Trust Online - BW Asbestos Trust
Contents
1. Note that Received field will not be populated withthe date received until the faxed document has been received by the Facility and attached to the Trust Online claim e Heicdbun Hot insp WN mrar tear Jat 7 After creating all of the necessary fax cover sheets proceed to the Finish page by either clicking on the lt Finish gt button or the Finish Claim tab ozated on the left side menu bar 8 At the Finish page you may complete the submission of your claim and Supporting documents by dicking on the lt Submit Claim gt button You may also save the ciaim as a draft by clicking on the lt Save Draft gt button Faxing Documents to Existing Claims Requirements 1 Must allow pop ups from Trust Online or disable pop up blocker Te alioyi pop ups from Trust Online 2 Selec Internet Options from the Tools menu From the Privacy tab cick Settings Type mustaniine bwashestastrust cam in the Address of website 0 allow ana cick Add To disable pop up blocker a Point t Pop up Blocker from the Tools menu and select Turn Off Pop up Blocker 2 Adobe Reader version 6 0 or better 3 Local or Network printer Find the Claim From the Summary page cick on the Claim Search link on the top menu bar On the Claim Search page enter the claim criteria and click on the lt Search gt button 1 From the Search grid click on the Claimants name to open the individual s2. DELAWARE CLAIMS PROCESSING FACILITY Trust Online Best Practices User Guide Table of Contents Introduction to Best Practice Guide Electronic Document Submission Upload Documents with a New Claim Submission Upload Documents to Existing Claims Faxing Documents with a New Claim Submission Faxing Documents to Existing Claims Tips to Resolve Common Web Related Issues Appendix A Status Appendix B Queues amp Tanks Appendix C Document Terms Icon amp Usage Introduction to Best Practice Guide he Delaware Claims Processing Facity has created this simple to use guide to help your firm perform some of the functions in an easy and detailed instructional format With tnis reference document In hand youll be able to Submit a alm and the supporting documents in its entirety What is covered in this manual We have compiled some of the most useful information from all the feadback we have received from law fms around the country that currently use Trust Online ur focus for this guide is to help you submit the most complete and accurate claim that you can Including but not limited to submitting supporting documents understanding caim submission warnings and responding to defcienses Useful Tools and Indexes We have also provided some useful tips hints and troubleshooting help For definitions af statuses queues or other tems used by the Trust see the appendix located at the back ofthis guide Electro
3. as been placed on administrative hold and is currently being researched by the Trust Research A claim that is currently being researched by the Facility as Appendix B Queues amp Tanks Queues claims in Queues are awaiting Facility action Tank Claims in Tanks are awaiting law firm action Mailroom Tank Claims that are saved as a Draft are placed in this tank awaiting submission of the claim by the law frm Review Queue Claims that are Ready to Review are placed in this queue and assigned a FIFO number Audit Queue Claims that have been reviewed and are waiting to be audited are placed in this queue Deficient Tank Claims that are Intake Deficient or Review Deficient are placed in this tank awaiting a response from the firm Deficiency Response Queue Ciaims that are Review Deficient for which the law firm has provided a responce are placed in this queue to be processed by the Trust s Deficiency Response Unit DRU Re Review Queue Review Deficient claims for which the law frm has provided a response for all deficiencies are placed in this queue to be re reviewed Review Approval Queue Claims that have passed the Review process and are awaiting manager approval are placed in this queue Release Queue Review Complete claims that have been audited and approved and are awaiting an offer and release to be Issued by the Trust Offer Issued Tank Offer Issued claims th
4. at are awaiting signed releases Release Verify Queue Offer Issued daims for which the Trust has received signed releases which are awaiting verification by the Trust Payment Queue Release Verified claims that are pending payments to be issued by the Trust Payment Issued Tank Claims for which checks have been issued by the Trust Closed Tank Claims that have been closed due to the claim being Withdrawn or Paid Hold A claim that has been placed on an administrative hold and requires research by the Trust Deferred Tank Claims that have been deferred are placed in this tank awaiting a response from the frm 16 External Audit Queue Ciaims that have been randomly selected for the Trust External Audit ofthe exposure information and medical proof are placed in this queue Entity Barred Queue This queue is currently not being used by the Trust SOL Queue Claims that require research by the Trust for the deadline for fling a claim based on the claimant s applicable jurisdiction are placed in this queue Special Project Queue Claims that are being internally research due to Trust Policy Changes are placed in this queue Research Queue Claims that are being researched by the Trust are placed in this queue IR Missing Index Queue Claims that are missing jurisdiction or fim index value are placed in this queue IR Research Queue IR Claims that need to be researched are pla
