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Workers’ Compensation Claims File Documentation Examples The NARS Way – WC Claims File Documentation Example Guide BEST PRACTICES Medical Management – Note Category “Treatment Note” (Document in Medical Management Section and will carry into file) DOS: 1/12/2021 Dr. Jon Smith, Specialty Listed Mercy Medical Center ASSESSSMENT: Low back strain. PLAN: Recommending physical therapy 3 x week for 4 weeks, NSAIDS, MRI of lumbar spine, FU in 6 weeks (include date). ATTACH MEDICAL RECORD TO NOTE. * Medicare – Note Category “Medicare” Injured worker is a Medicare recipient with HCN: 45324A432. File has now settled. TPOC entered on 11/08/2020. Conditional Payment Notification received. Information sent to Cattie & Gonzalez to assist in lien. Received Conditional Payment Ledger in the amount of $24,000.00. Notification sent to my Unit Manager by diary. Negotiation Plan and Negotiations (the back and forth) – Note Category “Settlement” In the medical notes, disability, and caselaw review, this knee injury with a medial meniscus tear will settle between 15-20% of the knee. I will negotiate with the injured worker directly, so there is no need to involve defense counsel. (Use the Negotiation tab in Reserves to outline your back and forth. It will flood into the Litigation module if you have it completed.) No demand from the injured worker, so I will begin with an offer of $12,500 or 15% of the leg. In review of the medical notes, disability and caselaw, I assess this knee injury with an ACL reconstruction up to 40% of the knee for IL. The injured worker is represented, so I discussed with defense counsel, and we came up with the following negotiation plan: Opening demand from the petitioner's attorney: $50,000.00 or 40% of the leg. NARS’ Best Practices were created by and for the internal use of NARS and are confidential, proprietary and trade secret documents protected by the Uniform Trade Secrets Act and applicable state/federal law. They may not be copied, distributed, or reproduced, in whole or in part, without NARS’ express prior written authorization. Unauthorized use or distribution may be subject to civil and/or criminal penalties.

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