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December 2014 & March 2015 WCAIS Releases April 2015 Information for Attorneys and Law Firm Users regarding the Workers’ Compensation Automation and Integration System (WCAIS)

2 New December 2014 WCAIS Release Enhancements New March 2015 WCAIS Release Enhancements Managing Matters for Law Firms Resources Questions Agenda

New December 2014 Release Enhancements from WCOA & WCAB

4 The following enhancements were implemented as part of the December 2014 release: TitleDescription Proof of ServiceProof of Service documents will now generate for petitions and answers which are filed by uploading a completed form. File a WCOA Petition Quick Link A link to “File a WCOA Petition” has been added to the dashboard making it quicker and easier to file a WCOA petition. New WCOA DashboardThis new dashboard has several informative grids to help attorneys manage their matters. Remand CorrespondenceCorrespondence on Remanded disputes will now display the word “REMAND” to distinguish it from a regular dispute. WCAB EnhancementAny WCAB appeal or petition hearing scheduled, will show up on the “Upcoming Events” calendar. Recent Enhancements

5 Proof of Service Proof of Service documents will now generate for petitions and answers which are filed by uploading a completed form. The applicable documents are: − Petition for Commutation (LIBC-34) − Fatal Claim Petition (LIBC-363) − Petition for Joinder (LIBC-376) − Occupational Disease Claim Petition (LIBC-396) − Employee Challenge Petition (LIBC-751) − Claim Petition for Additional Compensation from the Subsequent Injury Fund (LIBC-375) − Claim Petition for Benefits from UEGF (LIBC-550) − Uploaded Completed Answer form.

6 Proof of Service Proof of Service documents can be found on the Correspondence widget on the Dashboard and on the new WCOA Dashboard Petitions/Answers widget.

7 File a Petition Quick Link The link to “File a WCOA Petition” can be found in the Quick Links widget on the dashboard.

8 New WCOA Dashboard The link to the new “WCOA Dashboard” can be found in the Quick Links widget on the dashboard.

9 New WCOA Dashboard The new WCOA Dashboard has four widgets. Most of the columns in each widget are sortable by clicking the column header.

10 New WCOA Dashboard – Upcoming Briefs Widget The “Upcoming Briefs” widget displays information about upcoming briefs in your associated matters. The columns include dispute number, brief due date, claimant name, and employer name and all of the columns are sortable.

11 New WCOA Dashboard – Petitions/Answers Widget The “WCOA Petitions/Answers” widget displays information about petitions and answers submitted on your associated matters. The columns include matter number, petition number, petition type, filed date, filed by, claimant name, employer name, and status. All columns except matter number are sortable. There are two status types: pending and processed.

12 New WCOA Dashboard – WCOA Requests Widget The “WCOA Requests” widget displays information about requests submitted on your associated matters. The columns include dispute number, request type, submitted date, filed by, claimant name, employer name, last updated date, and status. All columns are sortable. There are three status types: approved, denied and pending.

13 New WCOA Dashboard – Judge Communication Widget The “Judge Communication” widget displays letters sent from the judge’s office. The columns include dispute number, judge name, and the beginning verbiage of the letter. All of the columns are sortable.

Demo

15 Remand Correspondence All correspondence on Remanded disputes will now display the word “Remand” to distinguish it from a regular dispute.

16 WCAB Events The “Upcoming Events” widget on the regular dashboard displays any WCAB appeal or petition hearing scheduled. The columns include date, matter number, event type, claimant name and defendant name. All columns are sortable.

New March 2015 Release Enhancements from WCOA & WCAB

18 The following enhancements were implemented as part of the March 2015 release: TitleDescription Answer Multiple Petitions Simultaneously Ability to select multiple “Petitions To/For” when filing an “Answer to Petition To/For” from the Petitions and Answers tab of the Dispute Summary. Access to Service Page for Correspondence The service page in WCAIS generates with correspondence and shows a list of all parties who received a particular piece of correspondence. Healthcare Providers Added to UR Dispute The Healthcare Provider indicated on the “Petition for Review of Utilization Review Determination” will automatically be added to the dispute as an associated recipient when filing online. Recent Enhancements

