External
Retain copies of all communication on the claim file and/or PRACSYS.
- In all cases, issue a letter to the claimant and/or his or her legal representative as per Appendix 17. This should be modified to suit pre 1988 Act cases.
- Use the 'View Claim Determination Summary' function in Claims Management to compile initial details about claim costs. These should be included in the letter.
- Create a diary to review settlement progress every two to three months.
- Provide the letter at Appendix 18 every time updated costs are provided to the legal representative.
- Set up a recovery account record in anticipation of settlement. Set it to 'I'nactive. There will be no line items to attach to the record.
- Add the recovery reason as 'TPR' to indicate that this account will always remain legitimately inactive.
- Once notified of settlement amounts do one of the following:
- cease the claim where the amount of settlement is much greater than compensation paid;
- suspend the claim where the amount of settlement is greater than compensation paid and it is anticipated that compensation will later be payable again;
- continue the claim where the amount of settlement is the same or less than compensation paid.
- Set up a diary reminder to be generated a month after settlement has occurred, to check on payment progress.
- Update the comments field on the recovery account regarding payment received from settlement monies.
- Keep a copy of the cheque received on the claim file.
- Where the claim is suspended, commence offsetting procedures. Keep a copy of these records on the claim file.
- If further compensation is accidentally paid before the claim is ceased: