Who is this article for?

Administrators who want to learn how to navigate the Return to Work features.

Administrator permissions are required.

Mastering navigation within the Return to Work feature is essential for streamlined management of employee recovery and reintegration processes. This guide explores the key features of the RTW landing page, offering insights into its structure and functionality to enhance your proficiency in case management and improve outcomes for returning employees.

1. Navigating Return to Work
2. Tabs
3. Filters
   1. My Filters and My Emails
4. Column configuration
5. Further reading

1. Navigating Return to Work

The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.

On the default landing page, Lucidity RTW features:

• Tab options: top panel listing areas of access within the module.
• Return to Work tab: reflects the current module. Select to switch between modules.
• Help: provides links to help documentation such as user guides and support materials.
• Show Filters: allows for defining search parameters.
• Excel Export: an Excel report reflecting the current filters selected.
• Alphabet: click on each individual letter to filter through users alphabetically.
• Headers: click to sort in ascending/ descending order.
• Edit: Edit select case details.
• Actions: Delete select cases.

2. Tabs

As with all Lucidity Software Modules, Lucidity RTWuses a series of tabs for basic navigation which are based on assigned permissions. 

• Cases: Central location for all RTW cases.
• Insurers & Managers: View, edit and delete all Insurers, RTW coordinators and providers.
• Settings: Create, edit and update in-system lists and configure select system settings.

3. Filters

Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.

Filters on the cases page are divided into two main sections. Any field with the [SELECT] option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration. Multiple options in multiple filters for a single search can be selected.

3.1. My Filters and My Emails

Users can create and save their own reports using the My Filters feature. 

Any saved filters can be easily accessed via the current filter drop down selection option above the Filter tabs. This is a short-cut route for applying saved filters.

Automatically emailed reports can be specified using the My Emails feature. 

4. Column configuration

Columns within each page of Lucidity RTW as well as those displayed in reports can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all users viewing the pages or running reports.

5. Further reading

• Adding, editing and deleting items in sections in Return to Work
• Using the summary log and reporting for a Return to Work case
• Adding incurred costs to a Return to Work case