Workers Claims

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Adding a New Claim

  • Go to My Employees > Employee HR Maintenance > Workers Claims
  • Click on the Add Workers Claim button
  • Select the employee and enter the date of the injury
  • Workers Claims are broken down into several tabs
    • Main - Gives an overview of the claim, including basic employee information and carrier info
      • Enter all available information.  The following fields are required.
        • Date Reported EE
        • Filing State
        • Pre-Injury Activity
        • Accident Info
        • Direct Cause of Harm
        • Carrier Policy
    • Injury - Gives details on the injury, and any prior injuries that have been recorded for the employee
      • Enter all available information.  The following fields are required.
        • Cause
        • Body Part
        • Nature
    • Incident - Gives details on the incident, Safety/OSHA information, Attorneys and Witnesses associated with the claim
      • Enter all available information.
      • For OSHA reporting, the following fields must be completed:
        • Specific Location (Where the incident took place)
        • OSHA Recordable must be checked
        • OSHA Type
        • Detailed Description
    • Work Info - Gives details on the company, occupation, earnings and light duty return to work information
      • Enter all available information.
      • For OSHA reporting, the following fields must be completed:
        • Started Losing Time (if applicable)
        • Return to work (if applicable)
    • Claim Handling - Gives details on dates, lost time, subrogated parties and disputes associated with the claim
      • Enter all available information.
    • Financial - Tracks incurred indemnity and medical expenses
    • Notes - Allows for notes and supporting documents to be attached to the claim

 

Managing Claims

  • Go to My Employees > Employee HR Maintenance > Workers Claims
  • Select the Edit icon for the claim you wish to work on
  • Information can be updated and saved as new developments arise
  • Once the claim is ready to be closed, select the Close Claim button
  • Enter the Closing Date

 

OSHA Reporting

  • Go to My Employees > Forms > OSHA and select the form you want to populate
  • OSHA 300 and 300A
    • Select Add New to create a new form
    • Enter the year on which to report
    • Select Populate Form
    • Select the cost centers and OSHA types to pull, as well as the “OSHA reportable” checkbox
    • The form will populate with the information from your workers claims for the selected year.
    • Review the information and edit if needed
    • Select Download PDF for a printable copy of the form
  • OSHA 301
    • Select Add New to create a new form
    • Select the workers claim that should be used to populate the form using the lookup icon
    • Review the information and edit if needed
    • Select Download PDF for a printable copy of the form