Note: Prior to setting up any claimant carriers, users must have the authority to add, edit and delete claimant carriers (Claims Detail group).
This function allows a user to globally add carriers and carrier adjusters that your company currently uses. All carriers and carrier adjusters that are "Active" are displayed and may be used in the Claims System.
To add a claimant carrier:
From the Diamond Administration Tree View, select Claims / Carrier Maintenance.
Once the Carrier Maintenance screen displays, choose Add.
On the Edit Carrier screen:
Click the Carrier link.
Enter the name, address and phone numbers of the carrier.
Select OK. The Edit Carrier screen with all information entered returns.
Active: The field defaults with a check mark, indicating the carrier is currently used by your company.
Choose Save to return the Claimant Carrier Maintenance screen. The claimant carrier is added to the list view.
All "Active" carriers can be selected on the Claim Detail screen using the Carrier Tab.
To edit a claimant carrier:
Highlight the claimant carrier and choose Edit, or double click the highlighted carrier to return the Edit Carrier screen.
On the Edit Carrier Name screen, make any changes.
Click OK. The Edit Claimant Carrier screen with the changes returns.
To make the carrier "Inactive," select Active to remove the check mark.
Choose Save to return the Claimant Carrier Setup screen.
Located at the bottom of the Carrier Maintenance screen are three (3) option buttons. These are:
All: Allows the viewing of all claimant carriers in Diamond, including those that are "Active" and "Inactive."
Active: When selected, displays only those carriers that are "Active" in the system.
Inactive: Displays only those carriers who are "Inactive" in the system. A carriers cannot be deleted. They can only be made "Inactive."
Note: Prior to setting up any carrier adjusters, users must have the authority to add, edit and delete carrier adjusters. These are listed in the Claims Detail group of authorities.
Once you have added a claimant carrier, you may want to assign a carrier adjuster.
From the Carrier Maintenance screen, highlight the carrier in the list view and either click Edit or double click the carrier's name.
On the Edit Carrier screen, select the Carrier Adjuster Maintenance button.
When the Carrier Adjuster Maintenance screen displays, click Add.
Carrier: The name of the carrier originally chosen is displayed in the combo box.
Adjuster Name: Click the Adjuster Name button to add this adjuster to the carrier.
When the Edit Carrier Adjuster Name screen displays, enter the name and any other information you feel is necessary.
Click OK. The Edit Carrier screen returns with the adjuster's information entered.
Active: A check mark defaults in this field, indicating the carrier adjuster is currently being used by your company.
Click Save. The Carrier Adjuster Maintenance screen returns with the adjuster shown in the list view.
Repeat the procedure for any other adjusters you wish to add to the carrier.
To edit a carrier adjuster:
From the Carrier Maintenance screen, highlight the carrier and double click to return the Edit Carrier screen.
Click the Carrier Adjuster Maintenance button to display the Carrier Adjuster Maintenance screen.
Highlight the adjuster in the list view, and select Edit.
Carrier Name: Currently, you cannot change the name of the carrier by selecting another carrier from the combo box. You have to delete the adjuster and add the adjuster to the correct carrier.
Adjuster Name: Select to display the Edit Carrier Adjuster Name screen; make any changes necessary. Click OK.
Active: To deactivate the carrier, click on the field and remove the check mark.
Click Save; changes are saved.
Select Close to exit the screen.
There are two (2) ways you can delete (or make "Inactive") a carrier adjuster.
Highlight the carrier adjuster in the list view on the Carrier Adjuster Maintenance screen. Click the Delete button. Answer Yes to the confirmation question: "Delete carrier adjuster?" The adjuster is removed from the list of "Active" adjusters. The adjuster can be viewed when the Inactive radio button is chosen.
Highlight the carrier adjuster in the list view on the Carrier Adjuster Maintenance screen; double click the adjuster to return the Edit Carrier Adjuster screen. Click in the "Active" field to remove the check mark. Click Save. The adjuster is removed from the list of "Active" adjusters.
If an adjuster needs to be "re-activated:"
Click the Inactive radio button.
Highlight the adjuster in the list view and double click.
On the Edit Carrier Adjuster screen, click in the "Active" field to add a check mark. Click Save. The adjuster is added back to the list of "Active" adjusters.