In Part VI of our Health and Safety blog series, we will explore the information associated with entering claims. Use the Claims Management pages to enter the details of an individual’s status and assessments of the individual’s ability to return to work and to track direct and indirect costs of the claims while they are open. File this information with the government or with an insurance company.
You might need to create claims before you create incidents. For example, you might not learn about an incident until someone files a claim against the organization. You create the claim first. Later, as you learn more about the incident and enter incident details in HR, you can link the claim and the incident in the system by entering the incident number on the Claims Management pages.
First enter claim details such as dates, status, and incident number.
Next enter claim charges with types of costs, actual costs and dates. This is setup to continue to add claim costs as they are incurred.
Enter the claim provider details.