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Educational Resources

Clinic Operations & Care Mapping

Scheduling  –  2

Flow Process for Injury Management  –  3

Flow Process for Employer Services  –  4

Pre-Placement Examinations  –  5

Administrative Clinical Reports  –  6

Non-Work Related Illness/Injury  –  7

Functional Recovery and Return to Work  –  8

Administrative Protocols  –  10

Physician’s First Report of Injury  –  11

Report of Worker’s Compensation Injury Treatment  –  12

Disability Reports  –  13

Prevention, Instruction and Supervision  –  19

Occupational Health Case Tracking  –  22

Treatment of the Injured Worker  –  28

Sample of Care Maps  –  30

Employer Service Flow Chart  –  31

Injury Management Flow Chart  –  32

Follow-Up Visit Flow Chart  –  33

Hazmat, Interim, Periodic  –  34

Initial Injury Flow Chart  –  35

Dot Physical Examination Flow Chart  –  36

Drug Screen Flow Chart  –  37

Drug Free Workplace Manual

IntroductionBackground  –  3

Summary of Recommendations For a Drug-Free Workforce  –  6

Preparing for the Policy  –  7

Drafting the Policy  –  8

Enforcing the Policy  –  8

Issues to Consider in a Policy  –  9

Testing  –  9

Rehabilitation  –  10

Disciplinary Action  –  11

Employee Education, Training and Communication  –  13

Employee Assistance Programs and Treatment  –  15

Drug Testing  –  18

Supervisory Training  –  21

Legal Issues  –  23

Compliance with Federal and State Mandates  –  25

Evaluation  –  30

Seven Points to Remember  –  31

Eleven Mistakes to Avoid  –  32

Resources  –  33

Conclusion  –  38


APPENDIX
Sample Drug and Alcohol Abuse Policy  –  39

Supervisor’s Checklist For Making Reasonable Cause Determination  –  46

Applicant’s Consent To Drug/Alcohol Testing  –  49

Employee Notice and Acknowledgment of Employer Testing Requirements  –  50

Employee Notice and Acknowledgment for Testing After Rehabilitation  –  51

Acknowledgments  –  52

Employee Health Management Manual

The Opportunity  –  3

Introduction  –  5

Evaluation and Monitoring the Program  –  8

Policies, Procedures and Record Keeping  –  12

Workers’ Compensation Policies  –  16

Injury Management  –  24

The Americans with Disabilities Act  –  31

Pre-Employment Physical Examinations  –  35

Accident Reporting Policies  –  38

How to Investigate an Accident  –  48

Return to Work Policy  –  51

Temporary Light Duty Assignments  –  55

Sample Back Support Procedure  –  61

Hazard Surveillance Survey  –  62

Dealing with Occupational Injuries  –  64

Wellness  –  80

Job Descriptions for OHS

MEDICAL DIRECTOR
Responsibilities  –  5

 

REGIONAL CLINICAL MANAGER, OCCUPATIONAL HEALTH SERVICES
Duties  –  7
Marketing Duties and Responsibilities  –  7
Administrative Duties and Responsibilities  –  8
Educational Duties and Responsibilities  –  8
Clinical Duties and Responsibilities  –  8
Other Duties and Responsibilities  –  8
Basic Knowledge  –  9
Experience  –  9
Independent Action  –  9
Supervisory Responsibilities  –  9

 

CARE MANAGER/INJURY COORDINATOR
Duties  –  11
Basic
Knowledge  –  12
Experience  –  12
Independent Action  –  12
Supervisory Responsibility  –  12

 

NURSE PRACTITIONER/PHYSICIAN ASSISTANT
Duties  –  13
Basic Knowledge  –  14
Experience  –  14
Independent Action  –  14
Supervisory Responsibility  –  14

 

R.N. – NURSE CLINICIAN, OHS – STAFF LEVEL
Duties  –  15
Basic Knowledge  –  15
Experience  –  16
Independent Action  –  16
Supervisory Responsibility  –  16

 

R.N. – NURSE CLINICIAN, OHS – LEVEL I
Duties  –  17
Basic Knowledge  –  18
Experience  –  18
Independent Action  –  18
Supervisory Responsibility  –  18

 

NURSE CLINICIAN OHS – LEVEL II
Duties  –  19
Basic Knowledge  –  20
Experience  –  20
Independent Action  –  20
Supervisory Responsibility  –  20

 

LPN CLINICIAN – LEVEL I
Duties  –  21
Basic Knowledge  –  22
Experience  –  22
Independent Action  –  22
Supervisory Responsibility  –  22

 

LPN CLINICIAN – LEVEL II
Duties  –  23
Basic
Knowledge  –  24
Experience  –  24
Independent Action  –  24
Supervisory Responsibility  –  24
Essential Tasks of the Licensed Clinical Support  –  25

