) Drug Preparation Drug Infusions and Intravenous Medications Total Parenteral Nutrition (TPN) Compounding Anticoagulation (e.g. Heparin, Lovenox, Coumadin)  Acid Reflux / (GERD) Anti-Psychotics Dietary Supplements Drug-induced Lung Disease Drug Labeling and Warnings Drug Safety Geriatrics

Medicare / Medicaid Fraud & Abuse Over The Counter Medications (OTC) Pain Management Prescriptions Psychotropic Pharmaceuticals Pulmonary Medicine Respiratory Therapy Retail Pharmacy Medical Accounting and Valuation Future Medical Costs Insurance Claims Analysis Claim Reviews Health Insurance Life / Health Claims Medical Cost Validation / Negotiation Professional Liability Medical Insurance

Dr. Ladikos currently develops and leads clinical programs that help stakeholders use and advance medication management tools (e.g., formularies, pharmacy, therapeutics committees and medication therapy management), quality metrics, research methodologies, and health information technology. He has experience in medication utilization statistical analyses to demonstrate adherence to evidence-based practice guidelines and inform health program policies.

Dr. Ladikos examines pharmacoeconomic trends to ensure that a cost-effective pharmacy benefit is administered to members, and consults with care management team to provide guidance regarding member goals. 

Dr. Jeffrey Stone, DO, MPH, FCCWS, specializing in Wound Care and Hyperbaric Medicine, served as Medical and Fellowship Director for the Hyperbaric Medicine Unit at the Institute for Exercise & Environmental Medicine at Texas Health Dallas from 1992- May 2016. Dr. Stone received his medical degree from Western States University and received a Master of Public Health degree from Harvard University. Dr. Stone completed a residency in aerospace medicine at Brooks Air Force Base and a fellowship in hyperbaric medicine and Wound care at the U.S. Air Force School of Aerospace Medicine. Dr. Stone started visiting nursing facilities in the Dallas Metroplex  in the early 1990's teaching, educating and caring for individuals with chronic wounds. He is one of the first 60 physicians in the U.S. to receive his certification in Wound Care. Dr. Stone currently provides care to patients in acute care, LTAC, long term care facilities SNF and Nursing Home) and outpatient care.

Dr. Stone has been widely published in many medical journals regarding his expertise in Wound Care and Hyperbaric Medicine. He serves as an Expert Witness for Peer Reviews, Legal Reviews, and Medical Malpractice Cases.

Areas of Expertise: Wound Care and Hyperbaric Oxygen-

• Pressure Sores
• Arterial Ulcers
• Diabetic Foot Wounds
• Acute Traumatic Ischemias
• Decubitus Ulcers
• Non-Healing Wounds, Venous or Arterial or Pressure Related

View Consulting Profile.

Merrill S. Wise, MD, is Board-Certified in Psychiatry and Neurology with special qualifications in Child Neurology, and he is certified by the American Board of Sleep Medicine. Involved in the full-time practice of sleep medicine, Dr. Wise has evaluated and managed the full range of Sleep Disorders since 1991.

Dr. Wise evaluates children, adolescents, and adults with the full range of sleep problems and disorders. He is involved with supervision and interpretation of polysomnography (sleep studies), Multiple Sleep Latency Tests (MSLT), Maintenance of Wakefulness Tests (MWT), and integration of these findings with the clinical history in order to develop a diagnosis and treatment plan.

Because of the population served in Memphis, Dr. Wise evaluates a large number of pilots (FedEx world hub), air traffic controllers, commercial drivers and barge pilots, rail engineers, and shift workers. He is experienced in the treatment of obstructive sleep apnea (OSA), narcolepsy, and other disorders of excessive sleepiness, insomnia, circadian rhythm sleep disorders, restless legs syndrome, and parasomnias.  This expertise and experience allows him to analyse and provide valuable opinions on a wide range of sleep-related legal issues.

