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Creating a Return to Work plan
Who is this article for?Administrator who wants to learn how to create a Return to Work plan.
Administrator permissions are required.
Creating an effective Return to Work plan is essential for facilitating a smooth and successful transition back to the workplace for employees recovering from injury or illness. This article outlines the key components and steps involved in developing a comprehensive Return to Work plan, ensuring that all stakeholders' needs are addressed and the employee's recovery is optimally supported.
1. Return to Work plans
In this section, create return to work plans for a specific period. Plans can then be printed for signatures.
1.1. Definition of fields
|
Name |
Definition |
|---|---|
|
Plan Number |
Enter the plan number (this is an internal number). |
|
Issued By (Name) |
Select the Issuer (RTW coordinator). The RTW coordinator 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 RTW plan is valid from. |
|
Date To |
Type or use the calendar selector to enter the date the RTW plan is valid to. |
|
Medical Certification |
The details of the current medical certificate will automatically be populated and cannot be edited. A current medical certificate must exist in order to create an RTW plan. A message will display if no current medical certificate exists. |
|
Duties to be Performed |
Detail the duties the person can complete. |
|
Considerations/ Restrictions |
Detail any considerations or restrictions that need to be taken into account when assigning duties for the person. |
|
Specific Duties to be Avoided |
Detail any specific duties the person is unable to complete. |
|
Supervisor/ Manager |
Enter the name of the person's supervisor/ manager for this RTW period (note this may be different to the person's normal manager). |
|
Hours/ Days of Work |
Enter the hours and days of work the person is able to complete. |
|
Break Times |
Specify details of any break requirements. |
|
Review Date |
Type or use the calendar selector to enter the date the RTW plan is to be reviewed. |
|
General Comments |
Use this field to enter any other relevant information. |
|
Medical Treatment/ Appointments |
List any scheduled medical treatments or appointments. |
|
Upload a File |
Upload any relevant documentation, such as a signed copy of the RTW form by:
|
|
Note |
Add any progress notes throughout the life of the RTW plan by:
|
1.2. Medical certificate RTW plan
The medical certificate that is Current at the time an RTW plan is created is automatically linked to that RTW plan and remains linked to it for the future (regardless of whether that medical certificate is changed to no longer Current).
1.3. Print RTW plan
To print the RTW plan, open the plan by clicking Edit and click Print in the top left-hand corner.
The details of the plan will publish to a PDF. At the bottom of the plan, a signature section is available for all relevant parties. It is strongly recommend a signed copy of the RTW plan is uploaded into Lucidity RTW against the current plan.