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claim_form_pa_review
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claim_form_pa_review [2016/07/07 18:38] 192.168.98.168 |
claim_form_pa_review [2019/01/05 22:10] (current) |
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| ====== Claim Form PA Review ====== | ====== Claim Form PA Review ====== | ||
| - | 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asked for, you will need to review it and decide whether it is [[Closed Claim Ineligible|ineligible]], [[Closed Claim Withdrawn|withdrawn]], [[Closed Claim Conciliated|conciliated]], [[Claim Consumer Input Required|requires more information]], or [[Claim Sent to OEM|send to the manufacturer]].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information you have asked for, you will need to review it and decide whether it is [[Closed|ineligible]], [[Closed|withdrawn]], [[Closed|conciliated]], [[Claim Consumer Input Required|requires more information]], or [[Claim Sent to OEM|send to the manufacturer]].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|}} | {{::cf_pa_review_dashboard.png|}} | ||
| * Review the claim | * Review the claim | ||
| Line 9: | Line 9: | ||
| * Check off {{:pa_contact_consumer_by_mail.png|Mail}} | * 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. | **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. | ||
| - | There are 5 options for handling the worksheet, select the appropriate one. | ||
| - | INSERT IMAGE HERE WHEN BUG GETS FIXED. ENSURE THEY ARE IN THE ORDER THEY ARE IN THE IMAGES. | ||
| - | * [[Closed Claim Ineligible|Closed Claim Ineligible]]: Based upon the information collected, as a PA you have decided the claim holds no ground and should be closed. | ||
| - | * [[Closed Claim Withdrawn|Closed Claim Withdrawn]]: The consumer has decided they would no longer like to proceed with the claim. | ||
| - | * [[Closed Claim Conciliated|Closed Claim Conciliated]]: The consumer and the manufacturer have come to an agreement prior to arbitration. | ||
| - | * [[Claim Consumer Input Required|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. | ||
| - | * [[Claim Sent to OEM|Claim Sent to OEM]]: All the necessary information is available and the worksheet is ready for the manufacturer to review. | ||
| + | There are number of options for handling the worksheet, select the appropriate one. | ||
| + | {{::change_status_claim_form_pa_review.png|}} | ||
| + | * [[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. | ||
| + | * A [[Letters|manual letter]] should be sent to consumer. | ||
| + | |||
| + | * [[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. | + | 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}} | {{::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. |
claim_form_pa_review.1467916687.txt.gz · Last modified: 2019/01/05 22:10 (external edit)
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