Litigation Support - Dr. Wise has reviewed a wide variety of cases involving both neurology and sleep medicine for greater than 20 years including report generation, testimony at deposition, and at trial. He has served on numerous national task forces and committees, as well as the Board of Directors of the American Academy of Sleep Medicine (AASM). These experiences have exposed him to the full range of sleep disorders, as well as healthcare systems, best practices and evidence-based standards of care, policies, and the legal aspects of sleep problems and disorders. 

Special Interest and Expertise:  

• Individuals with Excessive Daytime Sleepiness
• Downstream Effects of Sleepiness on
  • Cognitive Function
  • Driving
  • Safety
  • Work
  • Behavioral Regulation

Jonathan Wiesen, MD received training in Pulmonary and Critical Care Medicine with a special focus on Medical Ethics.

Dr. Wiesen is currently a Pulmonary and Intensive Care Attending Physician at Community Intensivists where his duties include general clinical care and workflow organization and protocol authorship. He also serves as a Medical Technology Analyst at OurCrowd where he is responsible for the Scientific and financial assessment of medical technology start up companies and provides multi-disciplinary interactions for assessments and investments.

Dr. Wiesen has extensive academic experience with over 75 publications, including first authorship on over a dozen full length manuscripts. He has been honored with the Teaching Excellence Award from the Cleveland Clinic, a non-profit academic medical center, which provides clinical and hospital care and leads in research, education, and health information. He also received the Best Abstract Award, Critical Care session, at the ACCP CHEST annual conference in 2014.

Litigation Support - Dr. Wiesen provides expert witness services to attorneys representing plaintiff and defendant. His services include medical record review, written reports, depositions, and trial testimony as needed.

Areas of Expertise:

Cardio-Pulmonary Hemodynamics Respiratory Physiology End of Life Sepsis / Septic Shock Pneumonia COPD Asthma Life Support

Mechanical Ventilation Smoking Related Diseases Interstitial Lung Disease Pulmonary Hypertension Lung Transplantation Biomedical Ethics Conflict Resolution Triage

James M. Wheeler, MD, MPH, JD, magna cum laude in Biology / Psychology from Harvard, is an OB/GYN trained at Baylor, with subspecialty training in Reproductive Endocrinology / Infertility at Yale. He is also a graduate of the Robert Wood Johnson Clinical Scholars Program at Yale, focusing upon clinical epidemiology and biostatistics and health policy. He also earned his MPH at Yale majoring in Biostatistics, minoring in Maternal/Child Health. He graduated from the University of Houston Law Center with a JD in 2005, and was invited to join the Health Law division there. He has completed ADR training, having completed training programs separately in mediation, and arbitration.

Dr. Wheeler is a former national officer of the American College of Obstetricians and Gynecologists (ACOG), and served on several of their health policy committees including the Health Care Commission and the Hysterectomy Committee. He has published over 40 peer-reviewed papers on a wide array of topics in ob/gyn, with a particular emphasis on methodology. He has given over 200 invited lectures to ob/gyns, reproductive endocrinologists, radiologists, midwives, nurses, surgical technologists, law students et al. He sees himself first and foremost as a caregiver, and second to only that, as a teacher.

Dr. Wheeler has consulted in several hundred medicolegal matters for over 20 years, mostly in ob/gyn, but including family practice, internal medicine and several of its subspecialties, general surgery and several of its subspecialties, and dermatology. He has been a testifying expert before the FDA for drugs and devices, and has testified before U.S. Congressional staffers on health policy issues. He reviews for attorneys from both plaintiff and defense bars, as well as insurance companies (e.g. Pro-Assurance), and health plans (e.g. Harvard Community Health Plan). He has helped with Board of Medicine reviews, and constructing/defending class action suits. The combination of his training in medicine, basic and clinical research, clinical epidemiology, biostatistics and law make him a uniquely qualified person to review the complex issues of medicolegal cases.

Dr. Wheeler is a qualified first-reviewer, and a convincing expert during testimony. He has never been excused from a case as insufficiently expert.

