A return to work plan for a disabled worker should be established early on. A case manager should obtain work capacity documentation (which will be submitted to the employer and insurance company) from the physician after each visit, or the case manager may provide the physician with a physical capacity evaluation form. This form (a checklist of physical restrictions) may be used as a guideline for work capacity documentation.

There is also the option of a functional capacity evaluation, which is performed by a physical therapist who guides the patient through a work-hardening process (physical therapy aimed at performing work-specific abilities).

An Independent Medical Evaluation (IME) is another work capacity measurement option. During an IME, an independent physician evaluates the client's diagnosis, causality, appropriateness of medical treatment, prognosis, work capacity, and makes treatment plan recommendations.

The client's work capacity is assessed throughout the return to work process by the case manager. Sometimes, in the case of complex job requirements, a job analysis is required. The case manager may handle the job analysis (given employer consent). Notes or videotapes are recommended, and the case manager should include in the analysis the job title, length of shift, list of job tasks, any tasks that may be modified, availability of part-time work, etc. The analysis should also be sent to the treating physician and the insurer.

A case manager should work with both the physician and the insurer in the return to work process, and address such issues as referral of work hardening program, functional capacity evaluation, job analysis, potential issues surrounding return to work, or changes in work capacity.