Filing Medical Records

Custodial Admin must adhere to filing standards for audits.

Adding Files to Common and SharePoint

Common Filing Basics

1. Save documents in Common>WCI using the following date format 00.00.00
   1. FRI - First Report of Incident Injury Memo (Ex. Employee last name, First name FRI 00.00.00)
   2. AF - Acknowledgement Form (Ex. Employee last name, First name AF 00.00.00)
   3. WSR - Work Status Report (Ex. Employee last name, First name WSR 00.00.00)
   4. BFO - Bona Fide Offer (Ex. Employee last name, First name BFO 00.00.00)
   5. **bonus** DR - Doctor Release aka Doctor Note *save only when related to restrictions (Ex. Employee last name, First name DR 00.00.00)

SharePoint Filing Basics

1. Save documents in Personnel Log - ADM SharePoint Webpage
2. Click New Item 
   1. FRI and AF - keep as two separate entries
      
   2. WSR and BFO - keep as two separate entries
      

Modified Program Excel Spreadsheet

Upon starting the Modified Work Program, an employee's temporary work assignment must be tracked using a department spreadsheet. This is sent to the AD periodically, so it must be maintained and updated with accurate details.

Old entries remain hidden. When a new entry is added, ensure that the formulas remain intact. Please see the Training Manager for specific data entry instructions.

Related articles

• Page:
  Filing Medical Records
• Page:
  Injury Processing