Who is this article for?

Administrators and Managers who want to learn how to get started with Lucidity Return to Work.

Administrator permissions are required to follow some of these steps.

Lucidity Return to Work (RTW) streamlines the process of reintegrating employees following workplace injuries. Designed for ease of use and efficiency, it's an ideal solution for Return to Work coordinators, rehabilitation managers, and workers' compensation managers. Please see Further reading below for more information on Lucidity Return to Work.

1. Introduction

The software provides comprehensive support throughout the entire return-to-work journey, managing:

• Injury details.
• Medical information.
• Return to work plans and progress.
• Medical costs per claim and person.

All data is securely stored in a centralised database, ensuring easy access to key information, documentation, records, and reports. Lucidity RTW seamlessly integrates with other Lucidity Software applications, including Lucidity HR for employee details and Lucidity Incident for related incident reports, creating a cohesive ecosystem for managing workplace health and safety.

2. Return to Work Access roles

Users are given different permission levels based upon their access requirements. Permissions for all Lucidity applications are set via Lucidity 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.

2.1. Managers

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.

2.2. 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.

3. Further reading

• Navigating the Return to Work features
• Adding, editing and deleting items in sections in Return to Work
• Using the summary log and reporting for a Return to Work case
• Adding incurred costs to a Return to Work case
• Configuring progress reports in Return to Work
• Creating a Return to Work plan
• Adding medical certificates to a Return to Work plan
• Configuring medical and case management details in Return to Work
• Configuring admin details in Return to Work
• Adding a new Return to Work Case
• Understanding the Return to Work Cases menu
• Configuring Return to Work settings
• Configuring Return to Work insurers and managers