Configuring Return to Work insurers and managers

Who is this article for?
Administrators who want to learn how to manager insurers and managers.

Administrator permissions are required.

Return to Work insurers and managers are key players in facilitating employees' smooth transition back to the workplace after injury or illness. This article defines these roles, explores their distinct responsibilities, and outlines best practices for insurers, providers, and Return to Work coordinators in managing successful workplace reintegration.

Insurers and managers
1. Insurer
2. Definitions of fields
Return to Work coordinators
1. Definitions of fields
Providers
1. Definitions of fields
Further reading

1. Insurers and managers

In order to be selected in a case, the insurer, RTW coordinator and the provider (practitioner) must be first be added. The Insurer and Managers tab is where these lists for these people is managed. Generally, access to the Insurer and 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 then Delete.

Information entered here will automatically populate corresponding fields in RTW plans.

1.1. Insurer

Video: Insurer

The insurer is the insurance company processing the insurance claim. Case managers from the insurance company can be added.

1.2. 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: Click Add. Enter the details of the case manager such as name and contact details. 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: Click Add. Enter details and written description. Click Save.
Upload a File	Upload any relevant documentation, such as insurance policies by: Click Add Document. Locate the document. Click Open. Enter the file name and description as applicable. Click Upload.

2. Return to Work coordinators

Video: RTW Coordinators

Return to work (RTW) coordinators are the company representatives who manage cases.

2.1. 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: Click Add Document. Locate the document. Click Open. Enter the file name and description as applicable. Click Upload.

3. 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.

3.1. Definition of fields

Name	Definition
Name	Enter the name of the provider.
Provider Type	Select the provider type: For example: GP, chiropractor, physio.
Specialty	Enter the specialty 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: Click Add. Enter details and written description. Click Save.

4. Further reading