Indemnity & Payments
Quality & Documentation
General Workflow
Mailing & Proof of Service Procedures
Roles & Responsibilities
100

Can checks be issued the same day they are due?

No, all checks must be entered the day before.

100

What should every activity completion include?


A note documenting the action taken.

100

Are claims assistants allowed to work unapproved overtime?

No, all overtime must be approved by management.

100

What is the STRICT cutoff time for same-day mailing through in-house Ops with a POS?

2:00 PM AZ time (1:00 PM PDT).

100

Who provides all instructions for benefit payments?

The Claim Adjuster.

200

What is the maximum number of weeks a TTD payment can be entered at one time for auto pay?

8 weeks

200

What should be included in the file and service note?


Document names, dates, and doctors’ names if applicable.

200

What topic category should be utilized for all work status calls?

Provider Contact

200

If POS is not required, should you forward it to CP Certified?

No, should go through batch print.

200

Who enters the payment according to the “How to Make an Indemnity Payment” process?

The claims assistant.

300

How often must TPD payments be recalibrated?


Every two weeks.

300

Who shares responsibility for data integrity?

Both the claim adjuster and the claim assistant.

300

What is the requirement for work hours and breaks?


Work 8 hours per day with two 10-minute breaks and a lunch away from the desk.

300

When sending large mailings (over 200 pages), who should handle it?

Hard Copy.

300

Who issues benefit notices in ECC?


The claims assistant.

400

Why is it important to issue timely benefit payments?


To avoid penalties and ensure compliance with California State Audits (DWC).

400

When paying TTD benefits, is a note required with each payment, even when on auto pay?

Yes, a note is required and should document remaining reserve balance.

400

When should items received from Hard Copy be uploaded to the claim file?

By the next day.

400

What items must be uploaded together?


Signed Proof of Service, index, and any related correspondence.

400

When going on PTO, what must a CA complete in advance?

Compensation payments.

500

What is the maximum number of weeks that can be paid for severe burns, amputations, severe eye injuries, HIV, and certain chronic lung and liver diseases.

240 weeks

500

What should be done when an adjuster does not address reserve changes within three days?


Escalate to the supervisor.

500

Should tasks ever be re-diaried or moved without an action being taken and documented?

No, they must be completed with a note entered in the system and a new activity created as applicable.

500

Where do you send documents with Proof of Service to under 200 pages (exact email address)?

cpcertifiedpos@copperpoint.com.

500

What is the CA’s primary purpose according to Liselle?

To issue payments and benefit notices accurately and timely per DWC regulations.

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