Edit Claim Details in a File Review Request

In an FR, there are three sections providing general information about the matter:

Original Report

This section provides general information about the original report.

In some cases, the client requests an MLP’s specialist to write a report on a report of another specialist. This section details that report. The original report is not to be confused with the report of the case.

If the report is to be filed upon documents instead of a specialist’s report, please ignore this field.

• Specialist: you can select the specialist from the drop-down list, add a new one, or edit the existing one with the Add/Edit button.

• Provider No: select the provider from the drop-down list.

• Original Case No: the case number of the original report.

• Report Completed Date: the completed date of the report.

Assessing Specialist

This section details the information of the specialist who writes the report.

• Specialist: you can select the specialist from the drop-down list, add a new one, or edit the existing one with the Add/Edit button.

• Provider No: select the provider from the drop-down list.

• Client-Specialist Status: select if the specialist has done any work with the client before. To investigate, click View Appointment History, and a list of correspondence will appear.

Claim Information

This section provides general information about the claimant, and the type of report:

• Client - the individual being written for the report

• Type of Claim/Type of Report - categorisation of the report

Tip: Type of Claim and Type of Report values can be updated in APP SETTINGS → Value List. It is recommended to organise both values to:

- help identify what reports specialists can/can’t write

- help the Accounts team identify apply the appropriate fee