Worksheet

IME Preparation Checklist

Prepare accurate records and job-duty information for an independent medical examination.

Use this as a private worksheet

Prepare accurate records and job-duty information for an independent medical examination. This is not an official agency or court form.

Before the exam

  • ☐ Appointment notice: ______________________________
  • ☐ Medication list: ______________________________
  • ☐ Prior relevant records: ______________________________
  • ☐ Current job description: ______________________________

Accuracy

  • ☐ Symptom timeline: ______________________________
  • ☐ Prior injuries/conditions: ______________________________
  • ☐ Current restrictions: ______________________________
  • ☐ Treatment already received: ______________________________

After the exam

  • ☐ Save report when received: ______________________________
  • ☐ Compare factual history: ______________________________
  • ☐ Compare work duties: ______________________________
  • ☐ List objective errors to discuss with counsel/provider: ______________________________

Privacy reminder

Keep sensitive medical, wage, claim-number, and employment information private. Share it only with appropriate official agencies, licensed professionals, insurers, treating providers, or other people who legitimately need it for the claim.