3620 Flashcards

1
Q

Define disability case management.

A

A collaborative team process linking an employer with workers, labour union representatives, and service providers to prevent disability or to minimize its impact through early intervention, support, and resource coordination, optimizing recovery, and facilitating prompt return to work.

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2
Q

List three reasons why early intentions when workers are absent due to illness/injury should be targeted and not overzealous.

A

1,
Simple impairments will resolve quickly without active management. There cases will almost all return to work on their own.
2,
Excessive involvement of case management can erode the worker-supervisor relationship, resulting in the worker treating the OHS practitioner as their supervisor.
3,
Unnecessary use of resources that could be better used elsewhere.

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3
Q

List and describe four reasons it would be beneficial for an organization to have a disability management program.

A
  • cost reduction
    reduces cost, both direct and indirect, associated with injuries and illnesses
  • compliance with the law
    especially with respect to due diligence and duty to accommodate
  • aging workforce
    with no mandatory retirement, people are working longer and we know it can take longer for an older worker to recover from injury
  • skilled worker retention
    supporting a worker staying at work while they recover from their injury maintains the knowledge and expertise of that worker
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4
Q

List three direct and indirect costs associated with disability claims.

A

DIRECT:
wages, pensions, insurance administrative fees, health care/medical costs, rehabilitation costs

INDIRECT
loss of productivity, supervisor’s time managing the absence, overtime to cover the absent worker, increased training costs to train people to do the work, increased administration time to manage the claim

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5
Q

To be successful, a comprehensive disability case management system must demonstrate five key components. List and describe the five components.

A

1, Early intervention — the longer someone is away from work, the less probable it is they will ever return

2, A workplace-driven process — the employer and the employee are most familiar with the workplace, the jobs available, the demands of the job, and how best to adapt those jobs to accommodate a recovering worker

3, Multi-disciplinary team approach — there are a variety of stakeholders in the disability case management process and working together for the best outcome is key

4, Worker identity and workplace relationships — maintaining the occupational bond while the worker is away is important in supporting recovery and facilitating return to work when ready

5, Effective, efficient use of resources — it’s important to maximize results while containing costs; a formal program in place will support this process

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6
Q

Workers away from work are often dealing with pain and suffering. What are some other human costs associated with an injury that removes someone from the workplace?

A
  • fear of re-injury
  • multiple doctor and service provider visits
  • financial demotivation — especially if the disability benefit is close to pre-injury wages, it can be less expensive to stay at home: no parking charges, bridge tolls, gas costs, transit costs, day care, pleasure car insurance versus driving to/from work
  • dependency on prescription medications — with long-term use of prescription medication, the worker can become dependent on it for symptom relief
  • family issues — increased strain on relationships due to worker’s limitations and inability to do usual things around the home, dealing with the mood changes due to pain or lack of sleep
  • loss of identity — people are what they do and when the work is removed, often people no longer know how to define themselves
  • lifestyle adjustment — sleeping later, staying up later
  • strained working relationships — the worker feels disconnected and no longer part of the team, so stops communicating with supervisor and/or co-workers
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7
Q

Who are the key players in the case management team? List 6.

A
  • disabled worker
  • supervisor or manager
  • physician
  • insurance representative
  • union representative
  • treatment providers
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8
Q

What are the 3 steps for determining whether a discriminatory standard is a BFOR (bona fide occupational requirement) as set in Meiorin vs. BCGEU)?

A

1, That the employer adopted the standard for a purpose rationally connected to the performance of the job;

2, That the employer adopted the particular standard in an honest and good faith belief that it was necessary to the fulfillment of that legitimate work-related purpose; and

3, That the standard is reasonably necessary to the accomplishment of that legitimate work-related purpose. To show that the standard is reasonably necessary, it must be demonstrated that it is impossible to accommodate individual employees sharing the characteristics of the claimant without imposing undue hardship upon the employer.[4]

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9
Q

What 6 factors should be considered when determining undue hardship on an employer with regards to accomidation?

A
  • Financial Costs
  • Disruption of Collective Agreement
  • Morale of Other Workers
  • Interchangeability of Work Force and Facilities
  • Size
  • Safety
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10
Q

What are three criteria used by most workers compensation boards to determine if temporary selective employment is appropriate for an injured worker?

