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Medical panel

Procedure summary

Published On

May 13, 2025
Purpose

To assess whether a referral for a medical panel is needed to resolve a complex medical issue(s) and/or a difference of opinion and to initiate the referral.

Description

The decision maker evaluates whether a complex medical issue(s) and/or a difference of medical opinion exists and considers if there is an alternate way to achieve a resolution. When attempts to resolve the issue have been unsuccessful, the decision maker discusses the issue(s) and/or difference of opinion with the medical services manager including all avenues attempted to achieve resolution (e.g., consultation with the worker's treating physician or an independent medical exam).

Following the discussion, the decision maker refers the claim to the medical services manager for a preliminary review. Following the preliminary review, the medical service manager notifies the decision maker as to whether the medical panel request:

  • is warranted,
  • may be considered once additional information is obtained, or
  • whether they will proceed with a formal review for panel consideration.

Based on the outcome of the preliminary review, the decision maker actions the claim as appropriate. When a medical panel request will be considered, the medical services manager completes a formal review and documents their decision to approve or not approve the request for medical panel.  If approved, they make the referral to the medical panel commissionerThe medical panel commissioner is an independent physician appointed by the Minister, who has no role in WCB claims and whose independence is subject to review by the Auditor General..

The decision maker continues to monitor the claim for the medical panel report and actions the decision, as appropriate. When the medical panel was requested by the Appeals Commission (AC), the decision maker awaits the AC decision memo and actions the claim based on direction from the AC.

Key information

A medical panel provides the Worker's Compensation Board (WCB) of Alberta and the Appeals Commission with an impartial, independent process for resolving complex medical issues that may affect a worker's right to compensation. Refer to Policy 03-01, Part II, Application 1, Question 3 and Sections 46.2 and 46.3 of the Worker's Compensation Act (WCA).

Medical panels are considered when:

  • The WCB determines there is a “difference of medical” opinion that cannot be resolved through other means such as consultation with the treating physician or an independent medical exam (IME), which may be completed by one or multiple IME specialists, if required.
  • The WCB or the Appeals commission recommends a referral for a medical panel to clarify a significant medical issue.
Assembling the medical panel

Medical panels are assembled by the medical panel commissioner who is responsible for the overall operation of the medical panel process. The medical panel commissioner identifies a list of eligible physicians. Physicians where there may be a potential conflict of interest (e.g., a worker's treating physician or one who has consulted with the worker, a physician who provides medical services to the employer, etc.) are not eligible to participate in the medical panel. Eligible physicians must:

  • Have expertise with the worker's medical issue under review.
  • Be registered with the College of Physicians and Surgeons of Alberta.
  • Be available and willing to participate on the medical panel.

Once the list of eligible physicians has been compiled, the injured worker, employer, and the WCB are given the opportunity to choose their order of preference of physicians to participate in the medical panel.  The medical panel commissioner then selects the panel members and the panel chair. 

Medical panel process

The medical panel reviews the medical information on the claim and:

  • Interviews and examines the injured worker.
  • Requests additional investigation or consultation, if required.

The goal of the medical panel is to achieve consensus from all three practitioners for the issue under review. Once a consensus has been reached, the medical panel issues a written decision.  Medical panel decisions are final and binding; they are not open to question or review in any court.

For additional information, refer to the worker and employer fact sheets in the Supporting References (General tab) at the bottom of this procedure.

Detailed business procedure

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1. Review the claim and determine the issue

Confirm if there is a difference of medical opinion or if the issue is related to a complex medical concern.

When there is a difference in medical opinion, consider if there is a true conflictA true conflict of medical or psychological opinion happens when more than one medical or psychology professional, whose opinions carry equal weight, reach different and conflicting conclusions. a A true conflict of medical or psychological opinion happens when more than one medical or psychology professional, whose opinions carry equal weight, reach different and conflicting conclusions.nd whether there are any other ways to achieve a resolution. For a complex medical issue, determine if there are any additional steps to take to resolve the issue (e.g., referral to an internal consultant, consultation with a treating physician, arranging a medical assessment such as an IME). In some circumstances, it may be appropriate to consider an IME with more than one specialist. 

When the action taken or the appropriate referral resolved the issue, continue to manage the claim as appropriate.

When all attempts to resolve the issue were not successful, proceed to the next step.

