| Obtain initial fact pattern from consulting agent |
| Determine if case falls within area of expertise |
| Obtain correct legal standard |
| Review collateral data (Review all relevant sources of information) |
| Police reports, narratives, interrogations |
| Audio or videotape of defendant immediately before, during, or after offense |
| Victim and witness statements |
| Other relevant observations of the defendant made at the time of the offense |
| Crime scene photos and/or visual inspection of crime scene if necessary |
| Autopsy report and photos |
| Defendant's medical records |
| Defendant's psychiatric records |
| Other expert evaluations, testimony |
| School records |
| Military records |
| Work records |
| Financial records |
| Correctional records |
| Personal communications (journals, letters, Emails, etc.) |
| Collateral interviews if necessary |
| Forensic interview |
| Inform defendant of limits of confidentiality |
| Conduct forensic psychiatric evaluation of defendant |
| Apply relevant legal standards to the facts of the case |
| Formulate opinion on insanity |
| Prepare clear, concise report (see Table 5) |
| Give objective testimony (see Table 1) |