A
  • Worker must be capable of undertaking some form of safe, suitable employment.
  • The work must be safe, not harming the worker or slowing their recovery. It must be within the worker’s medical/physical limitations and abilities.
  • The work must be productive and meaningful.

SOME WBCs (like BC) also add
- Worker must agree to the selective employment (WCB officers intervene with disputes)

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11
Q

What is FIPPA?

A

Freedom of Information and Protection of Privacy Act

BC legislation for the public sector.

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12
Q

What is PIPA?

A

Personal Information Protection Act

BC legislation for the private sector.

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13
Q

Working within the disability case management system involves working within a set of rules. Name the four main pieces of legislation that govern both the employer and the worker.

A

1, Human Rights
Canadian Human Rights Act (federal)
BC Human Rights Code (BC provincial)

2, Privacy
PIPA and FIPPA

3, Workers Compensation
WCA

4, Occupational Health and Safety
OHSR

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14
Q

Define discrimination and list as many protected grounds as you can.

A

Discrimination is when an individual or a group of individuals have been singled out and treated adversely or differently from others due to group characteristics.

Characteristics:
- race
- colour
- ancestry
- place of origin
- religion
- disability
- sex (gender)
- sexual orientation
- age
- political belief
- marital status
- summary conviction offence unrelated to employment

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15
Q

There are two types of discrimination: direct and indirect. Explain each.

A

DIRECT
Obvious discrimination. Discriminatory at face value.
Example, not hiring a person because he is male.

INDIRECT
Neutral at face value, but has an adverse effect on a group based on a prohibited ground.
Example, requiring hard hat for safety could discriminate against religions that require headwear.

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16
Q

What is the duty to accommodate?

A

Legal obligation to accommodate up to level of undue hardship.

Accommodation means altering a job to remove discriminatory effects.

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17
Q

Describe the six undue hardships for an employer that could be valid reasons not to accommodate a worker.

A

1, financial cost

2, disruption of collective agreement

3, morale of other workers

4, interchangeability of workforce and/or facilities

5, size of the organization

6, safety

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18
Q

What is a bona fide occupational requirement?

A

A job requirement that is both:
- Essential to the job
- Objectively related to the performance of the job

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19
Q

What is the three-part Meiorin test?

A

Meiorin Test
- three-step test
- determines if requirement was bona fide

1, Purpose is rationally connected to job performance

2, Adopted in an honest and good-faith belief that necessary to work.

3, Reasonably necessary and accommodation not possible without undue hardship

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20
Q

What does the SMARTER acronym stand for?

A

Simple/Specific
Measurable
Achievable
Realistic
Time-Limited
Evaluated
Recorded

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21
Q

To start designing a disability management program, you need to ask three questions first. What are they?

A
  • What has happened in the past?
  • What is happening now?
  • What should the program address?
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22
Q

Performing a needs analysis requires gathering information and analyzing what was collected. What six areas do you collect information from?

A

1, claims management process

2, case management and return-to-work history

3, costs and disability trends

4, links to other health programs
5, human resources policies and practices

6, workplace or corporate culture

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23
Q

Considering the type of information you need to gather for your needs analysis, where might you find the information?

A
  • Statistics
    reviewing occupational and non-occupational injury/illness statistics
  • Worksite Visits
    conducting worksite visits
  • Interviews
    interviewing key people; supervisors, union representatives, workers off work due to injury or illness, workers who have returned to work after injury/illness, insurance representatives, benefits and/or HR staff, occupational health and safety staff
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24
Q

Developing a disability case management program involves eight steps. List the steps.

A

1, needs analysis

2, strategic analysis

3, vision statement

4, objectives

5, structure of the program

6, roles/responsibilities

7, documented policies/procedures

8, evaluation process

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25
Q

Corporate culture is defined as a system of shared beliefs and values that develops within an organization and guides the behaviour of its members. Aside from what people say, how else could you get a feel for the workplace culture?

A
  • history of strikes (both legal and wildcat), walkouts, sabotage, work to rule
  • number of grievances
  • safety and accident frequency rates
  • number and duration of workers’ compensation claims
  • number and duration of sick leaves
  • level of turnover
  • level of employee productivity and engagement
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26
Q

What is the benefit of a joint union–management disability case management program?

