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