INTAKE REPORT AND INJURY STATEMENT
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ACCIDENT PHOTOS
property damage
scene
client
injuries
select:
INDEX INFO:
date contract signed:
MM
/
DD
/
YYYY
investigator:
source in/how did you hear about us:
language:
engl
span
rus
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DATE OF ACCIDENT: *
MM
/
DD
/
YYYY
driver
passenger
rider
pedestrian
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CLIENT  NAME
first: *
middle:
last: *
ok to discuss with spouse:
yes
no
N/A
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spouse name:
CONTACT INFO:
street: *
unit no.:
city: *
state: *
zip: *
phone 1: *
phone 2:
e-mail:
date of birth: *
MM
/
DD
/
YYYY
social security no.:
000-00-0000
driver license no.:
EMERGENCY CONTACT:
full name: *
phone: *
CLIENT INSURANCE:
carrier: *
(if none - put N/A)
policy no.: *
(if none - put N/A or unknown)
claim no.: *
(If none - put N/A or unknown)
collision coverage:
yes
no
N/A or unknown
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if yes, specify limits:
rental coverage:
yes
no
N/A or unknown
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if yes, specify limits:
MedPay:
no
yes
N/A or unknown
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if yes, specify limits:
UM/UIM:
no
yes
N/A or unknown
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if yes, specify limits:
ADJUSTER NAME
(Your insurance adjuster)
first:
last:

CLAIM ADJUSTER CONTACT:

tel.:
fax:
street:
suite no.:
city:
state:
zip code:
e-mail:
CLIENT VEHICLE:
(vehicle you were in at the time of the accident. If none - put N/A)
make:
model:
year:
color:
state/license plate no.:
regular owner:
(full name)
repair shop :
phone:
describe damages:
minor
moderate
major
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ACCIDENT INFO:
city and state: *
date: *
MM
/
DD
/
YYYY
time:
Time
:
location:
(i.e. freeway, street address, intersection, alleyway)
weather:
(i.e. clear, sunny, foggy, rainy, snowy, dark)
road condition:
(i.e. light or heavy traffic, construction work, poor street lighting)
seat belt in use:
yes
no
N/A
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airbags deployed:
yes
no
N/A
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hit anything inside the car:
(i.e. headrest, steering wheel, side door)
yes
no
N/A
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if yes, describe:
car seat:
yes
no
N/A
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# of passengers:
POLICE REPORT:
(only if applicable)
law enforcement agency:
phone:
report no.:
officer name:
badge no.:
BRIEF ACCIDENT DESCRIPTION:
(i.e. traveled from/to, route taken, direction of travel, lane of traffic, lane change, traffic signals, car speed at the time of collision, how the accident happened, point of impact, was your car moving or stopped, any exchange of information with other people, admission of fault)
do you have kids:
yes
no
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their ages:
driving for a ride-sharing app:
yes
no
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which one:
driving within the scope of emplmnt:
yes
no
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client health info/injuries:
ambulance:
yes
no
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emergency room:
yes
no
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MEDICAL FACILITIES VISITED FOR THIS INJURY:
(i.e. hospital, urgent care, primary physician, other medical specialists)
1. name/facility:
1. address:
1. phone:
2. name/facility:
2. address:
2. phone:
3. name/facility:
3. address:
3. phone:
PRIOR ACCIDENTS/INJURIES:
1. describe injury:
1. year:
1. claim filed:
yes
no
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1. claim type:
workers compensation
personal injury
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2. describe injury:
2. year:
2. claim filed:
yes
no
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2. claim type:
workers compensation
personal injury
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3. describe injury:
3. year:
3. claim filed:
yes
no
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3. claim type:
workers compensation
personal injury
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CLIENT MEDICAL/HEALTH INSURANCE INFO:
name of insurance:
state health insurance: *
MediCal
MediCare
N/A
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type:
HMO
PPO
other
unknown
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group no.:
medical record no.:
adjuster/claim admin:
coverage used for treatment related to this accident:
yes
no
select one
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street:
city:
state:
zip:
phone:
fax:
CLIENT EMPLOYMENT INFO:
employer name:
contact name/supervisor:
phone:
street:
suite:
city:
state:
zip:
your position:
years at job:
time missed:
hourly rate:
hours/week:
PARTY AT FAULT (DEFENDANT NAME):
first (or business name): *
middle:
last: *
(if business - put N/A)
DEFENDANT CONTACT INFO:
street: *
apt:
city: *
state: *
zip:
cell:
home:
work:
e-mail:
date of birth:
MM
/
DD
/
YYYY
social security no.:
driver license no.:
driving for employer:
yes
no
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DEFENDANT AUTO INSURANCE:
carrier:
policy no.:
claim no.:
limits:
DEFENDANT ADJUSTER NAME:
first:
last:

DEFENDANT ADJUSTER CONTACT:

phone:
ext:
fax:
street:
suite:
city:
state:
zip:
e-mail:
DEFENDANT VEHICLE:
make:
model:
year:
color:
state/license plate no.:
repair estimate:
location:
tow yard:
No. of people in veh.:
describe damages:
WITNESS(es):
witness 1:
phone:
witness 2:
phone:
CLIENT HOBBIES:
(i.e. hiking, exercising, mountain biking, reading, playing sports)
hobbies/activities:
CASE EXPECTATIONS:
(what do you expect out of this case - cover medical bills, receive monetary compensation in the amount of $, provide for future medical necessities, punish liable party, get what’s reasonable under the case circumstances)
expectations:
ADDITIONAL INFORMATION
(if you didn’t answer any of the above questions fully and would like to add more details, please specify the question and describe your answer in depth, or write additional information about this case that you deem important)
additional info:
INJURY STATEMENT:
  Date  
MM
/
DD
/
YYYY
Client Name:  
Nature of Injury:  
Other (Describe)  
Part of body injured or affected (please shade the location and add pain rating)
Please rate your discomfort on a scale of 1-10 (1 = mild pain, 10 = the worse pain you’ve ever felt):  
Head
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Neck
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Chest
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Back
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Arm
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limited range of motion:
neck
back
arms
legs
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Procedures performed for this injury:
Psychological issues related to the accident:
Other  
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