Once a claim is generated in ClickClaims, it cannot be removed. Nonetheless, a claim can be marked as a "mark-off" to signify that it is a duplicate or erroneous claim. This will close the claim and remove it from claim searches and reports unless stated otherwise.

Description/Purpose:
The Mark-Off feature in ClickClaims is designed to identify claims that are incorrect, duplicated, test entries, or otherwise invalid. Since claim records cannot be removed from ClickClaims, this functionality enables an authorized user to differentiate these claims from the broader set of claim records. Claims that are marked off are closed and excluded from standard claim searches or reports unless explicitly specified, thus maintaining the integrity of active records while still allowing access to invalid claims for future reference if necessary.

Process:

Authorized users can flag a claim as "mark-off" by following these steps:

1. Access the Claim: Go to the claim you want to mark off.
2. Review Tab: Click on the "Review" tab of the claim.
3. Flags Section: Find the "Flags" section.
4. Mark-Off Flag: Change the value of the "Mark-off" flag field from "No" or null (the default value may differ based on your site's configuration) to "Yes" using the radio button.
5. Save Changes: Press the "Save Review" button to apply the changes.

System Actions:

Upon selecting the "Save Review" button on the claim's "Review" tab, the system will perform the following actions:

• File status will be changed to "Closed".
• The current date/time will be saved in the "Closed" field on the "Summary", "Dates" and "Review" tabs.
• If the Adjuster / Company Examiner / Team Lead field(s) are not null, the values will change to NULL.
• If Adjuster / Company Examiner / Team Lead field(s) are not null, system email #49 will trigger to the assigned Adjuster / Company Examiner / Team Lead notifying them that the claim has been marked-off.
• Add an activity note stating, "File set to "Mark-off" by (insert name of user that sets the "Mark-Off" flag value to yes)" will be generated under the "Company User" note type and "Activity" note sub-type.
• Set the "Date of Loss" field on the "Summary" tab to 01/01/2000.
• The "Mark-Off" field on the "Dates" tab updates with the current date/time stamp.
• The following date fields will be nulled on the claim's "Dates" tab:
  • Diary
  • Scheduled Appointment
  • First Report Due
  • Subsequent Report Due
  • Manager Review
  • Cycle Time
• Prepend each of the following fields with "MARKOFF - " on the claim's "Summary" tab:
  • Client #
  • Internal File #
  • Last Name (insured's)
  • First Name (insured's)
  • Policy #
• Update "Claim Change Log" on "Review" tab with the following:
  • Mark-off "Before Value" equals false; "After Value" equals true.
  • Claim File Status "After Value" equals "File Closed".
  • Internal File Number "After Value" has prefix of "MARKOFF - ".
  • Policy Number "After Value" has prefix of "MARKOFF - ".
  • Closed Date "After Value" displays current date/time stamp.
  • Diary Date "After Value" is null.
  • Manager Review Date "After Value" is null.
  • Mark Off Date "After Value" displays current date/time stamp.
  • Adjuster "After Value" is null.
  • Company Examiner "After Value" is null.
  • Client Claim Number "After Value" has prefix of "MARKOFF - ".
  • Team Lead User "After Value" is null.
  • Loss Date "After Value" displays 1/1/2000 12:00:00 AM.
  • Insured Last Name "After Value" has prefix of "MARKOFF - ".
  • Insured First Name "After Value" has prefix of "MARKOFF - ".

User Roles that can modify the "Mark-Off" flag:

• Owner

• Administrator

• Company Examiner

• Claim Supervisor

Related Videos/Articles

• Review Tab Video Tutorial