The 'Client Tab' contains details regarding the identity, address and contact details of the case's client. This information can be both viewed and edited directly, and if any modification is 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 use as a reference, as well as to ensure that generated documents and invoices are pre-populated with accurate content.
The available information is structured according to whether the selected case is a company, or personal case as detailed below.
Company cases require little information outside of contact details, as they do not track a single specific injury or claim.
Company
Contains the name of the case client company.
First Name
Contains the first name of the case client.
Last Name
Contains the surname of the case client.
Title
Contains the title of the case client, which may be selected from a pre-populated list of options.
Service Provided to
The name for the group or department within the company that is responsible for the "service".
Position
Contains the position of the case client within the case client company, which may be selected from a pre-populated list of options.
Department
Contains the department of the case client within the case client company, which may be selected from a pre-populated list of options.
Company Location
Contains the primary address of the case client, typically their residential address. When the case is a company case, this is typically the company business address.
Phone 1
The primary contact telephone number of the client.
Phone 2
The secondary contact telephone number of the client.
Fax
The contact fax number of the client.
Mobile
The mobile telephone number of the client.
Email
The contact email address of the client.
The client tab is slightly more complex in the circumstance of a personal case, as it contains information relating to the client's employment and the nature of their claim. These differences are explained below.
In addition to the general information above, there are more fields:
Medicare No:
The number is contained on the client's Medicare card.
Medicare Expiry date:
A drop-down menu of the client's Medicare expiry date.
Primary Psychological Claim
This checkbox will indicate if the nature of the claim or injury is primarily psychological in nature (for example, a stress-related illness), rather than a physical injury.
Primary Physical Claim
This checkbox will indicate if the nature of the claim or injury is primarily physical in nature (for example, an injury brought about by a fall, or poor ergonomics), rather than being a psychological claim. It is important to note that a claim can be declared both psychological and physical in nature - for example, the claim may be labeled as primarily psychological and physical if a physical injury leads to stress and anxiety-related issues.
Nature of Injury
The injury or other condition which is the basis of the client's claim.
Diagnosed Injury
The actual injury as diagnosed by the practitioner or treating doctor.
Cause
The cause of the injury or other condition which resulted in the client's claim. This field cannot contain a detailed analysis of the cause, but serves as a summary to make this information readily available to users of the system, and to related case documentation.
Occurred
The date on which the client's injury occurred. In the circumstance of a slowly progressing injury or psychological claim, this date indicates the point in time at which it reached a level of severity that warrants the lodgement of a claim.
Client Current Work Status
The current employment status of the client.
Position
The organisational position of the client in their current employment role. In many cases this field will be empty if the client is not currently employed.
Department
The organisational department of the client in their current employment role. In many cases this field will be empty if the client is not currently employed.
Employer
The employer currently associated with the client. In many cases this field will be empty if the client is not currently employed.
Employer Segment
The type of business that the employer operates.
The 'Change' Button
Opens the 'Change Contact' interface, which allows the user to update any information related to the contacts associated with the client's employer.
Pre-Injury Hours
The weekly hours worked by the client prior to their injury.
Hours Stated at Referral
The weekly hours worked by the client following their injury, at the time of their referral.
Current Hours Stated
The current weekly hours worked by the client.
Certified Hours
The hours that the client is permitted to work, generally provided by a medical practitioner
NWE (Notional Weekly Earnings)
A designated amount of salary or wages that the client is aiming to achieve to affect a successful outcome of the case.
Earnings at Referral
The earnings the client was earning at the time of referral
Current Earnings
The salary or wages that the client is currently earning.
From
The date that the Current Earnings started.
Suitable Employment Goal
A user-defined entry in iinsight, a term generally provided by an authorized agency, eg Workcover.