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Adding medical certificates to a Return to Work plan
Who is this article for?Administrators who want to learn how to add medical certificates to a RTW plan.
Administrator permissions are required.
Adding medical certificates to a Return to Work plan is a critical step in ensuring a safe and compliant reintegration process for employees recovering from injury or illness. This article provides details on how to properly document and incorporate medical certifications into your Return to Work plans, helping you maintain accurate records and make informed decisions throughout the employee's recovery journey.
1. Medical certificates
In this section add details of medical certificates associated with the case, including the status of each certificate and the date range it applies to. Once added, the current medical certificate will be automatically inserted into the RTW plan.
1.1. Definition of Fields
|
Name |
Definition |
|---|---|
|
Certificate Number |
Enter the certificate number. |
|
Issued By (Name) |
Select the issuer (provider). The provider must be added to the Insurer & Managers tab in order to be utilised in the case. |
|
Date From |
Type or use the calendar selector to enter the date the certificate is valid from. |
|
Date To |
Type or use the calendar selector to enter the date the certificate is valid to. |
|
Diagnosis |
Enter the details of the diagnosis (as per the medical certificate). |
|
Restrictions |
Enter the details of the any restrictions places on the person (as per the medical certificate). |
|
Other |
Use this field to enter any other relevant information. |
|
Upload File |
Upload a copy of the certificate by:
|
|
Certificate Status |
Enter the status of the certificate, for example: approved, not approved, processing. |
|
Has the certificate been completed correctly? |
Select the applicable radio button:
|
|
Is Current |
Select if this is the current medical certificate. This can be used to cater for new/ updated medical certificates added to the case. |