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The Workers Compensation Intake Form serves as a crucial first step for injured workers seeking benefits after an occupational injury or illness. This form gathers essential details about the client, such as personal information, including contact details and emergency contacts, as well as employment history and insurance coverage. It includes sections aimed at capturing specifics about the nature of the injury, like the date and circumstances surrounding it, and any previous claims or medical conditions that may affect the current case. The form also addresses potential third-party responsibilities and lists witnesses who may provide further insight into the incident. Additionally, deadlines for submitting important documents and appeals are outlined, ensuring that clients remain aware of the timeline involved throughout the claims process. By collecting all this information upfront, the intake form helps streamline the handling of Workers’ Compensation cases and sets the stage for efficient communication between the client and their legal representation.

Workers Compensation Intake Example

WORKERS’ COMPENSATION CASE INTAKE FORM

Date

 

 

 

 

 

 

 

 

 

 

CLIENT INFORMATION

Client

 

 

 

 

Address

 

Phone (H)

 

(W)

Cell

 

 

 

 

 

Date Retainer Agreement Signed

 

SSN

 

 

 

 

E-Mail

 

Date of Birth

 

 

 

 

Driver’s License

 

Education

 

 

 

 

 

 

 

 

 

 

 

Spouse/Partner’s Name

 

 

 

 

Spouse/Partner Phone

 

Dependents

 

 

 

 

Referred By

 

Emergency Contacts (Name/Address/Phone)

 

 

 

 

 

 

 

 

EMPLOYMENT/INSURANCE/UNION MEMBERSHIP

Primary Employer

 

 

 

 

Address

 

 

Wage

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Insurer

 

 

 

 

Adjuster

 

 

 

Address

 

 

 

 

Claim No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Telephone

 

 

 

Managed Care Organization

Yes

No

Policy No.

 

 

When was the comp insurer notified of the claim being filed?

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date of Hire

 

 

 

 

Occupation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Currently Working

 

 

 

 

Scheduled Days Off

 

Wage Loss Paid

 

 

 

 

 

 

 

 

 

 

 

 

 

Secondary Employer

 

 

 

 

Address

 

 

Wage

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Insurer

 

 

 

 

Adjuster

 

 

 

Address

 

 

 

 

Claim No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Telephone

 

 

 

Managed Care Organization

Yes

No

Policy No.

 

 

When was the comp insurer notified of the claim being filed?

Date

 

 

 

Has documentation of the wage at the secondary job been obtained?

 

Yes No

Date of Hire

 

 

 

 

Occupation

 

 

 

 

 

 

 

 

 

Currently Working

 

 

 

 

Scheduled Days Off

 

Wage Loss Paid

 

 

 

 

 

 

 

 

 

 

 

 

 

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PROFESSIONAL LIABILITY FUND (WORKERSCOMP INTAKE FORM.DOC)

Non-Industrial Carrier

Yes

No

Policy No.

Carrier

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Private Health Carrier (if any)

Yes

No

Policy No.

Carrier

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Union Membership

Yes

No

Local No.

Union Name

 

 

 

 

 

 

 

 

 

 

 

 

 

INJURY

Date of Injury

 

 

Claim No.

WCB No.

 

 

 

 

WCD No.

 

 

 

 

 

 

 

 

 

Body Part(s) Injured

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

How Did the Injury Occur

Where Did the Injury Occur (City/State)

 

 

PRIOR CLAIMS

Date of Prior WorkersComp Claim

 

 

Amount of Award $

 

Date of Prior WorkersComp Claim

 

 

Amount of Award $

 

Date Worker’s Statement or Deposition Taken

 

 

 

 

 

 

 

 

 

 

 

 

 

PREVIOUS MOTOR VEHICLE ACCIDENTS AND OTHER PRIOR INJURIES

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PROFESSIONAL LIABILITY FUND (WORKERSCOMP INTAKE FORM.DOC)

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

60 days from date of Order

 

Date of Reconsideration Order*

 

 

Statute Runs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

30 days from date of Reconsideration Order

 

Date of Denial*

 

 

Statute Runs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

60 days from date of mailing of denial

 

Aggravation Claim

 

 

 

Statute Runs

 

 

 

 

 

 

 

 

 

 

 

 

 

