As a claims supervisor, you have to delegate tasks to the examiner that is handling the file. This is usually done using the diary system within the claims software. To those unfamiliar, think of the diary system as a Post-It note, or your daily “to-do” list.
Use the diary system to your advantage
An adjuster will usually look at their diary every day when they come to work to see what needs to be done.
The supervisor needs to place pertinent timeframes in the diary as to when certain tasks are due, such as the initial 14-day report on compensability or to mark the first 30-day initial internal reporting that is due.
By doing this, it ensures that the claim continues to move forward without stalling out or falling through the cracks from the get-go. By using the diary system, you also remind yourself of when key facts should be placed in the file.
Examples include policy coverage, exclusions when initial contacts are due when medical reports should be in when reserving and reports are due, and so on. In fact, most software places these key times automatically into the diary when the new claim is being set up.
But for those that do not, then you must do so at the first report of a claim so these key timeframes are not overlooked.
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