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TRUST ONLINE USER MANUAL

1. ER 19 Irt marbre rire E E CPU o O E 19 Trust Online Manual 2012 DAA 2 E A A 20 GA NEP o E E E 20 Editino BICI ERI T D 20 New Claim SUBIDO nei once set oa eens EHE EPIRI PEE SEE LEE EREEEL UE SEES EYE EAAUR E CHTIG ER ELE Sd ERR DE CA EAR PETRI RAS 21 AAA e EE gt US O E 22 uic Y 25 MUR OUTS OE AY M m 22 DEXDOSIEE S iocus O 5 MAIDEN ENDE A EFL E oU cU CO Dee PEE A UM UUE 22 Ie oto Bad bU DIEM IO E 22 E sro UP e PE T 23 D pond IRR 23 ORD PO E EU A A 23 Economia LOS nera 23 RR 23 ETUSA ATi 23 chapter 3S TST ONIE an m 24 KDOS iaa ee 24 Deficiency ROPOT on AAA 24 Place In Queue l 25 cinesi Pn Mu aupa cloaca 26 PPV AMG INE quero 26 Claims Under TG c M M 27 Chapter 4 Trust Online TN ON VCO OS re tee 79 hirOiitezid DIEI TDI 29 Firm Level Nota c M 29 Attorney Level INOUTICACIONS seiersen nsn anene e iaia 30 Chapter o Trust Online Conversion amp LINKING inicias elas AAA AAA 32 AAA 32 COVO ES OT uceiras ir a A EE 32 Conversion Same Trust Claims Mt 35 Second AS RR UT Te 35 Previously Withdrawn Claims RT Tm 35 AAPP o
2. 35 Editing Linked CIAS o eecseseoseeseseesueeeseveseses usu tup Pu xU DU D Eure PUER cn en sacnonsseusnsscnssexeuensstseuseses 37 ds isi o NG LO NOR RD ONT A A A A N 37 DO O cates ee hae OO 37 Ditis iE soigne A 37 lig m 37 BOS NN E E EE E E E E E 38 Seconmdal E POS e E E EERE 38 RO O dead O A AA A A S 38 D pond ee T ici 38 OK o E eo 38 Trust Online Manual 2012 t 61010011608 a 38 Ext AOA y C TOTIS at caera 30 DAA ici 39 Trust Online Manual 2012 Chapter 1 Firm Super User The Firm Super User Account The Delaware Claims Processing Facility has created a user friendly web based secured environment to assist firms in the submission updating and payment of asbestos related claims This innovated website supplies firm users with all of their firm claimant information at the click of a button In addition to the Trust Online website DCPF provides training and technical support for all Trust Online related issues Each Trust also has their own public website that provides valuable resources downloads news articles medical exposure requirement information and much more Firms that wish to sign up to use Trust Online must first have a partner or member of the firm complete an Electronic Filer Agreement E filer and then send the Original completed E filer back to the Trust for processing A Firm Super User FSU account will be created
3. Check this box to exclude Total Payments from Summary Statistics Baw HAS HW OC USG EH Cancel Receive Announcements Check Box The Receive Announcements check box was created for firm users who would like to receive periodic announcements from the Facility or the Trust When creating a new account after entering all of the necessary account information check the Receive Announcement box and click the Add button For existing accounts search for the account and click on the account name to view the account profile Afterwards check the Receive Announcement box and click the Save button View Summary Statistics Check Box The View Summary Statistics check box was added for Firm Super Users to restrict their Staff and Attorney accounts from viewing the Summary Statistics on the Summary Page When creating a new account after entering all of the necessary account information check the View Summary Statistics box and click the Add button 6 Trust Online Manual 2012 For existing accounts search for the account and click on the account name to view the account profile Afterwards check the View Summary Statistics box and click the lt Save gt button Hide Total Payment Statistics Check Box The Hide Total Payment Statistics check box was added for Firm Super Users to restrict their Staff and Attorney accounts from viewing the Total Payments on the Summary Page When creating a new account
4. File Download Do you want to or save this file xx Name report csv d Type Microsoft Office Excel Comma Separated Values File From tostage bwasbestostrust com While files from the Intemet can be useful some files can potentially ham your computer f you do not trust the source do not open or save this file What s the risk This file will be opened or saved as a csv file To save the file as an excel spreadsheet with the file opened click Save As and select Excel Workbook The newly saved file will now display the correct excel file extension xls aB Trust Online Manual 2012 Downloading Results Similar to the Export All to File option mentioned in the previous section the user may also download data by clicking on the Save To File link located on the right hand side of the results grid The results grid only displays the first 15 of the maximum 200 claims that can be viewed To page through the 200 claims click on the greater than sign gt to view the next 15 claims or the less than sign lt to view the previous 15 claims The Save To File link will export the maximum viewable 200 claims to a spreadsheet For searches that result in greater than 200 claims select Export All to File to export the claim data to an excel spreadsheet The Claim To view and or edit claims search for the claim using the procedures mentioned in the previous sect
