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Fitness For Duty Template

The Fitness for Duty Certification is a crucial document, filled out by a healthcare provider, that ensures an employee is medically and mentally capable of returning to work following a medical leave under the Family and Medical Leave Act (FMLA). This form evaluates the employee's ability to perform their job without restrictions or with specified modifications, safeguarding both the employee's health and workplace safety. For employees navigating the return-to-work process after an illness or injury, understanding the parameters and options outlined in this form—including full release, modified duty, or not released for work—is essential.

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Table of Contents

The Fitness for Duty Certification Form stands as a crucial bridge for employees navigating their return to work after a medical leave. Under the mandates of the Family and Medical Leave Act (FMLA), this form is essential for those who have been on paid or unpaid leave due to injury or illness, irrespective of whether it is work-related. It is designed to facilitate a smooth transition back into the workforce, ensuring that employees do not rush back before they are medically ready. This certification, completed by a healthcare provider, outlines three potential courses for returning to work: full release, where an employee can resume their previous role without restrictions; modified duty, which entails specific work limitations; and not released, for cases where an employee is not yet fit to return in any capacity. Health care providers play a pivotal role in this process, making informed assessments to aid employees in resuming their roles safely and effectively. Moreover, the form respects privacy and legal boundaries, adhering to the Genetic Information Nondiscrimination Act (GINA) of 2008 by prohibiting the request for genetic information. Submission instructions for the Fitness for Duty Certification are clearly outlined, ensuring confidentiality and compliance with regulatory standards, thus underpinning the form's importance in balancing employee health with occupational demands.

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Fitness for Duty Certification

Form to be completed by health care provider. An employee on a medical leave under the Family and Medical Leave Act (FMLA) must present this Fitness for Duty Certification to their supervisor prior to returning to work.

The Family and Medical Leave Act (FMLA) guidelines are applied to employees who are on paid or unpaid leave. This form is for return to work purposes of medical leave of absence due to an illness or injury, whether work or non-work related. Because employees are valuable resources, health care providers should assist employees in returning to work as soon as possible.

Health Care Professionals: Your patient has three return to work options.

Full Release. The patient has no work restrictions. They can return to his or her prior position because you, the health care provider certify, that he or she can perform the essential functions of their job.

Modified Duty. The patient has some work restrictions. Work restrictions must be specifically notated on page two of this form. Each modified duty work restriction request will be reviewed carefully to determine if the employee can perform the essential functions of the job and return to work.

Not Released. The patient is not released to work in any capacity due to physical or behavioral limitations.

Gina Provision

The Genetic Information Nondiscrimination Act of 2008 (GINA) prohibits employers and other entities covered by GINA Title II from requesting or requiring genetic information of an individual or family member of the individual, except as specifically allowed by this law. To comply with this law, we are asking that you not provide any genetic information when responding to this request for medical information. "Genetic Information" as defined by GINA includes an individual's family medical history, the results of an individual's or family member's genetic tests, the fact that an individual or an individual's family member sought or received genetic services, and genetic information of a fetus carried by an individual or an individual's family member or an embryo lawfully held by an individual or family member receiving assistive reproductive services.

Submission

The Fitness for Duty Certification can be submitted confidentially to:

Marquette University Human Resources, Attn: FMLA

PO Box 1881, Straz Tower, Room 185

Milwaukee, WI 53201-1881

Fax: (414) 288-7425 | Phone: (414) 288-7496

June 2011

Fitness for Duty Certification

1.

Employee / Patient

_____________________________________

2.

Date of Medical Examination

_____________________________________

3.Please check the status of the employee’s release for duty

Full, unrestricted duty effective __________________________

Modified duty effective ________________ and next evaluation date ________________

Not released for any type of duty. Next evaluation date will be ________________

4. Physical Evaluation

Full

Partial Restrictions

No Restrictions

Restrictions

(please specify)

 

Sedentary-Lifting 0 to 10 pounds

Light-Lifting 10 to 20 pounds

Moderate-Lifting 20 to 50 pounds

Heavy-Lifting 50 to 100 pounds

Pulling/Pushing, Carrying

Reaching or working above shoulder

Walking

Standing

Stooping

Kneeling

Repeated Bending

Climbing

Operating a motor vehicle

Finger Manipulation (typing)

Pain (frequency, degree, signs)

5. Behavioral Evaluation

Able to

Other Considerations

Not Able to

perform

(please specify)

perform

Understanding

Remembering

Sustained concentration

Follow-through on instructions

Decision making

Receiving supervision

Relating to co-workers and students

6.Other Restrictions, Considerations, or Notes

_____________________________________________________________________________________

_____________________________________________________________________________________

I hereby certify that the facts in this document are true and correct.

