Wiki source code of Incident / Claim Contacts

Last modified by MasterApps Support on 2021/06/18 01:35
Show last authors
1 Contacts in **Injury Master** can be assigned to specific Incidents / Claims according to who is involved with the worker. Assigning Contacts including Managers, Treating Doctors, RTW Coordinators and Case Managers allows contact information to be automatically added to Smart Forms or quick selected for Emails or Actions.
2
3 The Contacts area of Incidents / Claims can be seen along the menu of tabs.
4
5 [[image:Attachments.WebHome@mceclip0.66bed.png||style="max-width:528px" alt="mceclip0.png"]]
6
7  
8
9 ==== **Contact Types** {{id name="contact-types" /}}====
10
11 The Contacts Types listed for Incidents / Claims are as follows:
12
13 *. **EMPLOYEE**
14 *. **AGENTS / INSURERS** (Claims only)
15 **. **ACCOUNT MANAGERS**
16 **. **CASE MANAGERS**
17 **. **UNDERWRITERS**
18 *. **ALLIED PRACTITIONERS**
19 *. **OH&S MANAGERS**
20 *. **DOCTORS**
21 **. **CONSULTANT DOCTORS** (Claims only)
22 **. **SPECIALIST DOCTORS** (Claims only)
23 **. **TREATING DOCTORS**
24 *. **RTW COORDINATORS**
25 *. **INVESTIGATORS**
26 *. **MANAGERS**
27 *. **OTHER CONTACTS**
28 *. **REHABILITATION PROVIDERS**
29 *. **WITNESSES**
30
31  
32
33 ==== **Viewing Contacts** {{id name="viewing-contacts" /}}====
34
35 Incident / Claim contacts display the following information:
36
37 [[image:Attachments.WebHome@mceclip1.42dc1.png||style="max-width:501px" alt="mceclip1.png"]]
38
39 1. **Contact name**
40 1. Contact Type / Job Title
41 1. Edit options – edit the contact’s details. For further information, please refer to Contacts Overview.
42 1. Remove – removes contact from Incident / Claim list
43 1. Email address
44 1. Phone/fax number(s) (type indicated by icon)
45 1. Address
46 1. **Options**
47 1*. __Send Email__ – opens default email with contact as “To” address
48 1*. __Send SMS__ – send SMS to contact. For further information, please refer to [[Send SMS>>doc:Injury Master.Contacts.Send SMS.WebHome]].
49
50  
51
52 ==== **Adding Contacts** {{id name="adding-contacts" /}}====
53
54 Contacts can be added to Incidents / Claims by selecting the Change button, or Add another… if contact of that type already exists.
55
56 [[image:Attachments.WebHome@mceclip2.0e4c4.png||style="max-width:523px" alt="mceclip2.png"]]
57
58 You will then see the below options to type an existing contact name, browse the Contacts library (according to your selected type) or add a new contact. Once the contact profile has been selected, select **Add** to assign the contact to the Incident / Claim.
59
60 For further information, please refer to Adding Contacts.
61
62 [[image:Attachments.WebHome@mceclip0.583bc.png||style="max-width:180px" alt="mceclip0.png"]]
63
64 **IM** __Users__ can also be added as a contact for an Incident / Claim. This allows for greater interaction with the system, including Permission Sets. This applies to Account Managers, Case Managers, Investigators, Managers, OH&S Managers, RTW Coordinators and Witnesses. __Users__ can be selected from the browse option.
65
66 [[image:Attachments.WebHome@mceclip0.71635.png||style="max-width:285px" alt="mceclip0.png"]]
67
68  
69
70 ==== **Primary Contact** {{id name="primary-contact" /}}====
71
72 Multiple contacts can be added under a Contact Type. The contact added first will be marked as **Primary**. The primary contact of that type will be the one automatically added to smart forms. You can change which contact is primary by selecting the options gear and selecting __Make Primary__.
73
74 [[image:Attachments.WebHome@mceclip3.9ed04.png||style="max-width:660px" alt="mceclip3.png"]]

Child Pages

XWiki