Dana Ruiz — workers' comp claim
Client Admin ▸ Safety ▸ Claims ▸ Case 9 · 2026 · Amarillo Yard
Linked incident — owned by the injury case and shown here read-only — corrections are made on the case
Slipped on wet decking coming down the stairs and landed on his left wrist.
Policy period — workers' comp is grouped by policy term, not calendar year
The term is chosen by the case’s date of injury (2026-09-21) — not by when the claim was reported, and not by the calendar year its case sits on in the 300 Log. Those come from the same injury date but answer different questions.
Follows the case's date of injury, and re-files itself if a policy term changes.
Policy periods ▸ · experience modification is calculated per term, so this grouping is what future e-mod tracking will hang off.
DWC-1 claim form — California · California Labor Code §§ 5401–5402 · dates are stamped as they happen
Next: Waiting on the employee's section
- Give the employee the claim formDone 2026-09-21
- Employee returns the completed formOverdue47 days elapsed, target 10internal target
- Forward a dated copy to the carrier and the employeenot started
Anchored on the field report. This window is anchored on the timestamp captured when the field report was filed — the same moment the employer learned of the injury, recorded once and used by both records.
This workflow records dates and surfaces the duties that attach to them. It does not decide, accept or deny a claim, does not authorise treatment, and does not file anything on your behalf. It is not legal advice — confirm your obligations with counsel or your claims administrator.
Claim details — any safety administrator can edit this — changes are recorded with their previous values
Blank means not known yet — it is not the same as zero. A claim is closed or denied, never deleted.
Notes & updates — no entries yet
Nothing recorded yet. Notes are how this claim’s history gets written — a call with the adjuster, a reserve revision, a return-to-work date.
Entries are append-only — they cannot be edited or deleted, by anyone. To correct one, add a note saying what was wrong.