________________________________

________________

____________________

Printed Name of Health Care Provider

Date

Phone Number

 

 

June 2011

Form Breakdown

Fact Name Description
Purpose The Fitness for Duty Certification Form is designed to be completed by a health care provider to certify that an employee on medical leave under the Family and Medical Leave Act (FMLA) is fit to return to work.
Applicability This form applies to employees on both paid and unpaid medical leave under the FMLA, ensuring they meet the necessary health requirements before resuming work.
Return to Work Options Health care providers can recommend three return to work options: Full Release, Modified Duty, or Not Released, each with specific work restrictions or allowances.
GINA Compliance The form adheres to the Genetic Information Nondiscrimination Act of 2008 (GINA), instructing health care providers to avoid including genetic information of the employee.
Details on Submission Confidential submission of the Fitness for Duty Certification can be made to Marquette University Human Resources, with specific details on mailing and contact numbers provided.
Evaluation Aspects The form includes sections for both Physical and Behavioral Evaluation, requiring detailed assessments on the employee’s abilities related to various physical activities and mental tasks.
Governing Law The Family and Medical Leave Act (FMLA) is the primary governing law that dictates the use of the Fitness for Duty Certification for employees looking to return to work after a medical leave.

Guidelines on Filling in Fitness For Duty

After an employee has been on medical leave under the Family and Medical Leave Act (FMLA), they are required to submit a Fitness for Duty Certification Form before they can return to work. This form must be filled out by a healthcare provider and is crucial for assessing whether the employee can resume their responsibilities or if any accommodations are necessary to facilitate their return. This process ensures both the safety of the returning employee and the operational needs of the workplace. Below are detailed instructions on how to correctly fill out the form, which is a straightforward process aimed at getting valuable team members back to their roles effectively and safely.

  1. Enter the Employee/Patient's full name at the top of the form where indicated.
  2. Fill in the Date of Medical Examination to record when the medical assessment was conducted.
  3. Select the status of the employee’s release for duty by checking the appropriate box: Full, unrestricted duty; Modified duty; or Not released for any type of duty. If choosing Modified duty or Not released, specify the effective date and next evaluation date as required.
  4. Under Physical Evaluation, check the corresponding level of physical restrictions: Full, Partial, or No Restrictions. If there are any specific restrictions, such as lifting limitations or restrictions on physical activities like standing or walking, clearly note these in the space provided.
  5. In the Behavioral Evaluation section, indicate whether the employee is Able or Not Able to perform key functions, such as understanding, remembering, or decision making. Provide any relevant explanations or additional considerations that may affect the employee's ability to perform their duties.
  6. Use the Other Restrictions, Considerations, or Notes section to include any additional information that could impact the employee's fitness for duty or necessitate accommodations.
  7. The healthcare provider must sign the form, print their name, and provide the date and their phone number in the designated areas at the bottom of the form.

Once completed, the Fitness for Duty Certification should be submitted confidentially to the specified address or contact number to ensure privacy and compliance with relevant laws, including GINA. It is the responsibility of the healthcare provider to omit any genetic information in accordance with GINA guidelines. This careful and confidential handling of the form protects the employee's privacy while facilitating a smooth transition back to work.

Learn More on Fitness For Duty

What is the Fitness for Duty form?

The Fitness for Duty form is a document that must be completed by a health care provider for an employee wishing to return to work after a medical leave. This leave must fall under the Family and Medical Leave Act (FMLA). The form certifies whether the employee is capable of resuming work without restrictions, requires modified duties, or is not fit for returning to any work due to physical or behavioral limitations.

Who needs to complete the Fitness for Duty Certification?

