1 | Patient information
Enter the group policy number, the patient's name and sex, address, Social Security number, date of birth, phone and the employer's parent company name. This section also states that the patient is responsible for any costs of completing the form. Each page also has a strip for the claimant name, date of birth, policy number and CC number.
2 | Diagnosis and history
Give the primary diagnosis, including any complications, and any secondary diagnosis, each with an ICD-10 code. Answer whether the patient ever had the same or a similar condition and when. For a pregnancy, give the expected due date, actual delivery date and delivery type, and list complications that caused the patient to stop work early or that would extend normal recovery.
2 | Diagnosis and history, continued
Mark whether the injury or sickness is work related (yes, no or unknown). The diagnostic testing table has rows for X-ray, EKG, MRI, PFT, ultrasound and other, each with the test date and findings. Sun Life's instructions stress answering as completely as possible, because follow-up requests can delay the patient's benefits.
3 | Treatment detail
Enter the start date of disability and the dates of the first, last and next office visits. Answer whether emergency room care was required, with the hospital and date. Check and describe each type of treatment that applies: surgery, medications prescribed, therapy, behavioral intervention or other, with frequency and dates. Mark whether the patient is hospital confined, house confined, bed confined or ambulatory, with dates.
4 | Restrictions and limitations
Describe what the patient is unable to do (limitations) and what the patient should not do (restrictions), each with From and To dates. Then answer whether the patient can work with these restrictions, full-time or part-time with hours per day, and how long a part-time schedule would last. The section also asks whether the patient is competent to endorse checks and manage financial affairs.
4 | Restrictions and limitations, continued
Mark the dominant hand and, for each hand, whether the patient can do simple grasping, firm grasping, fine manipulation and keyboarding. Complete the typical-workday grid, including weights for lifting and carrying. If cardiac, choose the American Heart Association functional class. Estimate how long the limitations will apply (6 to 8, 8 to 12 or 12 to 26 weeks, or a recovery date), and for mental impairment give the current DSM diagnosis and Class 1 to 5.
5 | Return-to-work information
For both the patient's part-time occupation and full-time occupation, give a specific date or pick a recovery period: 1 to 2 weeks through 7 to 8 weeks, 2 months or more, never, or other. Sun Life asks for the date or period after which the patient will be able to sufficiently perform duties; choose Never or Other where neither fits.
6 | Other treating physicians, and 7 | Certification and signature
List other treating physicians with specialty, phone and fax, and check the box and attach a separate sheet if you need more room. Then enter your name, tax ID number, address, specialty, phone and fax, and sign and date. Signing certifies the statements are true and complete and that you have read, or had read to you, the fraud warning for your state.