There are several other issues to consider when preparing for this type of evaluation:

Since it is a disability evaluation, which system is it under? Is it a federal, state, union or ERISA? Get the form that corresponds to the system (increases Utility).

If it is a long-term disability case, get a copy of the policy of insurance. The policy will tell you which metric to use when reporting the person's abilities and limitations. For example, some disability carriers require that you evaluate against the DOL definition of the person's previous job, not the market description of that job.

If this is a state or federal disability eval they will most likely use DOL terminology but will focus on either of ability or restriction. But again, you need to know the system to know which they use.

FCE for long-term disability is changing in the U.S. Recent federal court cases indicate an increased respect for the FCE while downgrading their respect for physician-generated "work ability interview" data. The courts have been clearly vocal in their dismissal of physician work in this regard.

Certainly not! This assumes you have taken the course! In my experience, this is somewhat easier than a job match FCE-you don't have the set criteria that you have to evaluate! Often, some idea as to what type of work the evaluee might return to is important to consider. If they are working with a Vocational Counselor, I would speak with them directly as to this topic. If not, you might just ask the person, and/or consider previous work experience. A key thing to remember for these is how long the person can work during a workday. Set up your RMS tests so that you can make reliable assertions about endurance, coordination and strength!