How Apportionment Should be Applied
         ( From a seminar by Judge Merle Petty)
    
    Posted: May 1, 2014
    
    
    
    
        - Labor Code 4663 Apportionment states that:
            
                
                    - Apportionment of permanent disability shall be based on causation.
 
                    - Any physician who prepares a report addressing
                            the issue of permanent disability due to a claimed
                            industrial injury shall in that report address the
                            issue of causation of the permanent disability.
 
                    - In order for a physician's report to be considered
                            complete On the issue of permanent disability, the
                            report must include an apportionment determination ...
 
                    - An employee who claims an industrial injury shall,
                            upon request, disclose all previous disabilities or
                            physical impairments.
 
                
             
         
        - Certain injuries or illnesses are not subject to Apportionment
            
                
                    - Subdivisions (a), (b), and (c) shall not apply to
                            injuries or illnesses covered under Sections 3212, 3212.1,
                            3212.2, 3212.3, 3212.4, 3212.5, 3212.6, 3212.7, 3212.8,
                            3212.85, 3212.9, 3212.10, 3212.11, 3212.12, 3213, and 3213.2.
 
                    - Note: This is the "anti-attribution" clause, meaning
                            apportionment per LC 4663 (a), (b) & (c) doesn't apply
                            to injuries/illnesses covered by these sections.
 
                    - The statutes cited in LC 4663(e) hold that certain
                            injuries & conditions (including hernia, heart trouble,
                            pneumonia, cancer, TB, MRSA, blood-borne
                            infectious diseases, biochemical substances,
                            meningitis, skin cancer, Lyme disease, and lower back
                            impairment) that occur to certain classes of
                            employees (i.e., firefighters, prison guards, CHP, law
                            enforcement officers, etc.) are presumed industrial.
 
                    - LC 4663(e) makes them not subject to
                            apportionment.
 
                
             
         
        - Things the doctor should Address or Include when Apportioning
            
                
                    - An explanation of the nature of the disease process or
                            condition to which apportionment is applied;
 
                    - An explanation of how and why it is causing permanent
                            disability at the time of the evaluation;
 
                    - An explanation of how and why it is responsible for the
                            percentage of disability to which apportionment is
                            applied; and
 
                    - An explanation of the causal connection between that
                            to which apportionment is applied and the industrial
                            injury.
 
                    - Any explanation of the "why" (rationale) must be
                            internally consistent.
 
                    - Avoid using words like "fair" when percentages are
                            selected (use "reasonably medically probable").
 
                    - Understand the difference between risk factors for
                            development of a condition or injury (as a causative
                            factor of injury) and apportionment of disability.
 
                    - If the doctor is unable to include an apportionment
                            determination, they must explain why. This will
                            require consultation with other physicians or referral to
                            another physician from whom the IW is authorized to
                            seek treatment or evaluation.
 
                    - Understand the concepts in the Benson case and
                            provide detailed explanation.
 
                    - Be aware of situations in which Benson may be a
                            factor (i.e., more than one injury claim, prior injuries
                            with or w/o adjudicated levels of
                            disability/impairment, etc.).
 
                    - Under Benson, the doctor must provide a detailed
                            discussion as to what is the actual disability/
                            impairment attributable to each separate injury and
                            state the reasons for their opinions.
 
                    - If the doctor is unable to separate the disability or
                            impairment attributable to each separate injury, they
                            must state why and provide a well-reasoned
                            discussion of overall disability/impairment that meets
                            all criteria for substantial medical evidence
 
                    - All opinions on apportionment should be couched in
                            terms of reasonable medical probabilities and be
                            based upon knowledge, expertise and/or experience