Health Insurance Data Entry Quiz
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Questions and Answers

Which option should you select under 'Case Type' when creating a new case profile?

  • Auto Accident (correct)
  • Medical Malpractice
  • Car Accident
  • Personal Injury
  • What should you do if the details of the accident are unclear from the intake form?

  • Wait for a callback from the client
  • Skip this section
  • Proceed with file creation without editing this section
  • Call the client for more information (correct)
  • Where should you enter the Defendant driver's phone number?

  • First Name
  • Last Name
  • Phone Number (correct)
  • Middle Name
  • What should you do if there is no report number on the intake form but the police were involved?

    <p>Inform the attorney</p> Signup and view all the answers

    What should you enter in the 'Company Name' field when adding insurance details for a client?

    <p>Insurance company name</p> Signup and view all the answers

    What should you enter in the 'Registered Owner' field when adding client's property damage?

    <p>Client's full name</p> Signup and view all the answers

    What should you select under 'Defendant Type' when adding the other driver's information?

    <p>Private Party</p> Signup and view all the answers

    Where should you save the Letter of Representation in CasePeer?

    <p>Documents &gt; Correspondence &gt; Outgoing &gt; Defendant’s Insurance</p> Signup and view all the answers

    What should the subject line of the email to the Defendant’s insurance company contain?

    <p>Claim No __________, (Client Name)</p> Signup and view all the answers

    Where should you upload the intake form in CasePeer?

    <p>Documents &gt; Intake Forms</p> Signup and view all the answers

    Where should you save the Letter of Representation in CasePeer?

    <p>Documents &gt; Correspondence &gt; Outgoing &gt; Plaintiff’s Insurance</p> Signup and view all the answers

    What should you do if there is missing information in the downloaded Letter of Representation?

    <p>Add the missing information</p> Signup and view all the answers

    What format should the Letter of Representation be saved as in CasePeer?

    <p>Word and PDF</p> Signup and view all the answers

    Where should you locate the Wave Law Firm 'W-9' file?

    <p>In the Admin folder</p> Signup and view all the answers

    Which tab in CasePeer should you go to in order to add the adjuster information for the client's insurance?

    <p>Client</p> Signup and view all the answers

    What should you do if our client's vehicle is damaged and they haven't settled with the insurance company?

    <p>Open a Property Damage Claim after consulting the attorney</p> Signup and view all the answers

    When opening a Personal Injury Claim with the client's insurance company, what information should you provide?

    <p>Client's name, date of the incident, and location of the incident</p> Signup and view all the answers

    What should you do if the insurance company asks for specific accident details or client injuries during the initial call?

    <p>Tell them we don't have specific details yet</p> Signup and view all the answers

    Which tab in CasePeer should you go to in order to add the adjuster information for the client's insurance?

    <p>Adjusters</p> Signup and view all the answers

    What should you do if there is missing information in the downloaded Letter of Representation?

    <p>Add the missing information</p> Signup and view all the answers

    What should you do if the insurance company asks for specific accident details or client injuries during the initial call?

    <p>Tell them you don't have the information yet</p> Signup and view all the answers

    Where should you save the intake form in CasePeer?

    <p>CasePeer &gt; Documents &gt; Intake</p> Signup and view all the answers

    What should you enter in the 'Registered Owner' field when adding client's property damage?

    <p>Client's name</p> Signup and view all the answers

    What should you do if the insurance company asks for specific accident details or client injuries during the initial call?

    <p>Provide them with all the requested information</p> Signup and view all the answers

    Where should you save the Letter of Representation in CasePeer?

    <p>Documents &gt; Correspondence &gt; Outgoing &gt; Client's Insurance</p> Signup and view all the answers

    Where should you locate the Wave Law Firm 'W-9' file?

    <p>Admin folder for the client</p> Signup and view all the answers

    What should you do if there is missing information in the downloaded Letter of Representation?

    <p>Add the missing information</p> Signup and view all the answers

    Which tab in CasePeer should you go to in order to add the adjuster information for the client's insurance?

    <p>Insurance tab</p> Signup and view all the answers

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