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WORKERS COMPENSATION MEDIATION
WHO, WHAT, WHERE, WHEN, WHY, and HOW
(c) Teddy Snyder 2016
Teddy Snyder mediates Workers Compensation cases
throughout California.
An attorney since 1977, she has concentrated on settlement
for over 20 years.
Teddy was in the first group LEXIS-NEXIS named as notable
persons in Workers Compensation in 2008.
She is a nationally recognized expert on Medicare Secondary
Payer and Affordable Care Act issues affecting workers
compensation settlement, having written and spoken
extensively on these subjects.
I keep six honest serving-men
(They taught me all I knew);
Their names are What and Why and When
And How and Where and Who.
Rudyard Kipling
WORKERS COMPENSATION MEDIATION  WHO, WHAT, WHERE, WHEN, WHY, and HOW
A voluntary meeting where a professional neutral,
the mediator chosen by the parties,
helps the parties communicate to resolve their
disputes
Mediation is facilitated negotiation
WORKERS COMPENSATION MEDIATION  WHO, WHAT, WHERE, WHEN, WHY, and HOW
MEDIATION vs. ARBITRATION
Both are private alternative dispute choices
Both are privately funded
MEDIATION
Get a Settlement!
Not a hearing-no rules
No admission of evidence
Not Binding
ARBITRATION
Get a definitive ruling
Lots of Rules
No right of appeal
Usually binding
BODY PART
THIRD PARTY CLAIMS
LIENS
WHAT ISSUES CAN BE RESOLVED
VALUATION
RETURN TO WORK
PAST DUE BENEFITS
YOU NAME IT
INJURED WORKER’S NEEDS
NEED TO TELL THE STORY
CATHARSIS
NEED FOR VALIDATION
NEED FOR REVENGE
NEED TO CREATE MEANING
NEED FOR VINDICATION
NEED FOR SAFETY
INJURED WORKER’S NEEDS
UNCERTAINTY OF OUTCOME
CONTROL OF MEDICAL TREATMENT
NEED FOR CASH
LEAVE AN ESTATE
GET ON WITH LIFE
APPLICANT’S ATTORNEY’S NEEDS
BRING FOCUS TO THE PROCESS
SOMEONE ELSE TO DELIVER BAD NEWS
NEUTRAL EVALUATION
INJECTION OF REALITY
PRESERVE THE CLIENT RELATIONSHIP
ALTERNATIVE SOLUTIONS
WORKERS COMPENSATION MEDIATION  WHO, WHAT, WHERE, WHEN, WHY, and HOW
WORKERS COMPENSATION MEDIATION  WHO, WHAT, WHERE, WHEN, WHY, and HOW
AND THE EMPLOYER?
UNCERTAINTY OF OUTCOME
INFLATION RISK
MORTALITY RISK
CLOSE RESERVE
RECOVER BONDING EXPENSE
COST OF ADMINISTRATION
CLOSING RATIOS
SETTLEMENT TRIGGERS
PERMANENT & STATIONERY
AGE 61
70% OF INDEMNITY HAS BEEN PAID
TRIAL DATE
“OLD DOG”
YOU COULD HAVE SETTLED FOR
HOW MUCH 4 YEARS AGO???
WORKERS COMPENSATION MEDIATION  WHO, WHAT, WHERE, WHEN, WHY, and HOW
CONVENING
PRELIMINARIES
THE ATTORNEYS ARE THE BEST ONES
TO ARRANGE THE LOGISTICS
AGREEMENT TO MEDIATE
Financial Arrangements
ACKNOWLEDGEMENT OF CONFIDENTIALITY
WORKERS COMPENSATION MEDIATION  WHO, WHAT, WHERE, WHEN, WHY, and HOW
RIMS Nevada 2011
WRC
The Best is Yet to
DOING THE TWO-
STEP
TO SETTLE
WORKERS
COMPENSATION
CLAIMS
WORKERS COMPENSATION MEDIATION  WHO, WHAT, WHERE, WHEN, WHY, and HOW
Disability percentage,
including whether the
disability is caused by an
industrial injury
Apportionment
Applicable Date of Injury
Past payments- when were
Permanent Disability
payments supposed to start?
