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    Claims Module

    Getting Started: 

    The IndustrySafe Claims Module allows you to track Worker’s Compensation, Auto Liability, and General Liability Claims. For Worker’s Comp claims, you may generate a state specific first report of injury. In addition, a service is available to integrate the IndustrySafe Claims Module with a Third Party Administrator. This setup allows you to electronically submit claims to a TPA directly from IndustrySafe.

    If you are setting up a new site, you will need to add your facilities (locations) and employees or contractors to your IndustrySafe site before you can add an incident or claim. See the Getting Started Guide for more information on this setup. View the Quick Start Guide here.

    An incident record must exist prior to adding a new claim.

    For more information on adding an incident, please follow this link.

    If you are using the IndustrySafe Demo Site (or your site has been set up), follow these steps to add a claim:

    1. Select the Claims tab from the main menu.
    2. In the Claims Summary Screen, locate the incident related to the claim and click on the Incident Number.
    3. Select the green plus sign in the upper left and then select the “Add Claim” button.
    4. Select the Type of Claim and the Continue Button.
    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.

    Entering Data: 

    This guide describes the process for reporting claims using the IndustrySafe Safety Management Software.  To download and view the guide, click the link below:

    Claims Reporting End User Guide

    This guide describes the process for entering claim payments using the IndustrySafe Safety Management Software.  To view the guide, click the link below:

    Claims Payment End User Guide

    Email Alerts: 

    Users can receive an email alert for whenever a new claim is entered.

    New Claim Alert: Sent to users associated with the claim facility when a claim is created. To receive this alert, a user must have a user level where the “New Claim Alert” checkbox is selected.

    Basic Reporting: 

    All of the below reports allow you to select your output (PDF, Word, Excel), filter down through hierarchy layers, and select a date range.

    • Workers Compensation Claim Print-Out – A print out of the Workers Compensation Claim form. Details of this report include all standard fields from these form sections: Basic incident information, Employee Information, Injury Location, Employee Injury, Witnesses or Other Involved Employees, Lost Time & Wage Information, Employee Medical Information, Employee/Employment Information, Claims Notes and a Submit Section.
    • General Claim Print-Out – A print out of the General Claim form. Details of this report include all standard fields from these form sections: Basic Information, Claimant Information, Property Damage Detail, Witness Information, Claims Injury Loss, Administration Claims Status.
    • Auto Claim Print-Out – A prints out of the Automobile Claim form. Details of this report include all standard fields from these form sections: Basic Information, Claimant Information, Property Damage Detail, Witness Information, Claims Injury Loss, Administration Claims Status.
      • Amount of Losses – Bar graph of the Amount of Losses for Claims with Types of Claims on the X axis and Total Cost on the Y axis. Also provides a summary table with Total Cost of each Type of Claim per row.
      • Distribution of Losses – Pie chart of the Types of Claims. Also provides a summary table with Total Cost of each Type of Claim per row.
      • Summary of Losses – A print out of the Lost Summary, grouped by Claim type. Details of this report include: Type of Claim, Business Group, Business Unit, Number of Claims, Total Paid, Total Outstanding and Total Reserves. Filters by Type of Claim also available.
      • General FROI – A print out of the First Report of Injury forms (Workers Comp forms). Details of this report include all standard fields from these form sections: Basic incident information, Employee Information, Injury Location, Employee Injury, Witnesses or Other Involved Employees, Lost Time & Wage Information, Employee Medical Information, Employee/Employment Information, Claims Notes and a Submit Section. Filters by state also available (see below).
      • State Specific FROIs (all 50 States) – A print out of the FROI for the specified state.

    Analysis Grids:

    Related Topics/Articles:  

    Claims Notes and Claims Diary 

    The Claims Module allows you to keep track of Claims Notes and a Claims Diary.  The Tasks and Events Feature (Also Linked to the Home Module of IndustrySafe) can also be used to keep track of Claims Tasks and Events.

    Claim Notes:  There is a field on the main claims form that allows users to enter claim notes (up to 4000 characters can be entered in the claims notes area).

    Claims Diary: There is a “Claims Diary” Button in the Claims Inquiry Loss Section of the Form that allows Claims Administrator to entry diary notes.  Previous entries are saved and recorded with the date and name of the Claims Administrator who made the notes automatically autofilled.

    Claims Tasks and Events:  Like the other modules of IndustrySafe, Claims Administrators can assign claims tasks or claims events to themselves and/or other users.  Assigned Events and Tasks will display as hyperlinks on the Claim Recording Form as well as Tasks and Events in the Assigned User’s Home Page in the Home Module.