The health care provider treating the employee on medical leave is required to fill out the Fitness for Duty Certification. This ensures that an objective, medical evaluation guides the process of returning an employee to work.

What are the return to work options listed on the form?

  • Full Release: The employee can return to their job without any restrictions, as they can perform the essential functions of their position.
  • Modified Duty: The employee has certain work restrictions. These must be detailed on the form, and each restriction will be reviewed to see if the employee can still perform their job's essential functions.
  • Not Released: The employee is not cleared to return to work in any capacity.

How does the Genetic Information Nondiscrimination Act (GINA) affect the form?

The GINA prohibits the collection of genetic information in employment settings. The form complies with this law by instructing healthcare providers to avoid providing any genetic information about the employee or their family. This includes family medical history, genetic tests, and any genetic services received.

Where should the completed Fitness for Duty Certification be submitted?

The completed form should be sent confidentially to Marquette University Human Resources. It can be mailed to their PO Box, delivery in person to the specified room, faxed, or discussions can be initiated via phone.

What does the physical evaluation on the form include?

The physical evaluation encompasses a wide range of abilities such as lifting, pulling/pushing, walking, standing, and more. It also assesses the employee's ability to perform tasks requiring fine motor skills like typing, and factors in any pain that could affect work performance. The healthcare provider must specify any restrictions.

What is assessed in the behavioral evaluation section?

The behavioral evaluation looks at cognitive and emotional abilities necessary for the workplace. This includes an employee's capability to understand and remember instructions, concentrate, make decisions, receive supervision, and interact appropriately with co-workers and others.

Common mistakes

  1. Filling out the form without checking the most current FMLA guidelines, which may result in overlooking recent updates or changes.
  2. Omitting the employee or patient's name, which is crucial for identifying the subject of the Fitness for Duty Certification.
  3. Not specifying the date of the medical examination, leading to confusion about the relevance and timing of the medical assessment.
  4. Failing to clearly indicate the employee’s release status (Full, Modified Duty, or Not Released), which is essential for determining their work eligibility.
  5. Overlooking the detailed description of any work restrictions under the Modified Duty option, which should be carefully noted on page two of the form.
  6. Not providing a comprehensive physical evaluation, including specific information about lifting capabilities or other physical limitations.
  7. Ignoring the behavioral evaluation section, especially when behavioral issues might affect the employee's ability to return to work successfully.
  8. Leaving the "Other Restrictions, Considerations, or Notes" section blank when there are additional factors that could influence the employee's fitness for duty.
  9. Including genetic information, which violates the Genetic Information Nondiscrimination Act (GINA) provisions that protect against genetic discrimination.

Each of these mistakes can lead to delays or complications in the process of determining an employee’s readiness to return to work. It is imperative that health care providers ensure all sections of the Fitness for Duty Certification are completed accurately and in compliance with federal laws to facilitate a smooth transition back to the workplace for employees.

Documents used along the form

When managing an employee's return to work after medical leave, several forms and documents may accompany the Fitness for Duty Certification. These documents facilitate a comprehensive approach, ensuring the employee's transition is smooth, legally compliant, and considers both their well-being and the organization's needs. This list encompasses key forms and documents typically used in conjunction with the Fitness for Duty form.

  • Employee's Request for FMLA Leave Form: This form initiates the process. An employee completes it to request leave under the Family and Medical Leave Act due to their own or a family member's serious health condition.
  • Employer's Response to FMLA Request: Upon receiving the FMLA leave request, employers use this form to acknowledge the request and inform the employee of their eligibility status and specific conditions related to their leave.
  • Medical Certification Form for Employee’s Serious Health Condition: This document, completed by the healthcare provider, details the employee's health condition and the necessity for taking FMLA leave. It serves as a basis for the leave approval.
  • Notice of Eligibility and Rights & Responsibilities: This is provided by the employer to the employee shortly after they request FMLA leave. It details the employee's eligibility for leave and outlines both their rights and responsibilities under FMLA.
  • Designation Notice to Employee of FMLA Leave: After reviewing the employee’s FMLA request and medical certification, employers use this form to inform the employee whether the leave is designated as FMLA leave and the amount of leave counted against the employee’s FMLA entitlement.
  • Return to Work Certification: Similar to the Fitness for Duty form, this document is filled out by the healthcare provider. It officially clears the employee to return to work, either with or without restrictions.
  • ADA Accommodation Request Form: If the employee has a disability under the Americans with Disabilities Act (ADA), this form is used by the employee to request reasonable accommodations to perform their job.
  • Job Description: A detailed job description helps healthcare providers understand the essential functions and physical or mental requirements of the employee's position, aiding in a more accurate Fitness for Duty certification.
  • Employee Status Change Form: This document is used by the employer to officially record any changes to the employee's employment status, including return from FMLA leave, changes in position, or modifications to work schedule or duties based on medical restrictions.