5. If Other Cancer required if Level V Other Cancer is elected o 2 3 Other Diagnosis required o Has filed Physical Exam required if Non Malignant disease is elected Level I IV before the petition date e Exposure In this section the user will enter all asbestos related exposure by clicking the Add Exposure button Once an exposure is added the user must click the Save button in order to save the newly added exposure Repeat this process for each additional exposure record e Secondary Exposure In this section the user can enter any and all second hand or bystander exposure For each secondary exposure record an Exposure record must be completed for the occupationally exposed person 22 Trust Online Manual 2012 e Litigation In this section the user will enter all asbestos related litigation by clicking the lt Add Litigation gt button Once the litigation is added the user must click the lt Save gt button in order to save the newly added litigation Repeat this process for each additional litigation record e Dependent In this section the user may enter all dependents that were financially supported by the injured party This is only necessary for IR claims e Smoking In this section the user may enter all of the smoking history for the injured party This is only required for IR LC1 and LC2 claims e Economic Loss In this section the user should enter the total dollar amount of
6. The information provided in this section is shared across both entities O E 3 7 DIIA Employee Section The information provided in this section is shared across both entities O 3 8 Occupational Exposed Section The information provided in this section is shared across both entities e 4 Secondary Exposure o 4 Secondary Exposure All of the fields in this section are shared across both entities except for the following field that will need to be edited on a claim by claim basis 4 6 Exposure Description This field will need to be edited on each of the linked claims e 5 Litigation o 5 1 Asbestos Litigation All of the fields in this section are shared across trust except for the following fields that will need to be edited on a claim by claim basis 5 3 Jurisdiction This section of the Litigation page will need to be edited on a claim by claim basis 5 4 Tolling Agreement This section of the Litigation page will need to be edited on a claim by claim basis e 6 Dependent O i e endent The information provided on this page is shared across both entities e 7 Smoking O Momokino The information provided on this page is shared across both entities e 8 Economic Loss O economic Loss The information provided on this page is shared across both entities 38 Trust Online Manual 2012 e 9 Extraordinary Claims O Meriva Claims The information provided on this page is shared across both en
7. User ID Last Name First Name Firm Call In Passkey as well as the Receive Announcements View Summary Statistics and Hide Total Payment Statistics check boxes Except for Account Type and User ID the FSU can update all other information on their profile page Account Name John Smith Account Type FirmSuperUser Email t cryblskey arpc com User ID firm super user Last Name Bia SY First Name Email t cryblskey arpc com Receive Announcements C Check this box to receive periodic announcements from the facility View Summary Statistics Check this box to allow the user to view the summary statistics Hide Total Payment Statistics Check this box to exclude Total Payments from Summary Statistics Password Confirm Password BEEN Trust Online Manual 2012 In addition the Firm Super User can also view the firm s Payment Options Firm Payment Notifications and set up Attorney Options The Payment Options and Firm Payment Notifications are read only fields and can only be changed by the Facility The Attorney Options includes setting up notifications preferences paper and or electronic for the following Offers Release Deficiencies Intake Review Deficiencies Activities Duplicate Claims Prepetition etc Payment Option The Payment Option includes Paper Check or Electronic Debits ACH All firms are automatically set up as paper checks until a completed ACH form is submitted and processed by the Trust
8. after entering all of the necessary account information check the Hide Total Payment Statistics box and click the lt Add gt button For existing accounts search for the account and click on the account name to view the account profile Afterwards check the Hide Total Payment Statistics box and click the lt Save gt button Managing User Access After creating the user accounts for the firm the FSU must assign the staff and attorney accounts access to a specific Trust using the Manage Access page If the user attempts to login without any Trust access they will see an error message directing them to contact their FSU Unlike the attorney accounts when staff accounts are first created they are not associated with any attorney therefore the firm administrator will have to assign the attorney s to these accounts before they may submit new claims or edit existing claim data If there aren t any attorneys assigned to the user the Attorney s tab on the Summary page will display a message stating the following Statistics Attorneys There are no Attorneys available to this account To assign attorney access to the staff accounts click on the Manage Access link on the top menu bar The Manage Access page will display three tabs By Account By Attorney and By Trust The FSU can utilize either By Account or By Attorney to begin assigning specific Attorney access to the staff accounts and will use the By Trust tab to begin assignin
