An external adjuster is an individual or organization that investigates a claim. An external claims adjuster does not have access to BriteCore.
You can add an external claims adjuster in the Contacts and Claims modules. To add a external adjuster in the Claims module, use the 'Add External Adjuster' option within the Contacts tab of the claim.
To add an external claims adjuster, open the desired contact and:
- In the Role section, select Add a Role to open the Role dialog box.
- In the Role dropdown list, select External Claims Adjuster.
- Select Done to close the dialog box and return to the Role section.
- Select Save beneath the Role dropdown list. A Save Completed pop-up window will open.
Adoption Consideration
Enabling the "add-external-adjuster-on-claims" advanced setting to "True" by a carrier administrator is necessary to include external adjusters in a claim. Once enabled, claims adjusters are considered internal, restricting payment to only external adjusters via the accounting > payments within a claim.