This article will help you create presets that can speed up the process of creating claim forms. You pre-populate a Preset with generic content that can be revised as needed when the Preset is used to create a specific claim form. Presets can be created for the following types of claim forms:

• Assessment of Attendant Care Needs (Form 1)
• Treatment and Assessment Plan (OCF-18)
• Treatment Confirmation Form (OCF-23)
• Disability Certificate (OCF-3)

To perform the following procedures, open the Preset Manager.

Create a Claim Form Preset

1. Select the Form1, OCF18, OCF23, or OCF3 Preset Type in the list on the left of the screen.
2. Click [New Preset] on the toolbar.
3. Enter a Preset Name and make sure its Status is set to Active.
   Tip: You can create a Preset based on an existing one. Simply click Duplicate, select an existing Preset, then click Apply.
4. Fill in the pages of the selected Preset Type with generic content.
5. Click Save & Close.

Edit a Claim Form Preset

1. Select the Form1, OCF18, OCF23, or OCF3 Preset Type in the list on the left of the screen.
2. Double-click the Preset to open it.
3. Make changes to the Preset contents.
   Note: The Preset Name cannot be changed.
4. Click Save & Close.

Delete a Claim Form Preset

1. Select the Form1, OCF18, OCF23, or OCF3 Preset Type in the list on the left of the screen.
2. From the list on the right, select the Preset you want to delete.
3. Click [Delete Preset] on the toolbar.
4. Click Yes when prompted.

Deactivate or Reactivate a Claim Form Preset

1. Select the Form1, OCF18, OCF23, or OCF3 Preset Type in the list on the left of the screen.
2. Double-click the Preset in the list on the right.
3. Change its Status to Active or Inactive.
4. Click Save & Close.

FORM 1 Claim Form Preset Sections

• Assessor & Signature of Assessor
  On the first page and in Part 5 of Form 1, identify the Assessor(s).
• Level 1 Attendant Care
  In Part 1 of Form 1, specify attendant care for routine personal care.
• Level 2 Attendant Care
  In Part 2 of Form 1, specify attendant care for basic supervisory functions.
• Level 3 Attendant Care
  In Part 3 of Form 1, specify attendant care for complex healthcare and hygiene functions.
• Calculation of Attendant Care Costs
  In Part 4 of Form 1, specify the hourly rate to fulfill the functions in Part 1, Part 2 and Part 3. The total Monthly Care Benefits are calculated.

OCF-18 Claim Form Preset Sections

• Signature of Regulated/Health Professional
  In Parts 4 and 5 of the OCF-18, identify the Health Practitioner and the Regulated Health Professional.
• Injury & Sequelae Information
  In Part 6 of the OCF-18, define a list of codes frequently used when completing a Treatment and Assessment Plan (OCF-18).
• Prior and Concurrent Conditions
  In Parts 7, specify potential pre-accident statuses and pre-existing conditions. Be sure to stay within the boundary of 500 characters per explanation box.
• Activity Limitations
  In Part 8 of the OCF-18, specify activity limitations. If you respond “yes” to question a), you will have to provide a brief description. A response of “no” to question c) will require additional explanation. Be sure to stay within the boundary of 500 characters per explanation box.
• Plan Goals, Outcome Evaluation Methods and Barriers to Recovery
  There are two pages in Part 9: you can switch between pages on the bottom-right. Be sure to stay within the boundary of 500 characters per explanation box.
• Providers & Proposed Goods/Services
  Identify treating providers and the list of proposed services in Parts 11 and 12. Select treatments and identify providers for each type of service, and change the quantity for each service.
• Additional Comments
  Provide any additional information, such as assessment report summary (up to 20,000 characters). If you typically intend to send an attachment after this type of treatment plan is submitted, check the Attachments being sent, if any box and indicate the number of documents you will be sending. If you do not typically intend to send any attachments, clear (uncheck) this box.

OCF-23 Claim Form Preset Sections

• Signature of Initiating Health Practitioner
  In Part 4 of the OCF-23, identify the Initiating Health Practitioner.
• Injury & Sequelae Information
  In Part 5 of the OCF-23, define a list of codes frequently used when completing a Treatment Confirmation Form (OCF-23).
• Prior and Concurrent Conditions, and Barriers to Recovery
  In this page, complete Parts 7 and 8 of the OCF-23. Be sure to stay within the boundary of 500 characters per explanation box.
• Pre-approved Guideline, Other Health Providers and Goods or Services Requiring Insurer Approval
  In Part 9 of the OCF-23, name the applicable guideline (e.g. MIG) and specify maximum and estimated fees. Parts 10 and 11 are applicable only for accidents that occurred before September 1, 2010. The system will prevent you from entering this information unless Date of Loss is before September 1, 2010.
• Additional Comments
  Provide any additional information, such as an assessment report summary (up to 20,000 characters). If you typically intend to send an attachment after this type of treatment plan is submitted, check the Attachments being sent, if any box and indicate the number of documents you will be sending. If you do not typically intend to send any attachments, clear (uncheck) this box.
• OCF23 Plan By Blocks
  See Add and Modify MIG Block Plan article.

OCF-3 Claim Form Preset Sections

• Signature of Health Practitioner
  In Part 10 of the OCF-3, identify the Health Practitioner.
• Accident Description
  In Part 3 of the OCF-3, describe a typical accident and the injury sustained as a result of such an accident. This section can accommodate up to 2,000 characters. If more space is required, you will have to provide an attachment to the Disability Certificate (OCF-3).
• Injury & Sequela Information
  In Part 5 of the OCF-3, define a list of codes frequently used when completing a Disability Certificate (OCF-3).
• Disability and Test Information
  There are two pages in Part 6: you can switch between the pages on the bottom-right. Be sure to stay within the boundary of 500 characters per explanation box.
• Further Investigations or Consultations
  In Part 7 of the OCF-3, enter up to 210 characters in response to a) and 325 characters for b).
• Prior and Concurrent Conditions
  In Part 8 of the OCF-3, enter up to 250 characters for explanations in question a) and up to 650 characters for b).
• Medications
  In Part 9 of the OCF-3, enter up to 350 characters for each explanation box.