How to Use the Link2MD SystemClaims AdministratorClaimsView and Edit Claim Details as a Claims Administrator

View and Edit Claim Details as a Claims Administrator

1. Go to the Claim Management Page

Go to the Claim Management Page

2. Edit Patient Information

You will be brought to the Manage Users page to edit the patient's information if edits need to be made

  1. Edit information by clicking on Patient Dashboard or Edit
  2. Message the Employer if you need clarification for any information
Edit Patient Information

3. View the Injury Details

This information is set in the encounter room with a coordinator or provider

View the Injury Details

3.1. Set the Claim Type

Selecting a Claim Type will allow you to set the claim status. Once an option is selected in this field, it will be automatically saved

Set the Claim Type

3.2. Update the Claim Status

  • If the claim status was set by the Provider or Coordinator in the portal, it will show in this field
  • The SAVE button only saves changes made to the Claim Status, not the other fields on the page
  • There is no order in which the status of a claim is set; you can go from, 5020 to PR-4 and vise versa if necessary
Update the Claim Status

3.3. Choose the Assigned Claim Admin

Depending on the client, The Claim Admin selected may only be able to see and manage this claim

Choose the Assigned Claim Admin

3.4. Choose the Assigned Attorney

Depending on the client, The attorney selected may only be able to see and manage this claim

Choose the Assigned Claim Admin

4. Update the Claim Information

If the Provider or Coordinator entered Workers' Comp data in the encounter, you will see what was entered here

  • The SAVE button will only save the data that is in the current tab
  • Click on the Back to Claims Search link to go back to the claims search page
Update the Claim Information

5. Update the Employer Information

  • If the Provider or Coordinator entered Workers Comp data in the encounter, you will see what was entered here
  • The SAVE button will only save the data that is in the current tab
Update the Employer Information

6. Update Injury Information

  • If the Provider or Coordinator entered Workers Comp data in the encounter, you will see what was entered here
  • The SAVE button will only save the data that is in the current tab
Update Injury Information

7. View Encounter Worker's Comp Details

  • The information displayed here will show you the Worker's Compensation Data that is specific to the encounter selected
  • The encounters that can be seen here will be encounters related to the claim you are viewing
View Encounter Worker's Comp Details

8. View Treatment Plans

  • Under the Files section, you will see Workers' Comp files and Encounter Notes uploaded for each encounter.
  • Here you will see all of the encounters that are associated with the claim
  • You may message the coordinator or provider in this tab
View Encounters Related to the Claim

10. Claim Uploads

  • If any uploads were made during the encounter, you will find them here
  • You may add a new file if you have one available by clicking on New File

11. Treatment Authorizations

Any treatment authorizations will be listed here if available

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