Data Required to Generate Appeal Document

The following additional fields should be completed so that an Appeal Document can be generated:

Claim is for - this field represents a very brief description of claim

Claim Code - used to link to Statement of Facts and Position Statements - helps to look up saved information

Claim Status - used to determine what type of document will be built

Statement of Facts

Position Statement - Not required for a Conference Claim document

Reference Type - tells database how you are referencing claim to Carrier

Reference Number - specific number for the Reference Type specified above

Appeal Addressed To - Carrier Officer that appeal is addressed to

When was Appeal Sent - this date field is the date of the appeal document

If you try to view or print an appeal document and get an error message, you have likely left out one of the above fields.

Entering a New Claim Record

These are the fields that are required for a new claim record to be saved successfully:

Employee - Last Name, First Name are displayed - however record stores Employee ID Number

LC File - This is a strict numeric number. The next number is automatically entered when you enter it's first digit.

Date of Claim - This is the date of claim occurrence

Local Number - Entered automatically from employee profile

Payroll or SSN - Entered automatically from employee profile