Recording and Tracking Recoverable Depreciation Deadlines on Claims

Objective:

To accurately record, document, and retrieve recoverable depreciation deadlines on claims using Claim Wizard.

Key Steps:

1. Open the claim that requires marking the recoverable depreciation date.

2. In the claims summary, scroll down to find the claim deadlines section.

3. Click on the green pencil button for "Edit Deadlines" to track tolling or statute of limitation information.

4. 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.

5. Check the report for upcoming recoverable depreciation deadlines for each claim.

6. For a more convenient view, access the schedule piece of Claim Wizard by clicking on the calendar app on the right-hand side.

7. Hover over the categories to view your calendar, action items, and deadlines.

8. Double click on the depreciation deadline in the calendar view to access detailed information about the deadline.

9. Use the information to track and manage recoverable depreciation deadlines effectively.

Cautionary Notes:

• Ensure that all relevant information is accurately entered and updated in the system.

• Double-check the deadlines to avoid missing any important dates.

• Be cautious when making changes to deadlines to prevent errors in tracking.

Tips for Efficiency:

• Regularly check and update recoverable depreciation deadlines to stay on top of claim management.

• Utilize the calendar view in Claim Wizard for a more organized and accessible overview of deadlines.

• Take advantage of the search and filter options to quickly find specific claims or information.

• Familiarize yourself with the system shortcuts to navigate efficiently and save time.