Untitled document.pdf

Edit FileVine If you get a new case, you're going to get an email like this one. New clients sign up, the name of the client and the tier. Then you're going to see who the case manager is, the doctor and the property damage case manager. Then there's information about the clients. In this email, we...

Edit FileVine If you get a new case, you're going to get an email like this one. New clients sign up, the name of the client and the tier. Then you're going to see who the case manager is, the doctor and the property damage case manager. Then there's information about the clients. In this email, we have two clients, the driver, Katya and passenger Alex. You're going to see general information about them. And then down, you're going to see general information about the incident, the anticipated tier, the date of loss, the time of loss, the location, has the clients in the doctor yet, the referral source, how's the PD with pictures. There's information already about the policy limits. And then you're going to see the facts of the case. So this is from the first intake. So be sure that in the second intake, you go over the facts of this again. Next step is going to be going to Fallbine and uploading this information into Fallbine, changing primary, secondary, et cetera. And it's going to be on the next video. It's gonna be one two plain one two super important to check the spelling and of The tiers and the names of the people that you put as secondary doctor and medical requesters To use one single name so that when higher management wants to pull out a report They have unification on the data So I'm gonna just use these random names right now. You have to fill everything in here Click on save now in order for you to change your name as a primary you go to primary and then you go to card view You look your name in collaborators, I'm gonna look my name, then other roles, you click on primary and you click on save. Then you go to role view, primary and you click on your name so that you can be as a primary of the case. Now we're gonna change the PD, I'm gonna use another random name, save. Okay, the status of the ability is gonna be changed once we know more information about the case. You can see here that we have acknowledged for premises cases, accepted, comparative, deny, disputed, maybe denied, maybe accepted in pending. Okay, the same with defendants one for this limits and UMUIM policy limits, this part of the vitals we know later on the case. I'm going to copy -paste it for this time for the purposes of the video, but you need to read this, understand it, so that you may know which questions to ask to your client on the second intake. Always, always, always verify the information on the second intake. Then you have in here, is there any loss of consciousness? consciousness we do not know yet location we do not know yet there is no information here so it's gonna be for the second intake now is there a TCR usually from the first intake we can know if the police was called or not and if there is a TCR or not so if we're reading here it says all parties involved exchange their information CHP was not called to the scene so we do not have a TCR right then more questions that you're gonna be able to ask in the second intake and we put on save now when you go down the the sign up email you're gonna see that there is a drive that's shared in the email this is initial information that all cases need and if you go to the sign agreement of the client at the end of the sign agreement you're gonna be able to locate an emergency contact so we go to the phone client information tab we go to emergency contact and we have the emergency contact in here and the phone number the address and everything and you just click on create we do not know the relation to the client so this is I think we covered everything from the sign up email transfer to fall by