 

MULTI MODALITY TECHNICIAN
Duties  –  26
Experience  –  27
Independent Action  –  27
Supervisory Responsibility  –  27

 

REGIONAL DATA/CLERICAL MANAGER
Duties  –  28
Basic Knowledge  –  29
Experience  –  30
Independent Action  –  30
Supervisory Responsibility  –  30

 

SITE COORDINATOR – OCCUPATIONAL HEALTH SERVICE
Duties  –  31
Basic Knowledge  –  32
Experience  –  32
Independent Action  –  32
Supervisory Responsibility  –  32

 

ACCOUNT SERVICE REPRESENTATIVE
Duties  –  34
Basic Knowledge  –  35
Experience  –  35
Independent Action  –  35
Supervisory Responsibility  –  35

 

REGIONAL DIRECTOR OF MARKETING/SALES
Duties  –  36
Basic
Knowledge  –  36
Experience  –  37
Independent Action  –  37
Supervisory Responsibility  –  37

Loss Management Components and Contract

Injury/Loss Management Service Line Model  –  3

Contracts  –  3

Service Delivery  –  4

Data Management  –  4

Customer Service  –  4

Referrals  –  5

Care Management  –  5

Consulting  –  5

Loss Management Program Checklist for Program Components  –  6

Safety Program  –  6

Injury Management  –  6

Data Necessary for Analysis of Current Program  –  6

Implementation and Evaluation Procedures for the Loss Management Program  –  7

SECTION I  –  7

SECTION II  –  8

SECTION III  –  8

SECTION IV  –  8

Physician Occupational Health Network Criteria  –  9

Facility Walkthrough for Health and Safety Hazards  –  10

General  –  10

Hazard Communication Program  –  10

General Housekeeping  –  11

Safety and Health Hazards  –  12

Emergency Preparedness  –  14

Conclusions  –  14

Loss Management Contract  –  15

Case Management  –  15

Early Return to Work  –  15

Policy Development  –  15

Work Products  –  16

Responsibilities of Company  –  16

Terms  –  16

Compensation  –  16

Changes  –  16

Occupational Health Forms

Authorization for Care  –  3

Care Management Tracking Log  –  4

Discharge Instructions  –  5

Employer Results Reporting (PPE)  –  6

PPE Release of Information and Exam Forms  –  7-9

Return to Work Form  –  10

Employer Results Reporting  –  11

Exam Form  –  12

Medical Authorization  –  14

Recommendation for Placement  –  18

Pulmonary Function Questionnaire  –  19

Respirator Evaluation Notification  –  20

Pain Drawing  –  22

Return to Work  –  24

Occupational Health Program Sales Manual

SALES MANAGEMENT  –  1
Sales Function Placement Within the Organization
Marketing/Business Development
Clinical/Operations
Sales Management Issues
Sales Manager Objectives
Value of the Employer Market
Post Sale Management Strategies and Tactics


SALES STRUCTURE AND STAFFING  –  9
Determine Your Program’s Sales Structure
An Internal Sales and Marketing Assessment Market
Define Position Expectations
Define Product Line Issues
Identify Target Markets
Define Sales Expectations
Consider Other Miscellaneous Issues


SALES STAFFING SUCCESS FACTORS  –  12
Roles and Responsibilities in a Sales Organization


RECRUITMENT  –  15
Recruitment Plan and Process
Recruitment Ads and Networking
Sales Opportunities
Senior Sales Representative
Sales Representative


INTERVIEW QUESTIONS AND INTERVIEW RANKING CRITERIA PROCESS FOR CANDIDATES  –  18


QUESTIONS BY INTERVIEW CRITERIA CATEGORIES FOR SALES/SALES MANAGEMENT POSITIONS  –  18
Sales Management
Sales Plan/Organizational Skills
Personal Sales and Knowledge of Sales Techniques
Consultative Selling
Oral Communication Skills
Listening and Probing Skills
Motivation/Drive
Adaptability/Problem Solving
Interpersonal Skills
Team/Collaborative
Product Knowledge
Business/Industry Knowledge
Self Appraisal


