The Product

Digital First Report, in detail.

Five working parts that turn a paper-and-email reporting process into a single digital pipeline — from the moment an incident happens to the week the OSHA 300 log goes out.

01 · Intake

A first report of injury anyone can complete.

An open digital form that works on any device, with no account required. Built on platforms your IT department already uses — Google Forms, Microsoft Forms, Survey123, Survey Monkey, or Cognito Forms — so there is nothing new to procure.

  • Open form fillable by anyone — employee, supervisor, witness
  • QR code and short link posted in break rooms and operational areas
  • Mobile-first: a phone is enough
  • Captures the data your investigation actually needs from the start
Digital first report of injury form questions
02 · Routing

Communication that runs itself.

A submitted report triggers a chain of confirmations and notifications. The employee gets next-step procedures. The supervisor gets a heads-up. Risk, Safety, and HR get the full investigation packet. No one has to remember to forward anything.

  • Confirmation and next-step procedures sent to the employee
  • Investigation packet routed to Risk Management, Safety, HR, and the supervisor
  • Built with Microsoft Power Automate or Google Workspace automation
  • Triggered emails, document generation, and database updates in one flow
Power Automate flow showing notifications, document generation, and database updates
03 · Visibility

A live dashboard for the metrics your GM asks about.

Every report flows into a single database with a dashboard on top. DART, open claims, incidents by location, and any other cut you need — visible in real time, without spreadsheet wrangling.

  • DART and incident-rate tracking
  • Open vs. closed claims, by status and by location
  • Built on Microsoft SharePoint, Google Sites, or ArcGIS Dashboards
  • Drill from a chart into the underlying claim in two clicks
Operational dashboard with DART, open claims, and incidents by location
04 · Case management

Manage each claim from intake to close.

A guided record for every claim: medical provider, claim number, resolution manager, status, light-duty job offers, and supporting documents. The same record drives the OSHA log behind the scenes.

  • Attach medical notes, light-duty offers, and supporting documents
  • Track claim number, resolution manager, and status
  • Structured updates feed both the dashboard and the OSHA 300 log
Work Comp Claims Management interface
05 · OSHA

An OSHA 300 log that maintains itself.

Dynamic recordability prompts, dates pulled straight from medical notes, automatic DART calculation, and a weekly OSHA 300 log emailed to whoever needs it. The hardest part of compliance becomes the part that happens on its own.

  • Dynamic recommendations on whether a claim is OSHA recordable
  • Days-away and restricted-duty dates pulled from medical notes
  • Automatic DART calculation
  • Weekly OSHA 300 log emailed automatically
Automated weekly OSHA 300 log email with attachment
06 · Behind the scenes

Days-away and restricted-duty math, automated.

Every status change updates the day counts. The OSHA 300 log recalculates on a schedule. The team gets the report; nobody has to build it.

Spreadsheet tracking employee work status, days away, and restricted duty

Want to see this running on your operation?

Configurations differ by resort. The fastest way to understand fit is a 30-minute walkthrough with Matt.

Request a Demo