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Manual compensation finalisations 117-01060020

For Compensation Recovery Team (CRT) staff only.

This document outlines how to finalise a manual compensation claim on the Compensation Management System (CMS).

Manual finalisation of compensation claims

Step	Action
1	Check for Solicitor or Compensation Payer verification + Read more ... A compensation claim can be finalised if: the customer, their solicitor or compensation payer advises that the claim for compensation is closed, or the claim will not proceed further and reasonable action has been taken Has the compensation payer or the customer's Solicitor verified these details? Yes, go to Step 3 No, go to Step 2
2	Verify periodic compensation + Read more ... Check if the customer was receiving periodic compensation and this has now ceased or been exhausted, and reasonable action has been taken Has the periodic compensation ceased or been exhausted? Yes. Verify the claim is closed. Issue the: Q908 Questionnaire to the compensation payer, or Q914 Questionnaire to the customer's solicitor record the details of action on a DOC, go to Step 3 No, go to Step 3
3	Services Australia interest in the claim + Read more ... Does the agency have an interest in the claim for compensation under the compensation provisions of the Social Security Act 1991? Yes, do not finalise the claim. Procedure ends here No, go to Step 4
4	Finalise claim + Read more ... Select Claim Summary twisty in CMS > Incident Date > Finalise Claim under Claim ID > valid option from drop down box in the Finalise Reason field: use the key Periodic Payments Ongoing (PPO) where: payments are continuing, and the customer and their partner are not currently receiving a CAP complete the Source and Date of Receipt fields select: Continue to save the changes on the Finalise Claim screen, or Back (will not save the changes on the Finalise Claim screen) Repeat these steps if there is more than one claim to finalise. Where claims are linked, an option will present to: Finalise All Finalise this claim only, or Cancel Select a valid option and then select Continue and Finalise activity. Record a DOC on the customer's record.