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claim_form_pa_review
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claim_form_pa_review [2016/07/27 15:57] 192.168.9.146 |
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information you have asked for, you will need to review it and decide whether it is [[Closed|ineligible]], [[Closed|withdrawn]], [[Closed|conciliated]], [[Claim Consumer Input Required|requires more information]], or [[Claim Sent to OEM|send to the manufacturer]].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information you have asked for, you will need to review it and decide whether it is [[Closed|ineligible]], [[Closed|withdrawn]], [[Closed|conciliated]], [[Claim Consumer Input Required|requires more information]], or [[Claim Sent to OEM|send to the manufacturer]].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 13: | Line 13: | ||
| {{::change_status_claim_form_pa_review.png|}} | {{::change_status_claim_form_pa_review.png|}} | ||
| - | * [[Closed|Closed Claim Ineligible]]: Based upon the information collected, as a PA you have decided the claim holds no ground and should 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. |
| - | * **ARLENE TO UPDATE** | + | * A [[Letters|manual letter]] should be sent to consumer. |
| - | * A automated letter will be sent to X, X, and X. | + | |
| - | * A [[Letters|manual letter]] should be sent to X, X, and X. | + | |
| - | * **END UPDATE** | + | |
| * [[Closed|Closed Withdrawn]]: The consumer has decided they would no longer like to proceed with the claim. | * [[Closed|Closed Withdrawn]]: The consumer has decided they would no longer like to proceed with the claim. | ||
| - | * **ARLENE TO UPDATE** | + | * A [[Letters|manual letter]] should be sent to the consumer and manufacturer. |
| - | * A automated letter will be sent to X, X, and X. | + | |
| - | * A [[Letters|manual letter]] should be sent to X, X, and X. | + | |
| - | * **END UPDATE** | + | |
| * [[Claim Consumer Input Required]]: The claim form requires additional information from the consumer | * [[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. | * 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. | ||
| - | * **ARLENE TO UPDATE** | + | * A [[Letters|manual letter]] should be sent to the consumer. |
| - | * A automated letter will be sent to X, X, and X. | + | |
| - | * A [[Letters|manual letter]] should be sent to X, X, and X. | + | |
| - | * **END UPDATE** | + | |
| * [[Claim Sent to OEM|Claim Sent to OEM]]: All the necessary information is available and the worksheet is ready for the manufacturer to review. | * [[Claim Sent to OEM|Claim Sent to OEM]]: All the necessary information is available and the worksheet is ready for the manufacturer to review. | ||
| - | * **ARLENE TO UPDATE** | + | * A automated letter will be sent to the manufacturer. |
| - | * A automated letter will be sent to X, X, and X. | + | |
| - | * A [[Letters|manual letter]] should be sent to X, X, and X. | + | Provide additional notes as you see fit and save the status change. Please remember that all parties can see your notes. |
| - | * **END UPDATE** | + | |
| - | Provide additional notes as you see fit and save the status change. | + | |
| {{::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.1469635079.txt.gz · Last modified: 2019/01/05 22:10 (external edit)
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