5. aver sheets attach them to their respective documents and fax them all at once Using this technique allows firms to submit multiple documents for multiple claims The Electronic Bar Code on each fax caver sheet ensures that the faxed documents are attached to their respective claims Uploading Documents with New Claim Submission After entering all of the claim information select the tab labeled Documents located on the left menu bar of the claim From this page all supporting documents can be electronically submitted with your claim Repeat the following steps for each document that needs to be Upload 1 Click on the lt Upload Document gt button pen 2 Select the type of document from the Document Type drop down bax and Enter any necessary comments ise Em z Nata When uploading several documents of the same type it is visable to add a comment to differentiate between documents of the Same type This will also facilitate the review process 3 Click on the lt Browse gt button 4 From the Choose file box select the document to be uploaded and click on Ses 5 Click on the lt Send Document gt button once the Choose Document field has been populated with the physical address of the document Erem 6 The uploaded document creates a record which indudes Document 1D Document Type Comment Received date Edited By Edited Created By a
6. ced in this queue Awaiting Document Tank On new claim submissions that are awaiting the arrival of documents are placed in this queue v Document Terms Icons and Usage Document 10 The Document ID identifies a specific document record This ID is created whenever a fax cover sheet is created or a document is uploaded Once the document has been received by Trust Online the Document ID will be displayed in a red font To view the document click on the Document ID You may only view documents that have a received date Document Type The Document Type identifies a document record that was created by either faxing a cover sheet or uploading documents to Trust Online Comment The Comment feid is primarily for notes associated with the document record This field should be used by the Trust and the law firm to fferantiats between documents of the same type Received The Received field tracks the date that the document was received by the Trust Once the Received field is populated with the date then frm users can view the documents by clicking on the Document ID Edited By This field tracks the last user that edited the existing document record Edited This field tracks the date in which the document record was last ited Created By This field tracks the user that originally created the document recor Created This field tracks the date that the document record was orginally created T
7. e faxed document has bean received and attached to the Trust Online claim ce edian Haut inap WN merer tear ft 9 After creating the fax cover sheet s proceed to the Finish page by either Clicking on the lt Finish gt button or the Finish Claim tab located on te left Side menu bar 10 At the Finish page you must complete the electronic submission of the supporting documents by clicking on the lt Submit Claim gt button Note If after creating the cover sheets the user times out or closes out ofthe claim without proceeding to the Finish page the claim will stil appear to be edited by the last user and the Trust wil not be able to continue with the Review process of the claim 12 Tips to Resolve Common Web related Issues Login and Account Access Tve tried to login several times and I m getting the Login F message Why am I getting this message Trust Online incorporates Automatic Disabling as a security feature After 3 consecutive unsuccessful attempts to login the system wil automatically disable your account This feature is provided to prevent unauthorized personnel from accessing your secured account led error 1f my account has become disabled whom should I contact to re enable my account For Staff and Attorney accounts you should contact your Firm Administrator Trust Online is designed to allow only the Firm Administrator access to the firm s user accounts This Individual
8. en Tet Description Tait Ge on the yellow pencil con to eat the document type 2 jp PRE To reprint stax cover sheet clk onthe print eo pp orean To uploads document an existing recor Save Ck on tis ion to save changes to an existing Gocunent f record a Gane Ta cancel changes to an exiting document record 18