A

The program requires buy-in and participation from both parties to work together for the best outcome for the employee. Working together for a common goal helps form collaborative relationships.

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27
Q

What is the role of the union in a disability case management program?

A
  • aid in program development
  • aid in promotion and communication about the program
  • advocate for employees
  • provide resources
  • assist in the day-to-day administration
  • represent the employee population and understand the perceptions of the workforce
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28
Q

List three examples of proactive health and safety programs that influence disability management.

A
  • health promotion
  • safety and prevention
  • occupational hygiene
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29
Q

List four examples of reactive health and safety programs that influence disability management.

A
  • sick leave
  • short-term disability
  • long-term disability
  • workers’ compensation benefits
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30
Q

What is health promotion? What is the value of health promotion in a disability management program?

A

Health promotion programs provide workers with information, education, and motivations for taking responsibility for their health both at work and at home. Examples of health promotion include health fairs, wellness challenges, lunch and learn sessions on various health topics, promotion of healthy eating, and education on medical issues such as hypertension. The value of the program is that it is focused on the general health and well-being of workers, and supports their responsibility to be healthy overall and not miss work due to the development of chronic illnesses preventable through lifestyle choices.

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31
Q

List five benefits that are typically available to workers from WCBs.

A

Any five of the following:

  • wage-loss benefits
  • medical care costs
  • rehabilitation costs
  • special equipment
  • expedited diagnostic testing
  • expedited specialist assessment
  • disability awards
  • vocational rehabilitation
32
Q

What three criteria must be met in order for a selective employment opportunity to be deemed suitable for the recovering worker?

A

The worker must be capable of participating.
The work must be safe, in that it can neither harm the worker nor slow their recovery (it must be within their limitations and restrictions).
The work assigned must be meaningful and productive.

33
Q

Describe the differences between WorkSafeBC’s Occupational Rehabilitation 1 program and Occupational Rehabilitation 2 program.

A

Occupational Rehabilitation 1 program — maximum 6 weeks; workers attend for 4 hours per day; focused on work hardening

Occupational Rehabilitation 2 program — maximum 10 weeks; workers attend for 6 hours per day; treatment is provided by a multi-disciplinary team

34
Q

Describe the continuum of options traditionally followed when exploring return to work options:

A

1, The worker returns to same job (or a modified version) with the same employer.

2, The worker returns to same employer but a different job.

3, The worker returns to a different job, with a different employer, but in the same or a related industry.

4, The worker undergoes vocational exploration to capitalize on transferrable skills, knowledge, or interests, and returns to a different job with a different employer.

5, The worker undergoes retraining for a new job or self-employment.

35
Q

Explain the difference between workplace case coordination and medical case management.

A

Workplace case coordination is the process of coordinating the multidisciplinary team, ensuring that there is ongoing contact with the worker, and removing from the workplace any barriers to the worker’s recovery and return to work.

Medical case management involves assessment and treatment of the worker, and is the process of coordinating the medical service providers involved in a case to optimize recovery and return-to-work times.

36
Q

List the five stages in the case-coordination sequence.

A

1, prevention
2, intervention
3, rehabilitation coordination
4, reintegration
5, follow-up

37
Q

List five things you would expect to find in a well-organized disability case management file.

A
  • notes from conversations, telephone discussions, meetings
  • copies of correspondence sent and received
  • insurer forms
  • return-to-work plan
  • job-demands analysis of the job at the current time
38
Q

Why should diagnosis not be included in a worker’s disability management file?

A

Diagnostic and similar medical information is considered confidential and cannot be shared without the worker’s permission.

39
Q

What are four advantages of having a disability management coordinator working at the organization?

A
  • familiarity with employee’s job and workplace processes
  • faster response
  • better team coordination
  • consistency of coordination
40
Q

What are three disadvantages of having disability management performed in-house?

A
  • expensive to maintain the necessary skills and knowledge
  • may duplicate services provided elsewhere
  • potential concerns about impartiality
41
Q

What is meant by the term early intervention?

A

Early intervention refers to activities used to prevent impairment from becoming a disability or at least to decrease the severity of the disability. It is important to identify employees at risk, ensuring there is a notification or referral process to the disability case management program, initiating contact with the worker and then determining the best course of action based on the individual’s circumstances.

