Case Types

Chronic Pain Claims: Reading Long Treatment Histories

August 18, 2026
11 min read
OctopusLM Team

The Chronic Pain Challenge

You've been asked to review a chronic pain case. The records span 5 years. There are 800 pages from 12 different providers. The plaintiff has seen their family doctor, 3 physiotherapists, 2 chiropractors, a pain management specialist, a physiatrist, a psychologist, and has had 2 ER visits.

The diagnosis is "chronic pain syndrome." The plaintiff reports pain 8/10, is on long-term opioids, and has not worked in 3 years.

Your job: Make sense of this. Determine causation, assess current status, and provide a prognosis.

This is one of the hardest reviews you'll do. This post shows you how to approach it.


Why Chronic Pain Cases Are Different

1. Long Treatment Histories

  • Records span years, not months
  • Multiple providers, often with conflicting notes
  • Treatment trials (medications, injections, therapies) that may or may not have helped

2. Subjective Nature of Pain

  • Pain is self-reported
  • No objective test confirms pain intensity
  • Discrepancies between self-report and observed function are common

3. Complex Causation

  • Initial injury may have been years ago
  • Pre-existing conditions may be present
  • Psychological factors may complicate the picture

4. Treatment Overload

  • Multiple medications (often opioids, gabapentinoids, antidepressants)
  • Multiple procedures (injections, nerve blocks)
  • Multiple therapies (physiotherapy, chiropractic, acupuncture, psychology)

5. Functional Discrepancies

  • Plaintiff reports severe pain and disability
  • But may have inconsistent objective findings
  • May have activities that contradict reported limitations

The Framework for Reviewing Chronic Pain Histories

Phase 1: Build the Timeline

Goal: Understand the trajectory from initial injury to current state.

Steps:

  1. Identify the initial injury:

    • Date and mechanism
    • Initial diagnosis
    • Initial treatment
  2. Map the treatment history:

    • Create a table: Date, Provider, Treatment, Response
Date Provider Treatment Response
2019-01-15 ER Initial evaluation, diagnosed lumbar strain Pain 8/10
2019-01-20 Dr. Smith NSAIDs, referred to physio Pain 7/10
2019-01-22 ABC Physio Physiotherapy started Pain 6/10
2019-03-15 Dr. Smith Opioids started (oxycodone 5mg) Pain 5/10
2019-06-01 Pain Clinic Epidural injection Pain 4/10 for 2 weeks, then returned to 6/10
... ... ... ...
  1. Identify key transitions:
    • When did pain become "chronic"? (Typically > 3-6 months)
    • When did opioids start? Have they been escalated?
    • When did the plaintiff stop working?
    • When was "chronic pain syndrome" diagnosed?

Phase 2: Assess Treatment Response

Goal: Determine what has helped and what hasn't.

Questions to ask:

  • What treatments have been tried?
  • What was the response to each treatment?
  • Are there treatments that haven't been tried?
  • Is the current treatment regimen evidence-based?

Red flags:

  • Opioid escalation without clear benefit
  • Multiple procedures (injections) without sustained improvement
  • Long-term physiotherapy without functional improvement
  • Treatments that are not evidence-based for chronic pain

What to document:

  • Summary of treatments tried
  • Response to each treatment
  • Whether treatment is consistent with guidelines
  • Whether there are treatment options not yet tried

Phase 3: Evaluate Subjective vs. Objective Findings

Goal: Identify discrepancies between self-report and objective evidence.

What to compare:

  • Self-reported pain intensity (e.g., 8/10) vs. physical examination findings
  • Self-reported disability (e.g., "can't walk more than 10 minutes") vs. observed function
  • Self-reported limitations vs. activities of daily living

Tools for assessment:

  • Pain diagrams
  • Functional capacity evaluations (if available)
  • Surveillance (if available)
  • Social media (if available and relevant)

Red flags:

  • Pain intensity consistently high (8-10/10) despite multiple treatments
  • Self-reported disability not supported by physical examination
  • Inconsistencies between reported limitations and observed activities
  • Non-organic findings (Waddell signs, give-way weakness, non-anatomical sensory loss)

What to document:

  • Self-reported symptoms
  • Objective findings
  • Discrepancies
  • Interpretation of discrepancies (e.g., "may suggest symptom magnification")

Phase 4: Assess Psychological Factors

Goal: Determine the role of psychological factors in chronic pain.

