Physical Therapy / Occupational Therapy Progress Report To Claim Managers Page 2

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PHYSICAL THERAPY / OCCUPATIONAL THERAPY PROGRESS REPORT TO CLAIM MANAGERS
Instructions for Completing this Form
Purpose: Labor and Industries (L&I) claim managers are responsible for supporting and managing all aspects
of an injured worker’s claim. The information in this report will clearly identify the clinical goals and return to
work objectives. Use of the form is NOT required, but inclusion of all the elements in your progress reports will
simplify review/authorization processes.
Please use black ink and type or print legibly. Do not disrupt your current plan of care unless you
have specifically been advised that continued treatment is not authorized. The claim manager may
contact you directly if there are additional questions about this injured worker’s care.
Identifying Information:
Diagnosis: Indicate the accepted condition(s) being treated within the therapy plan of care.
Report for dates of service: Indicate the start and end date for services covered in this report. The
start date would typically be the date of the last report.
Number of Visits: Count visits from initial evaluation through the most recent visit including pre/post
surgical care for this condition. Indicate the number of cancellations and/or no-shows.
Date of latest referral: Date of your most current referral or consultation with the attending
Note: the AP may be deferring to a specialist for therapy instructions, but it is your
physician (AP).
responsibility to be sure the orders for therapy are from the AP.
1. Measures most critical to recovery: List the physical limitations and the parameters you are using to
measure progress, including functional limitations. Document baseline and interim measurements. Goals
must include objective, measurable parameters and an estimated timeframe. When there are more
measures than there is space available, please list the measures that are most relevant to the
documentation of functional progress and/or job demands.
2. Return to work: It is important that both you and the worker are anticipating that the end result of
therapy is a return to work. Providing concise information based on clinical observation and physical
demands of the job goal will help the claim manager address this important issue. If needed, contact the
claim manager to see if a job analysis is available.
3. Status of Care: Use this section to help the claim manager understand how involved the worker is in the
recovery process and your professional opinion about the worker’s progress. Include issues such as
attendance, home exercise program, participation in clinical program, etc. Briefly describe your treatment
plan (including frequency and duration) and any changes in goals for the next set of treatments. Clearly
indicate when you estimate that therapy will be concluded.
4. Comments: Elaborate on any part of the care that needs explanation.
5. Signature: The legible signature of the therapist responsible for the plan of care, the name and phone
number of the clinic in which services are provided (including the city if part of a larger group of clinics),
and the date the report was completed.
This report can be mailed to the department (Dept. Labor and Industries, PO Box 44291, Olympia, WA, 98504-
4291), or it may be faxed to any of the following numbers:
360-902-4566
360-902-4567
360-902-5230
360-902-6460
360-902-4292
360-902-4565
360-902-6252
360-902-6100
F245-059-000 pt/ot progress report to claim managers 06-2006

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