9. users from accessing the firm s secured confidential data r Trust Online Manual 2012 When the passwords expire you will receive a message when attempting to login that the user s password has expired To change the password click on the Change Password hyperlink immediately below the Password box on the Login page Welcome to Trust Online In order to have access to this system you must click the I AGREE button below By clicking the I AGREE box below the Law Firm certifies that it is authorized by the Claimant to submit a claim that all information submitted to the Facility during this on line session shall comply in all respects with the requirements of Rule 11 of the Federal Rules of Civil Procedure and that such information is being submitted subject to the terms of the Electronic Filer Agreement In the event you wish to review the full text of the Electronic Filer Agreement you may do so by clicking the hyperlink 1 AGREE Username Password Change Password Please Note If you leave this session inactive for more than 30 minutes the system will ask you to login again Would you like to sign up for an account From the Change Password page enter the Username and Current Password Enter the New Password Confirm new Password and click the lt Change Password gt button Change Password Username firm super userz Password Me ora De oi
10. 3 4 2009 3 4 2009 Intake Deficiency Notification HAL Acme Law To view the notification document click on the Document hyperlink number Once the PDF document is opened the user may save or print it The Print Status column provides the user with a button labeled lt Mark Printed gt Windows Internet Explorer Ed Mark this report as printed Once the button is clicked a warning message will be displayed prompting the user to click lt OK gt to proceed or Cancel to quit After clicking the OK button a new message is displayed in the Print Status column with the username of the individual who printed the document and the time and date the document was printed Attorney Notifications Notification Type Intake Review Deficiency Notifications v Report Notified Source A Document Type Attorney Date Date Comment Trust ES Printed Status 1788953 Intake Review Deficiency Smith Intake Deficiency Firm Super User printed at 7 1 2010 3 4 2009 3 4 2009 HAL Acme Law Notification Robert Notification 11 25 AM Even after clicking this button user s can still re print the document by clicking the Document hyperlink number aS o Trust Online Manual 2012 Chapter 5 Trust Online Conversion amp Linking Note The DIIA Trust which consists of the HAL and HW entities can only be converted and linked between the two entities They cannot be linked to converted to or converted from any other Trust on
11. A form will need to be submitted for the DII trust and can be found on the download page on the Trusts public website Payment Options Payment Type Paper Check Paper Check Firm Payment Notifications On the bottom of the ACH form there is a section that authorizes an email to be sent as notification of payment to one or more Trust Online users The email s entered in this section must have an active Trust Online account Once the firm is set up for Electronic Debits the FSU profile will display the Enable Electronic Notifications check box as selected and the users that are to be notified upon payment Firm Payment Notifications John Smith John Smith Smith Robert Smith Robert Once the user is notified via email they will need to log into Trust Online and proceed to the Notifications page to view print the payment notification s a Trust Online Manual 2012 Attorney Options The Attorney Option can be set up by the FSU or the submitting attorney with an Attorney account This view will provide information for each attorney in the firm and display their notification preferences Smith Robert Electronic Paper amp Electronic Electronic Paper amp Electronic Electronic Paper amp Electronic Electronic Paper amp Electronic Yousefi Pouya To begin setting up the notification preferences click on the attorney s name This will re direct the FSU to the attorney s
