Legacy Services

Primary Assessment

Expert medication review with pharmacist recommendations for optimization

Our Primary Assessment provides comprehensive oversight of all claimant medications, confirming what's claim-related and reasonably necessary while identifying opportunities to optimize treatment, reduce risk, and support better recovery outcomes.

What is a Primary Assessment?

A Primary Assessment is our most comprehensive medication review service, providing expert pharmacist evaluation of all medications with actionable recommendations for optimization.

Unlike simple liability reports, this assessment includes clinical recommendations to improve safety, effectiveness, and recovery outcomes.

This service is suited to all claimants, including those on complex medication regimens or high-risk drugs requiring expert oversight.

When to Refer

Reasons to request a Primary Assessment:

  • Uncertainty about medication appropriateness – Need expert confirmation of clinical necessity
  • Complex medication regimens – Multiple medications requiring comprehensive review
  • High-risk medications identified – Opioids, benzodiazepines, or other dependence-forming drugs
  • Polypharmacy concerns – Multiple prescribers or overlapping medications
  • Delayed recovery – Medications may be contributing to incapacity
  • Medication-related complications – Side effects, interactions, or adverse events
  • Cost escalation – Increasing medication expenses requiring justification
  • Medication reduction needed – Support required for tapering or cessation
  • Treatment optimization – Identifying more effective or safer alternatives
  • Before funding decisions – Independent expert opinion to support approvals or declines
  • IME preparation – Medication review before escalating to Independent Medical Examination

What You Receive

Comprehensive written report including:

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Medication appropriateness assessment

Evaluation of each medication's relevance to the accepted injury and clinical necessity

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Claim relatedness determination

Clear opinion on whether medications are claim-related and reasonably necessary for funding decisions

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Safety and effectiveness evaluation

Assessment of therapeutic benefit, potential risks, and drug interactions

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Optimization recommendations

Expert guidance on dose adjustments, safer alternatives, or medications that could be reduced or ceased

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Cost review

Analysis of medication expenses and identification of cost-effective alternatives where appropriate

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Treating provider liaison

Collaboration with doctors, specialists, and pharmacies to implement recommendations (at referrer's discretion)

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Evidence-based rationale

Clear clinical reasoning supporting all recommendations

Fast turnaround

Typically delivered within 5-10 business days depending on complexity

Key Inclusions

Our Primary Assessment covers:

  • Assessment of medication relevance to injury/claim
  • Evaluation of medication effectiveness and safety
  • Identification of drug interactions and contraindications
  • Recommendations for alternative treatments where appropriate
  • Expert guidance on reducing or stopping medications
  • Cost analysis for insurer decision-making
  • Coordination with treating providers when requested
  • Unlimited number of medications reviewed (no hidden costs)

What Makes This Different

Primary Assessment includes:

  • Pharmacist recommendations for optimization
  • Treatment alternatives identified
  • Medication reduction strategies
  • Safety and effectiveness analysis

Liability Report (simpler option):

  • Claim relatedness determination
  • Medication appropriateness assessment
  • No optimization recommendations
  • No alternative treatment suggestions

Choose Primary Assessment when you need more than just liability determination—when you need expert guidance on how to optimize medications for better outcomes.

Our Goal

Confirm that all medications are essential, safe, and effective to support faster recovery and reduce dependency.

We provide the expert insight you need to make confident decisions about medication funding while identifying opportunities to improve claimant outcomes through better medication management.

Ready to Refer?

Refer your claimant for a Primary Assessment today to ensure their medications truly support their recovery.

Ask a Pharmacist!

Need expert advice? Contact us using the information above for an obligation-free discussion with one of our pharmacists. We’re here to provide the insights you need. If you prefer face-to-face, book a call!