Claims

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The Claims module allows users to track a claim related to an incident through out the life cycle of the claim. There are two types of Claims: Workers Comp and General. Users are able to generate both Worker's Comp and General Claims for any incident. Multiple claims can be generated for a single incident. In addition to tracking Claims users can record payments made for a specific claim and link the payment to a claim. Thus

Quick Steps Example: Generating a Worker's Compensation Claim

1.

Open the Claims module by selecting the Claims tab in the main menu.

2.

In the Claims Summary, select the Incident associated with the claim.

3.

Select the Add New Claim button

4.

Select Worker's Comp from the type of claim drop down.

5.

Select the Continue button.

6.

A blank Claims Form will appear.

7.

Complete the appropriate fields, including the required fields.

8.

Select the Save button.

9.

If all required fields are complete and all data is in a valid format, the successful save message will appear.

Quick Steps Example: Generating a Payment

1.

Open the Claims module by selecting the Claims tab in the main menu.

2.

Select Payments on the vertical menu.

3.

Select the Add New Payment

4.

A blank Payment Form will appear.

5.

Complete the appropriate fields, including the required fields.

6.

Select the Save button.

7.

If all required fields are complete and all data is in a valid format, the successful save message will appear.