Compensate SI‎ > ‎

v6.0 Release Notes


  • Added Claim Type, Claim Certification, and Claim Classification to the list of codes included in the  Code Report under Reports --> Injury Reports --> Code Reports. These reports will accept a list of values separated by commas Ex. MO, LT when filtering for specific codes on a report.
  • Added a Query Manager and Macro Manager for Administrative users along with additional security options in user setup.
  • Added the Statute of Limitations date to the "Claim Profile" report on the claim screen.
  • Increased the number of companies that can be included in a Corporate Rollup account to be unlimited.


  • Revised loss triangle report to:
    • Allow for filtering for a specific location
    • Added a prior years line to include all costs prior to the beginning of the triangle.  The costs for prior years will allow the report to be cross checked with a check register for any specific fiscal period.
    • Added an option to show all of the years paid for prior to the beginning of the triangle.
    • Added the ability to run the report based on fiscal periods for both the year paid and the injury year groupings.
  • Added excess loss reports for claims that are beyond 50% of the SIR and for claims that are not covered to the master program.
  • Restored the transaction review by case number, voucher number and check number to the utility menu.  This screen allows for printing a proof of payment or discovering which claim the transaction belongs to but does not allow for any edits to the transaction.
  • Revised the ICD9 selection screen to automatically sort by ICD9 code and not description when first loaded.  The screen now allow for sorting the codes by either the code or the description in both ascending and descending order and allows for search on either field.
  • Additional form letter tags added to the form letter module - see FPC.DOC for further details.
  • Expanded ICD9 columns to allow for the new ICD10 values when implemented
  • Added a new security option in user setup "View All Client Accounts" allow a user to use the "View All Clients" button on the company selection screen under CTRL-Q.  The option allows users to select companies that are outside of the current user group.
  • Added new security option in user setup "View Deleted Claims" allows administrators to select and review claims that have been deleted from their companies in order to find claims that were deleted with transactions that were actually cashed by the bank and need to be reconciled with the bank's check register.
  • Added new utility to allow for review and restoration of a case note that was deleted with the "Delete" button on the diary edit screen. This utility will display all notes that have been deleted in the system and allow the user to re-attach the note to any claim they choose.


  • Added total columns to report export to Excel options for the Loss run, Claim Activity, Injury, etc...
  • Added check printing for corporate accounts where all of the sub-accounts share the same checking setup
  • Changed the Medical / Expense Paid  hyperlinks on the claim screen to display only the transactions that make up the total shown (Ex. Medical Paid only shows medical transactions).  The payment history on the Medical/Expense menu selection still shows the transactions combined and still has all of the original filtering features. 


  • Restored "Prepay transactions" - If a check needs to be issued before the normal check run a transaction may be marked as a "Prepay transaction" by checking the box "Issue Check Today" during transaction creation and then all checks with the prepay flag set may be all issued together in a special check run.
  • Updated eDocs to allow the document folder to be moved to a network storage device / any available network share using UNC naming


  • Added Contact name and E-Mail address fields to the provider screens.
  • Added a new category of provider in the provider table.  "E" providers will be in the list of Excess loss carriers when using F4 in the excess loss policy screens.  All Excess loss carriers can be added for easy access when updating policy information for each risk.


  • Added NPI (National Provider ID) field to the provider table so users can enter the NPI number for each provider
  • Updated the all medical / expense payment screens to allow for entering the NPI code instead of the provider’s tax id. If the NPI code is entered the value will be converted to the providers’ tax id number after the correct provider is selected. The NPI number will be recorded in the check transaction for future reference
  • Added the new NPI code table from the IHG PPO tables for users that use the IHG PPO network for additional medical bill reductions.  This allows the CPT / PPO reduction program to use NPI values instead of EIN numbers when identifying providers.
  • The providers NPI number is included on the check EOB if the information was provided at the time the transaction was created.
  • Provider Profile report has been updated to allow the use of the NPI number to select transactions for the report.
  • Added new field on the Claim Information screen - Plan of Action. This field is a short description (1000 characters) of the next steps to get the employee back to work.  This field is included on the bottom of the Claim Status Report.


