Once created, a claim cannot be deleted in ClickClaims. However, a claim can be flagged as a "mark-off" to indicate it is a duplicate or erroneous. This action will close the claim and exclude it from claim searches and reports unless specifically indicated.

Description/Purpose:
The Mark-Off feature in ClickClaims is used to flag claims that are erroneous, duplicate, tests, or otherwise invalid. Since claim records cannot be deleted from ClickClaims, this functionality allows an authorized user to segregate these claims from the general population of claim records. Marked-off claims are closed and prevented from appearing in standard claim searches or reports unless specifically indicated, ensuring the integrity of active records while keeping invalid claims accessible for future reference if needed. 

Process:

Authorized users can mark off a claim by following these steps:

1. Access the Claim: Navigate to the claim you wish to mark off.
2. Review Tab: Go to the "Review" tab of the claim.
3. Flags Section: Locate the "Flags" section.
4. Mark-Off Flag: Change the value of the "Mark-off" flag field from "No" or null (the default value can vary depending on your site's configuration) to "Yes" using the radio button.
5. Save Changes: Click the "Save Review" button to save 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