9. iz responsible for creating new accounts enable dlsabling accounts and resetting passwords on these received an error message stating Please request access to one or more Trusts from your administrator after attempting to login to Trust Online What does this mean When your account was created the Firm Administrator failed to assign the account access to ane or more ofthe Trusts To correct this issue contact Your Firm Administrator to assign access to one or more of the Trust using Manage Access finally logging into Trust Online I went to the Cl find any of our firm s claims What can I do about this im Search and can t 1 Tt is possible the Firm Administrator failed to assign attorney access to your Staff account On the Claim Search page check to see if there are any attorneys listed in the Attorney list box If there isn t have your Firm Administrator give you access to the desired sttommey s Filing a Cl im I started filing a claim but realized that I was missing some information to submit a complete claim Is there a way to save this information without submitting 1t Trust Online offers firms the option of saving this information as a draft Simply proceed to the finish page and cick on lt Save Draft gt a 1 saved a claim as a draft but realized that we had al claim How can I delete the draft You can delete a draft claim if you choose not to submit it After searching for the d
10. nd Created date The last field displays a yellow pencil a print icon and blue arrow See Appendix C Document Terms Icon amp Usage 7 After uploading the documents proceed to the Finish page by ether dieking on the lt Finish gt button ar the Finish Claim tab located on the feft side menu bar 8 At the Finish page you may complete the submission of your claim and Supporting documents by clicking on the lt Submit Claim gt button You may also save the claim as a draft by clicking on the lt Save Draft gt button Uploading Documents to Existing Claims Find the Claim From the Summary page click on the Claim Search link on the top menu bar ea Gea On the Claim Search page enter the claim criteria and cick on the lt Search gt button 1 From the Search grid click on the Claimants name to open the individual summary page nate The claim will apen in a new window and each Eubsaquent click on the claimant s name will open another new window Maximize new window if necessary to view entire claim summary page Instructions on Uploading Document 1 Click on the lt Document gt button E A eT 2 Click on the lt Edit gt button note the user s full name will be displayed Inthe Being Edited bys section M AEE ooo 3 Click on the lt Upload Document gt button C enste corresse f uniaan 4 Select the t
11. nic Document Submissions Trust Online offers 1 Two methods of electronically submitting supporting 2 The option of 2 uploading or faxing documents Supparting documents that need to be submitted with the claim form can consist af medical exposure and legal documentation Medical documents consist primarily of Physical Exam Chest x ray Pulmonary Function Test Reader CT Scan and Pathology reports Exposure documents consist primarily of Exposure Affidavits Social Security Records Work Histories and Economic reports Economic reports can consist of W 2 s IRS Form 1040 or other relevant supporting economic documentation Legal documents consist primarily of Death Certificate Certificate of Official Capacity and litigation documentation Uploading documents was designed primarily far firms that have the capability to Sean and store their documents electronically Currenty Trust Online accepts Uploaded documents in 167 different file formate Trust Online has provided the firms with a spreadsheet isting all of the types of documents that can be uploaded Ta view or dawnload a copy ofthis file simply go to the Downloads page located under the Resources link on wow bwasbestostrust com Faxing documents was designed primarily f r firms who prefer to store their acumants in a paper format Trust Online accepts electronic submission of ocumants using 2 fax cover sheet Firms may create multiple fax c
12. ocker Point to Pop up Blocker from the Tools menu and select Turn Off Pop up Blocker How dor low pop ups from Trust Online To allow pop ups from Trust Online 2 Select Internet Options from the Tools menu b From the Privacy tab click Settings Type mustonline bwashestostrust com in the Address of website to allow and click Add 4 Appendix A Claim Status Draft Claim information that has been entered and saved but nat yet submitted to Trust Online Intake Deficient An incomplete claim submission Ready to Review A complete claim submission Review In the process of being reviewed and evaluated Review Complete A claim that has passed the review process Review Deficient A claim that has failed the review process and is awaiting a response from the firm Ready to Re Review The Trust has received a response to the claim and is waiting to be reviewed again Offer Issued A claim for which an offer and release has been mailed Release Verified The Trust has received a signed release and the release has been verified Release Deficient The Trust has received a signed release but a Release Deficiency has been added to the claim Paid Payment has been issued Deferred A claim that has been deferred Withdrawn A claim that has been withdrawn by the law firm Deemed Withdrawn A claim that has been deemed abandoned by the firm and withdrawn by the Trust Hold A claim that h
