rmA182UserGuide

RISKMASTER Accelerator18.2 User Help Guide

Print Check ..............................................................234
Print Check Batch Related Parameters window .......491
Print Checks ............................................................233

Postcheck Register tab........................................234
Precheck Register tab .........................................233
Print Checks Print Check Batch tab..........................251
Print Checks window................................................231
Print Single Check window.......................................358
Priority .....................................................................180
Processing Claims .....................................................19
Processing Events ...................................................125
Product Liab/MMSEA Returned tab .........................163
property ..................................................... 24, 287, 404
Property Claims home ...............................................59
Provider contracts overview .....................................583

Q

Quality Management Level ......................................142
Initial Review window ..........................................142
Physical Advisor Review window .........................136

Quality Management tab..........................................141
Query Designer window...........................................395
Quick Summary .......................................................718
Quote overview........................................................532

R

Rate Detail window ..................................................661
Rate Tables window.................................................661
Receipt window........................................................572
Reconciliation Details window ..................................573
recover password ......................................................17
Re-Create Check File window..................................252
Report Column Properties window ...........................790
Report Designer........................786, 787, 791, 792, 793

Graph Options tab ...............................................793
Report Criteria tab ...............................................786
Report Fields tab .................................................787
Report Options tab ..............................................792
Reported Info tab .....................................................140
reports .....................................................................739
Reports Designer Overview .....................................765
Reports window .......................................................629
Reserve Approval window........................................299
Reserve Calculations ...............................................317
Reserve Categories .................................................317
Reserve Current window
Reserve Summary tab.........................................300
Reserve Currents window ........................................300
Reserve for claim window ........................................325
Reserve Worksheet Overview..................................299
Reserve_Tracking_Methods ....................................317
Reserves overview ..................................................317
Reserves window.......................................................21

752

ReserveWorkSheet Approval window ......................301 Index
Reset Printed Check window ...................................247 753
RISKMASTER Editor ...............................................733
RTW .................................................................. 47, 605
Run Reports window................................................747

S

Schecule Check Printing Overview ..........................491
Schedule Automatic Check Processing.... 232, 235, 238

Detailed Information tab.......................................232
Scheduled Checks tab.........................................235
Third Party Payees tab ........................................238
Schedule Automatic Check Processing window .......228
schedule claim balancing .........................................441
schedule claim balancing task..................................440
Schedule Reports window........................................746
Schedule Setup tab..................................................418
Search overview ......................................................393
Search Query wizard ...............................................395
Search Query wizard - Step 1 of 4 (Basic Information)
window ................................................................397
Search Query Wizard - Step 2 of 4 (Query Field
Selection) window ...............................................397
Search Query wizard - Step 3 of 4 (Display Field
Selection) window ...............................................398
Search Query wizard - Step 4 of 4 (Query Use
Permissions) window...........................................396
Search window ........................................................734
Selected Forms window...........................................515
Self Insured Details window .....................................675
Self Insured Jurisdictions window.............................683
SORTMASTER overview.........................................763
Stop Payment tab ....................................................420
strataware overview .................................................443
strataware set up .....................................................443
Supervisor Approval Of Funds Transactions window211
Supervisory Approval...............................................211
Payment Tab.......................................................296
Reserve Tab........................................................295
Supplemental fields for FAS.....................................477
Supplementals tab ...................................................733

T

Table Maintenance window......................................385
Tables and Fields ....................................................802
Templates window ...................................................277
The User Interface .......................................................5
Third Party Payment Detail Entry window.................245
Time & Expense tab.................................................133
Time and Expense...................................................656
Time and Expense (Billed Expenses) window ..........656
Time and Expense Invoice window ..........................659
Time and Expense window ......................................655

RISKMASTER Accelerator18.2 User Help Guide

Time Expense Details window .................................657
Tips for creating reports ...........................................802
To abort a batch.......................................................561
To access the MMSEA data fields............................168
To Access the Specified Web Link ...........................498
To activate Medical Disability Advisor in Utilities ......621
To activate policy billing ...........................................558
To Activate Policy Interface in RISKMASTER ..........445
To activate reserve worksheet .................................304
To activate the Policy Management System.............523
To add a code..........................................................390
To Add a Collection .................................................376
To add a coverage to a quote ..................................542
To add a disbursement ............................................562
To add a new TPOC Date record .............................171
To add a payment....................................................366
To add a policy ........................................................335
To add a receipt.......................................................558
To add a self insured jurisdiction..............................687
To add adjuster information .....................................693
To add an adjustment ..............................................564
To add an MMSEA Responsible Reporting Entity ....165
To add arbitration information ..................................703
To add claimant information.....................................697
To add code tables ..................................................389
To add defendant information ..................................695
To add exposures to organizational hierarchies .......688
To add exposures to quotes.....................................545
To Add Injury Loss Information ................................700
To add litigation information .......................................59
To add MMSEA Data in the Entity window ...............176
To add new MMSEA parties to the claim record.......172
To add new reserve .................................................295
To add new reserve-Carrier Claim ...........................322
To add payments to coverages ................................218
To add Persons Involved .........................................697
To Add Policy System Web Settings Details ............449
To amend a policy ...................................................524
To approve funds transactions .................................217
To approve or reject a reserve worksheet ................302
To approve or reject reserve worksheet on Reserve

