Find references by claim stage

A navigation aid, not an approved claim-handling procedure.

Use these stage names to locate relevant approved material. The organization's current procedures and authorized case system govern case-specific work; this overview does not set claim actions, decision criteria, or timing.

The four stage labels

The labels organize reference topics. A claim may require local process guidance that this overview does not describe.

  1. 1

    Intake

    Locate approved material about receiving and organizing a new claim.

  2. 2

    Assessment

    Find references associated with gathering and reviewing claim information.

  3. 3

    Decision

    Locate approved decision-process references; use authorized procedures for case-specific decisions.

  4. 4

    Closure

    Find references associated with completing the organization's approved closing process.

Related site references

These authored site pages offer related orientation, not attached documents or organization-approved procedures.

Showing all 4 resources

Intake

Intake: questions outside your expertise

See how to use the local routing reference when a question is outside your assigned expertise.
Review specialist routing
Assessment

Assessment: communicate clearly

Review principles for separating confirmed information from open questions.
View communication guidance
Decision

Decision: find the right handoff

Use the approved local route for questions outside assigned decision authority.
Understand the handoff
Closure

Closure: reflect on clear ownership

Use a fictional learning example to discuss whether the owner and next question were clear.
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