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Report Writing Course Topics & Session Detail
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The package includes the following topics:

  • The QME’s Role in the Disability Evaluation Process and Elements of a Med-Legal Report

Carlyle R. Brakensiek, JD, Wayne Whalen, DC

How reports are used; ethics; substantial evidence; regulatory requirements; Rule 10606, EAMS and the    Unrepresented Injured Worker; AME and the QME panel process; QME regulations; common problems.

  • The Language of Reports Judge Colleen Casey

Necessary elements and the language of forensic reports in the workers’ compensation system; Substantial medical evidence, AOE/COE, compensable consequence injuries.

  • The Language of Reports – History, Physical Examination and Testing; “Old Law” Wayne Whalen, DC

The importance of a thorough history and exam, medical-legal consults; diagnostic testing; factors of disability; work restrictions and the “old law.”

  • Cultural and Linguistic Considerations Gilbert Calhoun, President CWCIA
  • The Language of Reports: Causation, Records Review Judge Colleen Casey, Wayne Whalen, DC

Causation, consequential injuries, cumulative trauma, record reviews, future medical awards, Medicare Set-a-sides.

  • AMA Guides, Permanent Disability and Almaraz-Guzman Steven Feinberg, MD

Medical treatment, introduction to the AMA Guides, 5th Edition; New law impairment, work restrictions, and work capabilities; The landmark, Almaraz-Guzman case discussion and examples.

  • AMA Guides, Permanent disability and Almaraz-Guzman (continued)
    Bret Graham, Esq., Richard “Jake” Jacobsmeyer, Esq., Steven Feinberg, MD

Attorneys representing injured workers and employers join with Dr. Feinberg to lend their expertise to the discussion of how new law applies to forensic reporting of impairment.

  • Documentation Steve Cattolica, Director of Government Relations, CSIMS

The California Code of Regulations is very clear about the documentation necessary to substantiate the work that QMEs and AMEs perform. Your report must properly reflect these requirements or you risk yours being thrown out and going unpaid. 

  • The Legal Perspective Judge Pamela Foust (ret.), Bret Graham Esq, Richard “Jake” Jacobsmeyer Esq

A retired workers’ compensation judge is joined by an applicant and defense attorney to discuss burden of proof, apportionment, evidentiary standards and how to communicate conclusions with clarity and reasoning.

  • Specialty-Specific Breakouts

Common and unique situations are discussed by specialists in each of three categories. Case studies are analyzed to show the repercussions of good reporting and poor reporting.

Neuromusculoskeletal

Maureen Miner, MD, (moderator), Wayne Whalen, DC, “Jake” Jacobsmeyer, Esq., Ronald Kent, MD, PhD

Mental Health
Claude Munday, PhD (moderator), David Kauss, PhD, John Stalberg, MD, Judge Pamela Foust (ret.)

Internal Medicine James Lineback, MD, Arthur Lipper, MD, Bret Graham, Esq

  • Work Comp 101 - why are we here and what are we doing?! Steve Cattolica, Director of Government Relations, CSIMS
  • Translating Impairment Into Disability Annalisa Baker

An expert in impairment rating discussing how the AMA Guides impairment rating in a medical-legal report is calculated to become a disability award. wrap-up, Q&A, prepping for the QME exam; mock reports.

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