Podcast
Questions and Answers
What is the first step to take when examining a rejection letter from client's UM?
What is the first step to take when examining a rejection letter from client's UM?
- Update the comments field
- Notify the Case Manager
- Check the Declaration pages and LORs
- Verify the signature matches the client's signature (correct)
What is the purpose of checking the 'Dec Page Received' field?
What is the purpose of checking the 'Dec Page Received' field?
- To update the insurance tab
- To mark the Declaration pages as received (correct)
- To confirm receipt of the rejection letter
- To notify the Case Manager
What should you do if you notice a discrepancy in the signature for the client's UM?
What should you do if you notice a discrepancy in the signature for the client's UM?
- Check the insurance tab
- Verify the Declaration pages and LORs
- Notify the Case Manager immediately (correct)
- Update the comments field
What should you do after completing the liability carrier section?
What should you do after completing the liability carrier section?
What is the purpose of clicking the 'LOR Received' field?
What is the purpose of clicking the 'LOR Received' field?
What is the importance of maintaining an organized file?
What is the importance of maintaining an organized file?
What is the purpose of reviewing the UM declaration page and rejection letter?
What is the purpose of reviewing the UM declaration page and rejection letter?
Where can you find the LOR and Declaration page documents?
Where can you find the LOR and Declaration page documents?
What happens when you click on the file in the document section?
What happens when you click on the file in the document section?
What is the benefit of clicking on the number of documents displayed per page?
What is the benefit of clicking on the number of documents displayed per page?
Why is it advisable to add a provider even if there's uncertainty about their relation to the accident?
Why is it advisable to add a provider even if there's uncertainty about their relation to the accident?
What should you do if the provider is not on the list?
What should you do if the provider is not on the list?
What do you need to choose after clicking the 'Treatment Date' field?
What do you need to choose after clicking the 'Treatment Date' field?
What is the purpose of adding a new treatment update?
What is the purpose of adding a new treatment update?
What should you do when you encounter a missing provider in the 'Treatment' tab?
What should you do when you encounter a missing provider in the 'Treatment' tab?
What is the importance of dating the action?
What is the importance of dating the action?
Why is it beneficial to send a Chatter?
Why is it beneficial to send a Chatter?
What is the purpose of completing the 'Details Tab'?
What is the purpose of completing the 'Details Tab'?
Why is it important to repeat the steps in all files?
Why is it important to repeat the steps in all files?
What is the benefit of clicking 'Share'?
What is the benefit of clicking 'Share'?
What is the current status of the total balance in the example?
What is the current status of the total balance in the example?
What should be done immediately when health insurance is noted?
What should be done immediately when health insurance is noted?
Why is it important to update the In Treatment Google Sheet?
Why is it important to update the In Treatment Google Sheet?
What should be done if a client does not have health insurance?
What should be done if a client does not have health insurance?
What is the primary responsibility of Case Advocates?
What is the primary responsibility of Case Advocates?
What should be obtained from the client ASAP if they have health insurance?
What should be obtained from the client ASAP if they have health insurance?
What is the purpose of sending a message to the assigned Insurance Assistant from the POD?
What is the purpose of sending a message to the assigned Insurance Assistant from the POD?
