Summary
In short
- A case progress review is a review used in KnowHealth that reviews how a health case is progressing against its expected timeline. It is built against WCB guidance and forms part of the Return to Work programme.
- Run at set intervals through the case. Carried out by occupational health with the supervisor.
- The template holds 45 fields across 4 sections.
- WCB is workers compensation board. Provincial injury reporting, claims and return to work obligations.
- It connects to the rest of the library: links Health Case.
What it is
What it is
What is a case progress review?
A case progress review is a review used in KnowHealth that reviews how a health case is progressing against its expected timeline. It is built against WCB guidance and forms part of the Return to Work programme.
When is a case progress review completed?
A case progress review is completed at the review interval, and after any trigger event. Run at set intervals through the case.
When to use it
When to use it, and when not to
This review is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this review covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form CPR2-2026-000
- You are running the Return to Work programme and this is one of its steps
- A linked record needs this one to exist: links health case
Not for
- Occupational Health Case Record, which records and tracks a health case from first report through to closure.
- Case Closure Record, which closes a health case, recording the outcome and any lasting restrictions.
- Claim Support Record, which records the information provided to support a workers compensation claim.
- Anything outside KnowHealth, which belongs in the workspace that owns that process
Standards
What it is built against
WCBWorkers compensation board
Provincial injury reporting, claims and return to work obligations.
FAQ
Frequently asked questions
What is the case progress review template based on?+
It is built against WCB guidance. WCB is workers compensation board. Provincial injury reporting, claims and return to work obligations.
What sections does the case progress review contain?+
There are 4 sections: header, progress, barriers, actions. Together they hold 45 fields, 31 of which are required.
How often is a case progress review raised?+
A new record is raised at the review interval, and after any trigger event. Each one is given an ID in the form CPR2-2026-000, so it can be traced and referenced from other records.
Which programme does the case progress review belong to?+
It is part of Return to Work. Shorter absences, sustained returns, and work related cases fed back into risk control.
Can the case progress review template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the case progress review library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowHealth — employee wellbeing. Exposure monitoring, health surveillance, case management and return to work.
Meet KnowHealth→Sources
Sources
- WCB — Workers compensation board