Case Section: Client Details

Modified on Thu, 25 Jul at 12:35 PM

OVERVIEW

All Reporting Service cases contain section Client Details which captures relevant case information about the assessed Client and the requested service.

This article covers all potential fields stored in section Client Details.

CLIENT DETAILS

Field Name	Definition/Notes	Field Value
PIC 1	Staff responsible for managing the completion of Booking & Paperwork tasks	List (Staff)
Request Date	Date of when the case is created	Date

ASSESSING SPECIALIST

Service	IM	OT	FR	SR	MR	MN
Available?	n	n	y	y	n	n

This sub-section stores specialist details for File Reviews and Supplementary Reports.

Field Name	Definition/Notes	Field Type
Specialist	Person writing the report for this case	List (Specialists)
Provider Number	Specialist's reference ID to signify their credentials to write the desired report	Text
Client-Specialist Status	Signifies if the added specialist has previously provided a report for the Client	Radio Button

CLAIM INFORMATION

Service	IM	OT	FR	SR	MR	MN
Available?	y	y	y	y	y	y

This sub-section stores general information about the Client and the requested report/records.

Field Name	Definition/Notes	Field Type
Client	Person who the report/records is written for	List (Clients)
Date of Injury		Date
Reference/Claim Number	Booking Company's ID/reference	Text
Company File Number	An additional Company reference	Text
Type of Claim	General categorisation of reports the provider services	Value List*
Type of Report	Specified report requested by the Booking Company and CM	Value List*
Add Action Required for Fee Approval	Creates an Action Note to keep track of seeking fee approvals with the Booking Company and CM	Checkbox
Required Specialty (and Sub-Specialty)	Booking Company's request speciality needed for the requested appointment and report Unique field for IM cases	Value List**
Requested MR	Amount/Type of medical records requested Unique field for MR cases	Radio Button
Requested MR Range	Specified time period for medical records Unique field for MR cases	Date Range
Employer of Client		Text
Injury Description		Text

*Type of Claim & Type of Report are editable dropdown lists. Admin Staff users can make changes to these lists by going to App Settings -> Value List -> set filter Module to Reporting Services.

**Specialty (and Sub-Specialty) is an editable dropdown list. Admin Staff users can make changes to these lists by going to App Settings -> Value List -> set filter Module to Specialists.

SERVICE FUNDED BY IRO/ILARS

Service	IM	OT	FR	SR	MR	MN
Available?	y	y	y	y	y	n

If the report requested is to be paid by NSW's Independent Review Office (IRO), additional information must be captured prior to the scheduled appointment.

Field Name	Definition/Notes	Field Type
IRO Funding Approved	Confirmation that documentation/evidence has been provided for approved IRO Funding	Checkbox
IRO Funding Approval Date	Date of when IRO Funding Approved is ticked/confirmed	Date
Attached Funding Approval	Evidence of approved IRO Funding	Attachment
ILARS Reference	IRO's unique reference ID that should match with information provided in this case	Text
Billing Item Code	Specified Service Fee Schedule Code that IRO has approved to fund	List (Service Fee Schedule)
IRO Principal Lawyer	Lawyer from IRO that oversees the funding approval	List (User Accounts)

ADDITIONAL EVIDENCE/ORIGINAL REPORT

Service	IM	OT	FR	SR	MR	MN
Available?	y	y	y	y	y	y

If the case has connections to another existing Kawaconn case, you can add and connect the original case into the new case (using field Original Case Number).

Field Name	Definition/Notes
Specialist	Specialist that wrote the original case's report
Provider Number	Specialist's reference ID to signify their credentials to write the desired report (for the original case)
Original Case Number	Kawaconn case ID containing the original report
Report Completed Date	Date of report submission to the Booking Company (or relevant contact)
Attached Final Report & Amended Report	A copy of the report(s) from the original case that are automatically added when connected.
Attached LOI & Other Documents	A copy of paperwork from the original case that are automatically added when connected.