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If the incident becomes a claim, link the Incident Management case with the case created by Gardiant from CAC for the official claim:
1. Edit the State Claim # field and either enter it new based on what you see in the Gardiant-created case or edit the prefixed number you entered in an earlier step.
2. Review the Claim Merge wizard information that appears:
3. Click Save if satisfied with the projected results of the merge – the claim-level information on the Incident Management case will be deleted or merged with the CAC claim (case-level information in the Incident Management case will be kept intact).
4. Following the merge, here is the state of your information:
This claim-level information from the incident case is preserved and viewable in both v1 cases:
Documents, contacts, comments (including comments on Claim Info), pinned relationships for documents and contacts, and correspondence with claimant as the recipient
This claim-level information from the incident case is lost:
Claim information, including accident/injury info, claimant info, diagnoses, and barriers
This case-level information is still available in the incident case in v1:
Case notes, To-Dos and appointments; correspondence; OSHA incident information and Timeloss/Light Duty tracking on TL/LD tab, and other case-specific information such as the referral date, close date and outcome, or assignment
This information is viewable in v2 Claim Home and v2 Documents:
Case notes, To-Dos, and appointments for both cases in the same view, documents
Note: No attempt is made to avoid duplication of contacts or documents during the merge process. If the contact information for a claimant has the same name but different contact information, two contacts will be present in the merged claim. You may want to keep the CAC version or the most complete of the two, or combine the information if that is more accurate.