The Adverse Exams page allows you to view and record the details of independent or adverse medical examinations.
The Structure of This Page
Note: The Add Exam Details button and Adverse Exam Details table are both associated with an individual row of the Adverse Exams table, and only appear if the subtable for that row is open. For that reason, whether these tables appear in your Adverse Exams page, and where in the Adverse Exams table they appear, will depend on which row, if any, of the Adverse Exams table has it’s subtable open. See Subtables and the Open/Closed Column.
Add Adverse Exam button. Used to add a new examination to the case file. See Adding an Examination.
Adverse Exams table. Contains the personnel and location details of examinations and allows various actions to be performed on them. See Adverse Exams Table.
Add Exam Details button. Used to add the scheduling and outcome details of a particular examination to the case file. See Adding Examination Details.
Adverse Exam Details table. Contains the scheduling and outcome details of examinations and allows various actions to be performed on them. See Adverse Exam Details Table.
Adverse Exams Table
The Adverse Exams table is where the personnel and location details of examinations are stored. Each row of the table represents an individual examination (or set of examinations, if for some reason the examination requires more than one appointment). See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Adverse Exams table contains the following available columns:
[column with no title]: A right arrow (>) in this column indicates that additional information is available for the row in which the arrow is located (in this instance, Adverse Exam Details). Clicking on the right arrow opens the Adverse Exam Details subtables for that examination. The right arrow then turns into a down arrow (˅) which, when clicked, closes the subtable.
Plaintiff: The plaintiff being examined.
Examiner: The doctor performing the examination.
Exam Type: The purpose of the examination (generally the benefits being contested).
Scheduling Agency: The scheduling agency supplying the examiner.
Insurance Company: The insurance company requesting the examination.
Contact: The phone number of the scheduling agency.
Location: The location of the examination.
Expert: Whether the examiner is also acting as an expert.
Will Testify: Whether the examiner is willing to testify.
Held: Whether the examination has occurred.
Docs: The number of documents associated with the examination and a link to the documents in the Documents case page.
Comments: Any comment entered on the Edit Adverse Exam panel.
Actions: Contains an Edit icon and a Delete icon.
Editing an Examination
To edit an examination:
Right-click anywhere in the row representing the examination you wish to edit. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Actions column of the row representing the examination you wish to edit. This will bring up an Add/Edit panel for examinations, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for examinations, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Examination Panel for details about the fields.
Click Save to save the changes and close the panel.
o If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
Deleting an Examination
To delete an examination:
Right-click anywhere in the row representing the examination you wish to delete. This will bring up a menu of options.
o Alternatively, you can click the Delete icon in the Actions column of the row representing the examination you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
3. Click the OK button in the message to confirm the deletion.
o If you decide you do not wish to delete the examination, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
o Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
Adding an Examination
To add a new examination:
Click the Add Adverse Exam button. This will bring up an Add/Edit panel for examinations, completely blank.
Fill the fields in with your desired information. See The Add/Edit Examination Panel for details about the fields.
Click Save to save the examination and close the panel.
o If you decide you do not wish to save the examination, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
The Add/Edit Examination Panel
The Add/Edit Examination Panel allows you to fill in the personnel and location details of an examination. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
Plaintiff: The plaintiff being examined.
Exam Type: The purpose of the examination (generally the benefits being contested).
Doctor's Name: The doctor performing the examination.
Use As Location [Doctor]: Button to insert the Doctor’s address as the location for the examination.
Scheduling Agency: The scheduling agency supplying the examiner.
Use As Location [Scheduling Agency]: Button to insert the Scheduling Agency’s address as the location for the examination.
Insurance Company: The insurance company requesting the examination.
Location: The location of the examination. This field can be completed manually or by clicking on one of the two Use As Location buttons.
Comment: Space to add a Comment about this Adverse Exam.
10. Expert: Whether the examiner is also acting as an expert.
11. Will Testify: Whether the examiner is willing to testify.
12. Held: Whether the examination has occurred.
Adverse Exam Details Table
The Adverse Exam Details table is where the scheduling and outcome details of examinations are stored. The Adverse Exam Details table is a subtable of the Adverse Exams table, which means that each row of the Adverse Exams table has an individual Adverse Exam Details table associated with it, which is specific to the examination in that row; open a row of the Adverse Exams table using the open/close icon (right arrow to open, down arrow to close) to reveal the associated Adverse Exam Details table. Each row of the table represents an individual examination appointment. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Adverse Exam Details table contains the following available columns:
Exam Date: The date of the examination appointment.
Benefit Denied: Whether (as a result of the examination) benefits were denied to the plaintiff.
Cut-Off Date: The date on which benefits to the plaintiff are to cease as a result of the examination.
Record Dates: The dates the medical records from the examination were requested and received.
Report Dates: The dates the examiner's reports from the examination were requested and received.
Comments: Any comments about the examination.
Actions: An Edit icon and a Delete icon.
Editing Examination Details
To edit examination details:
Right-click anywhere in the row representing the examination details you wish to edit. This will bring up a menu of options.
o Alternatively, you can click the Edit icon in the Actions column of the row representing the examination details you wish to edit. This will bring up an Add/Edit panel for examination details, with the existing information filled in. Skip to step 3.
2. Click the Edit option in the menu. This will bring up an Add/Edit panel for examination details, with the existing information filled in.
3. Fill the fields in with your desired information. See The Add/Edit Examination Details Panel for details about the fields.
4. Click Save to save the changes and close the panel.
o If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
Deleting Examination Details
To delete examination details:
1. Right-click anywhere in the row representing the examination details you wish to delete. This will bring up a menu of options.
o Alternatively, you can click the Delete icon in the Actions column of the row representing the examination details you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
3. Click the OK button in the message to confirm the deletion.
o If you decide you do not wish to delete the examination details, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
o Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
Adding Examination Details
To add new examination details:
If the row representing the examination you wish to add the details to is not open, click the open/close icon (right arrow to open, down arrow to close) for the row. This will reveal the Adverse Exam Details subtable for that row.
Click the Add Exam Details button. This will bring up an Add/Edit panel for examination details, completely blank.
Fill the fields in with your desired information. See The Add/Edit Examination Details Panel for details about the fields.
Click Save to save the examination details and close the panel.
o If you decide you do not wish to save the examination details, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
The Add/Edit Examination Details Panel
The Add/Edit Examination Details Panel allows you to fill in the scheduling and outcome details of an examination. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
Exam Date: The date of the examination appointment.
Exam Time (unlabeled): The time of the examination appointment.
Calendar: Opens an Appointment panel from the Case Calendar that can be filled in with the Adverse Exam Appointment details (when, where, attendees, etc.).
Benefit Denied: Whether (as a result of the examination) benefits were denied to the plaintiff.
Cut-Off Date: The date on which benefits to the plaintiff are to cease as a result of the examination.
Request Sent Date [Reports]: The date the medical records from the examination were requested.
Expected Date [Reports]: The date the medical records from the examination are expected to arrive.
Received Date [Reports]: The date the medical records from the examination were received.
Request Sent Date [Records]: The date the examiner's reports from the examination were requested.
Expected Date [Records]: The date the examiner's reports from the examination are expected to arrive.
Received Date [Records]: The date the examiner's reports from the examination were received.
Comments: Any comments about the examination.