It is essential to prepare this process carefully in order to formulate a precise mandate for the expert assigned to your file. The success of the medical evaluation largely depends on this thorough preparation. It is crucial to ensure that the expert fully understands the key issues of the case. In this regard, the mandate plays a central role by framing the expert’s intervention and specifying the necessary instructions.

Here are some guidelines to help you develop your mandate. You will need to pay close attention to several essential aspects: the objectives of your mandate, clear and factual writing, and adherence to certain fundamental characteristics.

Before drafting your mandate, it is important to clarify the reasons why you are requesting a medical opinion or evaluation. Ask yourself questions such as:

• Why are you requesting this evaluation?
• Is this the right time to consult the expert?
• What specific objectives do you want to achieve?

The content of your mandate must be based on concrete facts drawn from your discussions with the employee, medical certificates, and any other relevant documents in the medical and administrative file. It is essential to remain objective and present the information clearly and accurately.

Key characteristics to keep in mind:

• Clarity and conciseness: Write your mandate so that it is clear, succinct, and complete.
• Objectivity: Rely solely on factual elements, without including emotions or assumptions.
• Neutral vocabulary: Use precise, objective, and unambiguous language.
• Precise instructions: The mandate must include clear directives outlining what is expected from the expert. It is crucial to ask the right questions, such as those related to diagnosis, treatment, work capacity, or medical consolidation.
• Focus: Limit the mandate to the essential aspects of the evaluation. Avoid multiplying topics across several separate mandates.

Some of the information included in the mandate will become an integral part of the expert’s report. It is therefore strongly recommended to carefully verify all data before including it in your mandate to ensure its accuracy.

A well‑prepared mandate is the key to an effective and objective medical evaluation. We are available to support you in your process before requesting a medical opinion or evaluation.