Start with the issue actually in dispute
Nurse case manager concern is mainly a problem of role boundaries, communication, and medical privacy. Build the file around the written notice, dated record, or event that created the problem.
Documents to gather
Communications, appointment notes, authorizations, treating-provider instructions, and state rules on nurse case managers.
Questions to answer before acting
- What changed, on what date, and who made the decision?
- Is there a written notice or only a phone conversation?
- Which medical, wage, employment, or incident record directly addresses the dispute?
- What state or federal agency procedure controls the next step?
- Is there a separate employment, third-party, leave, or discrimination issue that should not be mixed into the workers’ compensation question?
Important caution
Clarify the case manager’s role and keep a record of what was requested or communicated.