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Organize the record

Workers' Comp Claim-File Starter

Use this tool now

Create one claim folder with separate sections for reporting, medical care, work status, wages, notices, expenses, and messages. Keep originals unchanged and add dated copies as the claim develops.

How to use it

  1. 1.Create the folders before documents begin to pile up.
  2. 2.Name each saved file with its document date.
  3. 3.Keep a backup outside any employer-controlled account.

Checklist

Workers' Comp Claim-File Starter

  • Start an injury-report section

    Save the incident report, DWC-1 copies, delivery proof, photos, and witness details.

  • Start a medical section

    Save visit summaries, reports, referrals, prescriptions, tests, and requests for authorization.

  • Start a work-status section

    Keep every off-work note, restriction, and modified-duty offer in date order.

  • Start a wage section

    Keep pay stubs, schedules, timecards, missed-time records, and benefit notices.

  • Start a claim-notice section

    Keep status, delay, acceptance, denial, utilization review (UR), independent medical review (IMR), qualified or agreed medical evaluator (QME/AME), and Workers’ Compensation Appeals Board (WCAB) papers.

  • Start an expense section

    Keep medical travel, parking, toll, pharmacy, equipment, and submission records.

  • Start a messages section

    Preserve emails, letters, portal exports, texts, and a dated call log.

  • Create a one-page index

    List each section and the newest important document.

Avoid

  • Do not alter, backdate, or overwrite an earlier record.
  • Do not keep the only copy in a work account.

Keep with this tool

  • DWC-1 trail
  • Medical reports
  • Work-status slips
  • Wage records
  • Claim notices
  • Expense proof
  • Messages and call log
  • Document index

Common questions

Do I need a special app?

No. Paper folders or ordinary digital folders can work if they are dated, backed up, and easy to search.

Should I save duplicate notices?

Keep each version when the date, balance, explanation, or recipient changes. Do not overwrite the earlier copy.

What information should I avoid sending insecurely?

Do not send Social Security numbers, banking credentials, full medical files, or identity documents to an unverified recipient.

Read the deeper explanation

Workers' Comp Documentation in California: What Injured Workers Should Save After a Job Injury

Authoritative sources

Check the linked official source for current forms and rules. Updated: .

WCLG

Need help with the actual claim?

Every claim depends on its documents, medical evidence, and procedural history. WCLG offers a free consultation without promising a result.

Attorney Advertising. This educational tool provides general information about California workers' compensation. It is not legal advice and does not calculate a deadline or benefit. Using this tool or contacting WCLG does not create an attorney-client relationship; one begins only through an appropriate written agreement.
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