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Understanding Certificates of Merit

Certificates of Merit in Medical Malpractice Cases

Cases involving medical malpractice tend to be complex, as they often require expert opinions or specialized data. The Certificate of Merit is a significant component that appears in numerous states. It is crucial to understand what a Certificate of Merit is, when it is necessary, and how it may impact your case if you are thinking about bringing a medical malpractice claim. KAASS LAW has the expertise and professional connections to help you navigate this process and ensure your claim is set up for success.

What is a Certificate of Merit?

A Certificate of Merit, also known as an Affidavit of Merit, is a formal statement prepared by an attorney, often with the help of a qualified medical expert, confirming that your medical malpractice claim has merit. It generally includes:

  • A review of the medical records

  • An evaluation by a medical expert in the same or similar specialty as the defendant

  • A written opinion that the health care provider’s conduct likely fell below the accepted standard of care and caused harm to the patient

The purpose of the Certificate of Merit is to prevent frivolous lawsuits by ensuring that a credible medical professional supports the claim before it proceeds to court.

Why Do Some States Require a Certificate of Merit?

Medical malpractice cases can be costly for both plaintiffs and defendants. Many states have enacted laws that require a Certificate of Merit to be filed at the beginning of a lawsuit. These laws serve several purposes:

  1. Reduce baseless claims – By requiring expert review upfront, only claims with a legitimate basis are allowed to move forward.

  2. Encourage early settlement – When defendants see that a claim has already been vetted by an expert, they may be more likely to negotiate a settlement.

  3. Save court resources – Courts avoid spending time on cases that lack expert medical support.

In states where this requirement exists, failing to file a Certificate of Merit within the required time frame can lead to the dismissal of the case.

Is a Certificate of Merit Required in California?

California does not have a statute requiring a Certificate of Merit for medical malpractice cases. However, this does not mean that expert evaluation is not essential. For instance, California courts generally require expert testimony to prove:

  • The applicable standard of care

  • How the defendant’s actions or practices fell below that standard

  • How those actions caused the patient’s injuries

Although a formal Certificate of Merit may not be legally required, conducting an expert review early in the process can significantly strengthen your claim and prepare your case for trial or settlement negotiations.

The Process of Obtaining a Certificate of Merit

Even in states where it is required, the Certificate of Merit is not simply a form that an attorney fills out. It involves a detailed process:

  1. Gathering Medical Records

The attorney will obtain all relevant medical records, diagnostic tests, surgical reports, and related documents from the health care providers involved.

  1. Selecting a Qualified Expert

The expert must have appropriate credentials and experience in the same field as the defendant. For example, if the case involves a surgical error, the reviewing expert should be a surgeon with comparable experience and expertise in the relevant field.

  1. Expert Review and Analysis

The expert will review the patient’s medical records, treatment notes, and the sequence of care to determine whether the provider breached the standard of care.

  1. Preparing the Written Statement

The expert will prepare a written statement summarizing their findings. The attorney uses this statement to prepare the Certificate of Merit.

Challenges in Establishing a Certificate of Merit

Obtaining a Certificate of Merit can be challenging for several reasons:

  • Finding the right expert – The expert must be willing to testify and meet state-specific requirements for qualifications.

  • Cost of review – Expert review can be expensive, but it is often a necessary investment in a malpractice case.

  • Time constraints – Some states require plaintiffs to file the certificate shortly after filing the lawsuit.

  • Complex medical issues – Certain cases involve rare conditions or multiple specialists, making the review process more complex.

An experienced law firm with an established network of medical experts can effectively address these challenges. When involved in a medical malpractice case, having a Certificate of Merit could be the game-changer in having a valid lawsuit or one that stands on solid grounds. 

How KAASS LAW Can Help

At KAASS LAW, we recognize that medical malpractice cases necessitate meticulous preparation and reliable expert support. Whether or not your jurisdiction legally requires a Certificate of Merit, we take the necessary steps to prepare and strengthen your case for court.

We have relationships with a wide range of medical professionals, including surgeons, emergency medicine physicians, anesthesiologists, and other specialists. This enables us to match your case with the most suitable expert.

Delays in obtaining expert review can put your case at risk. Statutes of limitations for medical malpractice claims vary by state, and the time to file a Certificate of Merit, if required, can be short. Additionally, obtaining medical records can take time, and finding an appropriate expert may require further time. Contact an experienced attorney as soon as possible to complete these steps before important deadlines expire.

Medical malpractice cases can be among the most challenging and technical types of personal injury claims. Whether your state requires a Certificate of Merit or not, the strength of your case depends heavily on credible expert support and a law firm that knows how to build a compelling claim. At KAASS LAW, we:

  • Connect you with highly qualified medical experts

  • Review and analyze medical records in detail

  • Prepare and file Certificates of Merit when required

  • Ensure compliance with all procedural and evidentiary requirements

  • Present strong, well-supported claims to insurance companies, defense attorneys, and juries

If you believe you have been harmed by medical negligence, contact KAASS LAW today for a consultation. We can evaluate your case, determine whether a Certificate of Merit is necessary, and connect you with trusted medical experts who can help establish the strength of your claim. At our firm, we make the impossible possible. Call KAASS LAW, leave it to us! 

Natalie A

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