Working a Packet

Once a packet is created, you can access it by clicking on the Form Packet icon at the bottom of the work product (case) screen and then selecting the packet:

The packet viewer is displayed:

The viewer tells you the status of the packet at a glance. Each master form is displayed grouped with any child forms. In this example you can see that there is an Application for Adjudication of Claim along with its separator form.

The status has one of these formats:

Label

Meaning

Missing No form or document has been created.
# Pages The form has the number of pages indicated.
# Pages, # Signature Pages The form has the number of pages indicated and there are the number of signature pages to be resolved.
Document A document has been generated.

Also displayed for each form is the process that form is at:

State Color Meaning
Created Green The form has been created.
  Yellow The form has been created, but some required fields are missing.
  Red The form has not been created.
Reviewed Green The form has been reviewed.
  Yellow The form has not been reviewed.
Signed Green The form has been signed or no signatures are needed.
  Yellow The form needs to be signed.

 

Steps pending

Every time you open the packet viewer, eCandidus™ Desktop will check to see if there is anything that can be accomplished automatically. The step count of items to be checked is displayed at the bottom of the form.

 

Show/Hide groups

You can click on the group header to show or hide the group details. This is helpful when many groups are in the packet. Note that optional groups are by default hidden.

 

Optional Forms

Optional forms are by default not created. You can click on the header bar to display the contents of the group:

You can then click on the Include check box to include the form in the packet:

You can remove the form from the packet by clearing the check box.

 

Creating Forms

When the form is not created, the Created button will be red. Clikcing on the button will display a menu of choices to create the form:

Select from the menu to create the form. Note that most forms are created automatically from the form definition provided.

... From Form

The behavior of the From Form option depends on the Key is Name setting of the form definition. If the setting is on, the form whose name is eneterd on the Key field is used. If the setting is off, a list of available forms is displayed.

The example of this is shown next, under the From Document section.

... From Document

When merging from document (or from form above), a list of documents (or forms) is displayed:

Select the document that you want to use and it will be merged into the packet as a merged document.

can review the document and make changes to it, however, it will not be included in the packet until you lock it with the same name as the document itself. This creates a merged form, which is usable by the packet viewer. Once you have created the merged form, the merged document will be deleted and will be no longer accessible.

... From File

When you select the From File option, you will be shown a dialog for you to select the file:

When you choose a file, the Signature form is shown:

You can check any number of signature pages and then click on the OK button to complete the import. If you click on the Cancel button the import is cancelled.

 

Filling Missing Information

When information is missing in a form, the Created button will be yellow. Clicking on the button will display the form, allowing you to correct it as necessary.

You can easily move to the next missing or error field by using Ctrl+Enter.

 

Reviewing Forms

When the form has all the required information in place, eCandidus™ wil display the Reviewed button in yellow. Clicking on the button will display a menu:

Selecting the Review option will display the form. You can then approve the form by clicking on the Lock button and saving the form.

An alternative way of approving the form is to select Mark Reviewed, which will lock the form without displaying it. This option is not available for documents, which must be reviewed by clicking on the Lock icon.

Note that eCandidus™ will automatically review the form if the form definition allows.

 

Signatures

When a form has been reviewed, it is checked to see if any page or pages require a signature. If it does, the Signed button is yellowed, and clicking on it will display the form, allowing you to enter the signature pages required.

Note that the review and signature logic of packets are based on the merged form locking mechanism.

 

Printing the packet

You can print the entire packet by clicking on the Print icon . All forms, but no documents, regardless of state will be printed as a single print job.

When you print the packet, extra pages may be included. The first will show ** MISSING ** xxx which indicates a missing entry in the packet.

You may also see ** NEXT PAGE NEEDS SIGNATURE(S) ** which indicates that signatures are needed in the page that follow.

 

Filing the packet

In the case of Workers Compensation, we are working with DWC/DIR so you will be able to click on the eFile button and have the packet filed electronically. Stay tuned.

 

Working with individual forms

The Form Packet system is based on the eCandidus™ Desktop merged forms and merged documents logic. This means that any form generated as part of a packet can be accessed in the work product (case) cross reference section:

 

Form Options

Each form has an option button that provides for commands to be carried out for the form:

Command Meaning
Print Prints the form.
View Display the form or document.
Reset Resets the form, deleting all work done to the form.