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Claim Management > Claim Documents

Updated over 6 months ago

Our Injury application contains key claim documents for each jurisdiction and insurer. Relevant forms will be made available for each injury based on the policy/state selected upon registration.

ADD CLAIM DOCUMENTS

Step 1

A claim document can be added via the Summary page or Claim Documents page, found under the Claim Management menu item on the left-hand panel of the claim file. From the Summary page, select Claim Document from the Add Information drop-down menu.

From the Claim Documents page of the claim file click on the 'Add' button.

Step 2

Enter the relevant details of the document here. You can then choose an appropriate Category for the Document from the drop down menu. If you tick the 'Private' checkbox, the claim document will be visible to yourself and to Admin users within your organisation.

Step 3

Once finished, scroll to the bottom of the page where you will have the option to upload a copy of that report.

Step 4

Once uploaded, you can either select Save if nothing further is required, or Save and Email if you need to e-mail that document off to another party.


CLAIM DOCUMENTS PAGE

Step 1

The Claim Document page stores the initial notification, register of injury, incident report, claim forms and general correspondence. You can sort Documents by Date, Type or Summary text. To sort, click on the relevant column header within the table.

Step 2

To edit, delete or e-mail a Claim Document, click on the three dots to the right hand side of the line item, then select the relevant option from the drop down.

Step 3

To view the details of a Claim Document, click on the arrow to expand the section.

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