What is functional apportionment?
Dividing disability based on actual loss of function caused by different factors (e.g., work injury vs arthritis).
When is functional apportionment useful?
When prior medical records show measurable pre-injury functional limits or work restrictions.
Mnemonic for functional apportionment
“FLEA” — Functional limits, Evidence, Apportion %.
How should QME address aggravation vs acceleration?
Aggravation = worsening severity; Acceleration = faster progression. Both can justify partial non-industrial apportionment.
Can a QME apportion to future degeneration?
No — must be based on current, known pathology or disability, not predictions.
Example: OA in knee worsened by work.
If OA already present and work hastened it, QME can apportion % to OA vs work trauma.
Why must apportionment be expressed in %?
The WCAB requires a numerical percentage to apply to PD calculations; vague terms like “minor” or “significant” aren’t acceptable.
Mnemonic for expressing percentages
“PEN” — Percentages Every time Numerically.
How can QME support % estimates?
Use imaging, medical history, prior awards, objective findings, and literature if needed.
What if QME believes prior injury fully healed?
Then no apportionment — only current work injury counts if prior condition resolved with no residual impairment.
What is apportionment to natural aging?
Assigning % of PD to age-related degeneration if supported by imaging/history; cannot be speculative.
Pitfall: apportioning to normal aging w/o evidence.
Invalid; must have imaging or objective findings showing degeneration contributed to PD.
What is merger in apportionment?
When two injuries combine so completely that they cannot be separated; often treated as fully industrial if inseparable.
How does merger affect PD?
PD may be assigned fully to the current industrial injury if prior factors can’t be reasonably separated.
Mnemonic for merger decision
“MERGE” — Medical evidence reveals grouping effects.
When should QME request more records?
If prior treatment or injuries are suspected but documentation is missing; prevents unsupported apportionment.
How to apportion when prior PD rating unknown?
Base on objective findings and probable residuals; explain reasoning clearly even without exact % from past award.
What is the Eggshell Skull Rule’s limit?
Worker vulnerability doesn’t eliminate apportionment if underlying condition contributes to PD.
Can psychosocial stress be apportioned?
Only if tied to documented non-industrial psychiatric disorder contributing to disability.
Why use literature references?
Supports medical probability and helps defend apportionment percentages in litigation.
Mnemonic for strong apportionment report
“CLEAR” — Causation explained, Logic, Evidence, Apportion %, Records cited.
How to handle prior cumulative trauma claims?
Separate out contribution from prior cumulative exposure vs current job; explain with timeline and duties.
Can QME apportion to obesity?
Yes, if documented obesity directly contributes to impairment (e.g., weight-bearing joint degeneration).
Pitfall: apportioning to risk factors like family history.
Invalid — family history alone doesn’t prove pathology or disability contribution.