MINIMIZING ERRORS IN THE INTERVIEW PROCESS  –  21


INTERVIEW CRITERIA RANKING SHEET  –  21


CANDIDATE SELECTION MATRIX  –  24


POSITION DESCRIPTIONS  –  26

PERFORMANCE STANDARDS AND MEASURES  –  32

COMPENSATION PLANS  –  36
Commission and Referral Fees
Gain Sharing

SALES MANAGER COMPENSATION  –  46

COMMON REPORTING FORMS  –  50

SALES MANAGEMENT TOOLS AND FORMS  –  59

GUIDELINES TO EFFECTIVE INTERNAL COMMUNICATION   –  65

CONCLUSION  –  70

Sample Company Safety Handbook

Sample Company Policy and Goals  –  3

Introduction  –  5

General Information  –  5

Emergency Procedures  –  8

Fire Protection and Prevention  –  8

Hazard Communication/Right to Know  –  9

Personal Protective Equipment  –  10

Material Handling/Stability Control  –  11

Electrical Safety  –  12

Hand and Power Tools  –  13

Barricades and Signs  –  14

Berms and Guardrails  –  14

Fall Protection  –  14

Ladders and Scaffolds  –  16

Mobile Equipment  –  17

Material Handling Equipment  –  17

Welding and Burning  –  18

Housekeeping  –  20

Accident/Incident Investigation  –  20

MSHA Reference Guide  –  21

Perforated Acknowledgment Page  –  23

Notes  –  24

Sample Competency Manual

Age Specific  –  2

Audiogram  –  3

Billing Accuracy  –  4

Blood Pressure Manual  –  5

Blood Pressure Dinamap  –  6

Breath Alcohol  –  7

Forms to Be Signed  –  8

Lab Tests on Hold  –  9

Data Entry  –  10

Drug Screen Collecting  –  11

Drug Screen Resulting  –  14

Drug Screen Shipping  –  16

Foreign Body in the Eye Assistance  –  17

Glucometer  –  18

Handwashing  –  19

Injections  –  20

Laceration Repair Assistance  –  22

Medications  –  23

Morgan Lens  –  24

Phlebotomy  –  25

Random Draws  –  27

Record Release  –  28

Resting EKG  –  29

Saliva Alcohol  –  30

Scheduling Appointments  –  31

Spirometry  –  33

Sterilization of Instruments  –  34

Telephone Usage  –  36

U/A Dip  –  37

Vision Testing  –  38

Vital Signs  –  39

X-Rays Filming and Developing  –  40

X-Rays Received at Front Desk  –  42

Provider Competencies  –  43

Competency Requirement Grid  –  48

Sample Quality Assurance Manual

Introduction  –  3

Quality Improvement Plan  –  7

Performance Standards  –  9

Satisfaction Surveys  –  13

Treatment Standards & Outcomes  –  16

Staffing Configurations, Relationships, and Responsibilities

Staff Requirement Plan  –  2

Develop/Implement Productivity Indicators  –  5

Product Line Cost Evaluation  –  12

Determine Staff Mix  –  16

Identify Competencies  –  16

Develop Job Descriptions  –  17

Overview of Incentive Program  –  20

Staff Quality Assurance  –  22

Standards of Care Manual

Section 1  –  Prevention
Post Offer Employment Evaluations  –  1.1
Management of Audition Screening  –  1.4

 

Section 2  –  MANAGEMENT OF ILLNESSES/COMPLAINTS
Management of Diabetes Mellitus  –  2.1
Management of Chest Pain  –  2.3
Management of Hypertension  –  2.7
Management of Anxiety Disorders  –  2.11

 

Section 3  –  MANAGEMENT OF INJURIES/COMPLAINTS
Management of Head Injuries  –  3.1
Management of Dizziness  –  3.5
Management of Foreign Body in the Eye  –  3.8
Management of Blow-Out Orbital Fractures  –  3.10
Management of Hyphema  –  3.12
Management of Orbital Cellulitis  –  3.14
Management of Corneal Abrasions  –  3.16
Management of Corneal Ulcer/Infiltrate  –  3.18
Management of Corneal/Scleral Lacerations  –  3.20
Management of Thermal/Ultraviolet Burn’s to the Eye  –  3.22
Management of a Foreign Body within the Ear Canal  –  3.24
Management of Otitis Externa (Ear Canal Infections)  –  3.25
Management of Epistaxis  –  3.28
Cervical Sprain/Strain  –  3.30
Management
of Acute Shoulder Injuries  –  3.32
Management of Rotator Cuff Tears  –  3.34
Management of Shoulder Dislocations  –  3.36
Management of Subacrominal Bursitis/Tendinitis  –  3.38
Management of Adhesive Capsulitis  –  3.40
Management of Acromioclavicular Separations  –  3.42
Flexor Tenosynovitis of the Hand  –  3.44
DeQuervain’s Disease  –  3.46
Carpal
Tunnel Syndrome  –  3.48
Management of Acute Low Back Pain  –  3.51
Management of Anterior Knee Pain  –  3.61
Management of Ankle Injuries  –  3.64
Plantar Fascitis  –  3.66
Management of Crushing Injury  –  3.69
Management of Human and Animal Bites  –  3.72
Management of Abrasions and Avulsions  –  3.75
Management of Abscess  –  3.78
Management of Cellulitis  –  3.80
Management of Laceration  –  3.82
Management of Foreign Body (Non-Ophthalmologic)  –  3.85
Management of Thermal Burns  –  3.88

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