Attending Physician Statement: Cover Page Instructions
The cover page tells you the patient has applied for short-term disability benefits and asks for two things within 5 business days: the completed APS, and medical documentation clearly outlining physical or mental restrictions or limitations. Visit notes or test results may be added. It lists fax, email and online return options and asks for the patient name and NTN- claim number on all documents.
1 | Patient information
Enter the group policy number and the patient's name, date of birth, address, employer, Social Security number, gender and phone number. This section states that the patient is responsible for any costs associated with completing the form. The header on later pages repeats the claimant name, date of birth, policy number and claim control number.
2 | Diagnosis and history
Give the primary diagnosis, including any complications, and any secondary diagnosis, each with an ICD-10 code. Mark whether the condition is a sickness or an accident, with the accident date, and whether the patient had the same or a similar condition before. Answer whether the condition is work related and whether you believe the patient is competent to endorse checks and manage financial affairs.
3 | Pregnancy Condition
For a pregnancy claim, enter the expected due date, actual delivery date and delivery type (normal or C-section). List any complications that caused the patient to stop working before the expected delivery or that would extend the normal recovery. Leave it blank only when the claim is not pregnancy related.
4 | Treatment details
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, date and phone, and give the type and date of any surgery. Mark whether the patient has been hospital confined, with dates and hospital name, or is house confined, bed confined or ambulatory.
5 | Restrictions and limitations
Describe what the patient is unable to do and what the patient should not do, each with From and To dates. The cover page asks for medical documentation that clearly outlines these restrictions or limitations, so attach notes that support each entry. If a mental impairment applies, add the current DSM diagnosis and choose Class 1 (no limitation) through Class 5 (severe limitation).
6 | Return-to-work information
Indicate the specific date or recovery period after which the patient will be able to sufficiently perform duties, separately for part-time and full-time occupation. Options run from 1 to 2 weeks through 7 to 8 weeks, then 2 months or more, never, or other. The same layout appears on Sun Life's long-term disability statement, GLTDFM-11121.
7 | Other treating physicians, and 8 | Certification and signature
List up to two other treating physicians with specialty, phone and fax. Then enter your name, tax ID number, address, specialty, phone and fax, and sign and date. Signing certifies that the statements are true and complete and that you have read, or had read to you, the fraud warning for your state, printed in Section 9.