13. page the claim wil Still appear to be ected by the last user and the Trust will not be able te continue with the Review process af the claim Faxing Documents with New Claim Submission After entering all of the claim information select the tab labeled Documents located on the left menu bar of the claim From this page all supporting documents can be electronically submitted with Your claim Repeat the folowing steps for each fax cover sheet needed 1 Click on the lt Create Cover Sheet gt button 2 Select the type of document from the Document Type drop down box and Enter any necessary comments Nata When faxing several documents of the same type it is advisable to add a comment to differentiate beteen documents of the Same type This will also facilitate the review process 3 Preview the cover sheet for accuracy and print it nate to edit the cover sheet see Appendix C Document Terms con amp Usage 4 tached the document to the cover sheet and fax it to the number at the top of the cover page note you may fax multiple documents using multiple cover sheets 5 The newly created fax cover sheet creates a record which includes Document ID Document Type Comment Received date Edited By Edited Created By and Created date The last field displays a yellow pencil a print icon and a blue arrow See Appendix C Document Terms eon 8 Usage 6
14. raft claim and opening the claim in a new window click on lt Claim Form gt lt Edit gt lt Finish gt and lt Cancel gt This will remove the draft claim from Trust Online sady submitted this 1 saved a claim as a draft and want to edit the claim without submitting it How do I proceed After finding your claim on the Claim Search page proceed to edit the claim as you would with a submitted daim Wnen editing a Draft claim the user Should be careful not to delete the claim If the user has edited the draft Claim but wishes to discard these changes he should not proceed to the Finish page and click lt Cancel gt since tie wil delete the aim but they should frst remove the changes manually and save the claim as a draft once again On the Finish page I received the warning Deceased and DeathDate are inconsistent How can I correct this Trust Online currently defaults all new claims as deceased To correct this simply cick on the Injured Party tab on the eft menu bar and review Questions 5 amp 6 Edit the questions to reflect the correct status of the Injured Party Tm trying to create a fax cover sheet but when I click lt Print Cover Sheet gt nothing happens What am I doing wrong Your browser may have a pop up blocker which would prevent some of the windows on Trust Online from being opened You should first disable your Pop up blocker or allow pop ups from Trust Online How do 1 disable my pop up bl
15. ummary page nate The claim will apen in a new window and each ubsaquent click on the claimant s name will open another new window Maximize new window if necessary to view entire claim summary page 10 Instructions on Faxing Document 1 Clk on the lt Document gt bution a A eT 2 Click on the lt Edit gt button note the user s full name wil be displayed in the Being Edited by section D eed 2 Click on lt Create Cover Sheet gt 4 Select type from the Document Type drop down box a em A Note When faxing several documents of the same type it is advisable to add a comment to differentiate between documents oF the same type This Wl also facilitate the review process 5 Preview the cover sheet for accuracy and print it nate to edit the cover Sheet see Appendix C Document Terms Icon amp Usage Attached the document to the cover sheet and fax it to the number at the top ofthe caver page nate you may fax multiple documents using multiple over sheets 7 The newly created fax cover sheet creates a record which includes Document 1D Document Type Comment Received date Edited By Edited Created By and Created date The last Reld displays a yellow pencil a print icon and a blue arrow See Appendix C Document Terms Icon amp Usage u 8 Note that Received field will not be populated withthe date received until th
16. ype of document from the Document Type drap down box and enter any necessary comments Mate When uploading several documents of the same type itis advisable to add a comment to differentiate between documents of the Same type This wil also facilitate the review process 5 Click on the lt Browse gt button 6 From the Choose file box select the document to be uploaded and click on the lt Open gt button es Sarera Bensen m 7 Click on the lt Send Document gt button once the Choose Document field has been populated with the physical address of the document eseas Deemer tbs Fare SCE 8 The uploaded document creates a record which includes Document ID Document Type Comment Received date Edited By Edited Created By and Created date The last field displays a yellow pencil a print ican and blue arrow See Appendix C Document Terms Icon amp Usage emt mamme comem tay ta aa 3 mE eat tse teense S B D 9 After uploading the documents proceed to the Finish page by either ieking on the lt Finish gt button ar the Finish Claim tab located on the left side mens bar 10 At the Finish page you must complete the electronic submission of the Supporting documents By clicking on the lt Submit Claim gt button Nate If after uploading the documents the user times out or closes tut of the claim without proceeding to the Finish
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