5 years from date of first Notice of Closure, if disabling;

 

 

 

 

 

 

 

 

 

 

 

5 years from date of Notice of Acceptance, if nondisabling

 

* Request hearing immediately

 

 

 

 

 

 

Date of Opinion and Order

 

 

 

Statute Runs

 

 

 

 

 

 

 

 

 

 

 

 

 

30 days from date of Opinion and Order

 

Date of Board Order Mailing

 

 

 

Statute Runs

 

 

 

 

 

 

 

 

 

 

 

 

 

30 days from date of Order on Review

 

Date Appellate Brief Due

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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PROFESSIONAL LIABILITY FUND (WORKERSCOMP INTAKE FORM.DOC)

Date of scope of acceptance demand letter

 

Statute Runs

 

 

Date of Director’s Admin. Review Order

 

 

 

60 days from date of demand

 

Statute Runs

 

 

 

 

 

 

 

60 days from Dir. Admin. Review Order

Date of Medical Services Order

 

 

Statute (OAR) Runs

 

 

Vocational Services Issue

 

Statute Runs

 

 

 

 

 

 

 

 

 

WCD

Date Request for Hearing Filed Hearing Date

Date Client Notified

WCB

Date Request for Hearing Filed Hearing Date

Date Client Notified

LIEN ITEMS

Child Support Liens

Medicaid

Welfare Assistance

Unemployment Benefits

Medicare

Private Health Carrier

Social Security Disability

Oregon Health Plan

Other

NAMES OF PHYSICIANS, MEDICAL FACILITIES WHERE TREATED

 

Physician or Facility

 

Address

 

Phone

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

REQUESTS FOR RECORDS

Records from treating physician

Date Requested

 

Rec’d

 

 

Hospital records

Date Requested

 

Rec’d

 

 

Other physician records

Date Requested

 

Rec’d

 

 

Other physician records

Date Requested

 

Rec’d

 

 

Document demand to employer

Date Requested

 

Rec’d

 

 

Medical releases obtained

Date Requested

 

Rec’d

 

 

 

 

 

 

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PROFESSIONAL LIABILITY FUND (WORKERSCOMP INTAKE FORM.DOC)

THIRD PARTY RESPONSIBILITY

Third Party Potential

Potentially Responsible Party

Theory of Liability

SOL

Notes

WITNESSES

 

 

 

 

Interviewed

Subpoenaed

Name

 

Address

 

 

 

 

 

 

 

Telephone

 

 

 

Name

 

Address

 

 

 

 

 

 

Telephone

 

 

 

Name

 

Address

 

 

 

 

 

 

Telephone

 

 

 

Name

 

Address

 

 

 

 

 

 

Telephone

 

 

 

[Rev 11/13]

PROFESSIONAL LIABILITY FUND (WORKERSCOMP INTAKE FORM.DOC)

Form Characteristics

Fact Name Description
Date of Injury The intake form requires the specific date when the injury occurred. This is crucial for determining eligibility and adherence to state-specific deadlines.
Client Identification Information Essential client identification details, such as Social Security Number, date of birth, and contact information, are collected to establish the client's identity and facilitate communication.
Employment Details Information about the primary and secondary employers, including job titles and wages, helps assess the impact of the injury on the client's job situation and potential wage loss.
Prior Claims The form monitors prior workers' compensation claims, enabling a comprehensive review of the client's history and any relevant outcomes that could influence the current case.
Deadlines to Calendar This section outlines critical statutory deadlines that must be observed for filing or responding to various workers' compensation actions, such as notices of closure and appeals.

Guidelines on Utilizing Workers Compensation Intake

Once you have the Workers' Compensation Intake form, you can start filling it out. Make sure you have all the necessary information ready. This process is straightforward, and it helps to have everything organized before beginning.

