EMPLOYEE SECTION and AUTHORIZATION
The employee enters name, date of birth, plan number and claim number, then signs and dates the authorization allowing physicians and others to release medical and non-medical information to Guardian. The authorization is valid up to 24 months, or 12 months in Kansas. Check that the claim number is present before completing your part, since it links the statement to the open claim.
PHYSICIAN SECTION: items 1 to 5
The section opens by saying Guardian is reviewing a short term disability claim and needs an update on the patient's current condition. Enter the date total disability began, the date of first treatment, the date of the most recent evaluation, the frequency of treatment (weekly, monthly or other) and the next appointment date.
6. Please Attach or Provide Additional Information as Specified below
Guardian uses this item to tell you which records to send: records for a date range, including diagnostic study and operative reports, the most recent office visit notes, or other items it specifies. Check what is marked on the copy you received and attach those records, since the claims page warns that a statement of disability alone may not be enough.
7. Is this patient totally disabled from his/her Occupation
Mark the strength level of the patient's occupation: sedentary, light, medium, heavy or very heavy. Then answer No, with the date released to return to work, full-time or part-time, or Yes, with the projected return-to-work date, full-time or part-time. Guardian's forms page notes that more medical information may be needed if a disability lasts longer than expected.
8. Medically Necessary Restrictions/Limitations and 9. Has Patient's condition
Describe the restrictions and limitations that are medically necessary for the disabling condition, with the activities affected and how long each applies. Item 7 has already recorded the strength level of the occupation. In item 9, mark whether the patient's condition has recovered, improved, not changed or retrogressed.
10. Current Disabling Diagnosis/ICD10 code(s) and 11. Current Objective Findings
Give the current disabling diagnosis with ICD-10 codes. In item 11, list the current objective findings that support continued total disability, such as exam findings and test results, and attach copies of diagnostic study reports if applicable. Guardian's STD page notes that a physician simply calling a patient disabled may not be sufficient to extend benefits.
12. Current Treatment Plan and 13. Referral
Be specific about the treatment plan: surgeries with CPT codes and dates, procedures, medications and therapy. In item 13, answer whether you referred the patient to another physician for treatment or evaluation of the disabling condition, and if so give that physician's name, specialty, address and phone number.
14. Physician Information
Print the physician's name and specialty, sign and date, and give the address, telephone, fax and email address. The fraud warning printed in the Employee Section covers anyone who files a statement of claim containing materially false information or conceals material facts.