Workers Compensation Claims Examiner Templates

Looking for Workers Compensation Claims Examiner Templates to download? See the main templates that a Workers Compensation Claims Examiner would use in their day-to-day work.

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Workers Compensation Claims Examiner Templates

There is a huge number of templates that someone in the Workers Compensation Claims Examiner role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Workers Compensation Claims Examiner. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Claim Investigation Report
2. Claim Evaluation Worksheet
3. Claim Payment Authorization Form
4. Claim Denial Letter
5. Claim Settlement Agreement
6. Claim Reopening Request
7. Claim Status Update Spreadsheet
8. Claim Expense Reimbursement Form
9. Claim Subrogation Demand Letter
10. Claim Closure Summary


Reports are often prepared by a Workers Compensation Claims Examiner to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Claims Summary Report
2. Claims Payment Report
3. Claims Reserves Report
4. Claims Closure Report
5. Claims Reopenings Report
6. Claims Litigation Report
7. Claims Fraud Report
8. Claims Settlement Report
9. Claims Medical Expenses Report
10. Claims Loss Ratio Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Workers Compensation Claims Examiner does and how they do it.

1. Initial Claims Assessment
2. Claim Investigation
3. Medical Records Review
4. Compensation Calculation
5. Benefit Payment Authorization
6. Claim Denial Letter
7. Claim Reopening Request
8. Settlement Negotiation
9. Subrogation Investigation
10. Claim Closure Documentation


Workers Compensation Claims Examiner presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Claim Status Update Template
2. Investigation Report Template
3. Settlement Offer Template
4. Medical Review Template
5. Litigation Status Template

Legal Docs

There are several key times when a Workers Compensation Claims Examiner needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Workers Compensation Claim Form
2. Medical Authorization Form
3. Notice of Denial Letter
4. Settlement Agreement Form
5. Request for Independent Medical Examination Form

Health & Safety Templates

Health & Safety templates for a Workers Compensation Claims Examiner ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Employee Training Record Template
4. Return to Work Plan Template
5. Workplace Hazard Assessment Template


Setting up Workers Compensation Claims Examiner calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Claims Calendar
2. Medical Appointments Calendar
3. Litigation Calendar
4. Payment Due Dates Calendar
5. Claims Review Calendar

Invoice Templates

Several types of Workers Compensation Claims Examiner invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Premium Invoice
2. Medical Provider Invoice
3. Pharmacy Invoice
4. Rehabilitation Services Invoice
5. Legal Services Invoice

Survey Templates

For a Workers Compensation Claims Examiner to get insights related to the work they do, they need to send out Workers Compensation Claims Examiner surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Claimant Satisfaction Survey
2. Provider Network Evaluation Survey
3. Employer Feedback Survey
4. Medical Case Management Survey
5. Return-to-Work Program Survey

Meeting Agendas

Having premade Workers Compensation Claims Examiner meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Claims Review Meeting
2. Claims Settlement Negotiation Meeting
3. Claims Investigation Update Meeting
4. Claims Litigation Strategy Meeting
5. Claims Fraud Detection Meeting

Budget Templates

To manage finances well, a Workers Compensation Claims Examiner would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Claims Payment Budget Template
3. Loss Reserves Budget Template
4. Claims Settlement Budget Template
5. Operational Expenses Budget Template


Dashboards are a useful way for a Workers Compensation Claims Examiner to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Claims Overview Dashboard
2. Claim Status Dashboard
3. Financial Performance Dashboard
4. Claims Trend Analysis Dashboard
5. Key Performance Indicators (KPI) Dashboard

Proposal Templates

For bidding or requesting work, a Workers Compensation Claims Examiner needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Claims Analysis Proposal
2. Fraud Detection and Prevention Proposal
3. Claims Process Improvement Proposal
4. Cost Reduction Strategies Proposal
5. Training and Development Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Workers Compensation Claims Examiner templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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