I. GENERAL INFORMATION
Boxes 1 to 12 identify the injured employee (name, injury date, last four SSN digits, description of the injury), the doctor or delegating doctor with degree (5a) and any PA or APRN completing the form (5b), the facility name, phone, fax and address, the employer and carrier, and the employer's and carrier's fax or email if known. Rule 129.5 counts this claim information among the minimum contents of a complete report.
II. WORK STATUS INFORMATION
Box 13 offers three choices; fully complete one, with estimated dates. 13a: return to work without restrictions as of a date. 13b: return with the Part III restrictions as of a date, expected to last through a date. 13c: the injury has prevented and still prevents return as of a date, expected through a date, with a description of how it prevents work. Expected end dates are not binding and can change on later reports.
III. ACTIVITY RESTRICTIONS
Complete only if box 13b is checked. Boxes 14 to 20 cover posture and motion limits in maximum hours per day, restrictions specific to body parts, environmental limits, lift and carry limits in pounds and hours, miscellaneous items such as breaks, splints, crutches, driving and dressing changes, and medication effects such as drowsiness. Each box is marked 'if any', so leave inapplicable ones blank.
IV: TREATMENT/FOLLOW-UP APPOINTMENT INFORMATION
Record the work injury diagnosis (box 21), the date and time of the visit, the visit type (initial, follow-up or discharge) and expected follow-up services (box 22): the next treating doctor evaluation, referrals, physical medicine frequency, special studies, or none if this is the last visit. The employee signs, and the practitioner signs with license number and checks a role, such as treating, referral, designated or RME doctor, PA or APRN.
Frequently Asked Questions (page 2)
The second page is a filing chart by doctor type, showing when to file, who receives it, the delivery method and the deadline. Treating and referral doctors and delegated PAs or APRNs deliver to the employee at the exam and to the carrier and employer within 2 working days; designated doctors file within 7 working days with a narrative report, and RME doctors within 7 days.