Creating Document Coversheets- A Tutorial for On-line Users This presentation will help you create the bar-coded coversheets required for submitting paper.

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Presentation transcript:

Creating Document Coversheets- A Tutorial for On-line Users This presentation will help you create the bar-coded coversheets required for submitting paper documents to the Department of Industrial Accidents

Once you have logged-in and found the main case page for your case, click here… Clicking on the “Prepare Cover Sheet” button will take you to a new page.

This is the coversheet generation screen. It will create the required bar-coded cover- sheet for each document you need to submit. This pull-down menu lets you select the document type

The menu lists all of the document types you will need for submission. This pull-down menu lets you select the document type

Some information is already provided. DIA Board # Case ID # Your name Your client Claimant After you have selected the right document type, more information will appear on the right side of the screen.

…for example the Date of the Document – the date which it was created. In this example a medical report needs to be presented to the DIA. You will need to fill in the remaining information that is unique to the document to be submitted…

…or using the calendar button to select the date. A calendar window will appear. You can either key in the date in the mm/dd/yyyy format…

Select the date from the calendar window… …and it will appear in the field here.

Do the same for the date received. This date should be the date the document is to be received by the DIA (i.e. the date of a conciliation, conference or hearing etc.).

Next you need to fill in the name of the medical provider. If you are submitting a set of reports for a date range, enter those dates in these fields – From = start date; To = end date.

Next you need to fill in the name of the medical provider. If you are submitting a set of reports for a date range, enter those dates in these fields – From = start date; To = end date.

If you are submitting a set of reports for a date range, enter those dates in these fields – From = start date; To = end date. Once all the parameters have been entered, click on the “Print Cover Sheet” button here.

The process may take a few seconds. You will then be given the coversheet in a PDF format.

Use the print command to print the coversheet. You are then ready to place the coversheet on top of the document to be submitted. Repeat the process for each document to be submitted.

Helpful hints. Make sure you create a coversheet for each document; Recheck the coversheet to be sure the information is correct before printing; After preparing your documents, check the coversheets again to avoid misplaced or missing coversheets; Do not use staples, paperclips or other binders when submitting documents; For a large packet, the oversized binder clips (the ones that hold 100 sheets or so) are ok; Come to your proceeding prepared, if you show up without coversheets for your documents, the DIA WILL NOT accept them and you will be asked to come back when they are prepared in the prescribed manner.