The Ultimate 15-Step Checklist for Virtual Independent Medical Examinations: Adapting to Modern Legal Needs

Doctor conducting a virtual medical examination on a laptop in a professional office setting.

As the demand for virtual services continues to rise, the legal and medical fields are adapting rapidly. Virtual Independent Medical Examinations (IMEs) have emerged as a convenient and efficient solution for attorneys and corporate clients seeking expert medical opinions without the logistical challenges of in-person visits. This detailed checklist explores virtual IMEs’ rise, benefits, challenges, and the steps needed to make the most of them.

This guide will help you navigate the virtual IME process whether you’re handling personal injury cases, workers’ compensation claims, or legal disputes requiring medical testimony.

Doctor conducting a virtual medical examination on a laptop in a professional office setting.
Virtual medical examinations provide efficient and expert evaluations for legal and corporate clients, adapting to modern needs.

Table of Contents

    1. Understanding the Purpose of a Virtual IME
    2. Evaluating the Benefits of Virtual IMEs
    3. Choosing a Trusted Virtual IME Provider
    4. Assessing the Technological Requirements
    5. Coordinating with the Examinee
    6. Preparing Medical Documentation
    7. Setting Up the Virtual Examination Environment
    8. Understanding Limitations of Virtual IMEs
    9. Managing Privacy and Confidentiality Concerns
    10. Comparing Virtual IMEs to Traditional In-Person IMEs
    11. Preparing the Examinee for a Smooth Virtual Exam
    12. Ensuring Accurate Evaluations in Virtual Settings
    13. Reviewing the IME Report and Next Steps
    14. Leveraging Virtual IMEs in Future Legal Cases
    15. Understanding the Purpose of a Virtual IME


Attorneys and corporate clients use virtual IMEs to obtain independent medical evaluations for legal cases without the need for physical presence. The examinations are conducted via video conferencing, where physicians review records, conduct assessments, and provide expert medical opinions that support legal proceedings.

Evaluating the Benefits of Virtual IMEs

Virtual IMEs offer several advantages:

  • Cost Savings: Reduces travel costs for both the physician and the claimant.
  • Convenience: Exams can be scheduled and conducted from any location.
  • Faster Turnaround: Less time is required for scheduling and travel, resulting in speedier report delivery.

Choosing a Trusted Virtual IME Provider

Select a reliable provider like MLP IME that offers virtual exams in addition to in-person services. Look for providers who ensure:

  • Nationwide access to physicians
  • Travel coordination for in-person needs
  • Fast report turnaround times

Assessing the Technological Requirements

To conduct a seamless virtual IME, both the physician and examinee need to have access to the following:

  • Stable internet connection
  • A secure video conferencing platform
  • High-quality camera and microphone for clear communication

Work with your provider to ensure that these requirements are met in advance.

Coordinating with the Examinee

Before the IME, coordinate with the examinee to:

  • Confirm they are comfortable with the technology (video platform, internet connection, etc.)
  • Ensure they have a quiet and private space for the examination
  • Provide detailed instructions for logging into the video conference

Preparing Medical Documentation

Ensure that all necessary medical documents are ready for review by the physician:

  • Complete medical history
  • Relevant imaging or test results
  • Medical treatment records related to the case

Sharing these documents beforehand gives the physician a comprehensive understanding of the claimant’s condition.

Organized workspace with a laptop displaying a virtual examination setup and medical files neatly arranged.
An ideal virtual examination environment is quiet, well-lit, and equipped with all necessary technology for seamless communication

Setting Up the Virtual Examination Environment

Create a professional setting for the examination:

  • Ensure adequate lighting so the physician can see the examinee.
  • Position the camera properly to allow the physician to observe the claimant as needed.
  • Limit distractions by ensuring the examinee is in a quiet, interruption-free environment.

Understanding Limitations of Virtual IMEs

While virtual IMEs provide numerous benefits, they also have limitations:

  • Physical examinations may not be as comprehensive as in-person evaluations.
  • Technical issues such as internet lag or poor camera angles may affect exam quality.

Managing Privacy and Confidentiality Concerns

Virtual IMEs require careful management of privacy:

  • Ensure that the examinee knows who will be present on the call.
  • Make sure that no unauthorized individuals are watching or recording the session.

