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CEC Associates, Inc.:
Maintaining Employees and Productivity
Through Disability Management
Established 1983

Click here to earn Credit Hours online for CRC and CCM Continuing Education. Click here to view the components of Disability Management (DM). Click here to read "The New Worker," a quarterly newsletter about disability management. Click here to see upcoming events and recent publications involving CEC staff. Click here to link to selected web sites that focus on Disability Management.

1996 CEC Associates, Inc. All rights reserved. No part of these materials may be reproduced without permission from CEC Associates, Inc., P.O. Box 987, Valley Forge, Pennsylvania, 19482. (610) 935-7560. 

(1)   

Injured Worker’s Name:                                                                       
Social Security Number:                                                                        
Date of Birth:                                                                        
Date of Injury:                                                                        
Time of Injury:                                                                        
Location of Injury:                                                                        
Job Title:                                                                        
Job Description:                                                                        
(Attach Essential Functions)

Employee’s Personal Information:

Address:                                                                        

                                                                                       

Home Telephone:                                                                        

Nearest Relative:                                                                        

Address/Telephone No.:                                                                        

                                                                                                       

Employee’s Supervisor:                                                                        

 

Treatment Data:  

Treating Physician(s):                                                                             

Address:                                                                          

Telephone Number:                                                                        

Treating Facility(ies):                                                                          

 

(2)   

In many states, the employer is required by Workers’ Compensation law or other relevant statutes to create an initial accident report.  If such a report is available, attach it here.  If it is not available, write an accident report. (A sample form is attached below.)

Company Name

Company Address

Accident Report

Name:                                                                                                            

Employee No.                                                   Department                  ______

Date of injury                                                    Time of injury                        ______

Date reported                                                   Time reported                       ______

Last day worked                                                    Date returned to work             ______

Location of accident                                                                                                            

 

Description of accident:                                                                                                                                                                                                                                                                                                                                                                                                        

Describe injuries:                                                                                                                                                                                                                                                                                                                                                                                                                     

 

Was Medical Care Administered?                          yes                   no

Doctor                                                                                     

Hospital                                                                                   

Address                                                                                   

City                                                                                         

Telephone                                                                               

Treatment:                                                                              

Witnesses:                                         __________________

Signature:     ______________________________

Date:           _____________

 

Initial Diagnosis/Prognosis:

Diagnosis by:                                                                                                   

Date:                            ___________

 

Prognosis by:                                                                                                   

Date:                                                     

Diagnosis:

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               

 Prognosis:        

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               

 

Expected date of return to work:                                              

 

Recommendation concerning level of work intensity on return (i.e., modified duty, transitional duty, full duty):

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         

Initial Treatment Report:

(Describe what actions were taken to obtain medical attention for the employee immediately after the accident.)

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               

 

(3)    

Event:                                                                                                

Date: ____________

Treatment Recommendation:

                                                                                                                                                                                                                                                                                               

Event:                                                                                                

Date:                        

 

Treatment Recommendation:

                                                                                                                                                                                                

 

Event:                                                                                        

Date:                        

Treatment Recommendation:

                                                                                                                                                                                                     

 

Event:                                                                                                

Date: ____________

 

(4)   

Describe the stages of the recovery process that are planned for the employees, including target dates for each milestone.  The Plan should end with a Transition-to-Work Plan and appropriate (projected) dates.

 

The general treatment milestones and the projected timeframe for each (to include types of therapies [speech, occupational, aqua, etc.], if appropriate):

Treatment:

                                                                                               

Description:                                                                             

Date:                        

Treatment:

                                                                                               

Description:                                                                             

Date:                        

Treatment:

                                                                                               

Description:                                                                                                                                                                                                                                                                             

Date:                        

Treatment:

                                                                                               

Description:                                                                                                                                                                                                                                                                             

Date:                        

Treatment:

                                                                                               

Description:                                                                                                                                                                                                                                                                             

Date:                        


(5)   

Obtain all medical records and place chronologically in the medical file.  Specifically obtain and place all radiology reports in the file.

Notes:

1.      Although in most states a patient authorization is not required for the release of medical records, it is helpful to obtain such a release as soon as possible following the reported injury. Many facilities now require a signed authorization within six (6) months of the treatment date before they will release requested records.

2.      All medical records are required by the Americans with Disabilities Act (and in some cases, other laws) to be isolated from personnel records and unavailable for most general personnel uses.  One exception to the privacy of medical records is the supervisor’s need to know about any condition that may pose a direct threat to either the individual or others in the workplace.

 

Prescriptions and Referrals:

Copies of all prescriptions for therapies and medications and/or referrals for additional/ supplemental treatments are to be placed in the Medical File. It is important to note the professional’s signature and the name prescribing. If the prescription is not related to this specific injury, it should be so noted.

If the follow-up appointments are attended by a company representative, we recommend using the Medical Appointment Synopsis form (see attached). The representative may complete this form and have the examiner sign after the examination.  The form may also be forwarded prior to the examination if a representative does not attend to remind the examiner of the specific points which need to be addressed.

 

(6)   

 

Patient name:                                                                  Carrier:                                    

Claim #:                                                                          Address:                                  

Diagnosis:                                                                       Adjustor:                                 

Employer:                                                                    

 

Test Recommended?                                  yes                   no            If yes, as follows:

 

                                     CAT Scan                 x-ray                            MRI   

             Myelogram                  Bone Scan                 EKG

                                     Other                                                                                    

 

Treatment Recommended?                      yes                   no            If yes, as follows:

 

                                     PT/OT (circle)              Home Exercise

                                     Medication                               Other                                      

 

Expected Date to Return to Work:                                                                           

1.      Pre-injury position          yes       no

2.      Modified position                yes       no

3.      Job description reviewed        yes              no

                        for (name of position)                                                                      

4.      FCE completed                yes       no

 

Comments:                                                                                                                                                                                                                                                                                                                                                                                                                                                                           

Next Scheduled Appointment Date:                                    Time                  

 

Signature of Physician:                                                              

Date:                                                       

Physician’s Name and Address:                                                     _                                                                                                                                                                          ______               

Name of Case Manager/Consultant:                                                           

1996 CEC Associates, Inc. All rights reserved. No part of these materials may be reproduced without permission from CEC Associates, Inc., P.O. Box 987, Valley Forge, Pennsylvania, 19482. (610) 935-7560.