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Workers’ Compensation Claims File Documentation Examples The NARS Way – WC Claims File Documentation Example Guide BEST PRACTICES EDI/State Filings – Note Category “EDI/State Filings” Filed FROI with State of Iowa 11/08/2020. IP filed with State of Iowa on 11/10/2020. S1 filed with State of Iowa on 11/14/2020. FN filed with State of Iowa on 11/30/2020. *Attach document. Initial Injured Worker Contact – Medical Management Only Claims – Note Category “Injured Worker – Contact” Medical only with treat/release treatment: Called the injured worker and introduced myself as the contact for any future needs related to this workers' compensation claim. Provided my contact information. I also sent a letter with the employee brochure. Initial Employer Contact –Note Category “Employer – Contact” Use Employer Interview Template and document a summary to the file: Example: Contacted Wayne Skull, WC Contact for KBL Design Center. He confirmed the IW's supervisor. He does not directly supervise the IW but confirmed the hire date as 1/1/2005. He also confirmed he is a light installer/technician and does not question the injury. He confirmed his wages of $25/hour, 8 hours per day, and no more than 40 hours per week. He did pay him for his two days of lost time and confirmed the lost time days of 7/23 & 7/24. RTW full duty on 7/25. He does have the box cutter and confirms there is nothing defective with the box cutter. He prefers we communicate with the IW's supervisor, Matt Gibson, throughout the life of the claim. Contacted Matt Gibson, IW's supervisor. He confirmed the incident description, picked the injured worker up, and drove him to the emergency room. He also took the box cutter and confirmed no defects. The injured worker did not use the device properly and was not paying attention. He confirmed the location of the incident and did not have any reason to question the incident. He prefers we do not contact the customer regarding the details. He is aware of the next office visit on 8/1, and they will pay the IW to attend the appointment. He prefers to communicate by text also, and his number is 123-456-7899. I asked if he had completed an internal supervisor form for the accident, and he did. He will forward it to our file. NARS’ Best Practices were created by and for the internal use of NARS and are confidential, proprietary and trade secret documents protected by the Uniform Trade Secrets Act and applicable state/federal law. They may not be copied, distributed, or reproduced, in whole or in part, without NARS’ express prior written authorization. Unauthorized use or distribution may be subject to civil and/or criminal penalties.

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