The 'Case Tab' contains details and functionality specifically relating to the currently selected case, including details such as the case status, relevant dates, staff assigned to case andservice contract the case belongs to. Much of this information is used to determine the manner in which the iinsight system should behave when handling this case or generating associated documents.
This information can be viewed and edited directly in the Case Tab and should any modification be required the user can simply enter the new details into the relevant field before clicking the 'Save' button. The information stored within this tab is available to serve as a reference for the benefit of users and while it is not primarily concerned with the progress of the case itself and the condition of the client it is still vitally important administrative information which facilitates the proper handling of the case.
* Ensure you select the correct Service Contract for your Case
Be sure to check your Case has a Service Contract selected as shown in this example:
If you forget to specify the Service Contract for a Case you will have issues when adding a billing for that Case.
Case tab Interface
The Case Tab interface is composed of a series of fields and controls as detailed below.
Reason for Referral
The required service for which the client has been referred - rather than the client's condition, this refers to the service with which they are to be provided under the Service Contract associated with the selected case.
Referred By
The identity of the individual or organisation acting as the case referrer. Clicking the 'Edit' Button alongside this field will open the 'Edit Contact' interface and allow the user to make any necessary changes to the selected case contact.
Referred On
Records the date on which the selected case was initially referred.
Acceptance Date
Date that the Consultant or Case Manager accepts the case.
Delay to Commencement
Time delay between the Acceptance Date and the Commencement Date
Client Status Prior to Referral
The status of the client prior to their referral being processed.
Source of Referral
The identity of the individual or organisation from which the client's referral was received.
Date Ceased Work
Date that the client stopped working.
Last Progress Codes
From
Current Progress Codes
From
Last Closure Codes
From
Current Closure Codes
From
Codes that are required to maintain records for specific Service Level Agreements and reporting.
Bill To
The identity of the individual or organisation to which the selected case is to be billed. Clicking the 'Edit' Button beside this field will allow the Bill To company or contact to be viewed and edited in detail.
Opened On
The date on which the client's case was opened.
Internal Case Number
Typically a number provided by the employer, for example, Defence.
Notification
The date on which notification of the case having been opened was given to the client.
Claim No
The claim number is a unique identifier referring to the new case. This is typically the client's Jobseeker ID, or the referring organisation's claim number.
Business Unit name
An optional field used to enter specific details about the case and its company "business unit".
Tasking statement reference number
A required field for Australian Department of Defence cases.
Contract number
A required field for Australian Department of Defence cases.
Purchase Order number
An optional field for entering Purchase order details. This can also be entered as a new entry during invoice creation.
Clone this Case
This button provides the ability to replicate the case for the client, should a new case be required for the same client. Not all fields are reproduced, for instance, the new date fields are cleared.
Case Status
The current status of the case - this will typically describe the process by which the cases Service Contract requirements are currently being met.
Outcome
A user-defined list of the possible end results of the case management process. Outcome details can be used to determine the success or otherwise of the case.
Assigned To
The staff member to which the selected case is currently assigned. A new staff member can be selected at any time by opening this drop-down menu, while clicking the 'Staff' button will allow the user to assign viewing, modification and management rights regarding the selected case to any user within the Iinsight system.
Service Contract
The service contract which defines the requirement of the selected case, and the manner in which it should be handled both by staff members and by the Iinsight system.
Additional Referral Particulars
Any secondary service contract which may define additional requirements for the currently selected case, over and above what is defined in the currently selected service contract. For example, an additional set of psychiatric therapy requirements may be defined in the circumstance of a client who has suffered a physical injury that has led to anxiety related conditions.
Invoice Template
The template that will be used for all invoices generated by the Iinsight system for the currently selected case.
Invoice Letterhead
The letterhead that will be used for all invoices generated by the Iinsight system for the currently selected case.
Team
The team of staff members currently responsible for handling and administrating the currently selected case.
Case No:
The iinsight generated number for the case during the new case set up. The number may be modified at step 5 of the new case wizard but is permanent once the wizard has been completed.
Comments
Short-form notes related to the current status of the case. The information stored in this field is distinct and separate from the case notes and intended to provide a space to store information in the short term.
Durability Overview
Companies contact their injured workers after the worker has completed 13 weeks of continuous employment on returning to work, at this stage the case is considered closed. This is done to verify that rehabilitated injured workers continue to work after the case’s closure so performance metrics can be calculated. Some clients may require a second assessment that may be done after 26 weeks after case closure.
Durability Settings
If the client's employment is likely to be durable, the provider can advise the client that they will be in contact in the specified number of weeks after placement in a Return To Work rehabilitation service for either the same or different employer.
The concept of "Durability" is both client and service contract independent.
The Durability feature contains:
Settings for the case tab:
Durability outcome
Durability assessment date
Settings for the service contract:
Number of days for the durability reminders
A second setting can be applied if this checkbox is also turned on and the number of days entered
A reminder will be displayed in both the Message Centre and the PDF emailed reminders.
This is set via the Charges menu - Service Contract interface.
The PDF includes the Case number, Injured worker's name and all phone contact details.
The Team Leader's report will also display the Consultant's name.
Both the Case List Report and the case grid will display the durability outcome and assessment date.
Note that durability performance calculations are not included.