Note: Because on-line forms can be added at the claim,claimant or claim feature / coverage level, your company should determine the users who can add, view existing and view non-attached forms. These authorities are listed in Diamond Administration / User Setup / Claims Forms group. Additionally, pre-installation and planning is required. You need to discuss what forms your company needs with your Insuresoft business analyst as the forms will require development. Also, these will need to be set up in Diamond on a per company basis.
On-Line claim forms are designed to provide ad hoc claim forms and claim form letters that can be selected for attachment (and printed). These are especially effective in producing standard acknowledgement letters confirming receipt of a claim. For example, when a new claim is received and assigned, a claim acknowledgement letter can be created to confirm receipt of the reported claim, advise the insured who has been assigned to the claim and what appraiser is assigned to the claim. Also included with the letter could be a PIP Application, Wage Authorization and a Medical Authorization form. If the claim form or letter needs to be printed or re-printed for a hard copy, this can be done in Diamond from the claim itself.
To add an on-line claim form, access the claim and the level (claim, claimant or feature / coverage) you are adding the form to:
Select the Forms tab.
Click Add to display the Claim Forms screen. The screen contains all of the on-line forms that can be added to the claim.
To begin adding a form, highlight the form in the Grid View.
Click Select and answer Yes to the question: "Add form to Claim?"
This adds the form to the claim and also displays the form being attached. When the form displays, the system saves it as an .HTML file and attaches it to the claim. Once attached to the claim, it can be viewed on the Attachment tab. The form can be printed or it can be exported. You can also save it and email it, if necessary, later.
Close out of the form by clicking the "X" in the upper left of the screen. The form is attached.
Once a form has been attached, an "X" is displayed in the Forms tab.
Special Notes!
A form is added only one (1) time at this level.
Once a form is added, it will not display on the Claims Form screen.
To delete an on-line claim form, access the claim or the level (claim, claimant or feature / coverage) where you are deleting the form from:
Select the Forms tab.
In the Grid View, highlight the form you are deleting.
Click the red "X". Answer OK to the question: "Would you like to delete the form?"
The form is removed from the Grid View. This action deletes the form from the screen but not the database. It also deletes the attachment but saves it to the database as well.
You can re-add an on-line form you previously deleted. When this is done, the system pulls up the latest information on the claim.
Access the claim.
Select the Forms tab.
Click Add to display the Claim Forms screen. The screen contains all of the on-line forms that can be added to the claim. (The one you previously deleted is displayed.)
To re-add the form, highlight the form in the Grid View.
Click Select and answer Yes to the question: "Add form to Claim?"
When the Validation screen displays, answer Yes to the question: "This form was previously deleted, would you like to re-add it?"
The form is re-added to the claim, containing any new information entered.
This allows you to look at a form, but it does not attach the form to the claim. To look at an on-line form, highlight the form in the Grid View, then click View.
When selected, this shows all activity (i.e., additions or deletions) done on a per form basis. Simply highlight the form in the Grid View and click Form History. This returns a Report Display screen. All activity done on the form is displayed.