{"id":43603,"date":"2022-02-10T10:21:57","date_gmt":"2022-02-10T10:21:57","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=43603"},"modified":"2024-08-06T09:30:40","modified_gmt":"2024-08-06T08:30:40","slug":"pii-claims-and-circumstances","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pii-claims-and-circumstances\/","title":{"rendered":"PII Claims and Circumstances"},"content":{"rendered":"\n

Designed to be used as its own \u201cmatter\u201d. Record PII Claims and circumstances in osprey, recording related matter details, parties and details of the purported error and losses. Record findings of your investigations and details of any settlements. Reports allow COLP\/COFA and senior management to monitor claims and being able to report by date allows for easier completion of PI renewals and accreditations.<\/p>\n\n\n\nTask 1<\/span> New Claim\/Circumstance<\/span><\/span>\n\n

<\/i><\/div>

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

Related Matter<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Claim Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

Set Dossier Field<\/strong><\/p>

Claim Status = Open – Not Reported<\/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>

PII_INV – Is the claim Investigation complete for 7 days time<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 2<\/span> Claim Investigation<\/span><\/span>\n\n

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

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

PII_INV<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Claim Investigation<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

PII_REP – Has the Calim Been Reported? if not chase after 7 days
\r\n
\r\nCriteria
\r\nReport to the Insurers Required = Yes <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Tick Task<\/strong><\/p>

Criteria
\r\nPI Claim Investigation Complete = Yes <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Reported to Insurers<\/span><\/span>\n\n

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

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

PII_REP<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Insurer Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Blank Letter to Insurer<\/strong><\/p>

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

<\/i><\/div>

Add A Dossier Date<\/strong><\/p>

Date Notified to insurer = Today<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Set Dossier Field<\/strong><\/p>

Caim status = Open- Reported to Insurers<\/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>

PII_INS – Has a response from the Insurer been Received? if not chase after 14 days<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Response from Insurer Received<\/span><\/span>\n\n

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

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

PII_INS<\/p><\/div><\/div><\/div><\/div>\n\n

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

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

PII_ACT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Advice Received <\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

PII_ACT – Any Further Action Required? + 14 Days<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Tick Task<\/strong><\/p>

Criteria
\r\nClaim Status = Closed – Reported to Insurers
\r\nOR
\r\nClaim Status = Closed – Not Reported<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Write to Insurers<\/span><\/span>\n\n

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

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

PII_ACT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Blank Letter to Insurer<\/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>

Is further action required set for 14 days time<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Tick Task<\/strong><\/p>

Criteria
\r\nPII_CLAIM_STATUS Claim Status = \u201cClosed – Reported to Insurers\u201d
\r\nOR
\r\nPII_CLAIM_STATUS Claim Status = Closed – Not Reported<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> Contact Insurers Solicitors <\/span><\/span>\n\n

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

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

PII_ACT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Letter to Insurers solicitors <\/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>

If Further Action required set for 14 days time<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Tick Task<\/strong><\/p>

Criteria:
\r\nPII_CLAIM_STATUS Claim Status = \u201cClosed – Reported to Insurers\u201d
\r\nOR
\r\nPII_CLAIM_STATUS Claim Status = Closed – Not Reported)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> Response from Insurers Solicitors<\/span><\/span>\n\n

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

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

PII_ACT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Advice Received <\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Is further action required set date for 14 days time<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Tick Task<\/strong><\/p>

Criteria
\r\nPII_CLAIM_STATUS Claim Status = \u201cClosed – Reported to Insurers\u201d
\r\nOR
\r\nPII_CLAIM_STATUS Claim Status = Closed – Not Reported)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Contact Claimant<\/span><\/span>\n\n

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

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

PII_ACT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Settlement Offer<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Letter to Claimant<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> Response from Claimant<\/span><\/span>\n\n

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

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

PII_ACT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Claim Update<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Is further action required set date for 14 days time<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Tick Task<\/strong><\/p>

Criteria
\r\nPII_CLAIM_STATUS Claim Status = \u201cClosed – Reported to Insurers\u201d
\r\nOR
\r\nPII_CLAIM_STATUS Claim Status = Closed – Not Reported)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Close 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>

PII_INS<\/p><\/div><\/div><\/div><\/div>\n\n

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

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

PII_ACT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Set Dossier Field<\/strong><\/p>

Closed – Not Reported
\r\n
\r\nCriteria
\r\nReport to the insurers Required = No <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Set Dossier Field<\/strong><\/p>

Closed – Reported to Insurers
\r\n
\r\ncriteria
\r\nReported to the insurers = yes <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Closing details<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Designed to be used as its own \u201cmatter\u201d. Record PII Claims and circumstances in osprey, recording related matter details, parties and details of the purported error and losses. Record findings of your investigations and details of any settlements. Reports allow COLP\/COFA and senior management to monitor claims and being able to report by date allows […]<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[117],"class_list":["post-43603","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-compliance"],"acf":[],"yoast_head":"\nPII Claims and Circumstances - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our PII Claims & Circumstances 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=\"PII Claims and Circumstances - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our PII Claims & Circumstances workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pii-claims-and-circumstances\/\" \/>\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=\"2024-08-06T08:30:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/08\/image-44.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\/pii-claims-and-circumstances\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pii-claims-and-circumstances\/\",\"name\":\"PII Claims and Circumstances - 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