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Claim Initiation and Set Up

Dive into the critical early stages of a workers’ compensation claim. This module provides the knowledge needed to properly open, document, and manage a new claim in accordance with California’s legal and administrative requirements. You’ll explore employer obligations, notice requirements, forms, and best practices that create a compliant, well-structured claim file from day one.

Key Learning Outcomes

  • Understand the legal requirements for initiating a workers’ comp claim

  • Learn the timeline and process for providing notices and forms

  • Explore employer obligations at the time of injury

  • Identify key documents and procedures for claim file setup

  • Improve administrative compliance and readiness for audits

Who Should Enroll

This course is ideal for professionals who open and manage workers’ compensation claims, including claims assistants, adjusters, TPAs, and employer representatives. It’s also valuable for anyone responsible for compliance and documentation during the early stages of a claim.

Sullivan on Comp

The Claims Practitioner in Workers’ Compensation (CPWC) program is powered by Sullivan on Comp (SOC) and SOC Essentials—the most trusted resources in California workers’ compensation.

These expert materials deliver:

  • In-depth legal analysis

  • Practical, real-world claims guidance

  • Current updates on laws, regulations, and case law


With SOC integrated into this course, you’ll gain the legal insight and practical tools needed to handle California workers’ compensation claims with skill and confidence.

Topics Covered

This module focuses on the steps, forms, and legal requirements that initiate a compliant claim:

  • Employer responsibilities after an injury occurs

  • Mandatory notices, forms, and timelines

  • Initial reporting and documentation practices

  • Administrative best practices for setting up the claim file

  • Avoiding common mistakes in early claim handling

Why Professionals Trust This Course

This course is designed for professionals who are ready to build—or strengthen—a career in California workers’ compensation:

Updated for 2024 with real-world claims examples
Aligned with California DWC training needs
Integrated with Sullivan on Comp for legal and practical clarity
Flexible, on-demand format for working professionals
Part of the full CPWC Certification path

CPWC03

On-Demand

Payment plans available.

Up-to-Date Content Developed with Industry Leaders

Upgrade to a Certification on Workers’ Comp

Students who chose certifications got:

Become a Workers' Compensation Expert

Ready to take the next step towards a rewarding career in the workers’ compensation industry? Look no further!

Connect with our experienced counselor to determine the best class or path for your goals.

Fill out the form to get in touch 




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