Deciding to venture into a business is a challenging decision. It is no easy feat then that it could be more tedious on the implementation and execution part. A multiservice company located in the USA has contacted A1 Enterprise to help them archive all their file types associated with a claim. The client wanted an organized format that could be exported to their Legal team. It was also mentioned that they need a default process flow that could be customized on a case-to-case basis.
Claims Module
The two types of claims that the client initially needs are the claims on workers’ compensation and labor-related claims. Claim types then vary from accident, cargo, complaints, property damage, workers’ compensation, and others that the client would find necessary. Each claim is then added together with details such as the date of the incident, its status, among others.
From the client’s point of view, they specifically mentioned that their assigned personnel in their Human Resource Department shall receive a notification of an incident. The assigned managers from each project should be allowed to send reports with audio and video attachments, as the case may be, through email.
Through A1 Enterprise’s Claims Management Module, the user can input the claim type, date of incident, location, entity, and the like. These fields can be customized depending on the client’s needs. On their part, they can add, view, or delete a claim by creating a security group that will serve as the key persons or administrators of the software.
Thus, when a person logs in, he or she can only access information that he or she is allowed to access.
Being the assigned administrator, he or she can give access to specific persons with regard to the transaction history. For anyone who wants to add notes on claims can also be given access to the information.
The completed report can then be exported into a PDF. The system works similar to a full CRM which allows it to tag the owner of a claim.
Dashboard
The said reports should be summarized which shall then be exported and be sent to the legal and executive departments by simply accessing the files section then selecting the files and downloading them to a zipped file. A1 Enterprise, however, suggested that the client should give access to the legal team so that the time for exporting in a zipped file could be lessened. Either way, an email notification can be sent to the administrator for the activity logs of each user.
As of date, they are using an insurance claims management system but they need an option wherein they can assign and tag tasks to a specific person when a claim is submitted. They also prefer an added feature where they are allowed to attach documents for every claim added.
They also need a task module where they could assign tasks or task resolution actions for a specific claim. This includes among other things, the name, description, status, due date, region, the department assigned, and the assigned auditor. A1 Enterprise assured them that this could be done with its Dashboard module where they can analyze information through monthly, quarterly, and yearly, the top claims by root causes. These can also be exported to a PDF.
For the initial run, they are planning to allow a maximum of 15 users with compliance with the Occupational Safety and Health Act (OSHA).
Running a digital managing software could be intimidating at first, but A1 Enterprise provides training to gear you and your employees as you gradually shift from print to digital. Schedule a demo with A1 Enterprise now.