North American Risk Services, Inc. Workers’ Compensation CLAIMS FILE NOTE CATEGORIES & CONTENT Reserve Reserves set and why inclusive of specific amounts for various buckets within medical, indemnity, and ex- pense. Return to Work Current disability status on the file. Second Injury Fund Second Injury Fund application to the jurisdiction and injury for this claim. Settlement Settlement plan, negotiations, settlement once achieved. Status Report Brief summary of the claim with objectives, strategic points, and target date to move the file forward. SIU Notes Recommendations for sending a file to SIU. Subrogation Third party involvement, faulty equipment, MVAs, referral to subrogation unit. Treatment Plan Medical information including date of treatment, provider, facility, assessment, and plan. Vocational Rehabilitation Wage information, benefits issued. Wage Benefits Wage information, benefits issued. 30 30