Step 1: Open cases

1. In the left-hand menu, under "Case Management", select the menu item "Cases" .
   Here you can see an overview of all sickness benefit cases.
2. Click “Add case” in the top right corner.
   The data entry window opens.

Step 3: Enter basic data

1. Important:

Select “Employee could not be found” only if no grape connect integration is available.

Customers with an integration (grape connect) should primarily rely on absence data uploads, which automatically create cases. Manual cases should only be created if absences are not uploaded or are uploaded incorrectly.

Enter the following information:

• First name
• Last name
• Personnel number
• Company code
• Processing group (if any)
• Start date
• Policy
• Employee group

2. Confirm the details with "Add case" .

Step 4: Complete personal details

Review the insured person’s details and complete any missing information.

1. Personal Information

• Date of Birth
• Phone number
• Country
• Address
• ZIP code
• City

2. Further information

• Marital status
• Gender
• Citizenship
• Language
• Source Tax
• Social security number

3. Confirm the information with "Save & Continue"

4. Note:

A green checkmark in the status indicator shows that all required fields have been filled in.

Step 5: Add employment information

Complete the employment information.

1. Employment Information

• Date of Employment
• Professional position
• Profession

1.1 Note:
If the occupation is not listed, select the corresponding option next to the field.

• Employment
• Work hours per week
• Workload
• Work assignment

2. Salary information

Complete the required information.

3. Confirm the information with "Save & Continue" .

Step 6: Upload medical certificate and add medical information

Note:
You can proceed without uploading a medical certificate and add the document later.
For more information, see this page.

You have two options:

• Option 1: Request certificate of incapacity of work
• Option 2: Upload directly

Option 1: Request certificate of incapacity of work

1. Send email

1. Enter the email address of the relevant person.
2. 1. Click on “Send email” .
      The person receives an email with an upload link through which the medical certificate can be uploaded.

2. Copy upload link

1. Click on "Copy link to clipboard"
2. 1. Manually share the link with the relevant person.
      The person can upload the medical certificate via this link.

Option 2: Upload directly

Upload the Incapacity of Work certificate directly into the system (e.g. via drag & drop or file selection).

Enter the following information:

• Start date
• End date
• Percentage absent in (%)

Confirm the information by clicking "Upload certificate" .

3. Then complete the medical information:

Name of the first treating physician

• country
• address
• ZIP / City

3.3 Note:

If the employee has visited a follow-up physician, press the button on the right.

Then fill in the following information:

• Name of the treating physician
• country
• address
• Postcode
• Location

4. Confirm the information with "Save & Continue" .

Step 7: Record comments

1. If there are no comments, enter "No comment" in both fields.
2. Confirm the information by clicking "Save" .

Step 8: Final Examination

Check that the following sections are complete (all status indicators show a green checkmark):

• Insured person
• Employment information
• Medical information

Step 9: Register the case

Click on “Submit a case” in the top right corner .

Confirm the submission in the next window by clicking "Register case" again.

The new case (KTG) has now been successfully created.