Onboarding

Workcover Checklist for Onboarding New Clients

This document is a guide outlining the essential information needed for a smooth client onboarding experience, ensuring that all relevant details are collected efficiently for a seamless transition into our services.

Client Information

When onboarding a new client, please gather the following information:

• Full Name: The client’s complete name.
• Date of Birth: The client’s date of birth.
• Email Address: The client’s email for communication.
• Home Address: The client’s residential address.
• Mobile Number: The client’s contact number.
• Complete the following:
  • • Claim number – Ask for their claim number (Does not always have the same format)
    • Insurance Organisation – Ask who their insurance is, once they tell you, put the insurance as the clients organization
    • Case Manager Contact Details – name, email & phone number
    • Add Referral
      • Date
      • Exp date
      • Referral Type: WorkCover/CTP
      • Limit: # of approved appointments
      • Referrer: GP name
    • Add Files
      • GP Referral – template “GP Referral 16092025 A. Nasibi”
      • Treatment Approval – template “WC Approval 16/09/2025”
      • Comments – normally on page 3 of treatment approval

   

Sample Screenshot 1:

Sample Screenshot 2:

Click Referrer: make sure to complete the Practices details & label