Bulk Claim Reassignment

Note: You must have the authority, "Bulk Claim Reassignment," (Claim Detail group) to use this function.

This process allows a user to transfer all open Claims / Features that are assigned to a specific claim person to be transferred to another claim personnel of the same type. The user is given the option to transfer or delete the assigned Diaries related to the transferred Claims / Features.

From the Employee Web, click Utilities / Administration / Claims, when the Bulk Claim Reassignment screen displays:

• Claims / Features Coverages: Choose the level you want to re-assign the items.
• Claim Office: Select the office where the claim personnel are assigned.
• Personnel Type: Select the Personnel Type (i.e., Supervisor, Admin Asst., Adjuster, Legal Staff). If Adjuster is selected, the system returns an "Adjuster Type" combo box. Choose: Inside, Outside, Subro, SIU or Salvage.
• Assigned To: Select the person the claim or features / coverages are assigned to. This returns a list.

In the Grid View, you can selectively choose individual items by placing a check mark next to the item or you can select all of the items by clicking the check box next to the Claim Number at the top of the Grid.

Once your selections have been made, click Reassign.

• Selecting the Claim: If you have chosen to reassign the claim, all features / coverages associated with the claim are transferred as well. A validation is displayed: "Every open feature / coverage has been selected for 1 or more claims. Do you want to transfer the claim as well?" Click Yes. At this point, the system will return the Transfer Associated Claim Tasks screen. Here, you can choose which Claim Tasks you wish to transfer as well. If you select the check box opposite the Claim (upper right of screen), this selects all of the tasks for reassignment. If you choose to reassign only one, the other unselected Tasks will be deleted. Once decided, click Continue. The Transfer screen is shown. Select OK.  
• Selecting One or More (But Not All) Features / Coverages: If you have selectively chosen one or more coverages / features, the same message is displayed: "Every open feature / coverage has been selected for 1 or more claims. Do you want to transfer the claim as well?" Click No. The Transfer screen is shown. Select OK.  

An audit report, Bulk Reassignments, is also included to view the transferred Features / Claims and their associated Diaries within a given time frame.