Together, these forms and documents contribute to a thorough and efficient process for managing medical leaves and return-to-work cases. They not only support compliance with legal requirements but also promote a clear understanding and communication between employers, employees, and healthcare providers.

Similar forms

  • Return to Work Authorization Form: This form is similar to the Fitness for Duty form in that it typically requires a healthcare provider's assessment and authorization before an employee can resume work responsibilities, particularly after an injury or illness. It ensures the employee is capable of performing their job safely.

  • Medical Release to Work Form: Similar to the Fitness for Duty Certification, this document is used after an employee has been absent due to medical reasons. It confirms that the employee is medically cleared to return to work, possibly with or without restrictions.

  • Medical Evaluation Form: While broader in use, a Medical Evaluation Form shares similarities with the Fitness for Duty form as it includes assessments by healthcare providers on an individual's health status. It can be used to determine fitness for specific roles or tasks, often in employment or educational settings.

  • Disability Status Form: This document, though focused on assessing and documenting an individual's disability status, intersects with the Fitness for Duty form in its requirement for healthcare provider input on an individual's ability to work and any necessary accommodations.

  • Work Capacity Evaluation Form: Very much akin to the Fitness for Duty Certification, this form evaluates an employee's physical and sometimes mental ability to perform job tasks, especially after a period of medical leave. Healthcare professionals assess and document the capacity for work, including any restrictions.

  • Employee Health Assessment Form: Employed in various contexts, this form gathers comprehensive health information from employees, sometimes upon employment or periodically, which can be similar to the Fitness for Duty form. It focuses on the overall health status to ensure the employee can safely perform job functions.

  • Physical Examination Form: This form is commonly used for pre-employment or periodic checks to ensure an employee's physical fitness for a job. It shares similarities with the Fitness for Duty Certification by requiring a healthcare provider's assessment of the employee's physical capabilities and any limitations.

  • Occupational Health Assessment Form: Focused on evaluating the risks associated with specific jobs and the individual health conditions of employees, this document is designed to ensure that employees are fit to undertake their responsibilities without risking their health, mirroring the protective aim of the Fitness for Duty Certification.

Dos and Don'ts

When preparing to fill out the Fitness For Duty form, there are several best practices to keep in mind to ensure the process goes smoothly and in compliance with relevant laws and regulations. Here is a list of things you should and shouldn't do:

Things You Should Do:

  • Ensure Accuracy: Verify all the details provided in the form for accuracy. This includes checking the employee's personal information, the date of medical examination, and any specifics about the employee’s condition and limitations. Accurate information supports the proper assessment of the employee's readiness to return to work.
  • Be Specific About Work Restrictions: If the employee is to return to work under modified duties, clearly specify the nature of these restrictions. This assists employers in making adequate adjustments to accommodate the employee’s transition back into the workplace.
  • Maintain Confidentiality: Submit the form to the designated confidential address or fax number to protect the employee's privacy. Information related to an employee's health status is sensitive and should be handled with the utmost care.
  • Comply with GINA: Avoid including any genetic information of the employee or their family members. Adhering to the Genetic Information Nondiscrimination Act (GINA) guidelines is crucial in safeguarding against discrimination and ensuring legal compliance.