Administrative tasks

 

Follow the appropriate procedure:

  • 1-9 Conflict of medical/psychologist opinion
  • 4-1 Medical testing, referrals and program support
  • 11-2 Internal consultant referrals
2. Discuss and make a referral to the medical services manager

Contact the medical services manager to briefly discuss the issue on the claim. Follow-up the discussion by making a referral to review for a possible medical panel. Ensure all medical information is on file and available for their review.

The medical services manager will conduct a preliminary review and documents their decisions, and notifies the decision maker if the request for a medical panel:

  • is not warranted along with their rationale for not proceeding (e.g., there is another way to achieve resolution).
  • may be reviewed for panel consideration along with the additional information required before proceeding with their review.
  • will be reviewed for panel consideration along with their rationale for proceeding (e.g., difference of medical opinion, complex medical file, etc.).

Administrative tasks

Update the Injury Details in eCO.

Document the discussion in a file note (Contact/Other).

Send a file note (Medical) to the medical services manager with the description line “please review for possible medical panel.”

Refer to the 11-2C Medical issues handled by the medical services manager or designates (Sept 2024) document in the Resource Library.

The medical services manager sends a file note to the decision maker documenting the outcome of their preliminary review.

3. Call the worker to discuss the outcome of the medical service manager's review

Review the recommendation from the medical service manager and call the worker to discuss the next steps. When the medical service manager confirms the medical panel request:

  • Is not warranted, discuss the reason why the medical panel will not proceed and the alternate means to achieve a resolution, if recommended.
  • May be reviewed for panel consideration, but additional information is required, explain what information is required before a determination can be made.
  • Will be reviewed for panel consideration, advise the worker that a formal review for medical panel will proceed. Explain that this is an in-depth review that may take four to six weeks following which a decision will be made as to whether a medical panel will be conducted. 
Formal medical panel review

The medical services manager will complete the formal review and notify the decision maker of their decision to approve or not approve the medical panel request. They will also indicate if the formal review will take longer than four to six weeks and provide an anticipated time frame.  

Update the worker if the time frame is extended.

Administrative tasks

Document the discussion in a file note (Contact/Worker).

Send the appropriate letter outlining the next steps:

  • Claimant Custom letter (CL000A) to the worker
  • Insured Custom letter (IN000A) to the employer

 

To refer for a formal medical panel review, complete and send the Request for medical panel form (M-215) form to the medical services manager.

4. Communicate the decision

Discuss the decision to approve or not approve the medical panel request with the worker and the employer. Communicate the decision in writing.

If the request for the medical panel is:

  • Not approved, explain the rationale used and discuss any action to be taken (i.e. alternate means to achieve resolution). Continue to manage the claim, as appropriate.
  • Approved, explain that their claim will be sent to the medical panel commissioner within 21 days from the date medical panel request was approved.

Administrative tasks

Document the discussion in a file note (Worker/Contact) and (Employer/Contact).

When not approved, send the appropriate letter outlining next steps:

  • Claimant Custom letter (CL000A) to the worker
  • Insured Custom letter (IN000A) to the employer

When approved, send the Independent Medical Panel (CL047E) letter to the worker and a copy to the employer.

5. Monitor for the medical panel outcome

When the WCB initiated the referral and the medical panel commissioner's report is received, the medical service manager will notify the decision maker. 

Review the medical panel report and consult with the medical services manager if assistance is needed to interpret the information or if there are any concerns (e.g., errors or contradictions are identified). 

When the AC initiated the referral and the medical panel commissioner's report is received to file, the decision maker awaits the AC decision memo for direction.

Call the worker and the employer to discuss the decision and explain the evidence used from the medical panel report to make the decision. Send a copy of the medical panel report to the worker.

Administrative tasks

Document the discussion in a file note (Contact/Worker) and (Contact/Employer).

 

Send the appropriate letter outlining the information used to make the decision:

  • Claimant Custom letter (CL000A) to the worker
  • Insured Custom letter (IN000A) to the employer

Supporting references

Policies

  • 03-01, Part II, Application 3

Procedures

  • 1-9 Conflict of medical/psychologist opinion
  • 3-2 Collaborative care planning
  • 4-1 Medical testing, referrals and program support
  • 11-2 Internal consultant referrals

Related links

  • Employer fact sheet - Medical panels
  • Worker fact sheet- Medical panels

Workers’ Compensation Act

Applicable sections

  • 46.2 Medical panels comissioner
  • 46.3 Medical panels

General Regulation

Applicable sections

Related Legislation

Applicable sections

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