{"id":32848,"date":"2021-02-21T22:31:57","date_gmt":"2021-02-21T22:31:57","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&#038;p=32848"},"modified":"2024-08-06T09:09:45","modified_gmt":"2024-08-06T08:09:45","slug":"elpl-aborted-portal-claim","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/elpl-aborted-portal-claim\/","title":{"rendered":"ELPL Aborted Portal Claim"},"content":{"rendered":"\n<span class=\"workflow-task\" id=\"task-1\"><span class=\"badge badge-primary mr-3\">Task 1<\/span> <span class=\"task-name\">Out of Portal File Setup ELPL <\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">Enter details regarding the Claimant\/Court\/Counsel. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"764\" height=\"1023\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/04\/image-96.png\" alt=\"\" class=\"wp-image-56358\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-96.png 764w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-96-224x300.png 224w\" sizes=\"auto, (max-width: 764px) 100vw, 764px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\"> Enter details regarding the Defendant. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"755\" height=\"2521\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/04\/image-97.png\" alt=\"\" class=\"wp-image-56359\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-97.png 755w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-97-90x300.png 90w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-97-307x1024.png 307w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-97-460x1536.png 460w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-97-613x2048.png 613w\" sizes=\"auto, (max-width: 755px) 100vw, 755px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">Enter details regarding the contact details. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"747\" height=\"735\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/04\/image-98.png\" alt=\"\" class=\"wp-image-56362\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-98.png 747w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-98-300x295.png 300w\" sizes=\"auto, (max-width: 747px) 100vw, 747px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-message fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Display a message to the user<\/strong><\/p><p class=\"mb-0\">Proceed to the Task \u201cLetter of Claim\u201d<br \/>\r\n<br \/>\r\nWill only run when Defendant alleges CNF lacks info<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-message fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Display a message to the user<\/strong><\/p><p class=\"mb-0\">Proceed to the Task \u201cSend Letter of Claim from Portal\u201d<br \/>\r\n<br \/>\r\nWill only run when D allege contrib neg\/no CNF response\/no liability<\/p><\/div><\/div><\/div><\/div>\n\n\n<span class=\"workflow-task\" id=\"task-2\"><span class=\"badge badge-primary mr-3\">Task 2<\/span> <span class=\"task-name\">Letter of Claim ELPL<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Letter-of-Claim-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Letter of Claim<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Letter-of-Claim-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Client-enc.-LoC-for-approval-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Client enc. LoC for approval<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Client-enc.-LoC-for-approval-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">4 days CHASECLI \u2013 Client to approve Letter of Claim<\/p><\/div><\/div><\/div><\/div>\n\n\n<span class=\"workflow-task\" id=\"task-3\"><span class=\"badge badge-primary mr-3\">Task 3<\/span> <span class=\"task-name\">Send Letter of Claim to Defendant ELPL<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-check fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"Previous keydates either automatically or manually added to the system will be marked as completed.\"><strong>Meet unmet keydates by type<\/strong><\/p><p class=\"mb-0\">CHASECLI <\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-message fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Display a message to the user<\/strong><\/p><p class=\"mb-0\">Send Letter of Claim to Defendant<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">Automatic keydate 7 days CHASE_RESP \u2013 Defendant to acknowledge LoC<\/p><\/div><\/div><\/div><\/div>\n\n\n<span class=\"workflow-task\" id=\"task-4\"><span class=\"badge badge-primary mr-3\">Task 4<\/span> <span class=\"task-name\">Send Letter of Claim to Insurer ELPL<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-check fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"Previous keydates either automatically or manually added to the system will be marked as completed.\"><strong>Meet unmet keydates by type<\/strong><\/p><p class=\"mb-0\">CHASE_RESP<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Insurer-enc.-Letter-of-Claim-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Insurer enc. Letter of Claim<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Insurer-enc.-Letter-of-Claim-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-message fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Display a message to the user<\/strong><\/p><p class=\"mb-0\">Remember to include copy Letter of Claim<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Client-confirm-LoC-sent-to-Insurer-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Client confirm LoC sent to Insurer<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Client-confirm-LoC-sent-to-Insurer-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">21 days CHASE_INS \u2013 Reply from Insurer due<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">3 months INSINVEST \u2013 Insurer to conclude investigations<\/p><\/div><\/div><\/div><\/div>\n\n\n<span class=\"workflow-task\" id=\"task-5\"><span class=\"badge badge-primary mr-3\">Task 5<\/span> <span class=\"task-name\">Disclosure ELPL<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Insurer-enc.-disclosure-request-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Insurer enc. disclosure request<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Insurer-enc.