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Future Medical Cost Projections
Module 9 Referral, with handout
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Referral Intake Establish a methodology Be consistent Obtain all needed information Track data Begin the narrative report at this stage Intake information becomes part of the report format Copyright InSitu Academy
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Demographics Name of client Date of birth Type of legal situation State Jurisdiction Mediation date Referral date Attorney name Attorney contact information Paralegal name Paralegal contact information Copyright InSitu Academy
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Medical Records Request medical records Delivered by DropBox E.mail Mailed, hard copy Mailed, disc Show up at your door Pick up Copyright InSitu Academy
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Concerns Duplicate records Voluminous records Disorganized records Incomplete records Handwritten notes Psychology records Double sided records Wrong client Delivery systems not compatible Copyright InSitu Academy
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Other Records IME reports Depositions Questionnaires Letters Worker’s Compensation forms Expert reports Billing statements Copyright InSitu Academy
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IME Reports Independent Medical Evaluation Non-treating physician Either plaintiff or defense generated Physical impairment ratings Future treatment recommendations Causal relationship to injury Physical restrictions or limitations Alternate treatment Not a second-opinion Copyright InSitu Academy
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Depositions Client or family Physicians Providers Employer Discovery or trial deposition May contain information about current status May contain information about medical recommendations Rarely available for future medical cost projections Common when preparing a life care plan Available in full or condensed version Copyright InSitu Academy
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Questionnaires Attorney generated to treating physician Physician or staff fill out, address each question Typically generated following conference with physician Generally very vague for future medical recommendations Commonly part of medical record packet Copyright InSitu Academy
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Letters Physician generated to attorney Typically follows conference with attorney Generally very vague for future treatment recommendations Copyright InSitu Academy
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Work Comp Forms Most states have required forms for reporting aspects of worker’s compensation cases Notice of injury Body parts claimed Acceptance or denial of claim Wage statements Maximum medical improvement Termination of medical care Many others Final reports can include statements on future medical care needed Copyright InSitu Academy
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Expert Reports Vocational evaluations Functional capacity evaluations Prosthetic estimates Copyright InSitu Academy
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Billing Statements Billing records useful for historical pricing information Can show gaps in medical records Include in chronology if provided Copyright InSitu Academy
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Records Retention Voluminous build up of paper Establish an office retention policy Life care planners keep copies of everything Copyright InSitu Academy
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Issues “waiting for more records” Not sure what type of report they want Referral made, no records sent Copyright InSitu Academy
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Client Notification Ask attorney or paralegal to inform client and let them know okay to talk with you Sometimes they forget to call and client wary Copyright InSitu Academy
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Set Fee Establish fee schedule for different types of reports you provide Can be hourly rate Can be flat rate fee Can include expenses Can be prepaid or following completion of report Copyright InSitu Academy
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Home Work Explore your state worker’s compensation website and read as much as you can Find ‘forms’ section in WC website and download copy of the initial report of injury and the termination of medical care forms; become familiar with these Connect with DropBox to determine rates and procedures; this service becomes a staple for records transmittal Copyright InSitu Academy
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Contact Information Copyright InSitu Academy
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