Workers' Comp Claim Document Search
The Workers' Comp Claim Document Search module allows you to find Workers' Comp Claim-related documents across the system by using filtered searches. After searching for Workers' Comp Claim documents, you can:
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Jump to the form associated with a Workers' Comp Claim document |
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Jump to the workspace associated with a Workers' Comp Claim document |
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Download one or more documents |
The following graphic illustrates the WC Claim Document Search dashboard with search results.
To use WC Claim Document Search:
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From the modules bar, select WC Claim Document Search. |
The WC Claim Document Search dashboard opens.
Note: You can also access the WC Claim Document Search by selecting WC Claim Document Search in the Action Center when you open a Workers' Comp Claim form.
The following graphic illustrates the WC Claim Document Search dashboard.
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Use More Search to enter the required Claim ID and optionally filter the list by using other parameters. |
| Claim ID |
Indicates the Workers' Comp Claim ID to search for attached documents. This is a required search parameter.
Note: If you selected WC Claim Document Search in the Action Center when viewing or editing a Workers' Comp Claim form, the system populated the Claim ID field automatically.
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Form
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Filters for a selected form to only show attachments associated with that form. For example, select Comp Claim Injury to filter for attachments added to the Comp Claim Injury form.
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| File Category |
Limits search results for files with the selected lookup value of the File Category lookup group. |
| Note Category |
Limits search results for files with the selected lookup value of the Note Category (ClaimNoteCategory) lookup group. |
| Date Uploaded |
Filters for documents uploaded between the selected dates. |
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Click Search to display the search results. |
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(Optional) Enter a value in the Quick Search field by using the % option to search the Description field associated with a file attachment for a Workers' Comp Claim. For example, enter %report to return a list of files that includes the word "report" in the file description. |
Note: The Description column only displays up to 100 characters in the grid. However, you can still search for all words contained in the description.
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(Optional) Download or open a file by completing the following: |
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Highlight a row or click the check box in the Select column for one or more rows |
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Select Download or Open File to save a copy of the image |
Note: If you select multiple files and click Download, the system creates a zipped archive file that contains all selected files and downloads the .ZIP file.
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(Optional) Open the form associated with the Workers' Comp Claim document by completing one of the following: |
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Select the (Jump to) button  for one of the rows in the list |
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Highlight a row for one of the rows in the list and click the Open Form button |
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Select the name of the form in the Form column for one of the rows in the list |
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(Optional) Select the name of the workspace in the Workspace column to open the workspace associated with the Workers' Comp Claim document. |
