●  A Synopsis of W5

●  The Interface

●  Shortcut Keys

●  Tips

●  Important Terms

●  And more …


1.  GETTING TO KNOW W5 IME

1.1.  The Powerful W5 System

Some features include:

●  Case/service Management

●  Robust and dynamic scheduling

●  Unlimited notes for case, service, claimant, client, vendor, workflow

●  Powerful searches

●  Document Management

●  Workflow Management

●  Diary and Activity Workspace

●  Client Management

●  Vendor Management

●  Billing and Accounting

●  Business Management / Reporting


1.1.1.  Accessing W5


Internally - Accessed through a web based program


Externally – A restricted version of W5 is available via an internet portal for clients and internal service providers who use secure logins.


1.2.  The Interface



1

Ribbon Tabs

2

Ribbon

3

Belt tabs

4

Belt

5

Navigator Panel



1.3.  The Ribbon and Tabs



1.4.  Forms


1.4.1.  Client on File Form



1.4.2.  Client on File Form



1.5.  Navigator Panel



1.6.  Left Panel Options



1.7.  Lookup Button



1.8.  Shortcuts


Function

Keys

Description

Edit 

Edit

Lookup

F2

The equivalent to clicking on a Lookup button.


Display code description

F3  


Open profile window

F4

Opens the profile window of the selected field (e.g., the Client Code field will open the client or provider maintenance window).

Spell Checker

F7

Launches the Spell Check feature

Navigate Forward

Tab

Press the Tab key to navigate to the next field in the form.

Navigate Backward

Shift + Tab

Depressing these keys allows you to navigate backwards between the fields in the form.

Navigate and Toggle Selections

Spacebar

Press the spacebar to travel between and toggle the selection in checkboxes R or radio buttons.

Link

Text found
in blue font

A link to the specified file, assessment or feature.

Save

Ctrl + S

Same as pressing the Save button on the form.


New

Ctrl + N

Same as press the New button (on the bottom toolbar).


Ctrl + R

Clear

Same as pressing the Clear button on the form.


Ctrl + 4

Exit Form

Same as pressing the Exit button on the form or pressing the X on the top tab of the form.




1.9.  Quick Tips


1.9.1.  Setting Your Default at Start-up


Setting the default start-up function after launching W5:


Note:

You need to be logged in as the user if you are setting this up for a new user.


1.  Go to and right-click on the function that you want W5 to open at login (e.g., once you have logged in, W5 will take you automatically to the Workflow Monitor).


2.  Select Add to Quick Access Toolbar / Set to Auto-Start.



A dialogue box will display asking: “Would you like to automatically start [the selected function] upon each login?”


3.  Click on the Yes button to have W5 start that function at each login.


– OR –


Click on the No button to cancel.


1.9.2.  The Information Button


The Information   button lets you peek at the detail that relates to the topic or field that the button is beside.  Some examples, include:


The Workflow Status Update Form


In the Workflow Status Update form (refer to the W5 IME-Structure of Cases and Workflows manual for more details on workflows).





The Client Info on the Service Form


When viewing Services, an example would be:



1.9.3.  Adding New Records While in a Maintenance Form


When you are adding new records in a Maintenance form you do not need to exit the form and then restart the form to add another record.  Instead, Press Ctrl+N to add the first new record, press Ctrl+S to save it and then press Ctrl+N to start adding another new record.  You can do this until you want to exit the maintenance form.


Note:

Some forms have multiple tabs where Ctrl+N will start the Maintenance form for the type of record listed on that tab.  In this scenario, you need to be aware of what tab you are looking at in the Maintenance form before pressing Ctrl+N. Case Maintenance is an example of this.



1.10.  A Few Important Terms


Terms

Description

Synonyms

Jurisdiction

Generally a state or province where a service is required by law to be performed.

This will likely be determined by either where the claimant lives or where the accident occurred.

●  Venue

●  State of loss (USA)

Provider

Any person or entity who provides a service or location for a service

 

Service

A service that you offer to your clients.

May be a direct service such as an examination or a paper service such as a review.

●  Exam

●  Review

●  Assessment

●  Ax Service

Vendor Maintenance

The W5 function that allows you to add, change, delete vendors in W5.

●  Assessor Coding