PII Claims and Circumstances
Updated Feb 10th, 2022
Allocate a Custom Questionnaire
Related Matter
Allocate a Custom Questionnaire
Claim Details
Set Dossier Field
Claim Status = Open – Not Reported
Add an automatic keydate to matter
PII_INV – Is the claim Investigation complete for 7 days time
Meet unmet keydates by type
PII_INV
Allocate a Custom Questionnaire
Claim Investigation
Add an automatic keydate to matter
PII_REP – Has the Calim Been Reported? if not chase after 7 days
Criteria
Report to the Insurers Required = Yes
Tick Task
Criteria
PI Claim Investigation Complete = Yes
Meet unmet keydates by type
PII_REP
Allocate a Custom Questionnaire
Insurer Details
Send Standard Document
Add A Dossier Date
Date Notified to insurer = Today
Set Dossier Field
Caim status = Open- Reported to Insurers
Add an automatic keydate to matter
PII_INS – Has a response from the Insurer been Received? if not chase after 14 days
Meet unmet keydates by type
PII_INS
Meet unmet keydates by type
PII_ACT
Allocate a Custom Questionnaire
Advice Received
Add an automatic keydate to matter
PII_ACT – Any Further Action Required? + 14 Days
Tick Task
Criteria
Claim Status = Closed – Reported to Insurers
OR
Claim Status = Closed – Not Reported
Meet unmet keydates by type
PII_ACT
Allocate a Custom Questionnaire
Claim Update
Add an automatic keydate to matter
PII_ACT – Any Further Action Required? + 14 Days
Tick Task
Criteria
Claim Status = Closed – Reported to Insurers
OR
Claim Status = Closed – Not Reported
Meet unmet keydates by type
PII_ACT
Allocate a Custom Questionnaire
Settlement Offer
Send Standard Document
Blank Letter to Claimant
Add an automatic keydate to matter
is further action required set to 14 days time
Tick Task
(Criteria: PII_CLAIM_STATUS Claim Status = “Closed – Reported to Insurers” OR PII_CLAIM_STATUS Claim Status = Closed – Not Reported)
Meet unmet keydates by type
PII_ACT
Send Standard Document
Add an automatic keydate to matter
Is further action required set for 14 days time
Tick Task
Criteria
PII_CLAIM_STATUS Claim Status = “Closed – Reported to Insurers”
OR
PII_CLAIM_STATUS Claim Status = Closed – Not Reported
Meet unmet keydates by type
PII_ACT
Allocate a Custom Questionnaire
Advice Received
Add an automatic keydate to matter
Is further action required set date for 14 days time
Tick Task
Criteria
PII_CLAIM_STATUS Claim Status = “Closed – Reported to Insurers”
OR
PII_CLAIM_STATUS Claim Status = Closed – Not Reported)
Meet unmet keydates by type
PII_ACT
Send Standard Document
Blank Letter to Insurers Solicitor
Add an automatic keydate to matter
If Further Action required set for 14 days time
Tick Task
Criteria:
PII_CLAIM_STATUS Claim Status = “Closed – Reported to Insurers”
OR
PII_CLAIM_STATUS Claim Status = Closed – Not Reported)
Meet unmet keydates by type
PII_INS
Meet unmet keydates by type
PII_ACT
Set Dossier Field
Closed – Not Reported
Criteria
Report to the insurers Required = No
Set Dossier Field
Closed – Reported to Insurers
criteria
Reported to the insurers = yes
Allocate a Custom Questionnaire
Closing details
