Wiki source code of Return To Work Plans

Last modified by MasterApps Support on 2021/06/18 02:20
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1 **Injury Master** provides an electronic **Return To Work Plan** to assist in your compliance of your obligations as a Return To Work Coordinator. RTW Plans can be uploaded or generated as a Smart Form. Smart RTW Plans interact with the system in a number of ways, and a PDF version can be viewed / printed from the **Download** button.
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3 [[image:Attachments.WebHome@mceclip0.cd9ed.png||style="max-width:444px" alt="mceclip0.png"]]
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7 == **VIEWING RTW PLANS** {{id name="viewing-rtw-plans" /}}==
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9 [[image:Attachments.WebHome@mceclip1.8376c.png||style="max-width:438px" alt="mceclip1.png"]]
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11 RTW Plans are stored in the __Documents__ area of Incidents / Claims. The current or most recent RTW Plan is displayed at the top of the Documents library under the CURRENT heading, along with the most recent Medical Certificate. By default, RTW Plans override the **Filter** which hides Documents linked to Processes.
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13 RTW Plans include the following information:
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15 1. **Proposed Status** – Defaults to Confirmed. Handled differently by the system.
16 1. **Approved Status** – When all signatures / approvals are received
17 1. **Plan Number** – Defaults to 1 more than previous RTW Plan, but can be customised
18 1. **Start Date – End Date** – (**Current** **/ Expired**) – Time period plan applies to
19 1. **Review Date / Final** – (**Future / Past**) – Determines RTW Plan Expired Alert. No alert when set as Final.
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21 Each of these fields are determined when Generating or Uploading a RTW Plan.
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23  
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25 == **UPLOADING RTW PLANS** {{id name="uploading-rtw-plans" /}}==
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27 RTW Plans can be uploaded like any other Document Type. Select **Upload** from the __Documents__ area and select __Return to Work Plan__ as your **Type**. This will open up extra options for completion which correspond to the above fields.
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29 [[image:Attachments.WebHome@mceclip2.0df10.png||style="max-width:352px" alt="mceclip2.png"]]
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31 Ticking the __Proposed__ box removes the __Final__ / __Approved__ boxes, and ticking the __Final__ box removes the __Next Plan Review Date__.
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33 These details can be later edited by selecting __Edit__ below the Document Title.
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35  
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37 == **GENERATING RTW PLANS** {{id name="generating-rtw-plans" /}}==
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39 RTW Plans are generated like other Smart Forms, by selecting **Generate** from the __Documents__ area and selecting __Return to Work Plan__. Within the RTW Plan you are prompted to set above fields. Some fields are auto-completed from system information, and others are completed through widgets or signature boxes.
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41 ==== **Confirmed / Proposed** {{id name="confirmed-proposed" /}}====
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43 **[[image:Attachments.WebHome@mceclip3.cdbe5.png||style="max-width:280px" alt="mceclip3.png"]]**
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45 The **Return To Work** section includes a **Confirmed duties** and **Proposed duties** box. Only the option you select is available for completion, but previous plans of either type will auto-populate the suitable duties accordingly.
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47 [[image:Attachments.WebHome@mceclip4.70913.png||style="max-width:282px" alt="mceclip4.png"]]
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49 ==== **Plan Number** {{id name="plan-number" /}}====
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51 **[[image:Attachments.WebHome@mceclip6.e1a76.png||style="max-width:380px" alt="mceclip6.png"]]**
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53 ==== **Start / End / Review Dates** {{id name="start-end-review-dates" /}}====
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55 **[[image:Attachments.WebHome@mceclip5.7cbe0.png||style="max-width:321px" alt="mceclip5.png"]]**
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57 __Start Date__ and __End Date__ default to the Start and End date of the most recent Med Cert. Ticking the __Final__ box removes Next Plan Review Date fields and marks document as **Final** in place of the Review date.
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59 ==== **Widgets** {{id name="widgets" /}}====
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61 Widgets are buttons within the RTW plan which allow for the selection of choices from **IM** libraries rather than manually typing. The widgets in the RTW Plan include:
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63 *. **Prepared By** – Contacts (RTW Coordinators / OH&S Managers) / Users
64 *. **Return to Work Coordinator** – Contacts (RTW Coordinators) / Users
65 *. **Location** – Locations
66 *. **Confirmed / Proposed Duties** – Suitable Duties
67 *. **Company Address** – Locations
68 *. **Supervisor** – Contacts (Managers) / Users
69 *. **First / Second Doctor or Healthcare Provider** – Contacts (All Doctor Types)
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71 [[image:Attachments.WebHome@mceclip7.f8a95.png||style="max-width:319px" alt="mceclip7.png"]]
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73 The icon on each widget corresponds to the related library. Select the widget to reveal which options you can select.
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75 *. **CONTACTS / LOCATIONS / SUITABLE DUTIES**
76 **. __Insert__ – quick-select primary contact on Incident / Claim
77 **. __Browse__ – whole library
78 *. **CAN’T FIND IT?**
79 **. __Create__ – add new option to library
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81 ==== **Hours of Work** {{id name="hours-of-work" /}}====
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83 You can specify the working hours of the RTW plan by selecting __Number of weeks to edit__ (up to 4). This opens extra information to complete regarding the rostered hours of the worker’s week. RTW Plans with Hours of Work specified become 2-page PDFs instead of 1-page.
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85 [[image:Attachments.WebHome@mceclip8.0e8cf.png||style="max-width:315px" alt="mceclip8.png"]]
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87 ==== **Signature Boxes / Approved Status** {{id name="signature-boxes-approved-status" /}}====
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89 The **Approved** status of the RTW Plan is set by either ticking the __Approval Received__ boxes or adding a signature to the Worker, RTW Coordinator and Manager Declarations. Signature can be added in one of 3 ways:
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91 *. Free-drag the mouse in the signature box
92 *. Select **Sign** if you have added a signature to your profile
93 *. Select __Upload__ in the gear options to select file from your desktop
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95 You can also clear you signature from __Clear__ in the gear options.
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97 [[image:Attachments.WebHome@mceclip9.73e8e.png||style="max-width:307px" alt="mceclip9.png"]]
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99 The Name and Declaration of the Worker, Return to Work Coordinator and Supervisor can also be customised from **SETTINGS ~-~-> Account ~-~-> **__Documents__ tab.

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