Workers’ Compensation Matters

FluentCase includes specialized features for Workers’ Compensation (WC) attorneys, particularly those practicing in California with EAMS integration.

Creating a Workers’ Compensation Matter

  1. Click adjacent to Matters in the left navigation panel
  2. Select Workers’ Compensation from the matter type dropdown
  3. Fill in the required fields (see below)
  4. Click Save

Workers’ Compensation Specific Fields

Case Identification

  • EAMS Case Number - Electronic Adjudication Management System case number
  • File Number - Your firm’s internal file number
  • Matter Name - Typically: [Applicant Name] v. [Employer/Defendant]

Injury Information

  • Date of Injury (DOI) - When the injury occurred
  • Body Parts Injured - Specific body parts affected
  • Injury Description - Detailed description of the injury
  • Injury Type - Specific injury, cumulative trauma, etc.

Employment Information

  • Employer - Employer at time of injury (select from contacts)
  • Employer Address - Work location
  • Occupation - Job title/position
  • Date Hired - When applicant was hired
  • Date Employment Ended - If applicable

Insurance and Defense Rolodex Entries

  • Insurance Carrier - Workers’ compensation insurance carrier
  • Claims Administrator - Third-party administrator (if applicable)
  • Adjuster - Assigned claims adjuster (select from contacts)
  • Defense Attorney - Opposing counsel (select from contacts)
  • Defense Firm - Defense law firm

Medical Information

  • Primary Treating Physician (PTP) - Current treating doctor
  • Agreed Medical Evaluator (AME) - If applicable
  • Qualified Medical Evaluator (QME) - If applicable
  • Medical Treatment Facilities - Hospitals, clinics, etc.

Permanent & Stationary Status

  • Permanent & Stationary Date (P&S) - Date applicant reached maximum medical improvement
  • Permanent Disability Rating - Percentage of permanent disability
  • Future Medical Treatment - Ongoing treatment needs

Dates and Deadlines

Important dates and deadlines for your Workers’ Compensation case are managed in the Summary and Dates section of the matter dashboard. To update these dates:

  1. Open the matter
  2. Go to the Overview tab
  3. Locate the Summary & Dates widget
  4. Click the Edit button
  5. Update the relevant dates:
    • Date Opened - When you opened the case
    • Date Claim Filed - When the claim was filed with WCAB
    • Statute of Limitations - Deadline for filing the claim
    • Date MMI (Maximum Medical Improvement) - When treatment is complete
    • Date Settled - Settlement date (if applicable)
    • Date Closed - When case was closed
  6. Click Save

Keeping these dates current is essential for tracking deadlines, generating accurate reports, and ensuring timely follow-up on important case milestones.

Financial Information

  • Settlement Amount - Total settlement value
  • Attorney Fees - Your fee amount
  • Time Entries - Billable hours and time tracking
  • Damages - Claimed and awarded damages
  • Payments - Payment records and disbursements
  • Expenses - Case expenses and costs

EAMS Integration

FluentCase integrates with California’s Electronic Adjudication Management System (EAMS) for Workers’ Compensation cases.

EAMS Lookup

The EAMS Lookup feature allows you to search for contacts in the EAMS database:

  1. When adding a contact to a WC matter, click EAMS Lookup
  2. Search by:
    • Name
    • Organization
    • EAMS ID
  3. Select the contact from search results
  4. Contact information is automatically populated

Available Contact Types:

  • Attorneys
  • Law Firms
  • Insurance Carriers
  • Claims Administrators
  • Medical Providers
  • Lien Claimants

See EAMS Lookup and Integration for detailed instructions.

Workers’ Compensation Court Forms

FluentCase is tightly integrated with the California DWC and supports all common Workers’ Compensation court forms out of box.

Common WC Abbreviations

  • WCAB - Workers’ Compensation Appeals Board
  • DWC - Division of Workers’ Compensation
  • EAMS - Electronic Adjudication Management System
  • PTP - Primary Treating Physician
  • AME - Agreed Medical Evaluator
  • QME - Qualified Medical Evaluator
  • P&S - Permanent and Stationary
  • MMI - Maximum Medical Improvement
  • C&R - Compromise and Release
  • Stips - Stipulations with Request for Award
  • DOR - Declaration of Readiness to Proceed
  • UR - Utilization Review
  • IMR - Independent Medical Review
  • PD - Permanent Disability
  • TD - Temporary Disability