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--- claim_form_pa_review [2016/07/07 17:13]
192.168.98.168
+++ claim_form_pa_review [2019/01/05 22:10] (current)
@@ Line 1: / Line 1: @@
 ====== Claim Form PA Review ======
-When a consumer submits a claim form you will need to review it and decide whether it is [[Closed Claim Ineligible|ineligible]], [[Claim Consumer Input Required|requires more information]], or [[Claim Sent to OEM|send it to the manufacturer]].
+When a consumer submits a claim form or provides additional information you have asked for, you will need to review it and decide whether it is [[Closed|ineligible]], [[Closed|withdrawn]], [[Closed|conciliated]], [[Claim Consumer Input Required|requires more information]], or [[Claim Sent to OEM|send to the manufacturer]].
-  * Select the **claim number** under the claim column __**or**__ select the **claim form PA review**under the status column
+  * Select the **claim number** under the claim column __**or**__ select the **Claim Form PA Review** under the status column
 {{::cf_pa_review_dashboard.png|}}
   * Review the claim
-  * You are able to [[Worksheet Approved|reassign]] and arbitrator if necessary
+  * You are able to [[Worksheet Approved|reassign]] an arbitrator if necessary
   * You can only make changes to consumer info
 If there is a reason to send the consumer physical mail as opposed to email.
   * Check off {{:pa_contact_consumer_by_mail.png|Mail}}
 **NOTE:** Letters to the consumer will not be sent automatically through email, but will end up in Letters as In Progress Draft and will then need to be printed and mailed manually.
-  * When there are multiple PAs available an assign to me button will show. If you want to be the PA responsible for the claim select {{:pa_assign_to_me.png|Assign to Me}}
-There are 3 options for handling the worksheet, select the appropriate one.
+There are number of options for handling the worksheet, select the appropriate one.
-{{::pa_sent_to_oem_ineligible_input.png|}}
-  * **[[Worksheet Sent to OEM| Worksheet Sent to OEM]]:** All the necessary information is available and the worksheet is ready for the manufacturer to review.
+{{::change_status_claim_form_pa_review.png|}}
-  * **[[Closed Worksheet Ineligible|Closed Worksheet Ineligible]]:** Based upon the review of the information provided the worksheet is considered ineligible and the claim will be closed.
+  * [[Closed|Closed Claim Ineligible]]: Based upon the information collected, as a PA you have decided the claim does not meet CAMVAP's eligibility requirements and should be closed.
-  * **[[Worksheet Consumer Input Required|Worksheet Consumer Input Required]]:** The worksheet requires additional information from the consumer.
+       * A [[Letters|manual letter]] should be sent to consumer.
-Provide additional notes as you see fit and save the status change.
+  * [[Closed|Closed Withdrawn]]: The consumer has decided they would no longer like to proceed with the claim.
+       * A [[Letters|manual letter]] should be sent to the consumer and manufacturer.
+  * [[Claim Consumer Input Required]]: The claim form requires additional information from the consumer
+       * The consumers dashboard will show that additional information is required. However, until a **phone call** is made or a [[Letters|manual letter]] is created and sent, they will not know why or receive a notification to inform them something is required of them.
+       * A [[Letters|manual letter]] should be sent to the consumer.
+  * [[Claim Sent to OEM|Claim Sent to OEM]]: All the necessary information is available and the worksheet is ready for the manufacturer to review.
+       * A automated letter will be sent to the manufacturer.
+Provide additional notes as you see fit and save the status change. Please remember that all parties can see your notes.
 {{::status_notes.png|Status Notes}}
-**NOTE:** Once the status change has been made it cannot be altered.
+     NOTE: Once the status change has been made it cannot be altered.
-The consumers dashboard will show that additional information is required. However, until a **phone call** is made or a **[[Letters|manual letter]]** is created and sent, they will not know why or receive a notification to inform them something is required of them.
-A claim number will not be assigned until it is sent to the manufacturer.

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