Worksheet window ..............................................303
To archive reports....................................................752
To Attach a Diary .....................................................199
To attach a mail merge document to a claim ............424
To attach a policy to a claim.....................................334
To Attach Document Using Multi Media View Document

Management System...........................................408
To attach files to events and claims..........................271
To Attach Multiple Files............................................407

754

To Bulk Release Checks..........................................591 Index
To calculate a bill .....................................................373 755
To calculate average weekly wage...........................118
To calculate earned premium...................................525
To cancel a policy ....................................................526
To change column names for aggregate values.......780
To change your password..........................................14
To clear checks........................................................265
To clear or void bank deposits .................................638
To clone a report......................................................778
To clone an organizational level...............................689
To close a batch ......................................................560
To configure an executive summary.........................719
To configure Diary List Header.................................200
To configure executive summary Medical Case

Management information.....................................622
To convert a quote into a policy ...............................532
To create a DCC report............................................752
To create a DCC report template .............................750
To create a diary......................................................193
To create a graph ....................................................800
To create a mail merge document............................422
To create a multi query report ..................................769
To create a quote.....................................................532
To create a reserve..................................................319
To create an Enhanced Note ...................................280
To create an invoice.................................................663
To create As Of reports............................................781
To create bank account management reports ..........637
To create derived fields............................................780
To create enhanced notes templates .......................282
To create MMSEA claim party entities .....................169
To create relative dates ...........................................779
To create Reserve Worksheet..................................304
To create user documents .......................................273
To define report colors .............................................777
To delete a diary ......................................................194
To delete a reserve worksheet .................................302
To delete an event ...................................................158
To delete provisional transaction policies .................527
To delete reports......................................................757
To disable policy renewal.........................................527
To edit a DCC report................................................750
To edit a DCC report template .................................756
To edit a policy ........................................................334
To edit a quote.........................................................545
To edit a reserve......................................................320
To edit an event .......................................................158
To edit existing reserve window ...............................320

RISKMASTER Accelerator18.2 User Help Guide

To edit existing reserve window-Carrier Claim .........320
To edit payment data ...............................................219
To e-mail a report ....................................................753
To Enable Activity Log .............................................288
To Enable EFT for Bank Account .............................588
To enter a general claim ............................................62
To enter a medical case...........................................619
To enter a non occupational claim..............................80
To enter a property claim ...........................................72
To enter a vehicle accident claim .............................100
To enter a workers' compensation claim ..................105
To enter an event.....................................................154
To enter case manager information..........................612
To enter collection data............................................312
To enter evaluation/intervention information.............146
To enter exposure information .................................159
To enter fall information ...........................................151
To enter medical case management accommodation

information ..........................................................616
To enter medical case management savings

information ..........................................................613
To enter medical case management treatment plan.614
To enter medical case management vocational

rehabilitation information......................................622
To enter medical information....................................121
To enter MedWatch information ...............................147
To enter memo text..................................................735
To enter OSHA information......................................143
To enter payment for a claim....................................219
To enter quality management information ................152
To enter triangle policy coverage .............................340
To estimate the length of disability ...........................618
To find vehicle claims history for a unit.......................99
To format column appearance .................................779
To generate an auto diary ........................................201
To Generate XML Import File...................................401
To get a quick summary...........................................718
To import code.........................................................390
To Import XML File ..................................................401
To log in and log out ..................................................16
To lookup existing records .......................................394
To open an existing report .......................................774
To open the Medical Disability Advisor help file........621
To override fee schedule amounts over contract

amounts ..............................................................581
To post OSHA reports..............................................753
To post SM Draft reports..........................................749
To post SM World draft reports ................................751
To print a single check .............................................372
To print and attach policy forms ...............................527

