{"id":16408,"date":"2020-05-12T12:04:44","date_gmt":"2020-05-12T11:04:44","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=16408"},"modified":"2024-08-06T09:21:24","modified_gmt":"2024-08-06T08:21:24","slug":"infant-approval-claims","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/infant-approval-claims\/","title":{"rendered":"Infant Approval Claims"},"content":{"rendered":"\n\n\n

A Workflow designed to deal with pre-proceedings in matters where the client is a minor.<\/p>\n\n\n\n

<\/div>\n\n\n\nTask 1<\/span> Instruct Counsel (Infant Approval)<\/span><\/span>\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Infant. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Counsel. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Counsel Enc Instructions (Infant Claim)<\/strong><\/p>

Encloses formal Instructions document <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Counsel Instructions (Infant Claim)<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Counsel: 14 days
\r\nInfant Approval advice received? <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 2<\/span> Advice to Client Lit Friend on Quantum<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Outstanding Chase Counsel keydate will be ticked <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Infant. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Value of Claim. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Valuation<\/strong><\/p>

Advises progress of claim and suggests quantum. \r\nRequests completion of Settlement Authority <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Settlement Authority Infant Claim<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Client: 14 days
\r\nHas Lit Friend returned Settlement Authority? <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Part 36 Offer by Claimant (Infant Claim)<\/span><\/span>\n\n\n

Makes provision for involvement of either Def 1 or Def 2 according to selection made by user.  If user fails to make a selection, Def 1 letters will merge by default.<\/em><\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Outstanding Chase Client keydate will be ticked <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Infant. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Part 36 Claimant Offer. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

PI Def 1 Ins Enc PT 36, Med, Sch Loss<\/strong><\/p>

Criteria Set \u2013 Will only run if \u201cSpecify relevant Defendant\u201d field is not completed with \u201cDef 2\u201d \u2013 this to allow for users failing to select an option on matters where there is only one Defendant \r\nEncloses Part 36 Offer, Med Evidence and Schedule of Loss <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

PI Def 1 Ins Enc PT 36 Offer<\/strong><\/p>

Criteria Set as for preceding letter above \r\nDetails amount offered by way of Part 36 offer, + specifies value of general damages, specials and and interest <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 2 Ins Enc PT 36, Med, Sch Loss<\/strong><\/p>

Criteria Set \u2013 Will only run if \u201cSpecify relevant Defendant\u201d field is completed with \u201cDef 2\u201d \r\nEncloses Part 36 Offer, Med Evidence and Schedule of Loss <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 2 Ins Enc PT 36 Offer<\/strong><\/p>

Criteria Set – as for preceding letter above \r\nDetails amount offered by way of Part 36 offer, + specifies value of general damages, specials and and interest <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Part 36 Sent (Infant Claim)<\/strong><\/p>

Advises Part 36 has been sent to Def Insurers <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 7 days
\r\nHas Def Ins received Part 36 Offer?
\r\n
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

This initial chaser is intended to keep the Claimant on top of the claim by checking that the Pt 36 has in fact been received<\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 21 days
\r\nHas Def Ins responded to Part 36 Offer? <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Advice on Part 36 Offer (Infant Claim)<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Outstanding Chase Client keydate will be ticked <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Infant. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Value of Claim. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Part 36 Acceptance Deadlines. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Infant Approval Cos Claim Form<\/strong><\/p>

Confirms Lit Friend instructions to accept Part 36 Offer, advises on procedure for acceptance + re Infant Approval Hearing. \r\nEncloses Certificate of Suitability and Claim Form <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

N235 Certificate of Suitability of Litigation Friend<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

N208 Claim Form<\/strong><\/p>

(CPR Part 8) <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Chase CLI: 4 days to deadline for acceptance (based on dossier field for Acceptance Deadline, minus 4 days)
\r\nCriteria Set \u2013 Will only merge if TopUp Acceptance Date field is empty <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Chase CLI: 4 days to deadline for acceptance (based on dossier field for Top Up Acceptance Deadline, minus 4 days)
\r\nCriteria Set \u2013 Will only merge if TopUp Acceptance Date field is not empty <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Papers to Court (Infant Claim)<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Outstanding Chase Client keydate will be ticked
\r\nOutstanding Chase Insurer keydate will be ticked
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Court Infant Approval Enc Papers<\/strong><\/p>

Encloses Claim Form for filing + requests sealed copy for service \r\n N244 Application Notice \r\n Order on Settlement \r\n Counsel\u2019s Advice \r\n Medical Evidence \r\n Schedule of Expenses and Losses \r\n N251 Notice of Funding \r\n Certificate of Suitability \r\n Relevant Correspondence \r\n Court fee \r\n<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

N244 Application Notice<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

N251 Notice of Funding of Case or Claim<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Court: 7 days
\r\nSealed Claim Form for service received? <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Court: 21 days
\r\nInfant Approval Hearing date received? <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> Instruct Counsel for Hearing (Infant Claim)<\/span><\/span>\n\n\n

Documents to Counsel and Court are deliberately only sparsely populated, for user\u2019s own input as required<\/em><\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Outstanding Chase Client keydate will be ticked
\r\nOutstanding Chase Court keydate will be ticked
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Counsel Enc Instructions (Infant Claim)<\/strong><\/p>

Covering letter to Counsel \u2013 user to add further details as required <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Brief to Counsel<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 1 Sols Enc Sch of Costs<\/strong><\/p>

Encloses Schedule of Costs and advises charging details <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Breakdown of Costs<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Court Enc Request for Lodgment<\/strong><\/p>

Covering letter to Court \u2013 user to add further details as required <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Form 100 Request for Lodgment<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Sol: 21 days
\r\nSettlement cheque received re costs? <\/p><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"

A Workflow designed to deal with pre-proceedings in matters where the client is a minor. Makes provision for involvement of either Def 1 or Def 2 according to selection made by user.  If user fails to make a selection, Def 1 letters will merge by default. This initial chaser is intended to keep the Claimant […]<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[40],"class_list":["post-16408","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-personal-injury"],"acf":[],"yoast_head":"\nInfant Approval Claims - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our Infant Approval Claims workflow\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Infant Approval Claims - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our Infant Approval Claims workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/infant-approval-claims\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-06T08:21:24+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/06\/image-66.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/infant-approval-claims\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/infant-approval-claims\/\",\"name\":\"Infant Approval Claims - 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