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RTW Introduction

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Last updated: Jan 24, 2023
5 min read

INTRODUCTION

Video: Module Overview

Lucidity RTW allows businesses to manage the process of helping employees return to work following work place injuries. It is designed to be easy to learn and convenient to use. Suitable for RTW coordinators, rehabilitation managers and workers compensation managers, it supports all required processes from start to finish. Lucidity RTW manages information about the injury, medical information, return to work plans and progress and medical costs per claim per person whilst maintaining security in a centralised database of key information, documentation, records and reports. 

Lucidity RTW integrates with other Lucidity Software applications such as Lucidity HR for the injured employees' details and Lucidity Incident for the related incident report.

Getting Started

The Lucidity Return to Work Quick Reference Guide provides the essential workflow and entry type information required to get started.

 

Download as: PDF | PowerPoint (animated)

RETURN TO WORK ACCESS ROLES

Users are given different permission levels based upon their access requirements. Permissions for all Lucidity applications are set viaLucidity Access and are generally configured by the system administrator. The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.

USER ROLE

ROLE DESCRIPTION

USER ROLE

ROLE DESCRIPTION

Manager

Using Return to Work, a user can manage all RTW cases, add Insurers & Managers and run reports (cannot delete)

Administrator

Administrator role for Return to Work

  Manager

Video: Manager Access

 

The Cases tab is the central location for all RTW cases for the business. This is the default landing page for all users and is explained in more detail in this user guide.

Managers will have permissions to access RTW cases, and with correct scoping applied, will only be able to view the cases from specified organisational areas. Generally, they will be able to perform the following tasks for the users they have access to:

  • Create and edit RTW cases

  • Manage all aspects of cases, including medical certificates, RTW plans, progress reports, costs etc

  • Add new Insurers, RTW coordinators and providers

Administrators

Administrators will generally have access to all cases and functionality within the system. In addition to the same functionality as managers, administrators can also:

  • Delete cases

  • Delete insurers & managers

  • Manage system settings

The menu and tab options relevant for local administrators are:

  • Cases

  • Insurers & managers

 

Retaining System Integrity

Only the administrator has the permission to manage master data such as deletion of cases and managed lists. It is recommended that the number of administrators per instance of Lucidity Software is kept to a minimum to retain integrity and consistency across the system configuration and to avoid duplication. It is a worthwhile exercise to create a standard set of guidelines that all new master data entered must follow.

NAVIGATION

The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.

Video: Navigation for Administrators

On the default landing page, Lucidity RTW features:

  • Tab options:top panel listing areas of access within the module

  • Return to Work tab: reflects the current module. Select to switch between modules

  • Help: provides links to help documentation such as user guides and support materials

  • Show Filters: allows for defining search parameters

  • Excel Export: an Excel report reflecting the current filters selected

  • Alphabet: click on each individual letter to filter through users alphabetically

  • Headers: click to sort in ascending/ descending order

  • Edit: Edit select case details

  • Actions: Delete select cases 

Tabs

As with all Lucidity Software Modules, Lucidity RTW uses a series of tabs for basic navigation which are based on assigned permissions. 

  • Cases: Central location for all RTW cases

  • Insurers & Managers: View, edit and delete all Insurers, RTW coordinators and providers

  • Settings: Create, edit and update in-system lists and configure select system settings

Filters

Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.

Filters on the cases page are divided into two main sections. Any field with the [ SELECT ] option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration. Multiple options in multiple filters for a single search can be selected.

Refer to the My Filters user guide for more details on how to use filters.

Reset Filters

To avoid unwanted data such as archived records appearing unexpectedly, always select 'Reset Filters' when clearing a recent search.

 

My Filters and My Emails

My Filters: Users can create and save their own reports using the My Filters feature. 

Any saved filters can be easily accessed via the current filter drop down selection option above the Filter tabs. This is a short-cut route for applying saved filters.

My Emails: Automatically emailed reports can be specified using the My Emails feature. 

Column Configuration

Columns within each page of Lucidity RTW as well as those displayed in reports can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all users viewing the pages or running reports.

View the Column Configuration user guide for more details.

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