Filevine Basics
Where is the Demand located?
What is the bottom of the Insurance company in the insurance tab?
What are the tabs to look at in the initial case review?
What is the case summary, insurance, intake, medical, and investigations tab?
Where do you save a finished demand?
What is the negotiation tab
What do you change the case phase to as soon as we receive written confirmation of settlement?
What is.. Pending RN #'s
What button triggers the task for an LA to request records, and what tab do we find it in?
Where do you check the conflict of Interest?
What is ... The conflict tab
What is the template for naming medical record document?
What is.. [type of document] [provider][sent/rcvd via][date]
Where do you generate a demand?
What is the bottom of the insurance tab
What would you request immediately after a case settles to speed up the process?
What is...Final Health Insurance Lien
Name a document that you should have updated monthly that would help you cross-reference the treatment providers for the client?
what is... PIP log and or Health Insurance Lien
When you have a feed item that takes longer than 10 minutes to complete, what do you do with it?
what is.. Turn the item into a Task
How do you request a check for an invoice?
What is to go in the expenses tab and launch the check req task flow?
Where do you save an offer and how do you give it to RN?
What is... Negotiations tab and via email and tag him
Where do you save RN Numbers?
what is ... The closing/settlement tab
Where would you go to check the SOL, and how do you mark it complete?
What is the Case Summary Tab and the Check mark?
How do you merge PDF documents?
What is... select the documents on the Doc tab, click the Merge button on the top right, and complete the saving process.
If a client's diagnostic results reveal fractures and herniations, but they're only on their 8th chiro visit, what would you attempt in order to push this case through on a low BI policy?
What is the request for all records and bills to send the initial demand?
What is the Number one thing you can throw back at an adjuster giving a lowball offer?
what is.. Amount of Damages/specials
How do you notify the closing department to review the closing?
what is... Mentioning all members of the closing dept. (Nora, Jessie, Bri, Carlin and Gaelle)
**ROLEPLAY**
Client says: “Why hasn’t my demand gone out yet? It says on the portal that you were working on my demand 2 weeks ago?"
What is - The Audience rates the scene