Comparing Virtual IMEs to Traditional In-Person IMEs

Here’s how virtual IMEs stack up against traditional ones:

Aspect

Virtual IME

Traditional IME

Convenience

Remote, no travel needed

Requires physical presence

Cost

More cost-effective, no travel or accommodation

May involve travel and accommodation expenses

Turnaround Time

Faster scheduling and report generation

May involve longer scheduling delays

Examination Quality

May vary based on technology, but effective

In-person, allowing for physical assessments

Preparing the Examinee for a Smooth Virtual Exam

The success of a virtual IME depends heavily on the examinee’s preparation:

  • Conduct a technology check before the exam to ensure everything is working correctly.
  • Brief the examinee on the process to avoid confusion during the exam.
  • Ensure the examinee understands their role in the examination, such as following the physician’s instructions.

Ensuring Accurate Evaluations in Virtual Settings

Accuracy is critical in any IME, including virtual ones. To ensure a thorough evaluation:

  • Choose physicians with experience in conducting virtual exams.
  • Provide the physician with a comprehensive set of medical records to review.
  • Ensure the examinee carefully follows the physician’s instructions during the virtual session.


At MLP IME, we ensure accuracy with rigorous internal QA to verify the quality of the reports.

Reviewing the IME Report and Next Steps

After the virtual exam, the physician will provide a report outlining their findings. Attorneys should:

  • Review the report promptly to understand the vital medical opinions.
  • Clarify any ambiguities with the physician if necessary.
  • Determine how the report impacts the legal case and plan the next steps.


With MLP IME, reports are typically delivered within two weeks, and expedited options are available.

Leveraging Virtual IMEs in Future Legal Cases

Virtual IMEs are likely here to stay. To leverage them in future cases:

  • Familiarize yourself with virtual IME processes to streamline your case preparations.
  • Build relationships with reliable virtual IME providers like MLP IME to ensure quality and speed.
  • Evaluate each case to determine whether a virtual IME or an in-person IME is most appropriate.
Attorney reviewing a completed medical report on a computer after a virtual Independent Medical Examination.
Attorneys benefit from fast and reliable virtual IMEs, with accurate reports that support efficient case management.

Breaking It Down

As the legal industry continues to adapt to modern needs, virtual IMEs are transforming medical evaluations. By following this 15-step checklist, attorneys and corporate clients can successfully navigate the world of virtual IMEs, ensuring they benefit from the convenience and efficiency they offer without sacrificing quality.

For expert virtual IME services, contact MLP IME at 1-833-465-7463.

Frequently Asked Questions

What types of legal cases are best suited for virtual IMEs?

Virtual IMEs are particularly well-suited for personal injury claims, workers’ compensation cases, insurance disputes, and medical testimony cases where a physical examination can be partially or fully conducted remotely. Attorneys working on cases with tight timelines or cases involving clients in remote locations can greatly benefit from using virtual IMEs.

How can attorneys ensure the credibility of virtual IMEs in court?

To ensure the credibility of virtual IMEs, attorneys should choose highly experienced and board-certified physicians who specialize in conducting these types of evaluations. Additionally, thorough documentation of the virtual process, including secure and HIPAA-compliant platforms and detailed reports from credible medical experts, can help validate the IME in court.

Do insurance companies and courts accept virtual IMEs?

Yes, virtual IMEs are increasingly accepted by both insurance companies and courts, especially as the legal and medical fields adapt to the increasing use of telemedicine. However, it’s essential to ensure that the virtual IME follows the appropriate standards for evaluation and documentation, which is why using a reputable provider like MLP IME is vital.

What should an attorney do if there are technical difficulties during a virtual IME?

In the event of technical issues, the attorney should ensure that the virtual platform has support to troubleshoot problems quickly. Rescheduling may be an option if the technical difficulties cannot be resolved. It’s also helpful to conduct a test run of the technology with the examinee beforehand to avoid issues during the actual IME.

Can a physical examination be adequately replaced by a virtual IME?

While virtual IMEs are highly effective for many aspects of medical evaluations, they may not entirely replace the need for physical examinations in some instances. However, physicians conducting virtual IMEs often have tools and protocols in place to assess a patient’s condition through video, interviews, and review of medical records, and they will advise if an in-person follow-up is needed for a more thorough physical assessment.

