Employee Information
Full legal name, date of birth, employee ID or SSN (as permitted), job title, hire date, and contact information to identify the claimant accurately.
Employers and designated staff complete the first report to start claims handling and regulatory compliance.
Full legal name, date of birth, employee ID or SSN (as permitted), job title, hire date, and contact information to identify the claimant accurately.
Legal business name, FEIN/EIN, mailing address, primary contact, and payroll unit to ensure correct carrier assignment and premium accounting.
Exact date, time, work location, task being performed, and sequence of events that led to the injury for adjudication and root-cause analysis.
Body part(s) affected, specific nature of injury (e.g., laceration, fracture), and observed signs to support medical assessment and coding.
Initial treatment provided, name and address of treating provider or facility, and whether ambulance transport occurred.
Indicate returned to work, work restrictions, or off work, and expected return date if known to guide wage replacement benefits.
Use PDF or DOCX formats for signed reports and preserve an audit trail and copy for the claim file.
Follow OSHA and state reporting rules; see 29 CFR §1904.39 and state guidance.
Submit within the insurer's required window or risk delayed benefits.
Many employers require same-day reporting to HR and safety teams.
Document treating provider information within 24–72 hours where possible.
Retention begins on report creation and claim opening date.
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| HIPAA Compliant | Yes | Yes | Yes | No | No |