Claimant

Overview

The Claimant option available in the right-hand pane of the Claim screen enables you to enter and track details of a Claimant.

How to Open or Add a Claimant’s Information?

To open a Claimant’s window, follow the steps mentioned below:

• Search for the Claim to which you want to add or open Claimant Information.
• From the right-hand navigation pane, select the button in the Claimant node.
• A Lookup results window opens.
• From the Lookup results window, select the required Claimant from the existing list of Claimants.

• To create a new Claimant, select the sign in the Adjuster node to get redirected to the Claimant Information screen. Provide the required information and select the Save button.

Field Definitions:

The various fields of Claim Adjuster Information are discussed below:

Claimant Last Name: Enter the Claimant’s last name or select the button to open the Standard Entity Search window and search for a Claimant.
When you search for an Claimant, Assure Claims automatically updates the other fields on the tab.

First Name: Enter Claimant’s first name.

Middle Name: Enter Claimant’s middle name.

Primary Claimant: Check the field if the Claimant is a Primary Claimant.

Address: Enter the Claimant’s address. Enter the City, State, Zip, and Country in the appropriate fields.

Office Phone: Enter the Claimant’s office phone number.

Home Phone: Enter the Claimant’s home phone number.

Email Type: Select the button to choose the email type. 

Name Type: Enter the name type of the Claimant.

Assigned Adjuster: Choose the assigned Adjuster for that particular Claim.

Claimant Type: Select the button to choose the Claimant Type. 

Title: Enter the Claimant’s title.

Soc. Sec. No.: Enter Claimant’s Social Security Number.

Date of Birth: Enter Claimant’s date of birth in MM/DD/YYYY format or select the same from the calendar .

Age: Based on the date of birth you entered, Assure Claims displays the Claimant’s age at the time of the Event .

Sex: Enter the code for the Claimant’s gender or select the button to select from the Code Selection window.

SOL: Date Enter the Statute of Limitations date. The Statute of Limitations states the time limit set by law during which a person must bring legal action on a case.

Insurer: Enter the Claimant’s insurance provider or select the button to open the Standard Entity Search window and search for the insurer.

Fax: Enter the Claimant’s fax number.

Status: Status of the claim will be displayed in this field.

Email: Enter the email address of the Claimant.

Injury Desc: Enter a description of the Claimant’s injuries or select the button to open the Assure Claims Editor. In the Assure Claims Editor, enter the description and then select OK.

Attached Units: Select the button to pop open the Stat Unit lookup table and choose the relevant one.  

Damage Desc: Enter a description of the damages the claimant suffered or select the button to open the Assure Claims Editor . In the Assure Claims Editor, enter the description and then select OK.

GST Registration: Check the field if the GST registration is to be enabled.

ABN/GST Number: Enter the GST number if the GST registration is enabled.

GST Registration Status: Select the GST registration status.

There is a set of toolbar buttons available on the Claimant screen. Their functionality is discussed below:

Attach Documents: Select the Attach Documents button to open the Document Lists screen. 

Financials/Reserves: Financials button can take you back to the Financials screen. 

View Record Diaries: Click on the View Record Diaries to pop open Diaries screen.

Diaries: To add a new diary select the Diaries button that opens the Diaries screen.