12. Death Certificate 7 1 2010 HW Accepted 7 1 2010 wberrioz Standard Deficiencies There are no items Trust Online Manual 2012 Changes Tab The Changes page provides a history of all edits made to the online claim form Each edit to the claim form creates a new record in the changes grid General Medical Deficiency Changes Save To File lt 1 to 3 of 3 gt Version Table Identifying Info Date Changed Reviewed Exposed Updated Smith John 5947554129 6 22 1944 Source Trust HAL 7 1 2010 No Dependent Added jay doe 1 1 1966 Source Trust HAL 7 1 2010 Superseded Exposed Updated Smith John 5947554129 6 22 1944 Source Trust HAL 7 1 2010 Superseded This grid contains information concerning the edits and will display the following columns Version Table Identifying Info Date Changed and Reviewed e Version Each and every time an edit is made to a claim form and submitted Trust Online creates a new version of the claim form data and displays the version number in this column You may notice that the version always begins with the number 2 Version 1 is the initial claim submission which is not technically an edit to the claim form e Table This column displays the Corresponding Tables for each section of the claim form that was edited The table listed below shows a detailed breakdown of each section of the claim form that may be edited and its corresponding tables Ar ee Claim S
13. Edit can only be created as an Exported CSV file Deficiency Report To create a Deficiency Report click on the Deficiency Report link Once this page is displayed you will have several options to choose from Report Type Output Type Detail O Summary Create Report Deficiency Flease choose trust Smith Robert The selections shown in the image above may control Report Type other selections from appearing For example when Detail Detail is selected for the Report Type a new criterion labeled Deficiency Count becomes visible This new criteria is a drop down that allows the user to include a dos All specific number of deficiencies CE Summary Trust Online Manual 2012 The following are the criteria that can be selected and a brief description of each e Trust This drop down includes all of the Trust s the user has access to and must be selected prior to viewing any deficiencies in the Deficiency list box e Report Type This section will give the user the option of selecting a Detail or Summary report o Detail This report provides the following information Claim Number Last Name First Name SSN Paperwork Status and the deficiency code s which are all grouped by the Attorney o Summary This report provides only the following information the Deficiency Description and the Number of Claims with these deficiencies which are grouped by the Attorney e Deficiency Count Whe
14. Notification Duplicate Claim Same Att 3 4 2009 3 4 2009 O A ma Lon Mark Printed Notification agonoo wa ege RSS Claim Same A O Aces Law Mark Printed Notification 6 9 2008 6 9 2008 Intake Deficiency Notification HW Acme Law Mark Printed 9 4 2008 9 4 2008 Intake Deficiency Notification HAL Acme Law Mark Printed Notice also that this section defaults to the Page File view which means that only 15 notifications are viewable at a time To view all notifications click the Show All link located on the yellow bar above the column headings Trust Online Manual 2012 Attorney Notifications Intake Review Deficiency Notifications Offer Notifications Release Deficiency Notifications ity Notifications Duplicate Claims Prepetiti You may also limit the number of notifications that appear by selecting one of the types from the Notification Type drop down box and clicking the Search button In this example the user selected Intake Review Deficiency Notifications The new results now only display two documents Attorney Notifications Notification Type Intake Review Deficiency Notifications v Search Document Type Attorney Report Date Notified Date Comment Trust Source Firm Printed Status E 789095 Intake Review Deficiency Notification Smith Robert 3 26 2009 3 26 2009 Intake Deficiency Notification HW Acme Law Mark Printed 1788953 Intake Review Deficiency Notification Smith Robert
15. Password Password Change Password Upon the successful completion of the password change a message stating that the password was changed successfully will be displayed Click on the lt Login gt button to return to the login page Now you may login with your username and new password to begin using the Trust Online system Change Password Password changed successfully After successfully logging into Trust Online the user will be directed to the Summary page At the top of this page the user s information is displayed which includes the user s full name username email address firm s name address and any DIIA Alerts rss Trust Online Manual 2012 Summary f Trust Online i AGREEMENT AND RULE 11 Account Name j f m Everything filed with the Trust including all claim Berrioz William s form responses is done under the terms of the E Electronic Filer Agreement as well as a Rule 11 representation from the firm Providing invalid information to the Trust is considered to be a l violation of the Rule 11 representation from the UserName wberrioz firm as well as a violation of the Electronic Filer Agreement Click Here j 3 9 2012 DIIA ELECTRONIC FILER Email wberrioz delcpf com The lower section of this page is divided into two tabs the Statistics and Attorneys view This section defaults to the Statistics view which displays a status breakdown of all claims submitted for each Trus
