Request updated medical with the treatment plan

If an LTD case manager asks for an ‘updated medical with treatment plan’ after an appointment, but doesn’t provide any forms or request documentation, is a written summary from the claimant typically sufficient?

What level of detail is usually expected in that type of update?

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Wondering if it’s possible for you to request clarification, via email, for the level of detail required.

Or, if you feel comfortable, ask if there is anything in particular that is needed over and above the forms that have already been submitted and if there is a form that your LTD case manager can provide?

Is your condition and treatment plan the same? If yes I would just go with ‘no change to previous condition, same treatment plan continuing’ doctor’s letter.

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I am still fairly new on LTD with Canada Life. I had a request from the Case Manager for a phone update, which we booked for today. It was very unsettling and just left me so anxious. He is looking for updated Medical / Treatment Info, and wants notes or info from my Pychologist and asked if I could send him them as pychologists dont often respond to his requests or takes time. I was polite and advised him he should request that from my phychologist directly as I dont have anything to provide him. He is also going to to reach out to my GP. He went on to explain that they like these updates and see if there is anything they can “add” to my care etc. This doesnt sound right to me, feels more like if they dont get or hear what they want, they will set me up with an IME ( Independant Medical Examiner) which is not something I would want, but understand I would need to go ahead with it. He ended the call by saying he would reach out to my Drs. and be in touch again arounf the end of May, begining of June. Is this the start of non stop LTD Case Manager calls? I am super stressed now.