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Tag Archives: File Documentation

  1. 3 Ways to Make Your Claim Notes Better May 11, 2011

    Posted in Best Practices, SPOT on Issues.

    Recently I have been spending a lot of time auditing claim files. It’s really a great exercise to review files, and an important part of well-run claims organization. One thing that continues to amaze me is the number of files that have poor documentation. Writing good claim file notes are an important part of handling a claim file. Claim notes record the history of what is going on in addition to the reasoning behind claims decisions. Good claim notes tell a story.

    In our latest post we discuss three suggestions to make claim notes better.

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  2. Failing to properly document files can be costly – It cost one insurance agency $5.83 Million February 1, 2010

    Posted in Best Practices, Commentary, SPOT on Ops.

    Files should speak for themselves. A recent California decision is yet another example of what can happen if you don’t document your files and maintain procedures. In this case – it cost $5.83 million.

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