SC
Sarah Chen

Thursday, May 29, 2024 · Dietz Gilmor & Chazen

Good morning, Sarah.

4 approvals are waiting and 1 deadline is urgent today. Your caseload is on track — 2 hearings this week have prep items outstanding.

Active Cases
18
↑ 2 from last month
Hearings This Week
7
Next: Fri Jun 2, 9:00 AM
Pending Approvals
4
2 marked urgent
Deadline Compliance
94%
↑ 3% vs prior quarter
Martinez v. Pacific Coast Construction — Carrier demand response due today at 5:00 PM. Draft letter in Approval Queue awaiting sign-off. Open Case →
Kim v. ABC Electronics — Zurich opening report required within 15 days of retention. Due Jun 1 (3 days). View Case →
Torres v. Southwest Airlines — IMR determination received. 30-day appeal deadline: Jun 28. Attorney review required before proceeding. View IMR →
Chen v. Riverside Warehouse — AI detected scheduling conflict: Trial set Aug 19 overlaps with Rodriguez deposition same day. Resolve Conflict →
Today's Focus All 18 cases →
01
Urgent — Due Today
Martinez v. Pacific Coast Construction
DGC-2024-0071 · CLM-2024-ZUR-08441
Why it's here Carrier demand response deadline is today at 5 PM. AI-drafted response letter is in the approval queue — review, edit if needed, and approve to send. WPI conflict (Singh 22% vs. Ramirez 45%) remains unresolved and should be addressed in the response.
Open case →
02
Due in 3 days Guideline Alert
Kim v. ABC Electronics
DGC-2024-0088 · CLM-2024-ZUR-09102
Why it's here Zurich client guideline requires opening report within 15 days of case assignment. Deadline is Jun 1 — 3 days from now. Report has not been started. Approved budget authorization also due Jun 14 per Zurich special handling rules.
Open case →
03
Conflict Detected
Nguyen v. Golden Gate Logistics
DGC-2024-0094 · CLM-2024-TRV-11030
Why it's here QME report received yesterday. AI flagged a material WPI discrepancy: Dr. Kim assessed 18% WPI (DRE Category II), Dr. Ramirez 38% WPI (DRE Category IV) for the same L4-L5 injury. Issue tracker cannot be updated until an attorney reviews and resolves the conflict.
Open case →
Upcoming Deadlines Next 14 days
May 29
TODAY
Carrier demand response
Martinez v. Pacific Coast Construction · Zurich American Insurance
Deadline
Jun 1
Opening report to carrier
Kim v. ABC Electronics · Zurich guideline — 15 days from retention
Guideline
Jun 2
Status Conference, WCAB Dept 14
Kim v. ABC Electronics · Judge Torres · 9:00 AM
Hearing
Jun 5
IMR appeal deadline
Torres v. Southwest Airlines · 30-day appeal window closes
Deadline
Jun 7
Mandatory Settlement Conference
Lopez v. Central Valley Farms · Judge Rodriguez · Dept 5
Hearing
Jun 10
WCAB Hearing, San Diego Dept 8
Martinez v. Pacific Coast Construction · PD Rating dispute
Hearing
Jun 14
Budget authorization required
Kim v. ABC Electronics · Zurich guideline — must submit before billing
Guideline
Jun 15
PTP report review deadline
Nguyen v. Golden Gate Logistics · Dr. Park reporting window
Filing
Approval Queue 4
Outgoing Correspondence
Carrier Demand Response — Zurich American
Urgent
AI-drafted response to Zurich's May 22 letter on Martinez v. Pacific Coast Construction. Addresses $28,400 medical charge dispute and rejects IME request. Must be approved and sent today.
Medical Conclusion Update
WPI Revision — Martinez, Singh QME
Urgent
Dr. Singh updated WPI from 22% to 28% following Aug 4 re-evaluation. AI proposes updating the issue tracker and requesting reapportionment analysis. Approve to update the record.
Settlement Analysis
Authority Increase Recommendation — Lopez
Normal
AI analysis of the recent IMR ruling in Lopez v. Central Valley Farms recommends increasing settlement authority from $95,000 to $112,000. New IMR approvals increase expected PD exposure by ~$17K.
Medical Treatment Authorization
Surgery RFA — Kim, L4-L5 Discectomy
Normal
PTP Dr. Rodriguez submitted RFA for L4-L5 discectomy in Kim v. ABC Electronics. Approve to initiate Utilization Review, deny to decline, or review full clinical documentation first.
Overnight Intelligence Processed 11:59 PM
Martinez v. Pacific Coast Construction · DGC-2024-0071 11:42 PM
Carrier Response Document Received
AI processed Zurich's 11-page response letter received late last night. Three material findings extracted:
  • Full denial of $28,400 in medical charges, citing UR non-certification
  • Request for independent medical examination by Zurich panel physician
  • Counter-demand of $180,000 (down from DGC's $240,000 demand)
View case →
Chen v. Riverside Warehouse · DGC-2024-0062 2:17 AM
Trial Date Set — Scheduling Conflict Detected
WCAB docket updated: trial set for August 19, 2024. AI detected a conflict with the Rodriguez deposition scheduled the same day in Nguyen v. Golden Gate Logistics.
  • Trial: Aug 19, WCAB San Diego, Dept 11, 8:30 AM
  • Conflict: Rodriguez deposition, Aug 19, 10:00 AM, Riverside (2.5h travel)
Resolve conflict →
Torres v. Southwest Airlines · DGC-2024-0055 6:05 AM
IMR Determination Received — 3 Treatments Denied
Independent Medical Review determination received from DWC. All three disputed treatments denied. Appeal window opens today.
  • Denied: Physical therapy continuation (24 sessions), $8,400 value
  • Denied: Epidural steroid injections (series of 3), $6,200 value
  • Denied: Pain management consult with Dr. Okafor, $1,850 value
Start appeal →
Firm Snapshot Dietz Gilmor & Chazen · Partner View Hide ↑
San Diego
Downtown · Main Office
Active Cases16
Attorneys3
Avg Caseload5.3
Hearings This Wk4
Deadline Compliance96%
Los Angeles
Century City · Satellite
Active Cases13
Attorneys2
Avg Caseload6.5
Hearings This Wk2
Deadline Compliance89%
Riverside
Downtown · Satellite
Active Cases6
Attorneys1
Avg Caseload6.0
Hearings This Wk1
Deadline Compliance100%
Firm Total
All Offices · Rollup
Active Cases35
Attorneys6
Avg Caseload5.8
Docs Processed (Wk)47
Deadline Compliance91%