  1. Enter the date at the top of the form.
  2. Client Information: Fill out your full name, address, and phone numbers (home, work, and cell). Include your email address, date of birth, and Social Security number. Also, provide your driver’s license number, education level, spouse or partner's name and phone number, dependents, and emergency contacts (name, address, and phone).
  3. Employment, Insurance, and Union Membership: List your primary employer's name and address. Include your wage and the insurer's details. Provide the adjuster's address, claim number, and telephone number. Indicate if you have a managed care organization. Note the policy number and when the insurer was notified about the claim. Fill in your date of hire, occupation, scheduled days off, and wage loss paid.
  4. Secondary Employer: If applicable, provide the same information for your secondary employer as you did for your primary employer.
  5. Professional Liability Fund: Indicate if you have a non-industrial carrier and provide details. List your private health carrier if you have one.
  6. Injury Details: Enter the date of injury, claim number, and all relevant identification numbers. Describe the body parts injured and how and where the injury occurred.
  7. Prior Claims: List the dates and amounts of any prior workers’ compensation claims.
  8. Medical Conditions: Note any pre-existing medical conditions related to the injury.
  9. Fit for Living: Provide information about any prior arrests and convictions. Discuss any current or past mental health, alcohol, or drug use issues.
  10. Deadlines: Record all relevant deadlines related to your case. This includes dates and statutes.
  11. Liens: Check any applicable lien items that relate to your situation.
  12. Medical Care: List the names of physicians or facilities where you received treatment, along with their addresses and phone numbers.
  13. Requests for Records: Document all records you need from physicians, hospitals, and other medical facilities. Include the date you requested these records and note when they were received.
  14. Third Party Responsibility: Indicate any potential third parties responsible for the injury. Note the names and theories of liability related to each party.
  15. Witnesses: List all witnesses, include whether they’ve been interviewed or subpoenaed, along with their addresses and phone numbers.

After completing the form, review it carefully for any missing information or errors. Once finalized, submit it according to the instructions provided along with the form.

What You Should Know About This Form

What is the purpose of the Workers Compensation Intake form?

The Workers Compensation Intake form is designed to gather essential information from clients who are filing a workers' compensation claim. This comprehensive document collects details about the client, their employment, the nature of their injury, prior claims, and medical treatments, which helps in assessing the claim effectively. Having accurate information is crucial for the processes that follow after a claim is filed.

What kind of information is needed from clients on the form?

Clients are required to fill in personal details such as their name, address, phone numbers, date of birth, and social security number. Additionally, the form requests information about their employment, including the employer's name, address, wage, and the circumstances surrounding the injury. Relevant medical history and prior claims are also included to provide a complete overview of the client's situation.

How should clients report their injury details?

Clients must provide specific information about the injury. This includes the date and location of the injury, the body parts affected, and how the injury occurred. Clear articulation of these details ensures that all parties involved have a shared understanding of the incident, which is essential for processing the claim promptly.

What is the significance of employment details on the form?

Employment details play a critical role in workers’ compensation claims. Information about the client's primary and secondary employers, wage details, and how long the client has been employed helps determine the benefits owed to them. Insurers also consider the client's work schedule and any reported wage loss, which are necessary for calculating compensation accurately.

What are the deadlines mentioned in the form?

The intake form includes various deadlines crucial for managing the workers' compensation claims process. For instance, clients must be aware of deadlines for notice of closure, reconsideration orders, and denial notices. These deadlines dictate the timeframes within which clients can respond to decisions made by the workers’ compensation board, impacting their rights to appeal or request further action.

What should clients disclose about previous claims or injuries?

Clients need to disclose any prior workers' compensation claims as well as information regarding other injuries or motor vehicle accidents. Reporting this information is important because it helps assess the current claim in the context of the client’s overall medical history. This transparency can affect both the claim assessment process and the potential benefits awarded.

Why are medical conditions and treatment history important?

Clients are asked to detail any pre-existing medical conditions and their treatment history. This information is essential for understanding how these factors might affect the current injury. Insurers will evaluate whether the injury is solely work-related or whether pre-existing conditions contributed, which could affect compensation outcomes.

What is the role of witnesses in a workers’ compensation claim?

Witnesses can significantly bolster a client's claim. The intake form allows for the collection of witness names and contact information. These individuals may provide testimonies regarding the incident, which can support the client's version of events and strengthen the case during the claims process.

How does the form help in third-party liability claims?

The form includes sections to identify any third parties that may be responsible for the injury. Collecting this information can open avenues for additional compensation if someone other than the employer is liable. Identifying these parties through the intake form ensures that all potential sources of compensation are explored during the claim process.

