Setting Up Workers' Compensation Cases

Track detailed information about a workers’ compensation case using the Workers’ Compensation Cases form.

Workers’ Compensation Case

Use the Workers’ Compensation Case panel to review or add a new case.

To set up basic Worker's Compensation information:

Enter an existing Case Number or click New Case to create a new case.

Enter the Employee ID.

Enter the Claim Date, which is the day the benefit claim was made.

Enter the Claim Number assigned by the insurance company.

Enter the Jurisdiction, which is typically the postal code for the state of jurisdiction for this case.

Enter the Shift Number for the shift when the employee incurred the injury, if appropriate.

Enter the employee’s Length of Service at the time of the claim.

From the Regular Job drop-down, select Yes if this employee was performing their usual duties or No if the user was performing another job.

Select the Status that best describes the current status of the claim.

10.

Enter the Status Date when the status went into effect.

11.

Complete the information in the panels below.

12.

When you are satisfied with the case setup, click Save.

Use the contacts panel to add insurance and attorney contact and telephone numbers to a workers’ compensation case.

Table 109: Contacts - Fields
Field	Description
Insurance Company	The insurance company liable for this workers' compensation benefit claim.
Insurance Contact	The contact at the insurance company.
Insurance Attorney	The attorney who is handling the case for the insurance company.
Employee Attorney	The attorney who is representing the employee in this case.
Telephone	Corresponding telephone numbers.

Use the Reserved/Paid-to-Date Information panel to add compensation, medical, and other expense amounts to the workers’ compensation case.

Table 110: Reserved/Paid-to-Date Information - Fields
Field	Description
Weekly Compensation	Weekly workers' compensation rate.
Compensation Reserve	Amount reserved by the insurance company to cover the cost of compensation in this case.
Medical Reserve	Amount set by the insurance company to handle medical claims for this case.
Expense Reserve	Amount set by the insurance company to cover the cost of expenses related to the case.
Company Paid Compensation	Compensation paid by the company to the employee.
Company Paid Medical	Medical expenses paid by the company.
Company Paid Expense	Other case-related expenses paid by the company.
Insurance Paid Compensation	Compensation paid by the insurance company to the employee.
Insurance Paid Medical	Medical expenses paid by the insurance company.
Insurance Paid Expense	Other case-related expenses paid by the insurance company.