Attending Physician Statement: instructions and patient details
The statement opens with Unum's instructions: complete, sign and date the form, answer all questions, and provide copies of supporting reports such as office notes, medical records, medication logs, consultations or testing. Its stated purpose is to help Unum make a disability determination. Then enter the patient's name, Social Security number, address, date of birth, telephone number and employer name.
A. Patient Information
Give the dates of the first visit for the current condition and of the last and next office visits, whether you advised the patient to stop working and from when, any past treatment for the same or a similar condition with dates, whether the condition is work related, and height and weight. Enter the primary diagnosis that may affect functional capacity with its ICD or DSM code, other such diagnoses with ICD codes (or NA), hospital dates, and any surgery with CPT code and date.
B. Functional Capacity: Physical Restrictions and/or Limitations
If the patient has no physical or behavioral health restrictions or limitations, initial the line and go to Section D. Otherwise list current physical restrictions (activities the patient should not do) and limitations (activities the patient cannot do) against a standard 8-hour workday with breaks about every two hours. Use Unum's definitions: occasional is under 33% of the time, frequent 34 to 66% and constant 67 to 100%. Give From and To dates.
B. Functional Capacity: Behavioral Health Restrictions and/or Limitations
List current behavioral health restrictions and limitations separately, with their own From and To dates. Below both lists, state the diagnostic or clinical findings that support the restrictions and limitations, and describe the treatment plan, including all medications. Unum asks you to quantify terms such as 'prolonged', 'repetitive', 'light-duty', 'heavy lifting' or 'stressful situations' rather than using them alone.
C. Other Treating Providers, Facilities or Hospitals
Give the complete name, specialty, and city and state of any other treating physicians, facilities or hospitals involved in the patient's care. This section is on page 15, which repeats the patient's name and date of birth at the top and continues with the fraud notice and Section D.
D. Signature of Attending Physician
The fraud notice above this section says that knowingly filing false or misleading information is subject to criminal and civil penalties and includes the Attending Physician portion. Enter your printed name, medical specialty, degree, address, telephone and fax numbers and Tax ID number, answer whether you are related to the patient, and sign and date to confirm the statements are true and complete.