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Once funding has been secured, the first step is to obtain the relevant medical records. These usually include the following:

It is also appropriate to request a copy of any shoulder dystocia protocol in force at the hospital at the time of the child's delivery to see whether the steps outlined in the protocol were followed by the delivering medical professional.

Upon consideration of the relevant records, the issues become clear. Usually the issues in an Erb's Palsy case are as follows:

1. Failure to arrange delivery by caesarean section where shoulder dystocia should have been anticipated - examples include:

2. Failure to appropriately manage shoulder dystocia once it occurs resulting in an Erb's Palsy injury through ignorance of the manoeuvres to adopt and the employment of excessive traction.

Once in receipt of the appropriate records, it is important that a statement is taken from the mother and/or father into the events surrounding a child's birth to establish the steps undertaken by the medical team.

It is usually appropriate to ask a consultant obstetrician to prepare a report commenting upon the treatment afforded to a mother during birth and any procedures adopted to try and deliver the shoulder that is stuck. If the delivery is performed by a midwife as opposed to a doctor, it may also be appropriate to obtain a report from an expert in midwifery.

As there is now an accepted inference that an Erb's Palsy injury is caused by excessive traction, a report commenting upon the cause of the Erb's Palsy injury is no longer absolutely necessary. This is because this issue can be touched upon by the medical expert instructed to prepare a report upon a child's condition and future prognosis. A report upon condition and prognosis is usually obtained from a Consultant Paediatric Neurologist and/or Consultant Orthopaedic Surgeon.

Once the allegations of negligence can be proved, the next task is to value the claim.

In valuing a claim, the following issues are considered:

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