How quickly can a virtual IME be scheduled?

Virtual IMEs can often be scheduled more quickly than in-person exams since they eliminate the need for travel. Depending on the physician’s availability and the client’s needs, appointments can be arranged within days. MLP IME offers rapid scheduling to ensure timely evaluations and reporting.

Is there any specific preparation the examinee needs for a virtual IME?

The examinee should ensure they are in a quiet, private location with a stable internet connection. They should also have a computer, tablet, or smartphone with a working camera and microphone. Additionally, the examinee must have their medical records or any other requested documents readily available, as these may be reviewed during the virtual IME.

How can attorneys verify that the virtual IME platform is secure?

Attorneys should confirm with the IME provider that they are using a secure, HIPAA-compliant platform for the virtual evaluation. This ensures that the privacy and confidentiality of the shared medical information are protected. Providers like MLP IME use encrypted video conferencing tools and follow strict security protocols to safeguard data.

What types of medical specialties can participate in virtual IMEs?

Most medical specialties in IMEs, such as orthopedics, neurology, cardiology, internal medicine, and radiology, can conduct virtual evaluations. Virtual IMEs can cover various medical fields as long as a physical exam is not the sole determining factor. MLP IME offers access to a network of specialists in all major areas, making finding the right expert for any case easy.

How does the quality assurance process work for virtual IME reports?

The quality assurance (QA) process involves a detailed review of the IME report to ensure that all medical findings and opinions are accurate, clearly explained, and aligned with the evidence. Providers like MLP IME follow a rigorous internal QA process to maintain the report’s integrity, ensuring it can stand up to scrutiny in legal proceedings.

Are virtual IMEs more cost-effective than traditional IMEs?

Virtual IMEs are more cost-effective because they eliminate travel costs and reduce logistical complexities. Attorneys and clients can save money on travel arrangements for both the physician and the examinee, and the reduced need for in-person facilities also lowers costs.

Can virtual IMEs be used for international cases?

Yes, virtual IMEs are especially beneficial for international cases where travel is impractical or costly. Attorneys handling cases involving overseas claimants can use virtual IMEs to access expert medical opinions from U.S.-based physicians without needing to arrange international travel. Providers like MLP IME offer domestic and global services, making virtual IMEs a practical solution for cross-border legal cases.

How does a virtual IME differ from a telemedicine consultation?

A virtual IME differs from a telemedicine consultation in its purpose and structure. A telemedicine consultation is typically focused on patient care and diagnosis, whereas a virtual IME is explicitly conducted to provide an independent medical opinion for legal or insurance purposes. Virtual IMEs are non-treatment-based evaluations designed to deliver objective, expert opinions.

Can multiple parties, such as attorneys or insurers, attend a virtual IME?

Yes, it’s possible for multiple parties, such as attorneys or insurance adjusters, to attend a virtual IME with permission from all involved parties. However, it’s vital to ensure that their presence doesn’t interfere with the impartiality and focus of the examination. The physician conducting the IME may also have guidelines regarding who can be present during the evaluation.

A stack of organized books and medical files on a desk, symbolizing knowledge and structure.
Comprehensive knowledge of medical and legal terms helps ensure a smooth virtual IME process.

Glossary

Independent Medical Examination (IME): A medical evaluation performed by a physician not involved in the care of the examinee. It is typically requested by insurance companies or attorneys to provide an objective medical opinion in legal cases or claims disputes.

Virtual Independent Medical Examination (Virtual IME): A remote version of an IME conducted via a secure video conferencing platform. The physician reviews medical records and performs interviews and limited physical assessments through video rather than in person.

Physician Expert Witness: A medical professional who provides expert testimony in legal proceedings, offering their opinion based on medical knowledge and expertise. They may be called to testify about injuries, medical conditions, or standards of care in malpractice cases or personal injury lawsuits.

HIPAA Compliance: Adherence to the Health Insurance Portability and Accountability Act, which sets standards for protecting sensitive patient information. In virtual IMEs, HIPAA-compliant platforms ensure the privacy and confidentiality of medical records and communication.

Data Encryption: Converting information into a code to prevent unauthorized access. In virtual IMEs, data encryption is used to secure video communication and the sharing of medical documents.

