Assessor Resource

FNSPIM414
Manage personal injury claims

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to manage personal injury claims. It involves providing individual case management, conducting initial assessments, planning rehabilitation services, monitoring rehabilitation progress and ensuring effective closure programs.

It applies to individuals who have well developed skills and specialised knowledge of the sector, services and organisation to work independently or across multidisciplinary teams. They make judgements within level of responsibility to achieve organisational objectives and standards.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Conduct an initial assessment

1.1 Contact stakeholders to gather relevant information on personal injury case in accordance with organisation guidelines and legislative requirements

1.2 Obtain additional information from relevant stakeholders as required

1.3 Conduct initial interview and assessment in accordance with organisation guidelines and legislative requirements to determine conclusions

1.4 Determine the need for specific assessment and referral services in line with legislation and provide referrals for these in accordance with organisation policies and procedures

1.5 Provide appropriate information to support the referral process (internal and external), to stakeholders in accordance with organisation guidelines and legislative requirements

2. Plan case

2.1 Agree on goals in consultation with client, treating medical practitioner, employer and other key stakeholders

2.2 Identify and access additional sources of information relevant to the rehabilitation planning process

2.3 Negotiate appropriate goal setting in accordance with organisational guidelines

2.4 Assist people in the decision making process in accordance with organisation policies and guidelines

2.5 Develop case plans in accordance with organisational guidelines

2.6 Obtain approvals from the treating medical practitioner and stakeholders prior to the commencement of a return to work and health program in accordance with organisation policies and procedures

2.7 Maintain regular communication with relevant stakeholders throughout the rehabilitation program

3. Monitor and review case progress

3.1 Schedule multidisciplinary team and review meetings according to organisational guidelines

3.2 Use organisational processes to identify services and methods of evaluation at each stage of the rehabilitation process

3.3 Identify indicators and triggers which suggest modification or alteration to the case plan in accordance with organisation guidelines and modify or alter the case plan accordingly

3.4 Monitor the progress and effectiveness of a person’s case using organisational guidelines

3.5 Assist an injured person with the long-term management of their injury

Evidence of the ability to:

conduct initial assessment for a case to plan rehabilitation services with relevant stakeholders

monitor and review case progress

provide effective closure interviews demonstrating knowledge of organisation policies and guidelines on case management and relevant legislative requirements.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

explain key features of relevant organisational policies and guidelines that assist in the management and compliance of a personal injury case

describe processes used to assess and plan a case

outline key stakeholders and sources of information to assist with managing a case

describe processes used to monitor, review and close a case

discuss strategies for dealing with issues and problems relating to case management.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the personal injury management field of work and include access to:

office equipment, technology, software and consumables

organisational records, policies and procedures.

Assessors must satisfy NVR/AQTF assessor requirements.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Conduct an initial assessment

1.1 Contact stakeholders to gather relevant information on personal injury case in accordance with organisation guidelines and legislative requirements

1.2 Obtain additional information from relevant stakeholders as required

1.3 Conduct initial interview and assessment in accordance with organisation guidelines and legislative requirements to determine conclusions

1.4 Determine the need for specific assessment and referral services in line with legislation and provide referrals for these in accordance with organisation policies and procedures

1.5 Provide appropriate information to support the referral process (internal and external), to stakeholders in accordance with organisation guidelines and legislative requirements

2. Plan case

2.1 Agree on goals in consultation with client, treating medical practitioner, employer and other key stakeholders

2.2 Identify and access additional sources of information relevant to the rehabilitation planning process

2.3 Negotiate appropriate goal setting in accordance with organisational guidelines

2.4 Assist people in the decision making process in accordance with organisation policies and guidelines

2.5 Develop case plans in accordance with organisational guidelines

2.6 Obtain approvals from the treating medical practitioner and stakeholders prior to the commencement of a return to work and health program in accordance with organisation policies and procedures

2.7 Maintain regular communication with relevant stakeholders throughout the rehabilitation program

3. Monitor and review case progress

3.1 Schedule multidisciplinary team and review meetings according to organisational guidelines

3.2 Use organisational processes to identify services and methods of evaluation at each stage of the rehabilitation process

3.3 Identify indicators and triggers which suggest modification or alteration to the case plan in accordance with organisation guidelines and modify or alter the case plan accordingly

3.4 Monitor the progress and effectiveness of a person’s case using organisational guidelines

3.5 Assist an injured person with the long-term management of their injury

Evidence of the ability to:

conduct initial assessment for a case to plan rehabilitation services with relevant stakeholders

monitor and review case progress

provide effective closure interviews demonstrating knowledge of organisation policies and guidelines on case management and relevant legislative requirements.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

explain key features of relevant organisational policies and guidelines that assist in the management and compliance of a personal injury case

describe processes used to assess and plan a case

outline key stakeholders and sources of information to assist with managing a case

describe processes used to monitor, review and close a case

discuss strategies for dealing with issues and problems relating to case management.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the personal injury management field of work and include access to:

office equipment, technology, software and consumables

organisational records, policies and procedures.

Assessors must satisfy NVR/AQTF assessor requirements.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Contact stakeholders to gather relevant information on personal injury case in accordance with organisation guidelines and legislative requirements 
Obtain additional information from relevant stakeholders as required 
Conduct initial interview and assessment in accordance with organisation guidelines and legislative requirements to determine conclusions 
Determine the need for specific assessment and referral services in line with legislation and provide referrals for these in accordance with organisation policies and procedures 
Provide appropriate information to support the referral process (internal and external), to stakeholders in accordance with organisation guidelines and legislative requirements 
Agree on goals in consultation with client, treating medical practitioner, employer and other key stakeholders 
Identify and access additional sources of information relevant to the rehabilitation planning process 
Negotiate appropriate goal setting in accordance with organisational guidelines 
Assist people in the decision making process in accordance with organisation policies and guidelines 
Develop case plans in accordance with organisational guidelines 
Obtain approvals from the treating medical practitioner and stakeholders prior to the commencement of a return to work and health program in accordance with organisation policies and procedures 
Maintain regular communication with relevant stakeholders throughout the rehabilitation program 
Schedule multidisciplinary team and review meetings according to organisational guidelines 
Use organisational processes to identify services and methods of evaluation at each stage of the rehabilitation process 
Identify indicators and triggers which suggest modification or alteration to the case plan in accordance with organisation guidelines and modify or alter the case plan accordingly 
Monitor the progress and effectiveness of a person’s case using organisational guidelines 
Assist an injured person with the long-term management of their injury 

Forms

Assessment Cover Sheet

FNSPIM414 - Manage personal injury claims
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

FNSPIM414 - Manage personal injury claims

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: