Sunday, March 17, 2024

 On the low end of the learning curve:

In the early days of my SIU career, I made some laughable errors.  I made a fool of myself more than once, but I learned some valuable lessons.

“The Wrong man”

Robert Munoz was a construction worker who had an injury claim from a back injury.  He was out on Temporary Disability.  The policyholder was skeptical of Robert’s injury and insisted we investigate, so I hired a private investigator. 

The PI (Bill Johnson) staked out Robert’s apartment early in the morning.  Bill saw Robert leaving home at 6:00am, wearing a uniform shirt.  Bill followed Robert to a local supermarket.  Luckily, Robert was working in the supermarket parking lot. Bill filmed Robert pushing long trains of shopping carts for a 6 hour shift.

Bill staked out the supermarket for 2 more days and filmed Robert working in the parking lot both days.

I was very excited when I saw the video.  Robert was doing physically challenging work that sharply contradicted what he was telling his doctor.  I held on to the video for a couple of weeks and waited for the next medical report from Robert’s primary treating doctor.

When I saw the next medical report, I knew I had stuck gold.  Robert saw his doctor the week after Bill had filmed him working at the supermarket.  The doctor’s report stated Robert said he had a constant pain level of 7 out of 10 and he was unable to lift anything over 15 pounds.

I mailed a copy of Bill’s video (on VHS) to Robert’s treating physician and asked him to watch it and comment  on whether Robert should still be on Total Temporary Disability status.  I sent a copy of the video and my letter to the doctor to Robert’s attorney, as well.  I thought this was the “magic bullet” that would shut down Robert’s claim.

About one week later, I received a phone call from Robert’s attorney.  I was sure he was ready to beg for whatever small settlement he could get.  However, Robert’s attorney was chuckling as he said, ”This is a great video but there’s is a little problem.  The guy in the video looks similar to my client, except he is well over 200lbs.  Robert is 140 lbs. soaking wet.”

I hurriedly looked at the medical report and confirmed what the attorney told me.  I had a sinking feeling in my stomach as I realized I had paid a PI to film the wrong guy for nearly 20 hours.  And I had sent the video of the wrong guy to the doctor and attorney!

The attorney told me the guy in the video was Robert’s cousin who lived with him.  My PI had seen a man emerge from their apartment and had assumed it was the injured worker.

I apologized to the attorney and Robert (who was on the conference call).  My next call was to Bill, the PI.  Bill’s comment was, “Well, you gave me an address and a general description—5 foot 6 inch Latino male, 27 years old. I thought I had the right guy”.

I closed my investigation after that spectacular failure.  Robert continued medical treatment on Temporary Disability and eventually settled his claim with a Compromise and Release.  The policyholder was not happy with me.  However, I learned a valuable lesson—When you do surveillance of an injured worker, make sure you give the investigator a very detailed description of who they are watching.  Ask the employer if they have a photo of the injured worker, too.  Also, before you spend money and time filming a person, have the PI show the employer a photo of the person being watched and verify whether or not we are watching the right person.

Also, I convinced Bill the PI to do the next job for 50% off.              

 

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