Workers Claims Guide (New UI)

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Note: Workers Comp policy must be built in the system and WC Codes must be assigned to employees in order to use this module. If these items are not already set up in the system, please reach out to your Customer Service Representative for assistance.

 

Adding a New Claim

  • Go to Team > HR > HR Maintenance > Workers Claims
  • Click on    
  • Note, employee must have a workers comp code assigned to them in order to create a workers claim. Additionally, if you would like the employee’s job title to populate on the OSHA 300 form, the default job must be assigned within the employee’s profile before the workers claim is added. If added after the claim is started, then it will not auto-populate on the OSHA 300 form and you will have to type it in on the form.
  • 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 Team > HR > HR Maintenance > Workers Claims
  • Select theicon 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 Team > HR > Forms > Government Forms and select the form you want to populate
  • OSHA 300 Log of Work-Related Injuries and Illnesses  and 300A Summary of Work-Related Injuries and Illnesses
    • Select to create a new form
    • Enter the year on which to report
    • Select
    • 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 for a printable copy of the form

 

  • OSHA 301 Injury and Illness Incident Report
    • Select to create a new form
    • Select the workers claim that should be used to populate the form using the  icon
    • Review the information and edit if needed
    • Select for a printable copy of the form