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Workflow tool for STD/LOA case managers. Auto-generate Salesforce notes, track RTW outreach, prevent cases falling through cracks. ClaimWise is a workflow tool for STD/LOA case managers. Instead of juggling 6+ systems simultaneously, ClaimWise consolidates your most repetitive tasks into one browser panel. DECISION ASSISTANT Approve, deny, pend, or escalate to medical review in seconds Auto-generates copy-paste Salesforce notes for every decision Flags behavioral health and complex conditions for clinician review RTW TRACKER Generates escalating return-to-work outreach messages by attempt count Separate templates for employee and employer contact Auto-generates Salesforce task notes for every outreach REFERENCE PANEL FMLA eligibility rules at a glance State leave law summaries for CA, NY, WA, NJ, and MA Common pend reasons library Clinician referral triggers DATE REFERENCE Key claim dates as a planning aid Verify all outputs against official policy before use Carrier-neutral. Works for any STD/LOA team.
Jun 26, 2026
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