42
Q

List four early intervention strategies.

A

1, referral for health assessment

2, referral for active treatment

3, temporary job modifications

4, referral to an Employee and Family Assistance Program (EFAP)

43
Q

What does the term occupational bonding mean?

A

Occupational bonding is the mutually beneficial relationship between the worker and the employer.

44
Q

Your first contact as a disability case coordinator with the injured worker should include what actions?

A
  • Introduce yourself and your role.
  • Ask the worker how they are doing, provide information about the workplace, and answer questions you feel comfortable answering.
  • Introduce the concepts of case coordination and disability case management, and their benefits to the worker.
  • Refer the worker to whoever can answer questions you cannot.
  • Arrange for the worker to receive any required forms.
  • Offer further support or assistance as required.
  • Establish a regular contact schedule with the worker. Invite the worker to call whenever they have questions or concerns.
45
Q

List three primary and two secondary things that should be in a disability case management information package.

A

1, an introductory letter

2, pamphlet describing the program

3, benefit application/internal forms

  • EFAP Pamphlet
  • Functional assessment form
46
Q

Workers with repeat injury need immediate attention and intervention. Explain why.

A

The injured worker has proven to be at risk. The injury cycle will not stop without intervention. These types of injuries could lead to long-term disability or chronic issues, and thus could be costly for the employee in terms of good health and wellness as well as expensive for the employer.

47
Q

List the four stages to a case meeting.

A
  • Preparation
    what to do before the meeting ( review notes, set agenda, invite people, establish location)
  • Outset
    introduce attendees, establish the tone, review agenda
  • Interaction
    elicit full participation from all attendees, keep conversation solution-focused
  • Closing
    summarize, review to-do list and follow-up dates, end on time
48
Q

Summarize WorkSafeBC’s Occupational Rehabilitation 1 Program.

A
  • Physical therapists & kinesiologists develop custom individual plans for worker.
  • Up to 6 weeks duration.
  • 4 hours per day.
  • Physical work hardening for safe & lasting return to work
49
Q

Summarize WorkSafeBC’s Occupational Rehabilitation 2 Program.

A
  • Multidisciplinary team develop custom individual plans for worker.
  • Up to 10 weeks duration.
  • 6 hours per day.
  • Physical & mental care +/- return to work support to get worker back to work
50
Q

Summarize WorkSafeBC’s Return to Work Support Services.

A
  • Physiotherapist, occupational therapist, or kinesiologist
  • Helps with return to work program (job site visits, planning, monitoring, job demand analysis)
51
Q

Summarize WorkSafeBC’s MARP Assessment Service.

A

Medical And Return-to-work Planning Assessment.

  • Physicians with qualifications in sports or occupational medicine
  • MARP Assessments used when clarification needed on MSK injuries
  • Assessments, follow up, re-assessment, injections (bursa etc.)
52
Q

What does the term culpable absenteeism mean?

A

Culpable absenteeism refers to those absences which are unauthorized and illegitimate. This can range from fraudulent sick leave to habitual lateness.

53
Q

What does the term non-culpable absenteeism mean?

A

Non-culpable absenteeism occurs when an employee’s absence is due to injury or illness, and the absent person is legitimately incapable of working.

54
Q

What is the purpose of an attendance management program?

A

An attendance management program aims to foster a culture of regular work attendance.

55
Q

How does an attendance management program benefit a disability management program?

A

Attendance management programs serve as an early intervention tool in disability management. Irregular attendance often precedes a longer-term absence, so by managing attendance, the company can intervene before an employee requires extended time away from work.

56
Q

An employer has a duty to inquire regarding an employee’s health when circumstances warrant it. If the employer were to inquire about an employee’s attendance at work, what concerns should the employer address?

A
  • The presence of chronic medical condition (the diagnosis of the condition is not shared)
  • The impact of medical treatment (such as medication side effects)
  • Emerging health issues
  • How the symptoms or condition challenge the worker in meeting the demands of the job (limitations or restrictions associated with the condition)
  • How the medical condition impacts the worker’s ability to attend regularly and consistently
  • The worker’s need for medical accommodation
57
Q

Why is a referral to the Employee and Family Assistance Program (EFAP) beneficial when discussing an employee’s attendance concerns?

