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02025A

Initial Attending Physician's Statement

Déclaration initiale du médecin traitant

This is the medical form that opens a group disability claim with Desjardins. The insurer decides on the functional limitations you describe and your estimate of how long the patient will be off, and the employee pays your fee.

At a glance

Checked October 2026

Form number
02025A
Issued by
Desjardins Insurance
Where
Federal and national
Completed by
Employee (Section 1); attending physician (Sections 2 to 6)
Format
Fillable PDF
Language
English and French

What the 02025A is for

The 02025A is the initial medical statement for a disability claim under a Desjardins group insurance plan. It has two versions in one file: one for physical illnesses and one for psychological illnesses, each on its own page. It carries the logos of the Fédération des médecins omnipraticiens du Québec and the Regroupement des assureurs de personnes à charte du Québec. Desjardins’ claims page now lists its own disability claim package (06329E) as the initial form, so check which one the plan member’s package asks for.

Who completes it

The employee completes Section 1 with their name, policy or group number and certificate number. The attending physician completes Sections 2 to 6 of whichever version fits the condition.

Employees usually get the form from their employer or the plan, fill in Section 1 and bring it to the appointment. In Medulla, you can send Section 1 to the patient over a secure link, and their policy and certificate numbers appear on the PDF you complete the medical sections on. It’s a small section, but it’s the one that matches your statement to the right claim.

How to fill in the physician’s sections

Section 2: Diagnosis

On the physical version, give the principal and secondary diagnoses and complications, previous treatment for the same condition, whether the disability is from an accident, illness, occupational or automobile accident, pregnancy or preventive withdrawal, and the event date. Then describe the functional limitations that stop the patient doing their job, at the start of the disability and now. On the psychological version, give the diagnoses, current symptoms, overall severity, the problems behind the work interruption, and previous episodes.

Section 3: Treatment

List medications and dosages. On the physical version, record tests, surgery, other treatment, hospitalization and observation stays. On the psychological version, record whether the patient is consulting a psychiatrist, psychologist or social worker, and any hospitalization.

Section 4: Follow-up and prognosis

Give the date of first consultation for this disability, the next appointment, other consultation dates, follow-up frequency and any referral. Estimate the duration of disability in days or weeks, or a return date, and how long until the patient can return part time, full time or gradually.

Sections 5 and 6: Additional information and physician

Add anything else on a separate sheet if needed. Give your name, licence number and whether you’re a general practitioner or specialist, then sign and date.

Common reasons it’s delayed

  • The physical version used for a psychological condition, or the reverse.
  • A diagnosis with no functional limitations described.
  • No estimated duration or return-to-work timing.
  • Missing policy or certificate numbers in Section 1.
  • The physician’s licence number or signature left out.

Submitting and who pays

The form goes to Desjardins online, by mail or by fax, at the addresses printed at the top. Desjardins asks for original forms by mail and suggests keeping copies. The employee pays the fee for completing the form, so clinics bill the patient directly.

Get the official form

Download the current version from Desjardins Insurance each time. Forms change without notice, and an old edition can be returned.

Official page ↗ PDF ↗ Version française ↗

Medulla Forms

Fill 02025A with your patient, from the chart.

Upload the fillable PDF to your practice's forms once. Medulla fills it from the visit and the chart open in your EMR, leaves blank anything the record doesn't support, and opens the form for your review. Send Section 1 to the patient over a secure link, and their answers come back on your form. When it's done, save it to the patient's chart in one click.

Free 1-month trial. No credit card required.

Sources for this guide

Questions

Questions we hear a lot.

Which version should I use for depression or anxiety?

The psychological illness version. It asks about current symptoms, their severity, the problems behind the work interruption and whether the patient sees a psychiatrist, psychologist or social worker. The physical illness version is for every other condition.

Who pays for the 02025A?

The employee. Both versions of the form say the employee must pay the fees requested to complete it.

Can the employee fill in the diagnosis online?

No. The form notes that diagnosis information should come from the attending physician, so that section isn't fillable by the employee online.

How is the form sent to Desjardins?

Online at desjardinslifeinsurance.com/send, by mail to C.P. 3875 succ. Lévis, Lévis, Quebec G6V 0A7, or by fax to 418-835-0194 or 1-844-409-6575.

Is patient information secure?

Yes. Medulla has a SOC 2 Type II report from an independent auditor, is HIPAA, PIPEDA, and PHIPA compliant, and is built and hosted in Canada, so patient data stays in the country and never gets pasted into consumer AI tools. Everything is encrypted in transit and at rest. See how we protect patient data.

More questions? Browse help.medulla.ca.