756

To print checks ........................................................262 Index
To print diaries.........................................................206 757
To print notes...........................................................281
To quit RISKMASTER................................................17
To reconcile a bank account ....................................636
To reconcile billing items..........................................565
To record bank deposits ..........................................631
To Re-Create Check File .........................................265
To reinstate a policy.................................................522
To release a payment ..............................................225
To renew a policy.....................................................525
To reset printed checks............................................264
To reverse a batch...................................................560
To review policies ....................................................335
To run a DCC report ................................................752
To run an available report ........................................755
To Schedule a print check batch ..............................492
To schedule policy diaries........................................542
To schedule reports .................................................754
To Search..................................................................13
To search for an Enhanced Note .............................282
To search for claims within a date range ..................395
To search for codes .................................................393
To search for saved records.....................................394
To select funds transaction type...............................372
To send an invoice to customers..............................662
To Set Client Information Parameters ......................170
To set column properties..........................................775
To set global criteria for reports................................777
To set report criteria.................................................767
To set up a bank account.........................................633
To set up a leave plan..............................................647
To set up a merge form letter template.....................423
To set up automatic checks .....................................256
To set up check stock ..............................................253
To set up control request to correct payment............501
To set up custom search parameters .......................393
To set up headers and footers .................................774
To set up T&E rate tables ........................................666
To Setup activity Log ...............................................287
To Setup Backup Withholding ..................................737
To setup combined payment ....................................417
To Setup Print Check Batch Related Parameters .....492
To setup Schedule Date...........................................254
To Setup Web Links.................................................497
To submit a worksheet for approval..........................303
To Submit Claim to ISO .............................................70
To un-clear checks ..................................................255
To Update Self Insured Details in the Org ................174

RISKMASTER Accelerator18.2 User Help Guide

To use administrative tracking sections....................403
To view account balance information .......................634
To view an executive summary ................................718
To View and Enter Banking Status...........................586
To View Claim Activity Log.......................................288
To view custom payment notification........................380
To view or print First Report forms ...........................120
To View Record Diary ..............................................208
To view reserve history ............................................319
To view scheduled reports .......................................758
To void payments ....................................................218
To void printed checks .............................................263
To work with a diary .................................................196
To work with collection data .....................................311
To work with diary utilities ........................................195
To work with employee information ..........................120
To work with invoices...............................................667
To work with organizational hierarchies ...................690
To Work with Policy Batch File Update.....................495
To Work with Policy Interface Code Mapping ...........448
To Work with Policy System Download window........446
To Work with Policy System Web Settings ...............448
To work with records..................................................15
To work with transaction details ...............................375
To work with user documents...................................272
To_review_another_user_s_diary ............................196
Tool_Popup_Add_New ............................................731
Tool_Popup_Attach_Documents.............................. 732
Tool_Popup_Comments ..........................................730
Tool_Popup_Delete .................................................731
Tool_Popup_DeleteDiary ......................................... 731
Tool_Popup_Diary ...................................................731
Tool_Popup_Email ..................................................731
Tool_Popup_EnhNotes ............................................ 729
Tool_Popup_Executive_Summary ...........................730
Tool_Popup_First ....................................................731
Tool_Popup_Last..................................................... 731
Tool_Popup_Look_Up_Data .................................... 729
Tool_Popup_Mail_Merge .........................................731
Tool_Popup_Next ....................................................729
Tool_Popup_Previous.............................................. 729
Tool_Popup_Quick_Diary ........................................731
Tool_Popup_Quick_Summary .................................731
Tool_Popup_Record_Summary ...............................731
Tool_Popup_Save ...................................................729
Tool_Popup_Search ................................................732
Tool_Popup_Supplementat_Data ............................730
TPOC Data window .................................................162
Transaction Detail Entry window ..............................212

758

Treatment Plan window ................... 608, 609, 610, 611 Index
Appeal tab...........................................................611 759
Criteria tab...........................................................609
Provider tab.........................................................609
Review tab ..........................................................608
Treatment tab......................................................610

Treatment Plan/Medical Guidelines window .............603

U

UAR window .................................... 506, 514, 519, 520
UAR Details tab........................................... 506, 514
UAR tab ...................................................... 519, 520

Un-Clear Checks window.........................................244

Unit Information window.............................................45

Upload an Email from Inbox to Claim .......................434

Upload Email to RMX...............................................431

User Documents and Attachments Overview ...........267

UX Dashboard .........................................................759
User Interface......................................................759
User Settings & Config ........................................760
Widgets ...............................................................760

V

Value .......................................................................767

Vehicle Accident Claim Home ....................................39

Vehicle Accident Claims ................................ 40, 43, 44
Claim Info tab ........................................................40
Event Detail tab .....................................................43
Vehicle Accident tab ..............................................44

Vehicle Accident Claims window ................................42

view record diaries...................................................188

Vocational Rehabilitation window .............................607

Void Checks window................................................228

W

Web Links Overview ................................................497

Web Links setup window..........................................499

web settings policy systems .....................................437

Welcome to RISKMASTER..........................................3

What's New in RISKMASTER X...................................9

With .........................................................................578

Workers Compansation Claim Home .........................33

Workers' Compensation................................. 34, 35, 38
Case Mgt/RTW tab................................................38
Jurisdictionals tab..................................................34
Medical Info tab .....................................................35

Workers' Compensation window ................................37

WriteOff ...................................................................576

X

XML Import Overview ..............................................401