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Annual Fund Case Study

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The meeting was called to order at 10:00 a.m. Mr. Sledzinski began by welcoming all of the attendees. He explained the purpose of the Annual Meeting and the benefit to the attending members. He went on to discuss the history of the Fund and how it has evolved into such a successful program. He explained the role that each of the services providers play and how they contribute to the long term partnership. Mr. Sledzinski then asked each of the attendees to give a brief introduction along with their company affiliation. The first order of business was the approval of the Agenda. Mr. Kirkland made a motion to accept the Agenda as written. Ms. Higgs seconded, motion carried. The next item was the approval of …show more content…

Her treating physician has suggested that she may need a fusion to further repair the injury. Our IME physician does not agree and has indicated that the claimant can return to unrestricted work. The claimant’s physician has imposed severe work restrictions. Ms. Burnett recommends that we attempt to settle this claim to avoid any ongoing medical costs. The Trustees discussed this claim at length and ultimately agree with Ms. Burnett. Ms. Higgs made a motion to settle the Delmotte claim for up to $20,000.00. Mr. Marlowe II seconded, motion carried. The next claim was the Sara Revett vs Valley Residential Services claim. The claimant alleged an injury to her back while moving a patient at work. Her treating physician has implemented work restrictions. The claimant is also receiving steroid injections at the pain site. The IME doctor sent the claimant for an MRI to review the spinal cord for any issues. None were found. Her treating physician disagrees with these findings and has suggested that a spinal fusion may be necessary. Ms. Burnett recommends that we attempt to settle this claim to avoid any future medical or surgical issues. The Trustees discussed this claim and agreed with Ms. Burnett’s recommendation. Ms. Higgs made a motion to settle the Revett claim for up to $24,500.00. Ms. Oleson seconded, motion carried. Ms. Burnett then went on to provide an extensive review of the open claim report. She provided the

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