Was the right rate used? Were
past payments properly
characterized as PD- or should
they have been TD,
Temporary Disability. Is there
a TD overpayment?
INCOME ISSUES
If Life Pension payments will
be due, when should they
start?
Average Weekly Wage- Have
you taken into account
overtime and the value of
non-cash compensation?
Ability to perform future
work
Return to Work issues- will
the employer provide
modified work?
What about training?
Vouchers? Computer
purchases?
Liens
Penalties
INCOME ISSUES
What are the accepted
body parts?
What expenses are
reasonable and
necessary? This can
include issues about
support services.
What is the appropriate
medical specialty?
MEDICAL ISSUES
Is the treatment the Applicant
wants compensable?
Is the Applicant's over-all
medical condition likely to
shorten life expectancy?
GET YOUR MSA REPORT
GET YOUR
MSA REPORT
MEDIATION BRIEF
YOU DON’T HAVE TO SHARE IT
WHO SHOULD BE IN THE MEDIATION?
The decision-makers, their representatives,
other necessary experts or support persons
HOW DOES IT WORK?
PRE-MEDIATION COMMUNICATION
USUALLY, THERE IS AN OPENING SESSION
SPLIT INTO CAUCUSES, SEPARATE ROOMS
Confidentiality, Candor
SHUTTLE DIPLOMACY
Mediator can shape the conversation, be the best person to
deliver bad news
MAY RE-CONVENE FOR e.g., CLARIFICATION, BRAINSTORMING
MEDIATOR’S PROPOSAL
WHO MAKES THE DECISIONS?
THE PARTIES
WHAT HAPPENS NEXT?
MEMORANDUM OF UNDERSTANDING
STIPULATION
COMPROMISE &RELEASE
WCAB APPROVAL AS NECESSARY
MEDIATOR MAY FOLLOW UP WITH PARTIES IF
FURTHER DIALOGUE MAY BE HELPFUL
WHAT IS SUCCESS?
PARTIAL RESOLUTION IS BETTER
THAN NO RESOLUTION
WHAT DOESN’T HAPPEN
EVIDENCE CREATED SOLELY FOR MEDIATION
IS NOT ADMISSIBLE
MEDIATOR CANNOT BE SUBPOENAED
STUDIES SHOW PARTIES ARE MORE SATISFIED
WITH A MEDIATED RESULT THAN A COURT RULING
SETTLEMENT
HOW MEDIATION IS LIKE SEX
FOLLOW-UP
TEDDY SNYDER
WCMediator.com
310/889-8165
TSnyder@WCMediator.com

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WORKERS COMPENSATION MEDIATION WHO, WHAT, WHERE, WHEN, WHY, and HOW

  • 1. WORKERS COMPENSATION MEDIATION WHO, WHAT, WHERE, WHEN, WHY, and HOW (c) Teddy Snyder 2016
  • 2. Teddy Snyder mediates Workers Compensation cases throughout California. An attorney since 1977, she has concentrated on settlement for over 20 years. Teddy was in the first group LEXIS-NEXIS named as notable persons in Workers Compensation in 2008. She is a nationally recognized expert on Medicare Secondary Payer and Affordable Care Act issues affecting workers compensation settlement, having written and spoken extensively on these subjects.
