File review checklist

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File review checklist

Initial contact and screening

❑Timely initial contact (within 2 weeks)

❑Screening tool correctly administered

❑Screening results documented

❑Risk level appropriately determined

❑Initial support needs identified

Assessment and planning

❑Referral made if indicated

❑Assessment completed within timeframes

❑Care plan documented

❑RTW goals established

❑Stakeholders identified and notified

❑Consent obtained and documented

Ongoing management

❑Regular progress reviews completed

❑Progress notes clear and comprehensive

❑Healthcare coordination documented

❑Workplace engagement recorded

❑Barriers identified and addressed

❑RTW progress tracked

Documentation quality

❑All required forms completed

❑Progress notes meet standards

❑Medical certificates current

❑Privacy requirements met

❑Decisions clearly documented

❑Communication records maintained