Areas of expertise:

Gynecologic surgery Forceps / Vacuum Uses/ Complications Fetal Stress vs. Distress Cesarean vs. Vaginal Birth Shoulder Dystocia Pregnancy induced Hypertension / HELLP Syndrome Hysterectomy: Indications and Complications

Preterm Labor Incompetent Cervix Endometriosis Pelvic Adhesions Leiomyomata Uteri Infertility Advanced Reproductive Technology (IVF)

Joel Gagnier, PhD, is an experienced clinical Epidemiologist with over 25 years of experience in the assessment of general and specific causation in cases of Exposures to Chemicals and Medical Interventions, and the Risks of Disease or Adverse Events. He is a tenured professor with over 20 million dollars in funding and over 210 peer-reviewed publications.

Dr. Gagnier has methodologic expertise in human subject epidemiologic research (and more generally epidemiology), clinical research, systematic reviews and meta-analyses, as well as basic science research, statistics and biostatistics  

Litigation Support - Dr. Gagnier is an expert at finding the relevant literature, assessing the quality of the evidence, extracting the data, performing meta-analyses, finding the magnitude of the association, doing a causation assessment (Bradford hill analysis) and coming to final conclusions. He has been an expert on 15 separate cases, been deposed 10 times, and testified 4 times.

Areas of Expertise:

Epidemiology Health Risk Assessment Environmental Medicine Toxicity Heavy Metals Glyphosate-based Herbicides Pesticides and Herbicides

Volatile Organic Compounds (ethylene oxide, benzene, PFOS/PFAS) Vaccines Medical Devices (hip and knee implants) Natural Health Products Nutritional Supplements Nutrition Patient Safety

Clinton F. Merrill, Jr., MD, has over 35 years of experience in clinical Internal Medicine and 28 years of experience in Medical Oncology and Hematology. Dr. Merrill is experienced in the diagnosis and treatment of all solid tumors as well as the full range of hematologic malignancies. He has special expertise in benign hematology including: anemias, low blood cell counts, iron overload disorders, bleeding and clotting disorders. Litigation Support - Dr. Merrill offers expert witness services to counsel representing Plaintiff and Defendant. His services include medical record review, written reports, depositions, and trial testimony. Dr. Merrill takes pride in providing thorough record review, meticulously researched reports reflecting unbiased opinions, and excellent communication skills with the ability to make the complex understandable. Areas of Expertise:

Breast Cancer Colon Cancer Lung Cancer Tumors Leukemias Lymphomas

Myeloma Myeloproliferative Disorders Myelodysplastic Syndromes Benign Hematology Anemia Bleeding and Clotting Disorders

Dr. James Strader, Jr., MD, FACC is a full-time practicing General Invasive Cardiologist, experienced in all areas of cardiovascular medicine. Dr. Strader is board certified in Cardiovascular Disease and Nuclear Cardiology. He is currently the Chief of Cardiology at The Medical Center of Plano, TX. Dr. Strader possesses Expert knowledge of Cardio Vascular Imaging and Therpeutic Procedures, including cath lab, TEE, echocardiography, stress testing, and arrhythma testing. He also has special expertise in Aeromedical Cardiology and Return-To-Flight-Status Decisions.

A published author in his field of expertise, Dr. Strader has given Presentation and Lectures both nationally and internationally. His most recent awards include "Cardiologist of the Year” from The Medical Center of Plano in 2011 and the Max R. Ungar Award from the USAF Society of Flight Surgeons in 2008. Dr. Strader is an experienced Expert Witness with numerous case reviews, depositions, and ongoing cases. He is available to assist external peer review agencies and both Plaintiff and Defense in malpractice actions. Areas of Expertise Include:

Coronary Disease Heart Attack Diagnosis and Management Arrhythmia Management Hypertension Hyperlipidemia Vascular Disease

ICU Care Critical Care Cardiac Cath Lab Valvular Heart Disease Congestive Heart Failure Diagnosis and Management CV Imaging

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William B. Stetson, MD is an Orthopedic Surgeon who specializes in Sports Medicine with an expertise in Arthroscopic and Reconstructive Surgery of the shoulder, knee, elbow and ankle. He is an Associate Clinical Professor of Orthopaedic Surgery at the University of Southern California Keck School of Medicine and the Department of Orthopaedic Surgery.

