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LACERA Investigators & RTW Coordinators A Match Made in Heaven. Presented by Shari Altmark & Richard Schlosser Disability Retirement Section Supervisors. LACERA’S ROLE. Initial application includes signed information release from employee Allows LACERA to:

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lacera investigators rtw coordinators a match made in heaven

LACERA Investigators & RTW Coordinators A Match Made in Heaven

Presented by

Shari Altmark & Richard Schlosser

Disability Retirement Section Supervisors

lacera s role
LACERA’S ROLE
  • Initial application includes signed information release from employee
    • Allows LACERA to:
      • Retrieve all Workers’ Comp records from TPA
      • Retrieve additional records from outside sources
        • Kaiser/personal physicians/chiropractors/therapists
      • Retrieve personnel records
        • Active, retired or deceased
      • Ask for additional documentation/information as necessary
lacera s role cont d
LACERA’S ROLE (cont’d)
  • Interview member to get timeline
    • Job classifications during career
      • Prior job assignments and overall duties
      • Current job assignment and duties
        • Focus on specific job duties within last assignment
          • Physical requirements
        • Were there modifications provided to the applicant?
          • If offered, when? (before or after retirement)
          • If so, were they temporary or permanent?
lacera s role cont d4
LACERA’S ROLE (cont’d)
  • Chronological history of injuries/illnesses
    • Mechanics of the injury
      • Where did it happen?
      • What did they feel?
      • Were there any witnesses?
    • Reporting and care after the injury/illness
    • Follow-up treatment, if any
    • Current symptoms and reason they cannot return
lacera s role cont d5
LACERA’S ROLE (cont’d)
  • Current symptoms/level of activity
  • Witness statements
    • Contact supervisor
      • Confirm “actual” job duties/physical requirements
      • Obtain information regarding injury/illness
      • Applicant’s current condition/ability to perform duties
    • Contact co-worker(s)
      • Obtain information regarding injury/illness
      • Query personal awareness of applicant’s condition
lacera s role cont d6
LACERA’S ROLE (cont’d)
  • Contact RTW Coordinator
    • Confirm medical leave status
    • Confirm past and present work restrictions
    • Research accommodation, if any
      • Temporary or permanent
lacera s role cont d7
LACERA’S ROLE (cont’d)
  • Medical opinion from LACERA specialist
      • Mechanism of injury
      • History of injury/illness and treatment rendered
      • Confirm or refute permanent incapacity
      • Advise on any permanent work restrictions
      • Comment on ability to perform permanent modified position
      • Confirm or refute job causation
lacera s role cont d8
LACERA’S ROLE (cont’d)
  • Contact RTW Coordinator again
    • Address department’s ability to accommodate LACERA doctor’s permanent work restrictions
      • If so, what would the duties be?
      • If not, why not?
        • *** Response needs to be in writing!!!
          • Email, letter or fax
    • Important that person giving response is authorized to make statement
questions rtw cannot ask
Questions RTW Cannot Ask
  • What medical conditions did the employee apply for?
  • Proposed date of service retirement?
  • What is the Board recommendation?
  • What do we think the Board action will be?
  • How much will employee make if they get the disability retirement?
questions rtw can ask
Questions RTW Can Ask
  • Time frame to process
  • Status of case
  • Name of Investigator
  • Service retirement date, once confirmed by Board
obstacles lacera faces
Obstacles LACERA faces
  • Timeliness of response to Retirement Board once doctor’s opinion is received
  • Workers’ Comp vs. Disability Retirement
    • Open labor market vs. independent classification
  • Restrictions governed by old law
  • Retirement Board policy changes
  • Turnover within RTW divisions
resources
Resources
  • If you have questions, call (626) 564-2419
  • Log on to www.lacera.com
    • Click “Benefits” tab (upper right hand side)
    • Click “Active Member” tab (left side)
    • Click “Disability Retirement” (lower left side)
  • Contact the individual investigator (see attached listing)