Against a record can quickly and easily prepare, store and locate Return to Work (RTW) Plans.
ADDING RTW PLAN
There are a number of ways to add a RTW Plan to an injury or claim record.
Option 1
From the Summary page of a claim file, you can use quick keys and press 'R' on your keyboard, or select Return to Work Plan from the Add Information drop-down menu.
Option 2
From the RTW Plans page of the file, found under the Rehab menu, click on the Add button.
Step 1
On clicking Add, you will see your system-generated Return to Work Plan, prepped and ready to complete. Many fields will be pre-populated based on information already entered into the file.
Step 2
Enter the remaining relevant details into the plan as you work your way down the page. You will see an attachments section which you can use to upload any attachments relevant to that RTW Plan including signed copies.
Step 3
Once complete, scroll to the bottom of the page where you will see an option to Save, or Save & Email if you wish to e-mail the generated plan to other parties.
SAVE AND EMAIL RTW PLAN
If you've selected Save & Email after completing your RTW Plan, you'll be taken to the below screen. Here, you can enter the e-mail address of who you'd like to send a copy of this RTW Plan to or select the contacts via the drop-down in the To field.
If you need to e-mail a new recipient, simply type the e-mail address into the To field then press enter on your keyboard.
The attachments section will default to select the system version of the RTW Plan you've just generated, if any other attachments need to be included in this e-mail, simply select them from the Attachments drop-down.
The body of the e-mail will pre-populate however this is a free text field and can be updated as required.
Once you are happy with the prepared information, select Email. A copy of the e-mail will be stored on the notes page for reference.
RTW PLANS PAGE
Each RTW Plan entered is stored on the RTW Plans page of the claim file, which is found under the Rehab menu.
You can sort plans by From and To dates or by number. To sort, click on the relevant column header.
To edit, e-mail or view a plan, click on the '...' icon on the right hand side of the line item
To view the attachments uploaded against a RTW Plan, or to upload an attachment directly to that RTW Plan, click on the attachment or upload icon. The attachment icon will appear when an attachment is loaded against that RTW Plan, if there is no attachment then the upload icon will appear.
In the image below, you can see both icons.
