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Linking and unlinking compensation claims 117-02010040

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For Compensation Recovery Teams.

This document outlines the steps to be taken by Compensation Recovery Officers (CRO) in a Compensation Recovery Team (CRT) when linking and unlinking compensation claim details.

Linking and unlinking compensation claims

Expand table

Step

Action

1

Linking and unlinking claims

The Link/Unlink Claim Details screen is used to display details of the incidents currently linked to a claim.

To:

2

Linking multiple claims to an incident

Do not link claims prior to final settlement as this may corrupt the record.

Have the claims settled?

3

Are all claims registered?
  • Yes, check details are correct:
    • All claims are open
    • All screens and details have been updated, including past payments recorded
  • No,
    • do not create new claim from the Link/Unlink screen
    • run New Compensation and Damages Notification (MOD C) workflow in CMS from the Summary screen for each claim
    • Action Clearance for each claim, but do not issue any notices

Once all claims are registered, go to Step 4

4

To link claims

Before linking claims, determine who is the:

  • primary compensation payer, for example, paying the lump sum or majority lump sum
  • secondary payer, for example, paid the periodic compensation payments

From the Compensation Management Summary screen, under Incident Date column, select:

  • Incident Date for the secondary claim
  • Link/Unlink Claim

The Link/Unlink Claim screen will show:

  • Action - select Link
  • Link Action - select Link to an existing claim

A list of valid claims will show:

  • Select the Claim ID to link the claim to. This is the claim that will pay the lump sum
  • Complete Source and Receipt Date
  • Select Continue

Once linking is completed action lump sum payment

5

To unlink duplicate or incorrectly recorded claims

CRT must check if the registered claims has been recorded on the correct customer or linked to the correct incident date.

To unlink claim from incorrect:

6

To unlink incorrect customer and/or duplicate claim

Go to the Compensation Management Summary screen, under Claim Details column, select:

  • Incident Date
  • Link/Unlink Claim

The Link/Unlink Claims screen will show:

  • Action - select Unlink, a list of valid claims to unlink will show
  • Select Claim ID to unlink

A warning message will be displayed before the claim is deleted:

‘Select [Back] button if the claim should not be deleted, and Only select the [Continue] button when the claim is to be deleted’

  • When Continue is selected, the status of the claim will be updated to 'DEL'eted
  • When Back is selected, the:
    • Link/Unlink Claim screen will be redisplayed; and
    • status of the claim will not be updated to 'DEL'eted
  • Complete Source and Receipt Date
  • Select Continue

Once the claims have been unlinked, delete the ‘Clear to Pay’ activity on the Activity List (AL) screen.

7

To Unlink Claim

Go to the Compensation Management Summary screen, under Incident Date column, select:

  • Incident Date
  • Link/Unlink Incident

The Link/Unlink Incident screen will show:

  • Action - select Unlink, a list of valid claims to unlink will show
  • Select Incident ID to unlink

A warning message will be displayed before the claim is deleted:

‘Select [Back] button if the claim should not be deleted, and Only select the [Continue] button when the claim is to be deleted’

  • When Continue is selected, the status of the claim will be updated to 'DEL'eted
  • When Back is selected, the:
    • Link/Unlink Incident screen will be redisplayed, and
    • status of the claim will not be updated to 'DEL'eted
  • Complete Source and Receipt Date
  • Select Continue

Once the claims have been unlinked, delete the ‘Clear to Pay’ activity on the Activity List (AL) screen.