Telemedicine: The practice of using technology to provide clinical healthcare services remotely. While similar to virtual IMEs, telemedicine is focused on diagnosing and treating patients, whereas virtual IMEs are used for legal and evaluation purposes.

Quality Assurance (QA): A process used to ensure the accuracy and reliability of IME reports. The QA process involves reviewing medical findings and reports to verify they are thorough, consistent, and correctly formatted for use in legal cases.

Turnaround Time: The amount of time it takes to complete an IME and deliver the medical report. Virtual IMEs typically have a shorter turnaround time due to the reduced need for travel and easier scheduling of remote evaluations.

Board-Certified Physician: A doctor who has completed the necessary training, passed rigorous exams, and received certification in a medical specialty by a recognized medical board. Board certification indicates expertise and experience in a particular field of medicine.

Medical Testimony: Statements a physician provides in legal proceedings based on their expertise in a specific medical field. Medical testimony explains medical conditions, injuries, or treatments to a judge or jury.

Medical Record Review: A comprehensive analysis of a patient’s medical history, test results, and treatments by a physician, typically done before or during an IME. This review helps the physician provide an informed opinion in their report or testimony.

Deposition: A formal statement given under oath by a witness or expert, often before a trial. In legal cases involving IMEs, a physician may provide a deposition to explain their findings and offer medical opinions related to the case.

Functional Capacity Evaluation (FCE): A series of tests performed to evaluate a person’s physical ability to perform work-related tasks. This type of evaluation is often part of an IME to assess whether a claimant can return to work after an injury.

Fit-For-Duty Examination: A medical evaluation conducted to determine whether an individual is physically and mentally capable of performing the essential functions of their job. These exams are typically required after an injury or illness.

Secure Video Conferencing: A video communication platform that meets security standards, such as HIPAA compliance, to ensure the confidentiality and integrity of information shared during a virtual IME or other remote medical consultations.

Peer Review: One or more physicians review another doctor’s medical opinion or report. Peer reviews are commonly conducted to ensure that medical evaluations, such as those in an IME, meet the required professional standards.

Personal Injury Claim: A legal case filed by an individual seeking compensation for injuries sustained due to another party’s negligence. Personal injury claims often require IMEs to assess the injuries’ extent and impact on the claimant’s life.

Workers’ Compensation Claim: A legal claim filed by an employee seeking compensation for injuries or illnesses sustained in the workplace. IMEs are often used to evaluate the legitimacy of such claims and determine the extent of the injuries.

Claimant: The person or party who makes a legal claim for compensation, often in personal injury, workers’ compensation, or insurance cases. In an IME, the claimant is the individual being evaluated.

Examinee: The person undergoing the medical examination, typically the claimant in a legal case. During a virtual IME, the examinee participates remotely, interacting with the physician via a secure video platform.

Additional Resources for You

American Bar Association (ABA): The ABA is a comprehensive resource for legal professionals, offering guidelines, resources, and updates on a variety of legal practices, including those related to medical expert testimony and virtual evaluations. Visit ABA.

American Medical Association (AMA): The AMA provides a wealth of information on medical standards, regulations, and practices. It’s a valuable resource for understanding the medical aspects of IMEs and staying up to date with telemedicine trends. Visit AMA.

Federation of State Medical Boards (FSMB): The FSMB offers regulatory guidance on the licensing of physicians across the U.S. This resource is useful for attorneys seeking board-certified physicians for expert witness services. Visit FSMB.

National Association of Independent Medical Examiners (NAIME): NAIME sets standards and provides education for professionals involved in independent medical evaluations. It’s a key resource for understanding best practices in IMEs. Visit NAIME.

American College of Legal Medicine (ACLM): The ACLM provides resources at the intersection of law and medicine, offering education and support for legal professionals who deal with medical issues like IMEs. Visit ACLM.

A computer on a desk showing a contact form, representing easy access to virtual medical services.
Get started with MLP IME’s expert virtual medical services by easily reaching out through their online contact platform.

What Next?

Ready to streamline your legal case with expert medical evaluations? Whether you need a virtual IME, physician expert witness services, or fast report turnaround, MLP IME provides reliable, nationwide services tailored to your needs. Don’t let logistical challenges slow your case—get access to top physicians and comprehensive medical reports quickly and efficiently. Click here to get started today: Contact MLP IME.

Recent Posts