Common mistakes

Filling out a Workers’ Compensation Intake form can be complicated. Many individuals make mistakes that can delay their claims or even jeopardize them. One common error is incomplete or missing information. Clients often forget to fill out essential sections, such as their Social Security Number or the date of injury. This can lead to significant delays in processing their claims.

Another mistake is providing inaccurate contact information. When submitting an address or phone number, ensure it is current and correct. If an adjuster cannot reach the claimant, the whole process can stall. Additionally, failing to document all employment details can pose issues. For example, neglecting to include secondary employers or their insurance details could result in complications when seeking compensation for multiple job injuries.

Some people also forget to report prior claims, which is crucial. This omission can raise red flags with claims adjusters who might question the integrity of the current claim. Furthermore, misreporting the injury's details is another frequent mistake. Applicants must clearly state how and where the injury occurred to provide a complete picture.

Another overlooked area involves pre-existing medical conditions. People sometimes think these details are irrelevant. However, failure to disclose past injuries or medical issues can invalidate a claim. It’s important to be transparent about medical history to avoid any allegations of fraud or misrepresentation.

Setting deadlines is vital, yet many neglect to note important dates on the form. Missing deadlines could lead to complications with claims. Similarly, another common pitfall involves not obtaining medical releases or necessary records from healthcare providers. Without these documents, proving the injury’s impact can be exceedingly difficult.

Lastly, clients frequently underestimate the importance of witness information. Not providing adequate details about witnesses who can corroborate the injury can weaken the claim substantially. Clients should gather as much supporting evidence as possible, including witness contact information, to strengthen their case.

In summary, avoiding these common errors can streamline the process of filing a Workers’ Compensation claim. By ensuring accuracy and completeness in each section of the intake form, individuals can better protect their rights and promote a smoother handling of their case.

Documents used along the form

The Workers’ Compensation Intake form is a crucial step in documenting an injury claim. Often, it is accompanied by several other important documents that help build a complete case. Below is a list of common forms and documents used alongside the Intake form, each serving its own vital purpose.

  • Incident Report: This document details the circumstances surrounding the injury at work. It includes information about when, where, and how the injury occurred. Employers typically complete it soon after the incident.
  • Medical Records: These are records from healthcare providers that outline the diagnosis and treatment of the injury. They provide evidence of the injury's severity and can impact claims for wage loss and medical expenses.
  • Employment Records: Documents that provide proof of employment status, job duties, and wages. These records help establish the link between employment and the injury, as well as verify wage loss claims.
  • Claim Form: A formal request made to the insurance provider to begin the claims process. It includes basic details about the injury and is typically submitted by the employer to their insurance company.
  • Wage Statements: These show the employee's earnings and hours worked. They support claims for lost wages by demonstrating the financial impact of the injury on the worker's paycheck.
  • Release of Information Forms: These documents allow medical providers to share important treatment information with the insurance company or legal representatives. They are necessary for the claims process to access relevant medical records.
  • Third Party Claim Forms: If there is a third-party involved in the injury (like a vendor or equipment manufacturer), these forms initiate claims against them. They can open additional avenues for compensation beyond workers’ compensation insurance.

Each of these documents plays an important role in ensuring that a workers' compensation claim is handled efficiently and thoroughly. Proper completion and submission can significantly affect the outcome of the claim process.

Similar forms

  • Personal Injury Intake Form: Similar to the Workers Compensation Intake form, this document collects detailed information about the client’s injuries, medical history, and the circumstances surrounding the accident. Both forms document contact details and prior claims, facilitating the processing of injury claims.
  • Insurance Claim Form: Like the Workers Compensation Intake form, this form is used to gather information from claimants regarding the incident that led to the claim. It includes sections on the claimant’s personal details, insurance information, and a description of the incident, all crucial for assessing liability.
  • Medical History Form: Aimed at collecting a comprehensive medical background, this form shares similarities with the Workers Compensation Intake form in that it includes questions about pre-existing conditions and previous injuries. This helps in understanding the claimant’s overall health status before the incident.
  • Employment Information Form: This document gathers details about the client’s employment history and income, much like the Workers Compensation Intake form. It helps assess wage loss and benefits eligibility, making the information collected essential for both forms.
  • Client Intake Form for Legal Services: Often required by law firms, this form serves to obtain basic personal and case information from clients. Similar to the Workers Compensation Intake form, it collects contact details, referral sources, and pertinent case information necessary for representation.
  • Accident Report Form: This document, usually completed at the scene of an incident, captures key details about the accident. It complements the Workers Compensation Intake form by providing factual accounts, witness information, and the circumstances that can support the claims process.
  • Health Information Release Form: This document authorizes the release of medical records, similar to sections in the Workers Compensation Intake form where medical records requests are documented. It ensures that healthcare providers can share necessary information regarding treatment and medical history relevant to the claim.

