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 ClaimWizard.
   • 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 policyholder associated with the claim.
   • Ensure that the client record reflects the policyholder'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 policyholder, 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 keep claims management clear and organized.