Administrative details
Claimant name, claim number, agency or referral source, authorization, requested service, and delivery instructions.
Referral process
Send a complete file the first time.
The fastest referrals include authorization, claim context, records, and a precise question set. Staff review submissions before scheduling.
Referral packet
What the records office needs.
Complete packets reduce scheduling delays and limit follow-up requests for missing claim context.
Medical records
Treating notes, imaging, operative reports, therapy notes, work restrictions, prior opinions, and medication history.
Question set
Specific questions about causation, diagnosis, accepted conditions, work capacity, MMI, impairment, or treatment necessity.
Submit
Send a referral request with non-sensitive scheduling details through the intake form or records office.
Verify
Staff confirm authorization, claim number, accepted condition, and records completeness.
Schedule
Once the packet is ready, the claimant receives appointment instructions and preparation details.
Report
The completed report is delivered to the authorized recipient with addendum routing if needed.