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Adding incurred costs to a Return to Work case
Who is this article for?Administrators
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Accurately tracking and recording incurred costs is a vital aspect of managing Return to Work cases, ensuring proper financial oversight and resource allocation. This article provides a guide on how to add various costs associated with an employee's return to work process, helping you maintain detailed financial records and make informed decisions throughout the rehabilitation journey.
1. Costs
In this section, add details of any costs incurred against the Return to Work case. Fill in the fields shown in the screenshot below:
1.1. Definition of fields
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Name |
Definition |
|---|---|
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Entered By |
Automatically populated with the logged in users name. This cannot be edited. |
|
Date |
Automatically populated with the date of entry. This cannot be edited. |
|
Paid To |
Enter the name of the person or company paid. |
|
Cost Type |
Select the cost type, for example: medical payment, physio, crutches. |
|
Cost Status |
Select the cost status, for example: paid in full, pending, part payment. |
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Amount |
Enter the amount paid. |
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Notes |
Enter any relevant notes. |
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Upload a File |
Upload any relevant documentation, such as an invoice or receipt by:
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