27 Questions
What is the first step to take when examining a rejection letter from client's UM?
Verify the signature matches the client's signature
What is the purpose of checking the 'Dec Page Received' field?
To mark the Declaration pages as received
What should you do if you notice a discrepancy in the signature for the client's UM?
Notify the Case Manager immediately
What should you do after completing the liability carrier section?
Repeat the same steps as outlined above
What is the purpose of clicking the 'LOR Received' field?
To mark the Letter of Representation as received
What is the importance of maintaining an organized file?
To insure no DEV-T's are created
What is the purpose of reviewing the UM declaration page and rejection letter?
To verify that our client has no additional coverage other than the liability carrier
Where can you find the LOR and Declaration page documents?
In the document section of Litify
What happens when you click on the file in the document section?
A preview window will appear
What is the benefit of clicking on the number of documents displayed per page?
You can view more files without navigating away from the current browser window
Why is it advisable to add a provider even if there's uncertainty about their relation to the accident?
To ensure no provider could be missed
What should you do if the provider is not on the list?
Add a 'New Party' as a 'Litify Business or other entity'
What do you need to choose after clicking the 'Treatment Date' field?
The date the client started treatment with the provider
What is the purpose of adding a new treatment update?
To request relevant bills and records from the provider
What should you do when you encounter a missing provider in the 'Treatment' tab?
Add the provider to the system
What is the importance of dating the action?
To document the actions taken
Why is it beneficial to send a Chatter?
To memorialize the data in the file
What is the purpose of completing the 'Details Tab'?
To verify the current balance of medical bills
Why is it important to repeat the steps in all files?
To ensure consistency in the process
What is the benefit of clicking 'Share'?
To make the information accessible to others
What is the current status of the total balance in the example?
Pending verification
What should be done immediately when health insurance is noted?
Send a message to the Health Insurance Department
Why is it important to update the In Treatment Google Sheet?
To provide a snapshot of all Case Managers' files
What should be done if a client does not have health insurance?
Type 'NO HEALTH INSURANCE' in the file
What is the primary responsibility of Case Advocates?
Completing the 'LLC' data
What should be obtained from the client ASAP if they have health insurance?
Photos of the back and front of their health insurance card
What is the purpose of sending a message to the assigned Insurance Assistant from the POD?
To initiate the Ante Litem process
Learn the step-by-step process of updating medical bills, including completing the 'Details Tab' and requesting further documentation.
Make Your Own Quizzes and Flashcards
Convert your notes into interactive study material.
Get started for free
