Add a Claim Record

Claim records are created via the Injuries sub-module. When the ‘Insurance Claim’ checkbox is checked on the injury record window, then a related record is saved to the ‘Claims’ sub-module, where the claim record can then be edited as required.

To add a new claim cost:

1. Click ‘Add’ on the ‘Claim Costs’ tab.
2. A new treatment record will appear in the browse list on the tab.
3. By default the ‘Treatment Date’ will reflect today’s (current) date. If that date needs to be changed, select all of the data in the ‘Treatment Date’ field, then click the Backspace button to clear the field.
4. Enter the appropriate date using the MM/dd/yyyy format and enter the appropriate cost information in to the appropriate column.
5. Type in any relevant ‘Description’.
6. Click the ‘Save’ button on the tab.
7. To mark the claim process as complete and to implement the browse screen color-coding to distinguish between complete and incomplete claims, click the ‘Complete’ checkbox as claims are completed.
8. Click ‘Save’ when complete.

Print a Company Claims Report

1. Choose a filter, if applicable.
2. Select appropriate type of report from the ‘Reports’ drop-down menu at the top of the browse screen.
3. Click the ‘Printer’ icon at the top of the screen.
4. A print preview window will appear. Double-check the information.
5. Click the ‘Print’ icon on the ‘Print Options’ toolbar. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.

Print Employer Report of Injury Forms

A selection of employer report of injury forms are included in the ‘Claims’ sub-module. Forms for all jurisdictions may not be included in the database; contact CCD Systems to see if relevant claims forms can be added.

IMPORTANT NOTE: Some data from the claim record will automatically be printed to the form, but with the varied terminology and requirements amongst the jurisdictions, some handwritten entries will be necessary. After printing, double-check the form and fill in any blank fields.

1. Double-click on the appropriate record, or select it and click ‘Edit’.
2. The ‘Claims Management’ window will appear.
3. Choose the appropriate form type from the ‘Reports’ drop-down menu at the bottom of the claim record window.
4. The print preview window will appear. Double-check the information, and note any information that you are required to manually input.
5. Click the ‘Print’ icon on the ‘Print Options’ toolbar. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu. NOTE: Some forms have more than one page. Some forms can be scrolled through by clicking the side-pointing arrows on the bottom of the preview window. If the arrows are greyed-out, close each print preview screen after the page is printed to view and print the next page(s).
6. Review the form. If necessary, fill in any additional required information by hand.
7. Do not forget to sign the form.

Return-to-Work Form

NOTE: The ‘Return-to-Work’ form is one of very few reports that Simply Safety! does not automatically write any data to. Fill in this form by hand.

1. On the ‘Claims’ browse screen, select the ‘Generic RTW’ option from the ‘Reports’ drop-down menu.
2. A print preview of the ‘Return-to-Work’ form will appear.
3. Click the ‘Print’ icon on the ‘Print Options’ toolbar. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.

Modified Duties Form

1. Click the ‘Modified Duties Form’ button at the bottom of the ‘Claims Management’ record window.
2. The ‘Modified Duties’ record window will appear, open to the ‘Proposed Duties’ tab.
3. To design a ‘Suitable Employment Program’, start by filling out the ‘General Description of Proposed Duties’ field.
4. Move to the ‘Details’ tab to select varied degrees of activity for the worker for whom the ‘Suitable Employment Program’ is being designed.
5. Click ‘Save’ when complete.

Print the Modified Duties Form

1. Click the ‘Printer’ icon on the bottom left side of the ‘Modified Duties’ window.
2. A print preview window will appear. Double-check the information.
3. Click the ‘Print’ icon on the ‘Print Options’ toolbar. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.

NOTE: The bottom portion of the form will not be filled in, as it must be completed by the attending physician.