The Setup Form allows you to create and edit profiles. A profile is a set of information about a specific entity. Within your organization, you must create profiles for Employer, Locations, and Departments. You may create profiles for Employees. You may also create profiles for entities outside your organization, such as Hospitals, Physicians, Carriers, and Claim Administrators.
Profiles make it easier for you by avoiding repetitive typing. You enter information to create a profile one time, and the application automatically takes that information and puts it in the appropriate fields on the workers' comp and OSHA forms you will be generating. For example, instead of typing in the name and address of a location or a doctor, you simply make a selection from a list in the Form Assistant.
In some instances, profiles are the only method of entering information, in others the use is optional.
You must use a profile to include information about the following items in an incident report:
- Claim administrator
Using profiles to include information about the following items in an incident report is optional:
If you do not create profiles for the optional items listed above, you will manually enter the appropriate information on each incident report.