Objective:
To accurately record, document, and retrieve recoverable depreciation deadlines on claims using Claim Wizard.
Key Steps:
- Open the claim that requires marking the recoverable depreciation date.
- In the claims summary, scroll down to find the claim deadlines section.
- Click on the green pencil button for "Edit Deadlines" to track tolling or statute of limitations information.
- Utilize the Reports feature by going to the pie chart on the left-hand side and selecting "Open Claims with Recoverable Depreciation Deadlines" to run the report.
- Check the report for upcoming recoverable depreciation deadlines for each claim.
- For a more convenient view, open the schedule in Claim Wizard by clicking the calendar app on the right-hand side.
- Hover over the categories to view your calendar, action items, and deadlines(hourglass icon).
- Double-click on the depreciation deadline in the calendar view to access detailed information about the deadline.
- Use the information to track and manage recoverable depreciation deadlines effectively.
Cautionary Notes:
- Ensure all relevant information is entered and updated accurately in the system.
- Double-check the deadlines to avoid missing any important dates.
- Be cautious when changing deadlines to prevent tracking errors.
Tips for Efficiency:
- Regularly check and update recoverable depreciation deadlines to stay on top of claim management.
- Use the calendar view in Claim Wizard for a more organized, accessible overview of deadlines.
- Use the search and filter options to quickly find specific claims or information.
- Learn the system shortcuts to navigate efficiently and save time.