Wiki source code of Add a Claim

Last modified by MasterApps Support on 2021/06/18 01:27
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1 There are two ways to add a claim, you will be redirected to the same page for both options:
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3 Option 1:
4
5 1. Select Claims on the navigation bar
6 1. Select //+ Add //from the menu that appears
7
8 **[[image:Attachments.WebHome@Nav_bar2.9e569.png||style="max-width:240px"]]**
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10 Option 2:
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12 1. Select Claims on the navigation bar
13 1. Select //List //from the menu that appear - this will redirect you to the Claims Summary Page (also know as the landing page).
14 1. Click the blue //Add Claim //button on the right-hand side.
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16 [[image:Attachments.WebHome@2015-07-13_16-11-57.b18e4.png||style="max-width:237px"]]
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18 You will then be redirected to the //Add Claim page//, as shown below. Complete the information required and save. You can edit and add to this information at any stage.
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20 [[image:Attachments.WebHome@Add_Claim.3ca84.png||style="max-width:330px"]]
21
22 **~1. Worker **
23 Select the the worker. You can select a worker already in the Injury Master system by either:
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25 * Browse Workers - Select the two arrows next to the text field - a pop up list will appear containing the workers currently in the system.
26 * Search Workers - Begin typing the workers in the text field and a drop down of matching options will appear to select from.
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28 Or **Add a New Worker **
29 If the worker is not already in the Injury Master system add the worker to the system by selecting the + button.
30 A pop up will appear which requires completion, please see image below.
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32 * Select the cost centre the worker belongs to.
33 * Complete the workers personal information.
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35 [[image:Attachments.WebHome@2015-07-13_15-55-04.508b0.png||style="max-width:333px"]]
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37 If the workers information requires amending please go to the Workers area (on the navigation bar). Further information on Workers can be found in the Workers section of the Zen Desk.
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39 Workers information can also under the Edit Claim tab in the Claims view area (once the claim had been created).
40 \\**2. Contacts**
41
42 Manager - Select the Manager of the worker by either:
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44 * Selecting the two arrows next to the text field
45 * Begin typing in the text field and a drop down of matching options will appear to select from.
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47 OH&S Manager - Select the OH&S Manager assigned to the incident by either:
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49 * Selecting the two arrows next to the text field
50 * Begin typing in the text field and a drop down of matching options will appear to select from.
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52 If the contact is not already in the system you can Add new contact. 
53 You can also add a new contact to the system and claim in this area by selecting the + button and completing the pop up. This will also be added to the Contacts area. 
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55 This is an optional field.
56
57 **3. Incident Date**
58
59 Select the Date & Time of the Incident. 
60 Although these are optional fields it is important to complete them as soon as you have the information. 
61 If you complete the date field the time field must be complete also. 
62 \\**4. Specify More Dates**
63 \\Select //Specify More Dates// to enter more details regarding the incident such as First Work Day Lost. 
64 \\By selecting this option further fields will appear, as shown below, which you have the option to complete.
65 \\[[image:Attachments.WebHome@2015-07-13_15-57-35.f1c68.png||style="max-width:256px"]]
66
67 **5. Location of Incidents**
68 Input the location where the incident took place by either:
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70 * Selecting the two arrows next to the text field
71 * Begin typing in the text field and a drop down of matching options will appear to select from.
72 * Add a new location by selecting the + button next to the field. Complete the pop up and save to the system.
73
74 [[image:Attachments.WebHome@2015-07-13_15-59-54.4663a.png||style="max-width:333px"]]
75
76 **6. Injury Details**
77 Although the following fields are optional it is recommended that they are completed so you have as much information as possible in the system.
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79 Mechanism - Select how the injury occurred by either:
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81 * Selecting the two arrows next to the text field
82 * Begin typing in the text field and a drop down of matching options will appear to select from.
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84 Use the description that is the closest match from the list.
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86 Body Part - Select what body part was injured by either:
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88 * Selecting the two arrows next to the text field
89 * Begin typing in the text field and a drop down of matching options will appear to select from.
90
91 **7. Specify More Dates**
92 Select this to enter more details regarding the injury such as First Work Day Lost. 
93 By selecting this option further fields will appear, as shown below, which you have the option to complete.
94
95 [[image:Attachments.WebHome@2015-07-13_16-02-31.4d2f8.png||style="max-width:322px"]]
96
97 **8. Causes**
98 Input a description of what caused the injury to occur.
99 This is an optional free text box.
100
101 **9. Serious Injury**
102 Tick this box if the incident qualifies as a serious/notifiable injury as specified by WorkSafe or the relevant legislation.
103
104 **10. Work Status**
105 Current Hours Worked Per Week - prior to the date of the incident
106 Pre-Injury Average Hours Per Week - over the 52 weeks prior to the incident (if less during the period of employment).
107 \\[[image:Attachments.WebHome@2015-07-13_16-03-01.07a0a.png||style="max-width:326px"]]
108
109 *
110 **
111 **1.
112 **11. Claim Details
113 \\**Claim Status - select the claim status from the drop down. This field will automatically be set as //Open Claim, //change if required. 
114 \\Liability Status - select where the liability of the claim is up to. This field will be automatically set as //Accepted, //change if required. 
115 \\Premium Status - Select the premium status of the claim. This field will be automatically set as //Premium Claim, //change if required.  
116 \\Claim Number -Once a claim is submitted it will be assigned a claim number. Input in to this field. **
117
118 [[image:Attachments.WebHome@2015-07-13_16-05-59.ac399.png||style="max-width:301px"]]
119
120 **12. Specify claim flags**
121
122 Click on this to view claim flags, such as Time Loss or Permanent Impairment.
123 Click on the ? for more information on the flag.
124
125 [[image:Attachments.WebHome@2015-07-13_16-14-33.4f720.png||style="max-width:359px"]]
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127 Once you selected //Save Changes //the claim will be created and you will be directed to the claims full view page.
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129 Please see [[Viewing Claims>>doc:Injury Master.Claims.Viewing Claims.WebHome]] article for further information .

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