Managing Claims on Behalf of Another Entity

Objective

To effectively track and manage claims in ClaimWizard when working on behalf of another entity, such as an attorney or a third-party company.

Key Steps

1. Accessing Open Claims

   • Navigate to the Open Claims section in Claim izard.

   • If the "On Behalf Of" column is not visible, go to Options > Columns in the workbench, toggle it on, and save.

   • Adjust the column position by dragging it if needed.

2. Adding On Behalf Of Information

   • Access the client record for the policy holder associated with the claim.

   • Ensure that the client record reflects the policy holder's information.

   • In the "On Behalf Of" field, enter the name of the entity you are representing (e.g., attorney's firm, a o b company).

   • Save the changes to update the record.

3. Viewing and Managing Claims

   • Use the search bar in the Workbench to easily locate claims associated with the entity you are representing.

   • Utilize sorting options to organize and filter claims as needed.

   • Export or print the filtered list for further reference.

Cautionary Notes

• Always ensure that the client record in ClaimWizard represents the policy holder, not the entity you are representing.

• The "On Behalf Of" field is a free-form text field and should accurately reflect the entity's name.

Tips for Efficiency

• Use the Alt key to quickly jump to client records from claim details.

• Manually add "On Behalf Of" information in the client record if it is not available in fast entry.

• Regularly update client records with accurate information to maintain clarity and organization in managing claims.