Claim Actions

Filing, Re-filing, Deferral, Response to Deficiencies, Withdrawal, etc.

How can claims be copied from one Trust to another?
The Copy Claim tool offers a quick and easy way to copy claim information from existing claims to create claims in a new Trust. You will find the feature...
Wed, May 20, 2020 at 12:10 PM
How do I accept an offer?
To accept the offer, all you need to do is return the signed release. To do this, you should upload a scanned copy of the release directly to the claim for ...
Wed, May 20, 2020 at 11:37 AM
How do I reopen a deferred claim?
Deferred claims can be reopened by choosing this option from the Claim Actions dropdown: If you have a large number of claims to reopen at on...
Wed, May 20, 2020 at 11:42 AM
How do I withdraw a claim?
To withdraw a claim, simply select the “Withdraw Claim(s)” in the Claims Actions drop-down: If you need to withdraw a large number of claims in bul...
Wed, May 20, 2020 at 11:45 AM
My claim was withdrawn, what do I do now?
A withdrawn claim may be re-filed at any time by making the appropriate selection in the Claims Actions drop-down: The new claim will be assigned a...
Wed, May 20, 2020 at 11:56 AM
Why was my claim withdrawn/rejected?
The reason for withdrawal is displayed on the Review tab of the claim: Most trusts will withdraw a claim is a deficiency response is not receive...
Wed, May 20, 2020 at 11:58 AM