Step 1: Member's Personal Information
The member enters their Social Security number or OPERS ID, name, date of birth, gender, address, home, work and cell phone numbers, email, and the preferred number and time of day for contact. OPERS marks this step as required: if it is not completed, the whole form is invalid. It is worth checking before the physician's office starts on the clinical pages.
Step 2: Attending Physician Information
Enter the physician's name with MD or DO checked, specialty, ABMS board certification and any sub-certification, office mailing address, phone, fax and email. Add a primary office contact with phone, fax and email, office hours, the preferred time to call and the preferred contact method (phone, fax or email). This step is also required for the form to be valid, and OPERS' third-party administrator uses these details if it contacts the office.
Step 3: Patient Information
Record the dates the physician has treated the member, from and to, and how often the member is seen for the disabling condition: monthly, quarterly, semiannually, annually or other. Add the date of the last office visit for the disabling condition. The records attached to the form should cover the last 12 months of that treatment.
Step 4: Physician Determination
Answer whether the member is permanently disabled from their last public employment position: the condition must be expected to last at least 12 months and prevent the member from doing that job. Complete either the YES or the NO section in full, or the form is invalid. YES asks for the primary disabling condition, its ICD code, the date the illness or injury occurred, the date it became permanently disabling and whether it has progressed. Include the test results behind the diagnosis.
Part 2: Prognosis for Recovery from Disabling Condition(s)
If the answer was NO, first give the date the illness or injury occurred, the expected date the member could return to their public job, and whether they could return with restrictions or limitations, with a description. Part 2 is required on every form: write the prognosis for recovery, print the physician's name, sign (the signature line says not to print or type the name), date it and check MD or DO.
Step 5, Part I: Medical Information
List current medications and medical history, including hospitalizations in the past five years with facilities, dates and reasons. Record temperature, blood pressure, height, weight, pulse, respiratory rate and general appearance, then complete only the body-system sections related to the disabling condition: vision, hearing, respiratory, cardiovascular, digestive, genitourinary, hematological, skin, endocrine, musculoskeletal, neurological, malignant neoplasms, immune and other. Each prompts for specific evidence, such as the New York Heart classification, EMG and nerve conduction results or pathology reports.
Part II: Psychological Information
Completed only for disabling psychological conditions. List current medications and psychiatric history with hospitalizations in the past five years. The mental status assessment asks for current signs and symptoms that support the diagnosis (sleep, interest, guilt, energy, concentration, appetite, psychomotor changes, suicidal ideation) and findings on appearance and behavior, orientation, mood and affect, speech, thought process, thought content, perceptions, cognition and social functioning, plus results of any neuropsychiatric testing.
Part III: Treatment and Prognosis
Describe historical treatment, including successful and failed treatments, and the current treatment. Then answer whether the member has shown medical improvement with current treatment and, if so, rate it as fair, moderate, good or excellent. OPERS states that the clinical findings, diagnoses and test results in the report are used to adjudicate the disability determination.