Assign a Case

  • Client Information
  • Claim Information
  • Assignment Information
  • Claimant Information
  • Employer Information/Work Status
  • Case Objective
  • File Upload
  • Third Party List

Need the assignment form in PDF? Click here…

CLIENT INFORMATION
CLAIM INFORMATION
*Injury Description
Please describe the injury, including the body part(s) affected, type of injury, how it occurred, severity, and any treatment received to date.
  • Body Part(s) Affected (right shoulder, lower back, left knee, etc)
  • Type of Injury (strain, fracture, tear, contusion, laceration, etc.)
  • Cause of Injury (slip/fall, lifting, repetitive motion, impact, etc.)
  • Ongoing Treatment (physical therapy, Dr’s appointments)
Limitations
Please describe any limitations resulting from the injury (restrictions on lifting, standing, reaching, driving, or daily activities).
  • Physical Restrictions (e.g., no lifting over 10 lbs, limited standing/walking, restricted overhead reaching, limited bending/twisting)
  • Work Limitations (e.g., unable to type for more than 1 hour, cannot climb ladders, no prolonged driving)
  • Daily Living Impact (e.g., difficulty dressing, bathing, sleeping, caring for children, performing household chores)
ASSIGNMENT INFORMATION
CLAIMANT INFORMATION
PHYSICAL INFORMATION
BACKGROUND
VEHICLE INFORMATION
EMPLOYER INFORMATION / WORK STATUS
CASE OBJECTIVE
Special Instructions or comments
Please include any special details investigators should know
  • Appointments, preferred surveillance times, gated community access, safety concerns… etc
Fraud Indicators
What red flags led you to suspect fraud?
  • Missed appointments, inconsistent medical reports, delayed reporting of injury active outside restrictions, prior claim history… etc
FILE UPLOAD
THIRD PARTY LIST