The Claims module provides a number of statuses to choose from. When selecting a claim status, choose the status that best summarizes the claim.
Table 1: Claim Status table.
|Open, Standard||Default status when working a claim. This generates the Claim Acknowledgement Letter.|
|Open, Subrogation||Working a claim. Indicates that subrogation recovery is expected.|
|Open, Salvage||Working a claim. Indicates that salvage recovery is expected.|
|Open, Reinsurance Recovery||Working a claim. Indicates that reinsurance recovery is expected.|
|Open, Reinsurer Notified||Working a claim. Indicates the reinsurer has been notified.|
|Open, Litigation||Working a claim. Indicates a lawsuit is in progress.|
|Reopened, Standard||Default status when reopening a claim.|
|Reopened, Subrogation||Reopened a claim. Indicates that subrogation recovery is expected.|
|Reopened, Salvage||Reopened a claim. Indicates that salvage recovery is expected.|
|Reopened, Reinsurance Recovery||Reopened a claim. Indicates reinsurance recovery is expected.|
|Reopened, Litigation||Reopened a claim. Indicates reinsurance recovery is expected.|
|Closed, Denied||Indicates a claim was denied and all reserves were zeroed out.|
|Closed, Paid||Indicates a claim was paid, and all reserves were zeroed out.|
|Closed, Without Pay||Indicates a claim was below the deductible, and all reserves were zeroed out.|
|Closed, Reinsurance Recovery||Indicates a claim was below the deductible, and all reserves were zeroed out.|
|Archive, Record only||Indicates a claim was converted from the legacy system.|
|Pending, Submitted||Indicates a claim was submitted by an agent, and it awaits processing. |
* The advanced setting submitted-claim-status indicates that the default status of a claim is Pending, Submitted when it is submitted.
|Pending, Unsubmitted||Indicates a claim has yet to be submitted by an agent. This status appears in the Agent portal by default and shows in the Provider Administrator portal via a setting. |
* The advanced setting unsubmitted_claim_search determines if Pending, Unsubmitted will appear in the Claims filter list. If the setting is set to False, Pending, Unsubmitted won't appear. If the setting is set to True, Pending, Unsubmitted will appear.
|Historical, Reporting Only||Indicates a claim was converted from the legacy system but is still being processed. |
* The advanced setting historical-claims determines if historical claims are allowed. When set to True, historical claims are allowed. When set to False, historical claims are not allowed.
To set or update the claim status, open the desired claim and:
- In the claim file header, navigate to Status and select Edit. The Claim Status dialog box will open.
- From the Status dropdown list, select the status that accurately describes the claim, based on the descriptions in Table 1.
- If you want to set the type of the claim manually, select the Set the type of this claim manually. checkbox. When you select the checkbox, a warning message appears below, stating: Warning: The claim type will no longer be set automatically on this claim. Choose the type of claim from the options provided.
- When you’re finished, select Done.
The advanced setting claims-header-type can toggle whether the policy type or claim type is displayed in the claim’s header beneath Status.
To change a claim’s status to Open, you must set the Loss Date of a claim. If you don’t set the Loss Date, an Error message will display and prompt you to set a valid Loss Date. When you change a claim’s status to an inactive status, such as Pending or Closed, you don’t need to set a valid Loss Date.