General info
Enter the worker's name, patient ID (labels are allowed), visit date, claim number, your name, date of injury and diagnosis, using ICD codes or a written description of the primary diagnosis and reason for the visit. If the worker has more than one claim, list all claim numbers. The header shows where State Fund and self-insured APFs are sent.
Required: Work status
Select at least one option: released to the job of injury without restrictions as of a date (then skip to Plans), modified duty from and to estimated dates, limited hours per day, already working modified duty or limited hours, not released to any work, or poor prognosis for return to the job of injury at any date. When selecting several, avoid gaps between the dates.
Required: Measurable Objective Finding(s)
Required whenever the worker cannot return to full duty. List verifiable, documented findings from examination, lab tests or diagnostic procedures, such as a positive X-ray, swelling, muscle atrophy or decreased range of motion. Pain, tenderness and fatigue are subjective complaints and are not acceptable, and range-of-motion changes need measurements in the chart note.
Worker can: (Related to work injury)
Estimate how long current capacities apply, from 1-10 days to permanent, then rate each restricted activity from never to constant and leave the rest blank: sitting, standing, ladders, stairs, twisting, bending, squatting, crawling, reaching, overhead work, keyboarding, wrist motion, grasp, fine manipulation, foot controls and vibratory tasks by side, plus pounds for lifting, carrying and pushing. Capacities apply all day, every day.
Other Restrictions / Instructions, Employer Notified and Note to Claim Manager
Use Other Restrictions only when no listed capacity fits. Recording whether the employer was notified of capacities, whether modified duty is available, and the contact's name and date is optional but recommended. The Note to Claim Manager is optional and is the place to draw attention to specific issues on the claim.
Required: Plans
Check all that apply: worker progress (slower than expected must be addressed in chart notes), current rehab, surgery status, new diagnosis, opioids for acute or chronic pain, next visit, treatment concluded at maximum medical improvement, permanent partial impairment and whether you will rate, refer or request an IME, care transfer, consultation or pending study. The next visit should fall no later than the estimated work status end date.
Req: Sign
Check that a copy was given to the worker and that the three key messages on the back were discussed, then sign, date, add a phone number and mark doctor, ARNP or PA-C. The key messages cover the worker's role in recovery, how activity helps healing, and why early, safe return to work makes sense.