RTW Insurers & Managers
Related pages:
INSURERS & MANAGERS
In order to be selected in a case, the insurer, RTW coordinator and the provider (practitioner) must be first be added. The Insurer & Managers tab is where these lists for these people is managed. Generally, access to the Insurer & Managers tab is restricted to administrators.
Regardless of which type or person being accessed, the steps to add, edit or delete them is the same.
To Add, click the 'Add New' button, populate the fields (see table 'Definition of Fields' below) and click 'Save.'
To Edit, click the 'Edit' button or the line item and make relevant changes, then click 'Save.'
To Delete, click 'Actions > Delete > Delete'
Information entered here will automatically populate corresponding fields in RTW plans.
Insurer
Video: Insurer
The insurer is the insurance company processing the insurance claim. Case managers from the insurance company can be added.
Definition of Fields
Name | Definition |
|---|---|
Insurance Company | Enter the name of the insurance company |
Main Phone Number | Enter the main phone number |
Address | Enter the physical address of the insurance company |
Postal Address | Enter the postal address if different to the physical address |
Case Manager | Add case managers who work with the insurance company by: a. Click 'Add' b. Enter the details of the case manager such as name and contact details c. Click 'Save' For each insurer, it is possible to nominate one or more case manager. The case managers will appear as options within each case once the corresponding Insurer is selected. |
Note | Add any relevant notes for the insurance company by: a. Click 'Add' b. Enter details and written description c. Click 'Save' |
Upload a File | Upload any relevant documentation, such as insurance policies by: a. Click 'Add Document' b. Locate the document c. Click 'Open' d. Enter the file name and description as applicable e. Click 'Upload' Refer to the Uploading Files in Lucidity Modules user guide page for more details. |
Return to Work Coordinators
Video: RTW Coordinators
Return to work (RTW) coordinators are the company representatives who manage cases.
Definition of Fields
Name | Definition |
|---|---|
Personal Details | Enter the personal details of the RTW coordinator, such as name and contact details |
Address | Enter the work address of the RTW coordinator |
Site Details | Select the site details the RTW coordinator is generally based at. This may include division, business unit, location etc |
Upload a File | Upload any relevant documentation, such as a photo by: a. Click 'Add Document' b. Locate the document c. Click 'Open' d. Enter the file name and description as applicable e. Click 'Upload' Refer to the Uploading Files in Lucidity Modules user guide page for more details. |
Providers
Video: Providers
Providers can be any provider or practitioner associated with a single or multiple RTW cases. These may include doctors, physio's, councillors, etc.
Definition of Fields
Name | Definition |
|---|---|
Name | Enter the name of the provider |
Provider Type | Select the provider type For example: GP, chiropractor, physio |
Speciality | Enter the speciality area of the provider |
Contact Details | Enter the contact details (phone and email) for the provider |
Address | Enter the work address for the provider |
Note | Add any relevant notes for the provider by: a. Click 'Add' b. Enter details and written description c. Click 'Save' |