Creating WorkSafeBC first reports

Complete a WorkSafeBC First Report for the first visit associated with a claim involving a comprehensive consultation, a time loss claim, or a modified duty claim.

Steps

1. Open the WCB Report Manager for the patient. See Opening the WCB Report Manager.
2. Click the New Reports tab. The EMR displays the New Reports tab with:

A list of WorkSafeBC reports to choose from.

A list of the patient’s recent appointments. (You can associate a WorkSafeBC report with a specific appointment).

3. In the Select Report area, choose Form 8: First Report.

4. In the Select Appointment area, perform one of the following actions:

If the patient was seen in clinic, click the associated appointment.

If the patient was not seen at your clinic (for example, if the patient was visited in the hospital), scroll to the bottom of the appointment list and select Service Not in Clinic, and then in the Select Physician list, select a physician.

5. Click New Report 8. The EMR displays the WorkSafeBC First Report form with the Interview tab open.

6. If you selected (in the Select Appointment area) an appointment that has SOAP information, you are prompted to use the exam data to create a new WorkSafeBC encounter record. Click Yes. The window now has a Copy from existing exam tab which displays the SOAP information.

Tip: The information on the Copy from existing exam tab does not get sent to the billing module. To get this information into the WCB form(s), select text on the Copy from existing exam tab, press Control + C, then move to the appropriate tab of the WCB form, and paste the text (Control + V) into the appropriate field.

Note: The original SOAP encounter is not deleted automatically. You have the option to keep it or delete it.

7. Click the Interview tab and use the following table to enter information.
Field Description

Report Type check boxes

Physicians First Report: Select to create a new WorkSafeBC First Report (form 8). This form should be completed for first visits involving a comprehensive consultation, a time loss claim, or a modified duty claim.

Worker's condition of treatment has changed: please describe in Clinical Information Area: Select to create a WCB Progress Report (Form 11). This report should be submitted if the worker's condition or treatment has changed since last report or if the worker is ready for Return to Work.

A report is not necessary or desired if the worker's condition is stable and there will be a planned follow up at an appropriate future date.

A report is also not necessary if the worker is enrolled in a WorkSafeBC sponsored rehabilitation program. Payment of benefits to a worker is not contingent on follow-up every two weeks if the above conditions are met.

WCB Claim Number

Enter the WCB Claim Number if known. This claim number is provided by WorkSafeBC after a First Report has been processed. The WorkSafeBC Claim number is mandatory when creating a Progress Report.

Date of Injury

Enter the date when the WorkSafeBC related injury occurred. In the case of occupational diseases, enter the date when medical attention was first sought.

You can type the date into the text box or click the Calendar button and double-click the date.

Date of Service

The date of service is the date when the service described on this report was performed. It is automatically entered here depending on the appointment the WorkSafeBC report was linked to when first creating the report.

Employer’s Information

To select a previously entered global employer (an employer entered for any patient in the EMR), click the binoculars icon and choose the employer.

To enter a new employer, click the binoculars icon and click <<Add New>>. Enter the employer Information.

Employer Name: Enter the employers name or company name. This name is then available from the employer list for future use.

Inactive: Select if the employer as inactive if the employer is not the current employer.

Employee information

Employee information pre-populated from the information in Patient Maintenance, although you can also edit it here.

The worker’s first name, last name, and PHN should match the information on the worker’s British Columbia CareCard.

Are you the worker’s regular physician?

Select if you are the patient's regular provider. WorkSafeBC may contact you for medical history or to discuss claims issues.

How long has the worker been your patient?

If you selected the Are you the worker’s regular physician? check box, select one of the radio buttons to indicate how long you have been the patient's Physician (0-6 months, 7-12 months, or > 12 months). This information is useful for claims information.

Who rendered first treatment?

Enter the medical practitioner (name) or facility (emergency department, clinic, hospital, and so on) who provided the first treatment. This does not include first aid at the work site.

E-Form Fee

Select the E-Form fee to display in the billing module for this WorkSafeBC report.

Visit Fee

Select the visit fee to display in the billing module for this WorkSafeBC report.

Service Time Start

Service Time End

Enter the service start and end times using the 24 hour clock (for example, 1600).

Call Time

Enter the call time using the 24 hour clock (for example, 1500).

8. Click the Clinical Information tab and use the following table to enter information. Fields marked with * are mandatory.
Field Description

*Prior/Other Problems Affecting Injury, Recovery and Disability (160 char max)

Enter details about pre-existing or new non-occupational conditions that may affect injury, recovery or disability. You can enter a maximum of 160 characters.

If insufficient space, add remaining information to the Clinical Information box (at the bottom of the window). For example an MVA while receiving care for WorkSafeBC claim.

ICD9 (x) Search

Enter an ICD9 code or keyword and press Enter, and then in the drop-down list, click a code.

This is the ICD9 diagnosis code and is entered on the invoice (claim record). The full set of codes is available at health.gov.bc.ca/msp/infoprac/diagcodes/index.html.

*Diagnosis

Enter a text description of the injury diagnosis.

Note: The diagnosis entered here will be displayed in a second encounter entry to display the diagnosis in the patient's list of encounter records found on the medical summary as well as other locations.