Dos and Don'ts

When filling out the Workers Compensation Intake form, careful attention is crucial to ensure accurate and efficient processing of claims. Here is a list of ten things to keep in mind.

  • Do be honest. Provide truthful information to avoid potential complications in your claim.
  • Don't rush through the form. Take your time to read each section carefully to avoid missing important details.
  • Do provide all necessary contact information. Ensure that your phone number and email are correct for any follow-up inquiries.
  • Don't omit any prior injuries or claims. Full disclosure is important, even if it feels unrelated to your current injury.
  • Do keep a copy of the completed form. This will help you keep track of what you submitted and provide a reference for future communication.
  • Don't forget to report the date and location of your injury. Specifics can significantly impact your claim.
  • Do check that insurance details are up-to-date. Verify your insurer’s contact information and policy numbers.
  • Don't leave questions unanswered. If a question doesn’t apply, indicate “N/A” instead of leaving it blank.
  • Do include information about witnesses. Names and contact details can support your case if necessary.
  • Don't submit the form without reviewing it. Double-check for typos or missing information before submitting.

By following these do’s and don’ts, you will improve the likelihood of a smooth claims process and ensure that crucial information is not overlooked.

Misconceptions

  • Misconception 1: The intake form is overly complicated and unnecessary.
  • Many people believe that the Workers Compensation Intake form is filled with unnecessary details. In reality, every section is important. Collecting complete and accurate information helps ensure a smoother process for the claim.

  • Misconception 2: Only injuries occurring at work need to be reported.
  • Some individuals think that the intake form should only be used for injuries that happen at their workplace. However, it also captures information about prior claims, pre-existing conditions, and even motor vehicle accidents, which may impact the current claim.

  • Misconception 3: The form does not need to be filled out completely.
  • There is a belief that anything less than full completion of the intake form is acceptable. In reality, incomplete forms can lead to delays in processing and can affect the outcome of the claim. Every question has a purpose.

  • Misconception 4: You can submit the form anytime without deadlines.
  • Some may think there's no urgency in submitting the form. However, specific deadlines apply based on various circumstances outlined in the intake form itself. Missing these deadlines can jeopardize the claim, so it's vital to be timely.

Key takeaways

When it comes to navigating the intricacies of the Workers Compensation Intake form, a few essential insights can help ensure a smooth process. Here are some key takeaways to keep in mind:

  • Accuracy Matters: Providing accurate information is crucial. Double-check all entries, especially names, dates, and claim numbers.
  • Complete Contact Information: Include all relevant contact details, such as your address, phone numbers, and email. This helps ensure communication flows seamlessly.
  • Employment Details: Clearly outline your employment situation. Include your primary and secondary employers, job titles, and work schedules.
  • Injury Descriptions: Be specific when describing your injury—the body parts affected, how the injury occurred, and where it took place. This information is vital for your claim.
  • Prior Claims and Medical History: Include any previous workers' compensation claims and relevant medical history. This information might impact the outcome of your current claim.
  • Time Limits are Crucial: Be aware of important deadlines associated with your claim. Statutes of limitation can impact your ability to appeal decisions or submit certain requests.
  • Documentation is Key: Keep track of all medical records, documentation related to your injury, and any communications received from medical providers or employers.
  • Witness Information: If there were witnesses to your injury, list their names and contact details. Their accounts may support your case.
  • Seek Assistance When Needed: If the intake form feels overwhelming, don’t hesitate to ask for help from a legal professional or a trusted individual familiar with the process.

Completing the Workers Compensation Intake form is a critical step in addressing workplace injuries. By focusing on these key takeaways, you can enhance your chances of a successful claim and navigate the process with confidence.