How to Use the Link2MD SystemCoordinator Encounters & AppointmentsCreate and Manage Claims for an Encounter as a Coordinator

Create and Manage Claims for an Encounter as a Coordinator

1. Create a New Claim

Any claim created will be saved to the patient in the encounter. There is no limit on how many claims a patient can have.
New Workers Comp injuries will typically not have a claim # and is typically assigned by the Client Claim Admin within 24 hours.

Note: Workers Compensation data entered is related to a claim. Any changes made to WC data will update the WC data for all encounters that are related to that claim.

Create a New Claim

1.1. Confirm

After you click OK, the Edit Claim page will open in a pop up window. Please make sure that you allow pop ups in your browser.


1.2. Enter New Claim Details

  1. Enter the Claim Number from the Point of Injury Report, employer's 5020 or Transfer of Care Medical Documents.  You can use letters, numbers, and symbols.  For new Injuries without a claim number, leave it blank.
  2. Set the Claim Type. Setting the Claim Type will allow you to set the claim status. There is a claim type for each state requiring state specific forms. If the Claim Type is set to the default, you will not be able to set the claim status.
  3. Click on SET CLAIM

2. Set the Claim Number for an Encounter

Click on SET CLAIM. When a claim is set to an encounter the Claim Details section will show for that claim

3. Edit a Claim

Click on EDIT CLAIM to change claim information

  1. Edit Claim Number
  2. Edit Claim Type
  3. Click on SUBMIT
Edit a Claim

Once you select and update the claim status, refresh the page and the Claim Status will be updated.


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