Primary Injury Codes and Diagnosis area

Enter the following information to describe the injury codes and diagnosis:

*Position: This is a code for the anatomical position code (side) of the injury from the WorkSafeBC subset of CSA codes (80/80 list).

*Body Part: Enter a body part or its code and then press Enter. This is a 5-character (numeric) code for the area of injury (body part) from the WorkSafeBC subset of CSA codes (80/80 list). The full set of codes is available at www.worksafebc.com/health_care_providers/Assets/PDF/body_parts_complete.pdf

*Nature: Enter the nature of the injury or its code and then press Enter. This is the 5-character (numeric) code for the nature of injury from the WorkSafeBC subset of CSA codes (80/80 list). The full set of codes is available at www.worksafebc.com/health_care_providers/Assets/PDF/nature_injury_complete.pdf.

*From injury or since last report, has the worker been disabled from work?

If the worker has been disabled from work since the injury or the last report, click Yes. Otherwise, click No.

Date of Injury

Enter the date of injury or click the Calendar button and double-click the date.

As of what date? (if known)

Enter the date the injury was known or click the Calendar button and double-click the date.

This field is displayed only if you selected Yes for *From injury or since last report, has the worker been disabled from work?)

Clinical Information

This is a text field for the practitioner to describe the worker’s current situation in the usual fashion clinical notes are constructed. The following information might be included:

What happened

Presented injury, disease, complaints, and so on

Treatments and medications being used

Subjective symptoms

Examination finding

The name and date of specialist referral, if appropriate.

9. Click the Return to Work Planning tab and use the following table to enter information. Fields marked with * are mandatory.

Note: Return-to-work planning is an important reporting component of Form 8 and Form 11. The information the practitioner provides, along with practitioner participation in the return-to work consultation process assists WorkSafeBC in handling each Worker’s claim efficiently and appropriately.

Field Description

*Is the Worker now medically capable of working full duties, full time?

S either Yes or No to indicate if the Worker can return to their normal pre-injury duties.

If you click No, elaborate in the restrictions area below

*What are the current physical and/or psychological restrictions?

Describe the physical and/or psychological restrictions related to the injury that are barriers to the patient returning to work. This information will be used by the WorkSafeBC case managers and medical advisors in working with employers to find suitable alternative/modified work.

*Estimated time before the worker can return to the workplace in Any Capacity

Estimate the length of time before the worker can return to the workplace in any capacity. For example, the earliest possible return to the workplace if suitable duties were available.

*If appropriate, is the worker now ready for a rehabilitation program?

Select No if the worker is not ready for rehabilitation or if a rehabilitation program is not appropriate. If the worker is ready for rehabilitation, select Yes, and then select the type of rehabilitation program in the additional area that the EMR displays (Select Rehabilitation Program).

Select Rehabilitation Program

If the worker is ready for a rehabilitation program, select Work Conditioning or Other.

If you select Other, indicate the type of program (for example, occupational rehabilitation program, pain program) in the Clinical Information area on the Clinical Information tab.

*Do you wish to consult with WCB Physician or nurse or advisor?

Select whether you want to consult with a WCB physician, nurse, or advisor.

If possible, please estimate date of Maximal Recovery

Maximal medical recovery (full recovery or best possible recovery) date. This is sometimes also called date of “maximal medical improvement”. It refers to the date at which no further improvement in condition is expected. At that time the worker may still have significant impairment/disability or may be fully recovered. It is recognized that the “date” indicated is an estimate only and may change if the clinical course changes.

Enter the date of Maximal Recovery or click the Calendar button and double-click the date.

Further Correspondence to Follow?

Select whether additional correspondence can be anticipated.

Attending Physician

Displays the attending physician for the patient.

*Payee Number

Enter the payee number issued by MSP that uniquely identifies the individual or organization who submits the associated invoice to WorkSafeBC and who will be paid by WorkSafeBC.

Created by (Read-only)

Displays who created the report (or the practitioner for whom you created the report).

Date and Time Created (Read-only)

Displays the date and time the report was created.

Last Edited (Read-only)

Displays when the report was last edited.

Last Edited By (Read-only)

Displays who edited the report (or the practitioner for whom you edited the report)

10. (Optional) Click the Billing Status tab to view the billing status of the form.
11. When you are done, click .

Note: If the Set Appointment as Finished check box is displayed, the EMR marks the encounter as finished. If you do not want this to happen, clear this check box (it is selected by default).

The EMR displays a prompt asking you if you want to send the WorkSafeBC report to the billing program.

12. Perform one of the following actions:

If the report information is complete, click Yes. The EMR sends the report to the billing program, and creates and saves 5 bills: 1 office visit, 1 form, and 3 no charge fees. The EMR displays the following prompt:

Click Yes if you want to print the report now. Click No if you do not want to print the report.

If the report information is not complete, click No. The EMR saves the form for further modification.

The EMR displays the WorkSafeBC report twice in the encounter record, to indicate that it is a WorkSafeBC report as well as to display the diagnosis. (This is similar to how the EMR displays a SOAP record several times in the encounter list to display several impressions or assessments.)