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California Workers Compensation Impairment & Disability Rating Specialists

More Apportionment Language Examples

 

1.      The medical report must address the issue of apportionment by describing the approximate relative percentages of Industrial and Non-Industrial Causation under LC § 4663(c).

 

1.1.           The en banc panel of the WCAB focused on new language in LC 4663(c), which provides for apportionment based on what approximate percentage of the permanent disability was caused by " other factors both before and subsequent to the industrial injury, including prior industrial injuries." (Emphasis added.)

 

1.2.           The language stating that apportionment may be based on 'other factors both before and subsequent to the industrial injury' does not limit what non-industrial factors may be considered as a cause of permanent disability purposes of apportionment. Thus, this language appears to require apportionment based on any 'other [non-industrial] factor,' either pre- or post-injury.

 

1.3.           The en banc panel of the WCAB, after expanding the language of LC 4663(c) from "other factors" to "any other [non-industrial] factor," then enlarged the list of factors that can be apportioned as follows:

 

1.4.            [T]he 'other factors' now may include pathology, asymptomatic prior conditions, and retroactive prophylactic work preclusions, provided there is substantial medical evidence establishing that these other factors have caused permanent disability."

 

è      If it were not for-the non-industrial degenerative arthritis and disk condition, the permanent disability would not exist. It is medically reasonable, therefore, to apportion 50% of the cause of the Permanent Disability to the non-industrial factors and 50% to work involving moderately heavy exertion over the past 13 years “

 

è     Absent an acute precipitating event, the aforementioned diagnosis typically occurs over a prolonged period of time and may be related to the performance of repetitive-activities both at work and at home, As a patient typically spends no more than 25% of their 168-hour week at work, it would seem inconceivable that 100% of the development of a so-called "cumulative trauma disorder" could be attributed to an industrial activity alone. It is my opinion that it would be very generous to apportion only 25% of their resulting disability to their non-industrial activities and the remaining 75% to industrial factors.”

 

è     The medical records reveal multiple notations of right elbow/forearm extremity pain and tendonitis type symptoms. 1st episode occurred on 9-20-97, next episode 3-10-98, followed by other episodes on 08-02-00, 09-10-00 and 8-10-01.  After the last episode the condition manifested full-time.  There are notations that the patient’s episodes of pain were associated with gardening episodes of working on auto-work episodes. Although no specific trauma occurred, she did have symptoms. It should also be noted that she was working at this position at the time and no doubt work was contributing to the right forearm tendonitis issues.  Therefore, it is my opinion that 50% of her right forearm condition is non-industrial and related to her vocational cumulative trauma.  With respect to the patient’s cervical complaints< bilateral shoulders and left upper extremity, apportionment is not an issue.

 

è     Patient has documented MRI evidence of degenerative cervical spine disk disease and lumbosacral disk disease as well as operative evidence of degenerative changes of the left shoulder and subacromial region. He has had a prior right knee injury requiring surgery. His right and left feet have hammer second toes and being that he is wearing steel-top shoes would be non-industrial in nature (hammertoes really are not caused by work or occupation, for the most part, but could be aggravated by his job as a concrete foreman}. Also, patient worked for the Building Companies doing rather strenuous and hard labor for 13 years or so prior to his industrial injury, so it could be argued that much of his degenerative changes were caused by his employment with Building Companies, but some of the permanent disability is due to prior work as a construction worker as well as underlying degenerative changes of the cervical spine, shoulders, back, and knees that would have occurred even if he did not work or had worked at a sedentary job.  Thus, it is my opinion, with reasonable medical probability, that the permanent disability to the left shoulder is 80% due to cumulative job trauma through 12/2/02 and 20% is due to age-related degenerative changes and prior work in the construction industry over the years. 90% of the permanent disability to the cervical spine is due to cumulative job trauma through 12/2/02 and 20% is due to age-related degenerative changes and prior work in the construction industry.

è     There is apportionment needed for disability. On a causation basis, if we are considering continuous trauma as having been involved regarding the hands and wrists, then 80% of the present wrist/hand problem are due to continuous trauma or vocational work activities, and 20% is due to avocational activities performed during the same time period in which she occupied her hands for longer periods of time over the years off the job than she did on the job. Therefore, there is contribution from off-the-job activities. 

