Who is this article for?

Administrators who want to learn how to add a new Return to Work Case.

Administrator permissions are required.

Adding a new Return to Work Case is a critical step in managing an employee's journey back to the workplace after an injury or illness. This article provides a step-by-step guide on how to efficiently create and set up a new case, ensuring all essential information is captured to facilitate a smooth and well-documented return-to-work process.

1. Adding a new Case
   1. Section details
2. Further reading

1. Adding a new Case

To create a new RTW case, from the Case page:

1. Click Add New.
2. Each section of the case opens with a new page. Complete the fields provided.
3. Click Save and Next to move through each section of the case until the final section is reached.
4. Click Save at any time throughout the process to save details entered so far and return to the list of cases.
5. The case can be returned to and completed at any time.

1.1. Section details

There are eleven separate sections that can be completed for the RTW case. There are a range of filters that can be used within each section page. These can assist when filtering or sorting cases and can be edited via the Settings tab.

The details captured for each section of a case may vary slightly between each system configuration. Fields marked with * are mandatory.

When adding a case, there are seven types of details to fill in, these are:

1. Admin Details
2. Medical & Case Management Details
3. Medical Certificates
4. Return to Work (RTW) Plans
5. Progress Report
6. Costs
7. Summary Logs

2. Further reading

• Understanding the Return to Work Cases menu
• Configuring Return to Work settings
• Configuring admin details in Return to Work