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Form preview Workers comp intake form WORKERS COMPENSATION CASE INTAKE FORM Date CLIENT INFORMATION Client Address Phone H W Cell Date Retainer Agreement Signed SSN Date of Birth E-Mail Driver s License Education Spouse/Partner s Name Dependents Referred By Emergency Contacts Name/Address/Phone EMPLOYMENT/INSURANCE/UNION MEMBERSHIP Primary Employer Wage Insurer Adjuster Claim No. Telephone Managed Care Organization Yes No When was the comp insurer notified of the claim being filed Policy No. Date of Hire Currently Working Occupation Scheduled Days Off Wage Loss Paid Secondary Employer Yes No Has documentation of the wage at the secondary job been obtained Rev 11/13 PROFESSIONAL LIABILITY FUND WORKERS COMP INTAKE FORM. DOC Non-Industrial Carrier Local No* Carrier Private Health Carrier if any Union Membership Union Name INJURY Date of Injury WCB No* Body Part s Injured How Did the Injury Occur Where Did the Injury Occur City/State PRIOR CLAIMS Date of Prior Workers Comp Claim Amount of Award Date Worker s Statement or Deposition Taken PREVIOUS MOTOR VEHICLE ACCIDENTS AND OTHER PRIOR INJURIES MEDICAL CONDITIONS PRE-EXISTING THIS INJURY PRIOR ARRESTS AND CONVICTIONS MENTAL HEALTH ALCOHOL DRUG USE CURRENT AND HISTORY DEADLINES TO CALENDAR Date of Notice of Closure Statute Runs Date of Reconsideration Order Date of Denial Aggravation Claim 60 days from date of Order 5 years from date of first Notice of Closure if disabling Request hearing immediately Date of Opinion and Order Date of Board Order Mailing Date Appellate Brief Due Date of scope of acceptance demand letter Date of Director s Admin* Review Order Date of Medical Services Order Vocational Services Issue 60 days from Dir. Admin* Review Order WCD WCB Date Request for Hearing Filed Hearing Date Date Client Notified LIEN ITEMS Child Support Liens Unemployment Benefits Social Security Disability Medicaid Medicare Oregon Health Plan Welfare Assistance Other NAMES OF PHYSICIANS MEDICAL FACILITIES WHERE TREATED Physician or Facility REQUESTS FOR RECORDS Records from treating physician Date Requested Rec d Hospital records Other physician records Document demand to employer Medical releases obtained THIRD PARTY RESPONSIBILITY Third Party Potential Potentially Responsible Party Theory of Liability SOL Notes WITNESSES Interviewed Name Subpoenaed. DOC Non-Industrial Carrier Local No* Carrier Private Health Carrier if any Union Membership Union Name INJURY Date of Injury WCB No* Body Part s Injured How Did the Injury Occur Where Did the Injury Occur City/State PRIOR CLAIMS Date of Prior Workers Comp Claim Amount of Award Date Worker s Statement or Deposition Taken PREVIOUS MOTOR VEHICLE ACCIDENTS AND OTHER PRIOR INJURIES MEDICAL CONDITIONS PRE-EXISTING THIS INJURY PRIOR ARRESTS AND CONVICTIONS MENTAL HEALTH ALCOHOL DRUG USE CURRENT AND HISTORY DEADLINES TO CALENDAR Date of Notice of Closure Statute Runs Date of Reconsideration Order Date of Denial Aggravation Claim 60 days from date of Order 5 years from date of first Notice of Closure if disabling Request hearing immediately Date of Opinion and Order Date of Board Order Mailing Date Appellate Brief Due Date of scope of acceptance demand letter Date of Director s Admin* Review Order Date of Medical Services Order Vocational Services Issue 60 days from Dir. Admin* Review Order WCD WCB Date Request for Hearing Filed Hearing Date Date Client Notified LIEN ITEMS Child Support Liens Unemployment Benefits Social Security Disability Medicaid Medicare Oregon Health Plan Welfare Assistance Other NAMES OF PHYSICIANS MEDICAL FACILITIES WHERE TREATED Physician or Facility REQUESTS FOR RECORDS Records from treating physician Date Requested Rec d Hospital records Other physician records Document demand to employer Medical releases obtained THIRD PARTY RESPONSIBILITY Third Party Potential Potentially Responsible Party Theory of Liability SOL Notes WITNESSES Interviewed Name Subpoenaed.

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