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Claim Review

Updated over a year ago

Claim reviews provide a way to conduct periodical assessments throughout the life of a claim to review the claim's progress, strategy, goals, risks and any possible barriers.


Add a claim review

To add a new claim review, click on the Add Information drop-down (available from the Summary page) and select Claim Review from the list of options.

Alternatively, you can navigate directly to the Claim Review page to add a new record by expanding the Claim Management heading in the side menu and selecting Claim Reviews.

To add a new claim review, select the blue 'Add' button in the top-right corner of the page.

You'll be directed to a new page where you can enter the details of the Claim Review.

The system standard Claim Review provides a space to enter the review date, who reviewed the claim, enter or revise the claim details, outline current diagnosis, treatment and suitable duties and set RTW goals.

The Claim Review form also provides the ability to add any Actions and Attachments as needed. Once all details have been entered, scroll to the bottom of the page and select the blue Save button.

Once the review has been saved, you will return to the Claim Reviews page and can view the details of the Claim Review in the grid.


Edit, Email, View or Delete Claim Review

To edit, email, view or delete a Claim Review, click the context menu (...) to the right of the relevant review and make your selection from the available options.

The options available in the context menu will be determined by the user type you have been assigned.


FAQs

Can the claim review form be customised?

The Claim Review form can be customised to suit your needs. However, there are limitations to what can be configured. Configuration may incur a cost and any request will need to be reviewed in line with our Support Service Guidelines.

Please reach out to the Support team via the Help widget for further details.

Why can't I delete a claim review?

If you are unable to see a Delete option after clicking the context menu, this may be due to the user type you have been assigned.

We recommend you reach out to your internal system administrator to review your access or delete the claim review on your behalf.

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