print logo
Main Content Anchor

Workers' Compensation Case Plans (March 2017)

Workers' Compensation Case Plans (March 2017)


  1. Departments with access to State Fund On line (SFO) will view the case plans/legacy narrative for case status information before contacting adjuster with case questions.

State Fund 

1.  Update the case plan when there is a significant event such as:

      a.  Change in liability, disability, medical or Supplemental Job Displacement Benefit (SJDB) status

      b.  Increase or decrease in estimate

      c.  Legal events

      d.  Finalization or closure 

2.  Put as much detail as possible in the case plan, for example:

      a.  Liability decision basis with reason(s)

      b.  State Fund assigned attorney with contact information

      c.  Doctor names and dates of upcoming med/legal exams

            i.  Surgery dates 

      d.  Subrogation progress

      e.  132a and Serious and Willful (S&W) allegations

      f.  Upcoming Status Conferences or Mandatory Settlement Conferences (MSC)

           i.  Include who filed the Declaration of Readiness to proceed (DOR)

      g.  Finalization Status

            i.  Authority requested/received

            ii.  Date settlement offer made to injured worker or attorney

      h.  Settlement information

            i.  Body part, Permanent Disability (PD) award and future medical care

      i.   Date New and Further filed

      j.   Inactivity for over a year ​


  Updated: 4/12/2017
One Column Page
Link Back to Top