STEPS:
1.  Click the Economic Loss screen from the Client Information folder on the Site Plan.   View screen shot.
2.  Ensure that the desired client is showing in the Client Header screen, and click the Add New button.   View screen shot.
3.  Using the Tab key on your keyboard to move between fields, enter the following information:
  • The employer's name, address and contact information.

  View screen shot.

4.   Notice that as the employer information is being entered, the Needed box for the Lost Wages Statement is automatically checked.  View screen shot.
5.  You also have the opportunity at this point to check the Include in Demand box for the Lost Wages, or Loss of Opportunity, or Lost Wages While Treating sections.  Checking the Include in Demand box automatically includes the respective economic loss amount in the Demand Wizard.  View screen shot.
6.  Use the Notes space to add additional information such as figures for commissions or sales if appropriate.  View screen shot.
7.  Repeat these steps as necessary to add additional employers.
8.  Use the Previous and Next navigation buttons to move between records.   View screen shot.
9.  The following documents can be sent where appropriate:
  • WAGEVER - A letter requesting the employer to complete and return the enclosed wage/earnings statement.
  • WAGEVER2 - A second letter to the employer requesting the completion and return of the wage/earnings questionnaire.
  • LOSSOPP1 - A letter to the employer confirming the client's loss of opportunity to work.
  • LOSSOPP2 - A second letter to the employer confirming the client's loss of opportunity to work.
10. When the first set of documents has been sent, the date is automatically entered in the Request 1 Date field and automatic ticklers are set for the Daily Tickler and Daily Worksheet, and an entry is recorded in the Client Activity Log. View screen shot.
11. If appropriate documents have not yet been received after a pre-determined amount of time, currently set to 20 days, a tickler will remind you to send the second request documents and automatically enter the date in the Request 2 Date field.  View screen shot.
12. When the response(s) are received, check the Received boxes.  This automatically removes any associated ticklers.  View screen shot.
13. Also, once the responses have been received, the requested amounts can be calculated and entered in the Lost Wages or Loss of Opportunity, or Lost Wages while Treating fields.  These amounts then go in the Demand Letter if the Include in Demand box has been checked.   View screen shot.
14. To delete an employer from consideration, have the employer information showing on the screen and click the Delete button.  You will then be prompted for confirmation of your actions.  View screen shot.

[Top]