What to look for:

  • Psychological diagnoses (depression, anxiety, PTSD)
  • Psychological treatment (counseling, CBT)
  • Screening tools (PHQ-9, GAD-7, pain catastrophizing scale)
  • History of trauma or abuse
  • Secondary gain (litigation, disability benefits)

Why it matters:

  • Psychological factors can amplify pain perception
  • Psychological factors can affect treatment response
  • Psychological factors can influence return-to-work prognosis

What to document:

  • Psychological diagnoses
  • Psychological treatment
  • Screening tool results
  • Role of psychological factors in chronic pain

Phase 5: Determine Current Functional Status

Goal: What can the plaintiff do now?

What to assess:

  • Current pain levels
  • Current medications (especially opioids)
  • Physical limitations (lifting, standing, sitting, walking)
  • Ability to perform activities of daily living
  • Ability to work

What to document:

  • Current pain (at rest, with activity)
  • Current medications (doses, frequency)
  • Physical examination findings (ROM, strength, neurological)
  • Functional limitations
  • Ability to perform specific tasks

Phase 6: Assess Causation

Goal: Is the current condition causally related to the initial injury?

Questions to ask:

  • Was there a clear initial injury?
  • Did pain start immediately after the injury?
  • Are there pre-existing conditions?
  • Are there intervening events (subsequent injuries, new diagnoses)?
  • Is the current condition a natural progression of the initial injury, or has it evolved into something different?

Chronic pain-specific considerations:

  • Chronic pain syndrome can develop after an initial injury, but the relationship is complex
  • Psychological factors may have developed after the initial injury
  • Opioid use may have contributed to hyperalgesia
  • Deconditioning from inactivity may have worsened pain

What to document:

  • Initial injury and diagnosis
  • Timeline of pain progression
  • Pre-existing conditions
  • Intervening events
  • Conclusion on causation (with reasoning)

Phase 7: Provide Prognosis and Recommendations

Goal: What is the likely future course? What should happen next?

What to consider:

  • Duration of pain (longer duration = poorer prognosis)
  • Response to treatment (poor response = poorer prognosis)
  • Psychological factors (presence = poorer prognosis)
  • Opioid use (long-term use = poorer prognosis)
  • Functional status (better function = better prognosis)

What to recommend:

  • Further treatment options (e.g., interdisciplinary pain program)
  • Medication adjustments (e.g., opioid taper)
  • Functional restoration (e.g., graded exercise program)
  • Psychological treatment (e.g., CBT for chronic pain)
  • Return-to-work planning (e.g., graduated return-to-work)

Common Pitfalls in Chronic Pain Reviews

1. Focusing Only on the Initial Injury

The mistake: You focus on whether the initial injury caused the current pain, without considering the 5 years of treatment, psychological factors, and deconditioning.

The fix: Take a holistic view. The current condition is the result of the initial injury plus everything that happened afterward.

2. Ignoring Psychological Factors

The mistake: You focus only on physical findings and ignore depression, anxiety, and pain catastrophizing.

The fix: Assess psychological factors. They are often central to chronic pain.

3. Not Assessing Opioid Use

The mistake: You note that the plaintiff is on opioids but don't assess whether they are helping, whether they are appropriate, and whether they are contributing to hyperalgesia.

The fix: Review opioid history. Assess whether use is consistent with guidelines. Consider whether opioid-induced hyperalgesia is a factor.

4. Not Identifying Functional Discrepancies

The mistake: You accept self-reported limitations without comparing to objective findings.

The fix: Compare self-report to objective findings. Identify discrepancies. Interpret them.

5. Not Providing Clear Recommendations

The mistake: You describe the current condition but don't say what should happen next.

The fix: Provide specific recommendations for treatment, functional restoration, and return-to-work.


Key Takeaways

  1. Chronic pain cases require a structured approach: Build the timeline, assess treatment response, evaluate subjective vs. objective findings, assess psychological factors, determine current functional status, assess causation, and provide prognosis and recommendations.
  2. Long treatment histories need to be summarized, not just listed.
  3. Discrepancies between self-report and objective findings are common. Identify and interpret them.
  4. Psychological factors are often central to chronic pain. Assess them.
  5. Opioid use needs to be assessed for appropriateness and contribution to hyperalgesia.
  6. Provide clear recommendations for treatment and functional restoration.

What's Next?

In our next post, we'll tackle "Psychiatric IME Records: Reviewing Mental Health Documentation" — the fourth in our case-type series.


This post is part of our series on medical record review for IME physicians. For more, see our 60 AI Prompts for IME Physicians Reviewing Medical Records.


Questions for Readers:

  • What's the most challenging chronic pain case you've reviewed?
  • How do you assess discrepancies between self-report and objective findings?
  • What's your approach to opioid use in chronic pain cases?

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