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 limitation 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, access the schedule piece of Claim Wizard by clicking on the calendar app on the right-hand side.
- Hover over the categories to view your calendar, action items, and deadlines.
- 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 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.