Dr. Stetson spends over 90% of his time in clinical practice and research and has over ten years experience as an expert witness and in reviewing complex medical-legal issues. He is the Team Physician for the USA Men's and Women's Olympic Indoor Volleyball Teams and accompanied both teams to the 2012 Summer Olympics in London, England. He is a former athlete himself, a two time All-American volleyball player at the University of Southern California (USC). He is also a recipient of the NCAA's prestigious Silver Anniversary Award, given to former NCAA athletes who have gone on to distinguish themselves after graduation. 

Areas of Orthopedic and Sports Medicine Specialization:

Knee Arthroscopy Shoulder Arthroscopy Rotator Cuff Repair ACL Reconstruction Treatment of Arthritis

Knee Ligament Reconstruction Recurrent Shoulder Dislocation Shoulder Impingement / Bursitis Meniscus Repair and Meniscectomy Elbow Arthroscopy

View Dr. Stetson's Consulting Profile.

Elliott M. Stein, MD is a Geriatric Psychiatrist with over 45 years of experience caring for the elderly. Dr. Stein is Board Certified by the American Board of Psychiatry and Neurology in General Psychiatry (October, 1979) and Geriatric Psychiatry (April, 1991; Re-Certified, December, 2001, April, 2011, December 2022). He is licensed in California and Florida. Dr. Stein was the Director of Psychiatry at the Jewish Home of San Francisco from 2010-2020, and the Medical Director of their Geriatric Psychiatry Hospital. He has treated older individuals, typically people who have complex combination of psychiatric and medical problems. Dr. Stein has been a Member of the Task Force on Testamentary Capacity and Undue Influence, for the International PsychoGeriatric Association.

Dr. Stein is a Clinical Professor (Voluntary) in the Department of Psychiatry at the University of California, San Francisco, School of Medicine. He is a Distinguished Life Fellow of the American Psychiatric Association and a Distinguished Fellow of the American Association for Geriatric Psychiatry and a Life Member of the International PsychoGeriatric Association.

He is available to serve as an Expert Witness, do legal and forensic consultation, record review, and assessments concerning Psychiatric issues in Older Individuals. Dr. Stein offers his services to attorneys for both Plaintiff or Defense.

Areas of Expertise:

• Contested Wills and Trusts
• Testamentary Capacity, Undue Influence, Insane Delusions
• Financial Elder Abuse
• Geriatric Competence/Capacity
• Dementia and Delirium, Alzheimer’s Disease
• Geriatric Psychiatry Evaluation and Treatment, Psychiatric Medication, Psychotherapeutic Issues
• Depression and Anxiety Disorders
• Relationship Problems between the Elderly and their Adult Children
• Aging and Mental Disorders
• Geriatric Psychiatry issues in Hospitals, Nursing Homes, Memory Care, Independent and Assisted Living Facilities
• Medicare Psychiatric Services Coding and Documentation

View Dr. Stein's Consulting Profile.

Steven M. Simons, MD, FACP, FCCP, is board certified in Internal Medicine and Pulmonary Diseases. Dr. Simons has been awarded the distinction of Fellowship in both of these disciplines, based on his national reputation, quality of care, teaching and publications. He continues to actively teach and is a Clinical Professor of Medicine at the UCLA School of Medicine.

Litigation Support - Dr. Simons has over 25 years of experience as an expert witness, representing both defense and plaintiffs. He is proud of the fact that his meticulous case evaluations often disclose critical information that was not appreciated prior to his review. He is an articulate, highly credible witness and has successfully testified in many high profile cases.