Things You Shouldn't Do:

  • Request Genetic Information: Do not ask for or include any genetic information in the form. This information is protected under GINA, and its inclusion is not permitted for the purposes of completing this form.
  • Make Assumptions About Return to Work Capability: Avoid making unfounded assumptions regarding the employee’s ability to return to full duties without a thorough evaluation. Decisions should be based on medical certifications and actual assessments of the employee's condition.
  • Overlook Modified Duty Options: Do not ignore the possibility of modified duty as a transitional step for the employee. If applicable, explore and document any temporary adjustments or accommodations that can facilitate the employee's gradual return to their role.
  • Delay Submission: Avoid procrastination in completing and submitting the form. A timely submission ensures that the review process can commence promptly, aiding in the employee’s smooth and efficient return to work.

Misconceptions

When discussing a Fitness for Duty Certification, it's common for both employers and employees to have misconceptions about what the form entails and how it affects the return to work process after medical leave. Here are five common misunderstandings corrected for clarity.

  • Only physical conditions are considered: A prevalent misconception is that the Fitness for Duty form only addresses physical health conditions. However, the form also evaluates behavioral and mental health conditions, ensuring an employee is comprehensively assessed for their readiness to return to work.

  • It's only required for work-related injuries or illnesses: Some believe that this certification is necessary solely for work-related health issues. In reality, the form is used for both work-related and non-work-related illnesses or injuries, reflecting the broad applicability of the FMLA guidelines to various medical leaves.

  • The process lacks confidentiality: Concerns about the breach of privacy are common, especially regarding sensitive health information. However, the submission process for the Fitness for Duty Certification is designed to be confidential, with specific instructions provided to health care providers to avoid disclosing genetic information, in compliance with the Genetic Information Nondiscrimination Act of 2008 (GINA).

  • Employers dictate the terms of return: Another misunderstanding is that employers have the final say in how an employee returns to work. While the employer reviews the form, it's the health care provider who assesses and recommends the employee's return to work status — be it full release, modified duty, or not released — based on their professional evaluation of the employee's health condition.

  • One-size-fits-all approach to return to work: It's easy to assume that the Fitness for Duty Certification leads to a standard return-to-work protocol for all employees. In contrast, the form allows for a tailored approach, offering three distinct options (full release, modified duty, not released) that accommodate the unique recovery needs and capabilities of each employee.

Understanding these facets of the Fitness for Duty Certification can significantly influence how both employers and employees navigate the transition back to work after medical leave, ensuring a smooth and informed process for all parties involved.

Key takeaways

When employees are preparing to return to work after a medical leave of absence, understanding how to properly fill out and use the Fitness For Duty Certification Form is crucial. Here are key takeaways to ensure the process is handled smoothly and in compliance with relevant laws.

  • The Fitness For Duty Certification Form must be completed by a healthcare provider when an employee is returning to work after being on medical leave under the Family and Medical Leave Act (FMLA).
  • This certification form is essential for employees who took leave due to an illness or injury, whether the condition was work-related or not.
  • It presents three return to work options: Full Release, Modified Duty, and Not Released, each reflecting different levels of work capability.
  • For Modified Duty, specific work restrictions must be clearly noted on the form, ensuring that an employee’s return to their role is safe and appropriate.
  • Each request for modified duty or any work restriction is carefully reviewed to ascertain if the employee can return to performing the essential functions of their job.
  • The form addresses the necessity of complying with the Genetic Information Nondiscrimination Act of 2008 (GINA), which protects employees' genetic information. Health care providers are instructed to refrain from providing any genetic information on the form.
  • Confidential submission of the Fitness For Duty Certification is crucial to protect the employee's privacy. It can be submitted to specific addresses listed on the form, ensuring the information is handled securely.
  • The form includes detailed sections for both physical and behavioral evaluations, covering a wide range of capabilities and restrictions that might affect an employee’s ability to return to work.
  • Health care providers must thoroughly complete the form, indicating the employee's capacity for various physical activities and mental functions related to job duties.
  • A space is provided for additional restrictions, considerations, or notes, allowing healthcare providers to furnish any other relevant information that could impact the employee’s return to work plan.

Ultimately, the Fitness For Duty Certification Form is a critical tool in managing an employee's return to work in a manner that is both supportive of their health needs and compliant with legal requirements. It bridges the gap between medical advisement and workplace capabilities, ensuring a smooth transition back to productivity.

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