A

The services provided in such programs can be extremely beneficial in helping employees handle issues that can affect their attendance.
A confidential resource such as an EFAP can provide assistance for employees who may be dealing with relationship crises, alcohol or other drug abuse, stress, depression, workplace issues, or financial or legal problems.

58
Q

Workers’ compensation boards (WCBs) have faced rapidly increasing costs in recent years despite an overall trend toward reduced workplace injuries. What are the four factors responsible for these rising costs?

A
  • Increased cost of medical treatment and associated services
  • Increased cost of average wage loss benefits
  • Increased administrative and overhead costs
  • Increased pension and death-benefit awards
59
Q

In order to reduce the unfunded liabilities that WCBs were experiencing, worker benefit programs have been decreased or eliminated altogether. How has this reduction of worker entitlement to rehabilitation programs impacted employers?

A
  • More employer-paid functional assessments (such as funding functional capacity evaluations)
  • More employer-paid specialist assessments (rather than waiting a long time through Medical Services Plan, employers could fund an Independent Medical Examination)
  • Increased number of employees returning to work with temporary limitations and restrictions while they continue to recover at work
  • Increased number of employees requiring permanent accommodation
  • Increased annual maximums for extended health services, such as physiotherapy, massage therapy, and psychology
  • Increased Employee and Family Assistance Program (EFAP) use and associated fees
60
Q

What is the requirement to re-employ? Is it part of every province’s legislation?

A

No, not all provinces have this requirement by law.

Some provincial WCBs mandate that employers re-employ workers who have suffered temporary or permanent disabilities from workplace incidents

Currently only Ontario, Quebec, Nova Scotia, New Brunswick, PEI, and Newfoundland’s provincial compensation acts contain this provision.

It is likely such provisions will become law in all provinces and territories in the future.

61
Q

Disability management is focused on the people side of the organization. Employers are dealing with a number of changes in their workforces that present ongoing challenges for disability management. List these changes.

A
  • Workforce more skilled, fewer transferable skills
  • Increasing age
  • Increasing cultural diversity
  • Generational gaps
  • Increasing medical awareness
62
Q

List and briefly describe the three forms that must be completed in order for a workers’ compensation board (WCB) to begin adjudication of a claim.

A
  • Employer’s Report of Injury or Occupational Disease
    Completed by employer; provides a description of the incident and the administrative information required by WCB
  • Application for Compensation and Report of Injury or Occupational Disease
    Completed by employee; provides a description of the incident and the personal information required by WCB
  • Physician’s Report
    The initial medical report completed by the first healthcare provider to see the worker; provides an initial diagnosis, treatment information, and initial prognosis
63
Q

Can an employer refuse to submit an employer’s report once a worker has advised them of a work-related injury or illness? Fully explain your answer.

A

No. If an employer has concerns about the claim, best practice is to complete the employee’s report and to include a full statement of any concerns about the claim. The employer’s concerns would then be investigated as part of the adjudication process.

64
Q

What are the benefits to a fair and transparent accident investigation process?

A

Consistency
Legitimacy
Prevention of over-use
Credibility

65
Q

List and describe the four avenues of appeal for workers’ compensation claims open to employers and workers/dependents of workers.

A
  • Decision Clarification (informal)
    Either the worker or employer can ask the board officer who made the decision for the rationale behind the decision.
  • Managerial Review (informal)
    Either the worker or the employer can request the board officer’s manager to review the claim file to ensure the board officer has correctly applied the legislation and the board’s policies regarding the issue.
  • Request for Review (formal)
    This is conducted by the Review Department (within the WCB, but operating at arms length from the claim adjudication department). There are strict time limits for appeals to the Review Department and particular forms to complete.
  • Appeal Tribunal (formal)
    Usually the final avenue of appeal. The Tribunal is separate from the WCB. Either the initial adjudication decision or the Review Department decision can be requested to be reviewed by the Tribunal.
66
Q

What is transitional work?

A

Transitional work includes any job, task, function, or combination that a worker with medically supported limitations or restrictions may perform safely for pay and without risk of re-injury to themselves or others.

