See what's inside
What’s included
- The Referral Intake & Case-Creation Form Pack captures every field a vocational rehabilitation case needs before it opens.
- A source-tagged referral intake form (Word) records the carrier, TPA, or attorney referral, the adjuster or attorney contact, and the referral reason; a six-tab Case-Creation Setup Workbook (Excel) holds claim number, injury type, jurisdiction, and referral date and flags any case that is missing a core field.
- An intake completeness checklist gates activation so nothing opens half-filled.
- Every field is yours to enter — the workbook opens with four example cases, each labelled (SAMPLE), and a completed SAMPLE intake form shows correct use; clear the examples before entering your own.
Case Management & Caseload
Referral Intake & Case-Creation Form Pack
The Referral Intake & Case-Creation Form Pack captures every field a vocational rehabilitation case needs before it opens. A source-tagged referral intake form (Word) records the carrier, TPA, or attorney referral, the adjuster or attorney contact, and the referral reason; a six-tab Case-Creation Setup Workbook (Excel) holds claim number, injury type, jurisdiction, and referral date and flags any case that is missing a core field. An intake completeness checklist gates activation so nothing opens half-filled. Every field is yours to enter — the workbook opens with four example cases, each labelled (SAMPLE), and a completed SAMPLE intake form shows correct use; clear the examples before entering your own.
- Format
- ZIP
- Size
- 230 KB
- Version
- v1.0
What’s included
- The Referral Intake & Case-Creation Form Pack captures every field a vocational rehabilitation case needs before it opens.
- A source-tagged referral intake form (Word) records the carrier, TPA, or attorney referral, the adjuster or attorney contact, and the referral reason; a six-tab Case-Creation Setup Workbook (Excel) holds claim number, injury type, jurisdiction, and referral date and flags any case that is missing a core field.
- An intake completeness checklist gates activation so nothing opens half-filled.
- Every field is yours to enter — the workbook opens with four example cases, each labelled (SAMPLE), and a completed SAMPLE intake form shows correct use; clear the examples before entering your own.
Working the whole caseload, not just this document?
Rehabilitation Management Suite runs referral intake, jurisdiction deadlines, TSA against the embedded O*NET/DOT crosswalk, wage-earning-capacity math and carrier fee-schedule billing in one system.
An organizing aid you complete from your own case file — not legal, medical or vocational-expert advice, and not a guarantee of admissibility, billing approval or deadline compliance.