Dr. Simons is highly experienced at conducting independent medical evaluations. He is an expert in quantitating the degree of impairment resulting from a variety of exposures and injuries; his reports are exemplary. Dr. Simons approaches the patient in a warm, unbiased manner. Perhaps the best evidence of this is the number of claimants who, following such an evaluation, requested that he become their physician despite the fact that his conclusions were not in their favor.

Areas of Expertise:

Lung Disease Lung Cancer Asthma Pulmonary Fibrosis Lung Cancer Pneumonia Bronchoscopy Mechanical Ventilation

Pleural Effusions Pulmonary Embolism Dyspnea Shortness of Breath Cough COPD Emphysema IMEs

View Dr. Simons' Consulting Profile.

Shawn A. Hayden MD, PhD, MBA, President and CEO of ONTO Orthopedics, has over 25 years of experience as an Orthopedic Spine, Trauma and Sports Medicine Surgeon in the Dallas Fort Worth area. Dr. Hayden’s focus has always been in providing high-tech, high-quality care to his patients. For this reason, he is constantly training on some of the latest diagnostic and operative technologies. 

Litigation Support - Dr. Hayden assists medical doctors, scientists, lawyers and law firms with civil matters, malpractice cases, business guidance, and idea generation. His services include medical record review, thorough reporting of causation, depositions, and trial testimony as needed.

Areas of Expertise:

Orthopedic Surgery Spine Surgery Sports Medicine and Surgery Endoscopic Surgery Minimally Invasive Surgery Sports Injury Back Injury Neck Injury

Whiplash Sports Concussion Case Valuation Impairment Medical Devices Innovation Understanding EMR Vehicle Injury Evaluation

Dr. Hayden graduated from Harvard College. He received his medical degree from the University of Massachusetts Medical School and his orthopedic training at the Harvard Combined Orthopedics Residency Program. Dr. Hayden is also fellowship trained in orthopedic trauma and spine surgery at The Massachusetts General Hospital and The Beth Israel Deaconess Medical Center. Diplomate of the American Board of Orthopedic Surgery and a Fellow in the American Academy of Orthopedic Surgeons. Dr. Hayden is board certified in Orthopedic Surgery. 

John M. Schuberth, DPM, has extensive experience in Complex Foot and Ankle Surgery. Throughout his 40 year career, he has performed over 25,000 surgical cases and over 1,500 ankle replacements. He has published extensively on a wide variety of subject involving foot and ankle surgery (128 publications) and lectured all over the world on Foot and Ankle surgery. Please refer to his most recent CV for details. 

Litigation Support - Dr. Schuberth provides expert witness services to attorneys representing plaintiff and defense. His services include medical record review, thorough reporting, depositions, and trial testimony as needed. He has been deposed/testified over 20 times since 2020.

Areas of Expertise:

Ankle Replacement Ankle Arthroplasty Total Ankle Replacement Surgical Complications Revision Surgery

Trauma Osteomyelitis Complex Reconstruction Failed Foot / Ankle Surgery Negligence / Medical Malpractice

Associations:

• Editor in Chief for the Journal of Foot and Surgery for 7 years and Editor in Chief of Foot and Ankle Specialist for 6 years
• Former Chair of Board- American Academy of Foot and Ankle Osteosynthesis
• Former Course Chair-AO Podiatric Course  
• Past President, American College of Foot and Ankle Surgeons 1998-1999
• Board of Directors, ACFAS, 1992-2000
• Past Chair; Outcomes Research Committee, ACFAS
• Past Chair; Clinical Research; Research Fellowships, ACFAS        
• Past Chair, Preferred Practice Guidelines; Hallux Valgus
• Past Chair, Preferred Practice Guidelines; Ankle Sprain, Instability
• Former Member Ankle/Reconstructive Rearfoot Surgery Exam Committee
• American  Board Podiatric Surgery    1992-1996
• Former Chair, ABPS Ankle / Rearfoot Reconstructive Surgery. Exam Committee, 1996-2000
• Clinical Associate Professor, Department of Surgery, California College of Podiatric Medicine 1985-2003
• Licensing Commissioner, State of California 1986-1998
• Chief Examination Advisor, Board of Medical Quality Assurance 1986-1993
• Associate Faculty, San Francisco Orthopedic Residency Program
• Former Chair, Foot and Ankle Subgroup, National Product Comm-Kaiser
• Former Chair, Local Product Committee, Kaiser San Francisco
• Former Chair, Education Committee-American Academy Foot Ankle Osteosynthesis, 2013-2019
• Nine time awardee of Attending of the Year from several residency programs
• Board Certified American Board of Foot and Ankle Surgery (1985, Current)