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More Apportionment Language Examples

 

è     Having had the opportunity to see and examine the patient, reviewing the mechanism of injury, the patient's subjective complaints of pain and my objective findings, as well as having had the opportunity to review the submitted medical records supports my conclusions not only as to the diagnoses but also the apportionment of causation.   I have assigned impairment caused by factors other than the industrial injury, and that level of impairment constitutes the apportionment to avocational and pre-existing factors. The ratio of non-industrial impairment, if any, to all described impairment represents my best medical judgment of the approximate percentage of impairment caused by the industrial injury and the approximate percentage of impairment caused by other factors, as defined in Labor Code 4663 and 4664.

 

è     In reviewing the medical records, this was obviously a case of an extremely heavy patient with degeneration of his joints that was pre-existing and longstanding and complicated by several injuries. He has had studies of both shoulders and both knees and all showed degenerative changes, not acute injuries. This is not to state that he wasn't injured, as he was, only that his primary treating physician had limited success with arthroscopies to the knees and right shoulder because these were not simply acutely injured joints.

 

è     The causation for weakness of the right knee/leg is due to post-operative changes in the surrounding musculature. The current instability of the right knee is related, to the industrial injury of February 10, 2004, Subjective pain symptoms are due in part to a previous meniscectomy and the most recent industrial injury.  I apportion 75% of this patient's current impairment of the right knee to the February 2004, industrial accident and subsequent surgery. I apportion 25% of the current impairment of the right knee to the previous meniscectomy.”

 

è     Whether or not Escobedo affirms it, there is opinion, which I accept, that examiners are obligated to consider "apportionment to pathology" as a possible defense theory and for that matter any reasonable theory and/or evidence that supports the defense burden of proof as identified by Escobedo.  There are, however, medical problems with "apportioning to pathology" both in general and in connection with this particular case. These include:

 

1.      Pathology is the structural portion of disease processes detectible by visible inspection (gross pathology) and by microscopy, using histopathologic techniques. A properly obtained tissue biopsy, deemed representative of the pathology left unexamined, goes some distance toward identifying "the pathology."   Other tests can answer to restricted portions of "the pathology." For example, one can speak of that part of the pathology which is revealed by one or another test. Such tests reveal not "the pathology" but "that part of the pathology susceptible of being identified by the particular test."

 

In the present case, there is no reliable information as to "the pathology" and therefore not justification in implicating it as a cause of anything.

 

2.      In lieu of reliable information as to the nature and extent of "the pathology" there is, instead, (a) radiologic pathology, which is of the type identified in (2), and a weak inference, which may or may not have been made explicit by one or more examiners, to the effect that some class of people accrued disabling pathology in certain ways and at certain ages, and therefore this must have been the case with the applicant.

 

Escobedo actually affirms, as an example of an argument no longer barred by law, just such a claim with respect to the cause of an applicant's knee disability.

 

3.       Although not barred legally, the argument "that some class of people accrued disabling pathology in certain ways and at certain ages, and therefore this must have been the case with the applicant" is devoid of medical merit for two reasons:  (a) The idea "some people have it, therefore this person has it" is logically invalid, and without basis. (b) There is no evidence indicating what pathology the applicant actually had prior to the claimed injury, nor as to what the applicant would now have, absent the injury. There is no evidence that supports any claim as to any specific amount or any of any particular nature.

 

4.      Medicine has medically accepted methods for explaining the cause of certain conditions and for the causes of certain diseases. The branch of medical science which both addresses both (i) these forms of causation and (ii) the rationale for the various types of causation explanation is "epidemiology," exclusively. An argument, which requires, for its own support, assumptions for which there is no actual supporting evidence, are inherently weaker, medically, than arguments without such requirements. Any "argument from pathology" demands close examination as to whether it does, or does not, conceals within itself a medically unsupported leap from "the pathology revealed on a certain test" (e.g., radiograph) to "disability. Conclusions that require an unsupported jump as part of their chain of reasoning are not, on that account factually wrong. They are guesses, which might or might not be right, partly right, or perhaps entirely wrong, for all anybody knows.

 

Other than for the apportionable pre-existing condition, I think the upper back disability is attributable to the specific and cumulative industrial incident as follows: (a) I think 75% is attributed to the specific vocational event. (b) I think 25% is attributable to the natural history condition, which was creating pre-existing impairment/disability that would now be present even absent the industrial injury.

 

Luis Pérez-Cordero & Craig A. Lange

Monday, August 29, 2005

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