  • 3. I keep six honest serving-men (They taught me all I knew); Their names are What and Why and When And How and Where and Who. Rudyard Kipling
  • 5. A voluntary meeting where a professional neutral, the mediator chosen by the parties, helps the parties communicate to resolve their disputes Mediation is facilitated negotiation
  • 7. MEDIATION vs. ARBITRATION Both are private alternative dispute choices Both are privately funded MEDIATION Get a Settlement! Not a hearing-no rules No admission of evidence Not Binding ARBITRATION Get a definitive ruling Lots of Rules No right of appeal Usually binding
  • 8. BODY PART THIRD PARTY CLAIMS LIENS WHAT ISSUES CAN BE RESOLVED VALUATION RETURN TO WORK PAST DUE BENEFITS YOU NAME IT
  • 9. INJURED WORKER’S NEEDS NEED TO TELL THE STORY CATHARSIS NEED FOR VALIDATION NEED FOR REVENGE NEED TO CREATE MEANING NEED FOR VINDICATION NEED FOR SAFETY
  • 10. INJURED WORKER’S NEEDS UNCERTAINTY OF OUTCOME CONTROL OF MEDICAL TREATMENT NEED FOR CASH LEAVE AN ESTATE GET ON WITH LIFE
  • 11. APPLICANT’S ATTORNEY’S NEEDS BRING FOCUS TO THE PROCESS SOMEONE ELSE TO DELIVER BAD NEWS NEUTRAL EVALUATION INJECTION OF REALITY PRESERVE THE CLIENT RELATIONSHIP ALTERNATIVE SOLUTIONS
  • 14. AND THE EMPLOYER? UNCERTAINTY OF OUTCOME INFLATION RISK MORTALITY RISK CLOSE RESERVE RECOVER BONDING EXPENSE COST OF ADMINISTRATION
  • 16. SETTLEMENT TRIGGERS PERMANENT & STATIONERY AGE 61 70% OF INDEMNITY HAS BEEN PAID TRIAL DATE “OLD DOG”
  • 17. YOU COULD HAVE SETTLED FOR HOW MUCH 4 YEARS AGO???
  • 20. PRELIMINARIES THE ATTORNEYS ARE THE BEST ONES TO ARRANGE THE LOGISTICS AGREEMENT TO MEDIATE Financial Arrangements ACKNOWLEDGEMENT OF CONFIDENTIALITY
  • 22. RIMS Nevada 2011 WRC The Best is Yet to DOING THE TWO- STEP TO SETTLE WORKERS COMPENSATION CLAIMS
  • 24. Disability percentage, including whether the disability is caused by an industrial injury Apportionment Applicable Date of Injury Past payments- when were Permanent Disability payments supposed to start? Was the right rate used? Were past payments properly characterized as PD- or should they have been TD, Temporary Disability. Is there a TD overpayment? INCOME ISSUES
  • 25. If Life Pension payments will be due, when should they start? Average Weekly Wage- Have you taken into account overtime and the value of non-cash compensation? Ability to perform future work Return to Work issues- will the employer provide modified work? What about training? Vouchers? Computer purchases? Liens Penalties INCOME ISSUES
  • 26. What are the accepted body parts? What expenses are reasonable and necessary? This can include issues about support services. What is the appropriate medical specialty? MEDICAL ISSUES Is the treatment the Applicant wants compensable? Is the Applicant's over-all medical condition likely to shorten life expectancy?
  • 27. GET YOUR MSA REPORT GET YOUR MSA REPORT
  • 28. MEDIATION BRIEF YOU DON’T HAVE TO SHARE IT
  • 29. WHO SHOULD BE IN THE MEDIATION? The decision-makers, their representatives, other necessary experts or support persons
  • 30. HOW DOES IT WORK? PRE-MEDIATION COMMUNICATION USUALLY, THERE IS AN OPENING SESSION SPLIT INTO CAUCUSES, SEPARATE ROOMS Confidentiality, Candor SHUTTLE DIPLOMACY Mediator can shape the conversation, be the best person to deliver bad news MAY RE-CONVENE FOR e.g., CLARIFICATION, BRAINSTORMING
  • 32. WHO MAKES THE DECISIONS? THE PARTIES
  • 33. WHAT HAPPENS NEXT? MEMORANDUM OF UNDERSTANDING STIPULATION COMPROMISE &RELEASE WCAB APPROVAL AS NECESSARY MEDIATOR MAY FOLLOW UP WITH PARTIES IF FURTHER DIALOGUE MAY BE HELPFUL WHAT IS SUCCESS?
  • 34. PARTIAL RESOLUTION IS BETTER THAN NO RESOLUTION
  • 35. WHAT DOESN’T HAPPEN EVIDENCE CREATED SOLELY FOR MEDIATION IS NOT ADMISSIBLE MEDIATOR CANNOT BE SUBPOENAED
  • 36. STUDIES SHOW PARTIES ARE MORE SATISFIED WITH A MEDIATED RESULT THAN A COURT RULING
  • 38. HOW MEDIATION IS LIKE SEX