A series of articles emphasizing practical
knowledge you can't find in practice guides
and interviews with experts who share
their techniques for effective and efficient
case management


How To Do It: Articles, Interviews &
Practice Tips

Articles emphasizing practical knowledge you can't find in practice guides

People Who Made A Difference
Profiles of people who changed workers’ compensation law.

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Letters to the Editors

Meet the Editors
• Warren Schneider
• Marjory Harris





The Settlement Analyzer has everything in
one place in one easy-to-use spreadsheet.

Download it here

In this series, we explore organizational techniques,
software and hardware that will help you clear the
mess from your desk, be more productive, and cut
office overhead.

This article presents a handy, easy to use and customize spreadsheet that keeps track of
settlement values, issues and evidence.
If you missed previous Computer Corners:

“How to Organize Medical Issues and Evidence” with a Downloadable Medical Manager Spreadsheet click here

"How to Store It, How to Find It with downloadable folder tree and icon" click here.

“How to Work Faster, More Efficiently, and with
Lower Overhead” click here.

"A Case Management Adjunct", .click here.

Analyzing Case Settlements the Easy Way

As workers’ compensation has become more
complex, and our case loads larger to make up for
the lower fees, it is more important than ever to track
all settlement items in one place, as we go along,
so we can quickly generate a settlement demand or
prepare for the Mandatory Settlement Conference.

Here is a downloadable spreadsheet that you can customize to meet your needs.

To download the Settlement Analyzer spreadsheet, click here, or to download the template, click here.

In previous issues we described how to use a spreadsheet to keep track of important links, Organizing Your Work with Excel.

We provided a spreadsheet for keeping track of subpoenaed records.

To download the previous spreadsheets:




Advantages of using a spreadsheet instead of a
yellow pad or a Word document:

a) Mathematical functions can be built into the spreadsheet and save having to use a calculator and transferring the data.

b) As the law evolves, or you gain experience with the new system, you can update the master document.

c) You can use the Settlement Analyzer as an issues and evidence checklist.

Make sure you always have an up-to-date "clean copy" of the spreadsheet or template. You might want to store it as recommended in "How to Store It, How to Find It”

You can update the master as new information comes to light, such as a new case which changes settlement values.

While you can customize the spreadsheet, If you do
change anything, it can mess up the formulas
embedded in the spreadsheet, so always keep a
clean copy handy.

< Click image to enlarge

Use a spreadsheet for each client and store it in the
client's folder on your hard drive with a copy in the
paper file.

Remember to link to important documents, such as
medical reports, depo summaries, or cases that
support the figures.

Alternatively, you can wait till you have to make a
demand, then go through your file and record things
as you find them into the spreadsheet. It is a lot
easier to put things there when they come to mind,
so perhaps using this method will inspire the
disorganized to achieve better record-keeping.

The left column of the spreadsheet does the math,
then subtracts a 15% fee and other items. It is easy
to change the percentage – just go up to the
formula bar.

You can calculate the cost of future medical
treatment in the bottom right box, which will add
the total for you. Use the ratings box to paste in
ratings from your rating program.
Open the Settlement Analyzer at the start of each case and save a copy to the client’s folder

By reviewing the settlement analyzer for a case,
you can spot issues and discovery that you still
need to do in order to come up with figures. You
might also want to record what you hope will be the
eventual settlement value of the case, so you can
decide how much of your resources to devote to it or
what you might have to do in terms of gathering
evidence to get to that figure.
The Settlement Analyzer can highlight discovery that you still need to do in order to come up with figures. It can also function as an issues checklist.

Another use for this spreadsheet will arise later,
after you have used it in a number of cases. It will
be easy to figure out what new cases of a similar
nature might be worth, when you have a collection
of old ones. As case law evolves and the rating
schedule changes, you can move from reading tea
leaves to analyzing actual data.

> Send in your tips for office organization or
requests for solutions to office problems.

Easily predict the value of later cases by referring to old ones.
Computer Corner:
How to Calculate Settlement Values and Organize Issues and Evidence
with a Downloadable Settlement Spreadsheet

By Marjory Harris

> ACOEM, AMA Guides & FCAs
> Defense Perspective: Settlement
> Computer Corner: Analyzer
> Case Status Spreadsheet
> Carving up PD
> Comp Admin., Soup to Nuts