Topics Insurance Adjuster Master Search:  
Introduction: An Insurance Claim Adjuster investigates insurance claims to determine the extent of insuring a company's liability typically in case of Workers Comp/Accident cases. They either work directly for the insurance company, or they may be freelance Adjusters hired by the insurance company to handle specific claims.

The PrognoCIS Insurance/Case Adjuster Portal is a platform that empowers the Adjuster to have a two-way communication with the Clinic. An Adjuster cannot self-register in PrognoCIS. A record must first be created by a Clinic User for an Adjuster to be able to log into the PrognoCIS Insurance/Case Adjuster Portal. The Insurance Adjuster Master was created so a Patient's Insurance Adjusters' details can be saved.

Field Description:

Add icon: Click on the Add icon to add a new Insurance Adjuster record.

Search icon: Click on the Search icon to invoke Insurance Adjuster Search List from which you can select an existing Insurance Adjuster record.

Navigation Arrows: First, Previous, Next and Last buttons act as navigation arrows and are used to navigate between Insurance Adjuster records.

Insurance Adjuster Section:

Insurance Adjuster Name: Enter the Adjuster's name. This is a mandatory field and has a character limit of 50 characters.

Insurance Adjuster External ID: Enter the Adjuster's External ID. This field has a character limit of 20 characters.

Insurance Company: Click on the Search icon and select the Adjuster's Insurance company from the Insurance Definition search popup.

Insurance Company Address: The selected Insurance Company's address is automatically displayed here.

Insurance Adjuster Section:

Address: Enter the Adjuster's address. This is an optional field and contains 2 lines, i.e. Address line 1 and line 2. The character limit of these two lines is 35 characters.

Copy Insurance Address button: If the Adjuster and the Insurance address are the same, then the Insurance details can be automatically copied from this button. On clicking this button, a Copy Insurance Address popup is invoked which displays the following options with respective Insurance address details:
  • Address
  • Work Tel 1
  • Work Tel 2
  • Cell Phone
  • Fax
  • Email
A checkbox is provided for each option on this popup and all the checkboxes are checked by default. Check the checkboxes of those options whose details are not required to be copied click the OK button on the popup. The details of only the checked options will be populated in the respective fields on Insurance Adjuster Master. If any of the Work Tel.1, Work Tel.2, Cell Phone, Fax or Email fields are blank for the selected Insurance on Insurance Master, then the respective checkbox for that option is disabled on the Copy Insurance Address popup (Address and Email are mandatory fields while adding new Insurance, so they will never be disabled). The copied details are saved only if all mandatory fields are answered and the user clicks on the save button. If the user clicks on the reset button before clicking on save, then then details copied onto the Insurance Adjuster Master are cleared.

ZIP: Enter the ZIP code of the Adjuster. If the selected Country is the USA and a valid ZIP code is entered, the City and State are automatically detected.

City: Enter the name of the city that the Adjuster lives in.

State: Select the name of the state that the Adjuster lives in.

Country: Enter the name of the country that the Adjuster lives in. USA is selected as the default option. If the Adjuster lives outside the US, select the Non US checkbox and enter the name of the country.

ISD Prefix: Enter the International Subscriber Dialing (ISD) Prefix of the country. This field is enabled only if the Non US checkbox is selected.

Work Tel. 1: Enter the Work telephone number of the Adjuster.

Work Tel. 2: Enter an alternate Work telephone number of the Adjuster.

Note: The maximum number of characters accepted in the Work Tel. 1 , Work Tel. 2 and Fax fields is 20 characters. However, it is dependent on the format set in the properties, tel.mask.applicable and tel.mask.format, which is usually 10 characters.

Cell Phone: Enter the Cell Phone number of the Adjuster.

Fax: Enter the fax number of the Adjuster.

Email: Enter the Email address of the Adjuster. This field has a 50 character limit.

Active: When this checkbox is selected, the Adjuster becomes Active and their record is available in the search list. An Adjuster will be allowed to log into the Insurance/Case Adjuster Portal only if the status of the Adjuster in PrognoCIS is Active.
Note: The Active checkbox should be unchecked from the Insurance Adjuster Master when the Adjuster is no longer associated with the clinic so that the Adjuster is not allowed to log into the Insurance/Case Adjuster Portal and access Patient health records. Adjusters can be searched in PrognoCIS based on their status; whether it is Active or InActive.

Last Modified by: This field displays the date and timestamp of the last modification made to the Adjuster’s record as well as who performed the modifications.

Action Buttons:

SAVE button: Click this button to save a newly created Adjuster Record or save changes made to an already existing Adjuster Record. If Insurance/Case Adjuster Portal is turned On and User adds Insurance Adjuster's name and Email, then on clicking save button, Insurance/Case Adjuster Portal login credentials are generated.

DELETE button: Click this button to delete an Adjuster record from PrognoCIS; a prompt, confirming your delete action is displayed.

RESET button: Click this button to reset the recent changes made to the record before it was saved.
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