19 The following enhancements were implemented as part of the March 2015 release: TitleDescription Notice of Mediation Change When a mediation date, time or judge is changed, a “Notice of Mediation Change” will generate indicating the updated information. Common Hearing ScreenThe judge and the attorney will have access to a similar hearing screen. This will allow the attorney and the judge to walk through the screen together during a hearing which will make updating and submitting information easier. Law Firm User RoleLaw firm staff will be able to register as “Law Firm Users.” Law Firm Users will have read-only access to attorney matters. Recent Enhancements

20 The following enhancements were implemented as part of the March 2015 release: TitleDescription WCAB EnhancementExternal stakeholders now have the ability to file appeals and petitions and choose “filed on behalf of” for additional defendants in the dropdown selection. WCAB EnhancementThe Brief tab for the WCAB has been renamed to “Briefing Schedule/File Briefs.” Wording has been added to indicate “Submitted Brief and Proof of Service for Briefs are listed under the Documents and Correspondence Tab” before selecting submit. WCAB EnhancementFor an on-line filing of an appeal, the Proof of Service, found under the Documents and Correspondence Tab, has been renamed to “On-Line Appeal and Proof of Service.” Recent Enhancements

21 Answering Multiple Petition To/For’s

22 Access to the Service Page

23 Notice of Mediation Change

24 New Hearing Screen

Demo

Managing Matters for Law Firms

27 Law Firm user Role Law firm administrators and attorneys have the ability to grant matter access to law firm users. Law firm users will then be able to search for those matters and they will also be able to see their matters from the “My Matters” screen. Law firm users will only have read-only access to their matters. The law firm user role will be expanded in future releases to allow attorneys to designate law firm users who may perform work on their behalf in WCAIS.

28 Associating Attorneys to Law Firms Attorneys have the ability to associate themselves to a law firm. In order for an attorney to associate him/herself with a law firm, the law firm administrator must provide that attorney with the law firm PIN. Law firm administrators have access to an attorney’s matters if the attorney is associated with that law firm. Law firm administrators have the ability to share access to matters belonging to one attorney at their firm with another attorney at their firm. We will be expanding the law firm admin role in future releases to allow law firm admins to enter the appearance of an attorney on multiple matters simultaneously.

29 Disassociating Attorneys from Law Firms Both attorneys and law firm admins can disassociate an attorney from a firm. When an attorney changes their association to a new law firm, the system will automatically disassociate them from their former law firm. When an attorney is disassociated from a law firm, the law firm admin will have access to that attorney’s matters for 30 days.

30 Associate Attorney to Law Firm 1.From the dashboard select “Profile, Change Profile.” 2.Click the link for “Update Association.” 3.Enter the new firm’s PIN and click “Submit and Continue.” 4.A confirmation screen will appear. Select “Yes” to confirm

31 Disassociate Attorney from Law Firm 1.From the dashboard select “Profile, Change Profile.” 2.Click the link for “Update Association.” 3.Enter the new firm’s PIN and click “Submit and Continue.” 4.A confirmation screen will appear. Select “Yes” to confirm

32 Manage Matters as a Law Firm Administrator 1.From the dashboard select “Admin, View Attorneys.” 2.Click the link for “View Matter List.” NOTE: On this screen the law firm administrator is also able to disassociate the attorney from the law firm

33 Manage Matters as a Law Firm Administrator To associate the matter with another attorney, the law firm administrator would: 1.Check the box to the left of all applicable matters. 2.Select the “Manage Matters” button

34 Manage Matters as a Law Firm Administrator The law firm admin has the ability to grant matter access to another attorney 1.Check the box to the left of the applicable attorney’s name. 2. Select “Update.” 1. 2.

Resources

36 Access the Online Help Center (top right-hand corner) in WCAIS − Frequently Asked Questions (FAQs)FAQs − How-to Guides How-to Guides Refer to the Training Resources page: _resources/ _resources/ or call the Helpline − − Phone: (toll free outside PA) or (local inside PA) − Types of assistance provided: Password resets and entry of appearance requests Resources

37 Resources WCOA RESOURCE CENTER One stop shop for all of your WCOA related WCAIS needs! Contact the WCOA Resource Center if you… Need assistance navigating the WCAIS system Want to report system defects Have an idea to enhance the system Need help with any WCOA related WCAIS question Phone: Operates 8:00 A.M – 4:30 PM Monday-Friday

Questions