67
Q

What are the four key characteristics of transitional work?

A

1, time-limited (i.e., temporary only)
2, intended to return workers to their regular jobs
3, suited to a worker’s current abilities
4, discussed and designed by key participants

68
Q

List and describe the three types of transitional work strategies.

A
  • gradual return to work
    gradual increase in days or hours, gradual increase in and reintroduction to job duties, or a combination of both
  • modified work
    change to the worker’s regular job tasks or schedule on a temporary basis
  • alternative work
    job tasks suited to the worker’s functional abilities but outside of the worker’s regular job or even work area
69
Q

What are some barriers to a successful return to work?

A
  • Concern about workplace relationships
  • Financial demotivators
  • Attitude changes (adopted the disabled mindset)
  • Work Identity
  • Family pressures
  • Lack of Motivation
  • Fear of reinjury
  • Substance abuse or dependancy
  • Anxiety re’ organizational changes and ability to be efective
  • Lifestyle changes
70
Q

What are the 6 key components of a well-written return to work plan?

A
  • Clear dates
    (start/end/phases)
  • Job schedule and tasks
    (specifically what jobs/tasks on what days and for how long)
  • Goals
    (what are the targets/milestones for each phase of plan?)
  • Responsibilities
    (if new equipment is needed, or assistance - who will ensure it happens?)
  • Resources
    (if resources are required, who will pay for it? This includes who is paying for workers working wages and/or non-working wages)
  • Comments
    (blank section to add comments and notes for review and evaluation)
71
Q

Successful occupational rehabilitation depends on a number of factors. List those factors.

A
  • Early, active intervention
  • Evaluation of the illness or injury (which includes timely referral to specialists)
  • A proactive treatment plan with ongoing re-evaluation to assess the effectiveness of treatment
  • Early return-to-work opportunities through transitional work programs
  • A multi-disciplinary approach and coordination
72
Q

There are two levels of Occupational Rehabilitation programs with WorkSafeBC: Occupational Rehabilitation Level 1 (OR1) and Level 2 (OR2). Describe each and list the differences.

A

In the OR1 program, the employee works with physical therapists and kinesiologists to develop customized plans for a worker’s safe and lasting return to work. Workers attend 4 hours a day, Monday through Friday. The maximum program length is 6 weeks.

Here are some examples of what an OR1 treatment plan might include:

activities to promote flexibility, strength, and aerobic conditioning
real or simulated work activities
education focused on soft-tissue healing, the value of exercise, proper posture, and body mechanics
return-to-work planning and support, which may include one or more job-site visits
The OR2 program is multi-disciplinary and includes occupational and physical therapists, kinesiologists, physicians, and psychologists or counsellors. Service providers develop an individualized treatment plan to address the specific needs of each worker in the program. Participants attend 6 hours a day, Monday through Friday. The maximum program length is 10 weeks.

An OR2 treatment plan may include:

activities to promote flexibility, strength, and aerobic conditioning
real or simulated work activities
medical or psychological support
education on soft-tissue healing and recovery, the value of exercise, proper posture, and body mechanics, and pain management
return-to-work planning and support, which may include visiting a job site

73
Q

What is an Independent Medical Examination (IME)? How is it helpful in disability case management?

A

An IME is an examination of the worker by a medical specialist who is not connected to either the worker or the employer. The specialist can contribute an unbiased assessment of the worker’s current condition and make recommendations for treatment as well as assessing the worker’s potential for rehabilitation and readiness to return to work. IMEs should only be considered after attempts to gain the primary physician’s participation have failed, as IMEs are expensive. The IME is helpful in that it determines more objectively the employee’s level of disability, length of disability, and what is needed to recover and return to work in some capacity.

74
Q

What is a functional assessment?

A

A functional assessment provides an objective measurement of an individual’s observable working capabilities, including lifting, carrying, pushing, pulling, repetitive movements, fine motor skills, and static and dynamic postures such as sitting, standing, and walking. Psychosocial barriers to return to work may also be determined.

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Q

What is a job demands analysis? What is its value in disability case management?

A

A job demands analysis is an analysis of the physical, psychosocial, and environmental requirements of a specific job. It is an important tool used by a disability case coordinator to tailor return-to-work programs to the capabilities of the disabled worker.