Who is this article for?

Ideagen EHS users managing incident claims.

Incident claims access is required.

A claim is submitted as part of an incident report.

The Claim Section allows users to submit a claim to their Third Party Administrator (TPA) directly from our system.

This article outlines the steps to manage a claims and is split into the following sections:

1. What Incident Types Support Claims
2. How to Review a Claim
3. How to Print a Claim Form
4. Further Reading

1. What Incident Types Support Claims

Claims can be submitted for the following incident types:

• Injury Illness
• Vehicle
• Property Damage
• General Liability

2. How to Review a Claim

1. Click Modules and then Incident Management.
2. Click Manage Claims.
3. Click on the claim to review.
4. Make any necessary changes and click Save.
5. Open the TPA Cost & Notes section.
6. Review the costs.
7. Update the Claim Status as needed.

8. Click Save.

3. How to Print a Claim Form

1. Click Modules and then Incident Management.
2. Click Manage Claims.
3. Click on the claim to review.
4. Click Print Form.

Note: The behavior when clicking Print Form may change based on your browser or browser configuration. A PDF will be generated which can be printed. If you see a blank window which generated the PDF then this can be closed once the PDF has been downloaded.

4. Further Reading

• How to Report a New Incident