  • New - Compensate eDocs module is available for document management.  Users can attach any document / image to the claim or policy.
  • New - Compensate eForms module
  • New - Web First Report of Injury form
  • New - IHG PPO module is available
  • New - Corvel and Procura module is available
  • New - Unemployment Charge Statement Loader is available to import the transaction files from ODJFS saving countless hours of user input of charge statements
  • New - Unemployment Payroll Electronic File - Complete reports for submitting quarterly payroll information to ODJFS has been added to the unemployment module, including an export for generating the ODJFS electronic reporting files.
  • Expense reserve
    • A separate reserve column has been added to track expense reserves.  Currently the reserve for expense transactions is included in the medical / expense reserve column.
    • In order to create an expense transaction there will have to be enough money on reserve or the system will ask for a reserve adjustment.
    • All reports have been reformatted to include the new expense reserve column and all reports now show the medical paid, medical reserve, expense paid and expense reserve in separate columns
  • Check Dates / Pending Check Dates
    • A proposed check date is required on all transactions when they are created and will be charged to the paid value of the claim on that date.  The proposed check date can be changed up to the date the transaction is actually issued after which the transaction will have the actual date the check was issued.
    • Pending check dates allow the user to schedule payments to be generated after a specific date and will allow users to issue a check closer to the 30 day due date for medical transactions.
    • All claims valued using the check date instead of the voucher date on all reports.  Since the check date can move to the date the check was actually issued it would be a good practice to make sure all pending transactions for the month are generated into checks before running end of month reports.
  • Open / Close Claims - See attached Word Document
    • The Open / Close claim function has been moved to the new Claim Status menu on the Edit menu in the claim area.
    • The claim open / close can not be undone, if the claim is unintentionally closed (which will remove all open reserves) the claim must be re-opened and re-reserved.
  • Case Notes
    • The case note edit screen has been changed to help eliminate accidental deletion of case notes The note section of the case note screen is no longer editable initially. 
    • If a note needs to be edited / updated the user must select the Edit button. After the edit screen for that note appears changes can be made to the note and are not saved unless the user select the Save Note button on the edit screen.
    • If the Cancel  button is selected on the edit screen, all changes to that note are discarded and are not saved and the original note text will remain.
    • If the text area on the edit screen is completely empty the Save Note button will not save the empty note.  If a particular note needs to be deleted use the Delete button on the first case note screen.
    • If the note is deleted from the case note list, THE NOTE CAN NOT BE RETRIEVED AND CAN NOT BE RESTORED FROM BACKUP.
  • Reports
    • All reports have a new look and feel with updated fonts, headers and footers.
    • Many claim detail reports have been expanded to 2 lines per claim to include the new expense reserve values and totals.
    • Fiscal periods for loss run reports
    • No data gathering required
    • All reports are run as Valued As Of reports. The default value date for claims on reports is the current run date/time of the report. Users can select a different valuation for claims on all reports if required. ex. 12/31/2005
    • Extra hidden fields in the excel file exports for most reports have been removed. The new Claim Excel Export option on the Loss Runs menu provides complete claim information for ad hock reporting needs with the same claim filtering features available for loss run reports.
  • Compensate Tasks Changes
    • Claims with a task will show the task for all users viewing the task no matter who the task was assigned to. The claim can be completed by any user.
    • Double clicking on the task list on the main menu will change to the proper company for the claim and load the claim for that task.
    • Double clicking on the task description in the claim screen will load the information about that claim and allow the user to mark it completed.
    • Double clicking on the task in the Compensate Task screen will load the claim.
  • Excess Loss Changes
    • New - Excess loss form letter for reporting the claim to the excess loss carrier. The new letter can be run from the Forms menu in the claim area.  This letter asks for the date of the last report to the excess loss carrier.  If this is the first report, accept the default value of 01/01/1901 and all medical and indemnity transactions will be reported in the letter.  When providing the excess loss carrier with an update on the claim accept the default value in the Last Report field and it will report all transactions since the last time the letter was generated and include a lump sum for all transactions previously reported.
    • Each policy in the excess loss table allows the entry of complete contact information for that policy. This contact information is used for the excess loss report letter.
    • The excess loss policy information was removed from the claim data edit screen.  There is a new menu option on the Reports menu in the claim area Excess Loss Policywhich will show all of the contact information for the policy that covers the claim. The excess loss claim number , exclude from excess loss reports check box, and the date first reported to the excess loss carrier remain on the claim edit screen but have been moved to the claim info tab
    • New report added to the excess loss reporting menu. Claims not covered exports an excel file for all claims that are not covered by an excess loss policy.  This report should be run after editing the excess loss policies to ensure all claims are covered.
    • New history screen added to the Reports menu in the claim area Excess Loss Letter History exports an excel file that shows each time the excess loss reporting letter was sent.
    • The Excess Loss Scan program has been removed.  All claims are always up to date with the policy information that covers the claim.
  • Providers
    • Provider Edit Screen - The provider edit screen is no longer editable initially. To edit provider information, select the provider from the list and select the Edit button.  If you wish to discard the changes made select Cancel from the edit screen for that record and all changes to that record will not be saved.
    • Generate Single Check - There is a new check box to determine if a single check should be issued for the specific provider when they have performed services for multiple claimants.  If the Generate Single Check  check box is checked and the company is setup to create a single check per provider the all payments to the provider will be combined into a single check and an explanation of remittance will be generated. If this check box is not checked or the company is not setup to generate a single check per provider a check will be generated for each bill processed in the current check batch.
  • Work Centers
    • Location and Department indicators have been both increased to 12 characters and are now stored in separate fields.  These fields can contain both alpha and numeric information.
    • Work centers can no longer be deleted if there are claims charged to that location.  All claims must be moved to a new work center before it can be deleted from the system.  To find the claims that are charged to the work center, run the loss run detail report and filter for the specific work center to be removed.

Misc. Changes

  • New Hot Key - F10 - Task List
  • New Hot Spot in the claim screen - Clicking on the SSN label will load the HRMS record for the claimant
  • New Hot Spot in the claim screen - Case Notes will open the claim note screen
  • Double clicking on the ICD9 code in the Tasks / ICD9 Codes list will load the ICD9 code edit screen.
  • All of the export files from the 5.8 report menu have been moved to the new EDI menu
  • Docket menu removed - all reports for the docket menu can now be accessed from the reports menu on the docket pull down.
  • New F4 Paste in - The Initial Treatment Provider fields on the Accident Info tab in claim add or claim edit can now be filled in or updated from the provider list using F4 (Green Field)
  • The Accident Description and Allowed Condition fields have each been expanded to the IAIABC standard field length of 500 character
  • All payment screens need confirmation when pressing the cancel button.  This is to prevent accidental dumping of transaction data in the case of pressing the cancel button instead of the create button.