Worker's Compensation Policy Profile

Worker's Compensation Policy Profile

The System has the flexibility to meet your State's unique requirements for Workers Comp Claims.

The Policy Profile and the Case must be set up on the Patient.

  • If there is another Policy Profile on the Patient, the Workers Comp Policy Profile must be set to Active instead of Default by deselecting the Default checkbox.

Add a Worker's Comp Profile

  1. On the Patient Dashboard, select the Insurance/Employer Management link.

  1. Select the Add New Insurance Profile button.

  1. Select the Add New link.

  1. Insurance: Search for the Workers Comp Insurance.
  • If the WC Insurance cannot be found, look in the Insurance Library to see if it has been added (Workers Comp Insurance).
  1. Policy: Enter the Policy number.
  • In some States, this is a Social Security Number.
  1. Select the Lookup icon as a short-cut to retrieve the Patient's Social Security number.
  • If an SSN or Policy number is not required, use 999999999 which is a mandatory field.
  • This displays in HCFA Box 1a or ANSI Loop 2010BA.
  1. Group: Enter the unique Workers Comp Claim Number.
  • Displays in HCFA Box 11 or ANSI Loop 2000B.
  1. Group name: Enter a Group Name if applicable.
  • Displays in HCFA Box 11c

  1. Insured Relationship
  • Patient Relationship to Policy Holder:
  • 20-Employee/Attorney, (HCFA Box 4 or ANSI 2000B).
  • If the Relationship is Self, leave as 18 Self and skip Steps 9 and 10.
  1. Employer/Attorney: On the popup screen, select the Employer from the dropdown
  1. Displays in HCFA Box 7 or ANSI Loop 2010BB (Address).
  1. Employee/Attorney: Use the Lookup Icon to choose Employer/Attorney.
  2. Select Save [F2].

Worker's Comp HCFA Fields

Learn More

Add a Workers Compensation to Insurance Library

Insurance Profiles Overview


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