-disclosure-request-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">Automatic keydate 1 week CHASE_INS \u2013 Insurer to provide disclosure<\/p><\/div><\/div><\/div><\/div>\n\n\n<span class=\"workflow-task\" id=\"task-6\"><span class=\"badge badge-primary mr-3\">Task 6<\/span> <span class=\"task-name\">Propose Medical Experts ELPL<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Insurer-enc.-list-of-Medical-Experts-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Insurer enc. list of Medical Experts<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Insurer-enc.-list-of-Medical-Experts-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">14 days \u2013 DEADLINE &#8211; Insurer to approve Medical Experts<\/p><\/div><\/div><\/div><\/div>\n\n\n<span class=\"workflow-task\" id=\"task-7\"><span class=\"badge badge-primary mr-3\">Task 7<\/span> <span class=\"task-name\">Instruct Medical Experts ELPL<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-check fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"Previous keydates either automatically or manually added to the system will be marked as completed.\"><strong>Meet unmet keydates by type<\/strong><\/p><p class=\"mb-0\">Meet unmet keydates DEADLINE<\/p><\/div><\/div><\/div><\/div>\n\n\n<p class=\"wp-block-paragraph\"><strong>Criteria:<\/strong> Documents\/keydates will only run if the corresponding Medical Expert field is completed in the questionnaire.<\/p>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">Enter details regarding the Medical Expert. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"757\" height=\"906\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/04\/image-106.png\" alt=\"\" class=\"wp-image-56387\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-106.png 757w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-106-251x300.png 251w\" sizes=\"auto, (max-width: 757px) 100vw, 757px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Letter-of-Instruction-Medical-Expert-1-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Letter of Instruction &#8211; Medical Expert 1<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Letter-of-Instruction-Medical-Expert-1-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Letter-of-Instruction-Medical-Expert-2-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Letter of Instruction &#8211; Medical Expert 2<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Letter-of-Instruction-Medical-Expert-2-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Letter-of-Instruction-Medical-Expert-3-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Letter of Instruction &#8211; Medical Expert 3<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Letter-of-Instruction-Medical-Expert-3-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Letter-of-Instruction-Medical-Expert-4-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Letter of Instruction &#8211; Medical Expert 4<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Letter-of-Instruction-Medical-Expert-4-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">2 weeks MEDEX1 &#8211; Medical Expert 1 response<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">2 weeks MEDEX2- Medical Expert 2 response<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">2 weeks MEDEX3- Medical Expert 3 response<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">2 weeks MEDEX4 &#8211; Medical Expert 4 response<\/p><\/div><\/div><\/div><\/div>\n\n\n<span class=\"workflow-task\" id=\"task-8\"><span class=\"badge badge-primary mr-3\">Task 8<\/span> <span class=\"task-name\">Receipt of Medical Expert Reports ELPL<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Client-enc.-Expert-Report-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Client enc. Expert Report<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Client-enc.-Expert-Report-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Insurer-enc.-Expert-Report-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Insurer enc. Expert Report<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Insurer-enc.-Expert-Report-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">28 days CHSE_MED: Questions for Medical Expert<\/p><\/div><\/div><\/div><\/div>\n\n\n<span class=\"workflow-task\" id=\"task-9\"><span class=\"badge badge-primary mr-3\">Task 9<\/span> <span class=\"task-name\">Schedule of Past\/Future Losses ELPL<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Schedule-of-PastFuture-Losses-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Schedule of PastFuture Losses<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Schedule-of-PastFuture-Losses-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Client-enc.-Schedule-of-Losses-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Client enc. Schedule of Losses<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Client-enc.-Schedule-of-Losses-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\"> CHASECLI 4 days: Client to approve Schedule of Losses<\/p><\/div><\/div><\/div><\/div>\n\n\n<span class=\"workflow-task\" id=\"task-10\"><span class=\"badge badge-primary mr-3\">Task 10<\/span> <span class=\"task-name\">Send Schedule of Losses to Insurer ELPL<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-check fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"Previous keydates either automatically or manually added to the system will be marked as completed.\"><strong>Meet unmet keydates by type<\/strong><\/p><p class=\"mb-0\">CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Insurer-enc.-Schedule-of-Losses-ELPL.pdf\"><p class=\"mb-0 mt-2\"><strong>Insurer enc. Schedule of Losses<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/02\/Insurer-enc.-Schedule-of-Losses-ELPL.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-message fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Display a message to the user<\/strong><\/p><p class=\"mb-0\">Include copy Schedule of Losses with letter to Insurer<br \/>\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Criteria: Documents\/keydates will only run if the corresponding Medical Expert field is completed in the questionnaire.<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[40],"class_list":["post-32848","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-personal-injury"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>ELPL Aborted Portal Claim - Osprey Approach Customer Support &amp; 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