Tobias A. Mattei, MD, is a Neurosurgeon specialized in Brain Surgery and Complex Spine / Deformity Surgery. Besides his work as a neurosurgeon, Dr. Mattei hold the academic title of Adjunct Professor at the Division of Neurosurgery of St. Louis University. He has been an active member of the North American Spine Society, American Association of Neurological Surgeons, Congress of Neurological Surgeons, World Federation of Neurosurgical Societies, as well as many other international societies. 

Dr. Mattei is a member of the editorial board of The Spine Journal and Deputy Editor of the North American Spine Society Journal, the new open access initiative of the North American Spine Society. He is an active reviewer of several other neurosurgical journals including World Neurosurgery, Clinical Neurology & Neurosurgery, Journal of Clinical Neuroscience, Osteoarthritis & Cartilage, Journal of Engineering in Medicine: Part H, British Journal of Neurosurgery and Neurological Sciences.

As a researcher, Dr. Mattei has published more than 130 original research articles, having been cited more than 1400 times. He holds an unrestricted medical license in the states of Ohio, Missouri, New York, and Maine, and has never been submitted to any sanction or disciplinary action by any medical boards.

Litigation Support: Dr. Mattei provides expert witness services in the field of Spinal Injuries, Spine Surgery, Spinal Care, and Neurosurgery. He has provided expert review services for several scientific funding agencies in the U.S. (including the NIH Panel for Clinical Neurophysiology, Devices, Neuroprosthetics, and Biosensors) as well as abroad (including the Innovation and Technology Commission/ Hong Kong SAR Government and The Brain Tumor Charity - New Ideas Award/UK). 

Dr. Mattei's  litigation support services are available to attorneys for plaintiff and defense and include review of hospital records, medical reports, imaging results, operative reports, patient's evolution, depositions, and trial testimony.

Areas of Expertise:

Lumbar Disc Herniation Cervical Disc Herniation Spinal Stenosis Laminectomy Spinal Fusion Spinal Fracture Spinal Injuries

Kyphoplasty Vertebroplasty Artificial Disc Spinal Cord Injury Spinal Tumors Scoliosis Back pain

Ms. Roughan is a Rehabilitation Nurse Specialist who functions in the capacity of case manager, life care planner and expert witness. Her company, Roughan & Associates at LINC, is a nationally recognized Case Management and Medical/Legal Consulting service. It has been in existence since 1987, providing coordination of patient care; construction of Life Care Plans; and, consultative services to both the defense and plaintiff bar on simple and complex cases alike. Ms. Roughan has experience with diagnoses involving both children and adults and are knowledgeable in current treatment philosophies, identification of appropriate resources. Diagnoses include, but are not limited to:

• Neurological Injuries (Brain and Spinal Cord Injury)
• Burns
• Orthopedic Injures
• Amputation
• Chronic Pain
• Post Traumatic Stress Disorder

Services Include:

• Expert Testimony
• Life Care Planning
• Mini/Preliminary Life Care Plan
• Video Services
• Medical Record Review
• RN Independent Medical Exam
• Medicare Set Aside Trust Analysis
• Medical Bill Auditing
• Questions: Deposition Cross Examining