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Understanding the Return to Work Cases menu
Who is this article for?Administrators who want to learn how to use the RTW Cases menu.
Administrator permissions are required.
Navigating the Return to Work Case menu is essential for effectively managing and tracking employee recovery and reintegration processes. This article provides a comprehensive guide to the menu's features and functions, helping users optimise their workflow and ensure smooth case management for returning employees.
1. Cases
The Cases menu is the central hub where all RTW cases and related information is stored.
From the Cases page of Lucidity RTW, administrators can:
- View existing RTW Cases and associated sections including:
- Employee/ claim details
- Contact details
- Pre-Injury position
- Insurer details
- RTW coordinator management
- Medical management
- Medical certificates
- RTW plans
- Progress reports
- Costs
- Summary logs
- Add new RTW cases
- Edit existing RTW cases
- Delete existing RTW cases
- Generate reports on RTW cases
2. View a Return to Work case
To view an existing RTW case, from the Case page:
- Click Show Filters.
- Use the Filters as required to locate the case.
- Click Edit to the far right, or click anywhere on the line item.
2.1. Sections overview
When a case is opened, a menu on the left-hand side of screen appears showing the sections and sub-sections that each RTW case is divided into. Click on each section to view various aspects of the case.
2.2. Section information
|
Section |
Sub-Section |
Information Recorded |
|---|---|---|
|
Admin |
Employee / Claim Details |
Basic employee information including organisation, basic injury information, home address details and any related incident report. |
|
Contact Details |
Work, home, supervisor and other contact information. |
|
|
Pre-injury Position |
Details regarding pre-injury position. |
|
|
Insurer Details |
Insurer and case manager (insurers representative) information. Note that case managers are recorded against each specific insurer. |
|
|
Medical & Case Management |
RTW Coordination Management |
Details of the company return to work coordinator managing the case (past and present). |
|
Medical Management |
Details of doctors and other practitioners associated with the case (past and present). |
|
|
Medical Certificates |
Details of medical certificates associated with the case, including the status of each certificate and the date range it applies to. |
|
|
Return to Work Plans |
Create return to work plans for a specific period. Plans can be printed for signature from this menu. |
|
|
Progress Reports |
Progress reports and a log of correspondence activities associated with the case. |
|
|
Costs |
Summary of costs incurred against the case. |
|
|
Summary Log |
Detailed log of edits made to the case (automatically generated). |