16. Status Intake Deficient Name Smith John Alleged Injury Level VIII Mesothelioma SSH 5947554129 Evaluated Injury none Date of Birth 6 22 1944 Gross Settlement Value 0 00 Claim Number 5043381 Offer Amount 0 00 The Review Results button located under this section will provide the user with detailed information pertaining to the Review decisions This will display the Exposure duration calculation and Medical confirmed information as well as the individual medical decisions that will be carried over to the Target Trust Review Results The Deficiencies section lists any and all deficiencies that may arise from the conversion Converting existing claims with deficiencies will result in deficiencies for the newly converted claim This provides the user with the opportunity to clear the deficiency by updating the claim form prior to submitting a new claim Medical Report not Provided Chest X ray Report Not Provided Industry not Provided Exposure is all Post 1982 Site Code The Warnings section will display any warnings that may arise from the conversion such as duplicate claim or economic warnings arnings c H _ i cro Attachments not Provided Indirect Claim Information WA DUPECLAIM Claim appears to be a duplicate to another claim in the HAL database and requires research by the Trust The Documents section will display all of the documents that will be carried over to the new cla
17. Trust Online Conversion amp Linking Trust Online has created a method that allows the conversion and linking of claims for the purpose of sharing data The conversion process takes existing claim and review data from one Trust Source Claim and imports this data into a new claim for another Trust Target Claim The linking process will allow these claims to remain connected in order to continue to share this data The Source Claim used in the conversion process can be any claim previously Submitted to either HAL or HW and can be in any status or queue Claims that have an active release or payment Offer Issued status or greater can be used as the Source Claim but cannot be linked to the Target Claim Conversion The conversion process limits the amount of time needed to submit an entirely new claim By using the conversion process information that was previously entered during the Review decision as well as information submitted by the law firm for the Source Claim will carry across to the new Target Claim To begin the conversion process log into Trust Online and proceed to the Conversion Page by clicking on the Conversion tab on the top menu bar From this page you will need to select the Target Trust from the drop down Target Trust Convert claims to this Trust HW Once the Target Trust is selected additional search fields will be displayed allowing the user to search for their source claim using one or more of the fo
18. all of the Trust s the user has access to and must be selected prior to viewing any statuses in the Status list box as Trust Online Manual 2012 e Status This list box includes the following types of statuses that can be selected A Ready to Review and Ready to Re review e Attorney This list box includes the entire list of attorneys the user has access to You may select All or one or more of the attorneys listed e Output Type This drop down box provides the user with the option of viewing printing or downloading the reports in the following formats PDF Excel and CSV After entering the criteria click the lt Create Report gt button A message box will appear prompting the user to Open Save or Cance The report provides the following information Firm Name Attorney Name Claim Injury Process Option Injured SSN PIQ Received Date and grouped by Status Claim Status by Trust The Claim Status by Trust report provides the user with a summary listing of all of the claims submitted to a specific trust grouped by claim status To create the Claim Status by Trust Report click on the Claim Status by Trust link Once this page is displayed you will have several options to choose from Trust All v Attorney Output Type Create Report The following are the criteria that can be selected and a brief description of each e Trust This drop down includes all of the Trust s the user has access
19. facility by the firm The types of documents that are entered in this section include the following Physical Exam Review of Physical Medical Records and Causation Physical Exams Medical Reports Date Type Physician Facility Exp Diagnosis Caus Unacceptable Appr Conv 9 11 2001 Physical Exam 3187TX TANNEN RICHARD C ASRESCTX ASTHMA amp RESPIRATORY CONSULTANTS LEWISVILLE TX No Asbestosis Yes Yes No al X Ray this section provides detailed information from the X Ray documents Submitted to the facility by the firm The types of documents that are entered in this section include the following X Ray B reader or X Ray Narrative reports Date Physician Facility Findings Caus ILO PT Unacceptable FilmOk Appr Conv 9 11 2001 3187TX TANNEN RICHARD C NOSCR NO SCREENING COMPANY Asbestosis No O Yes PFT Pulmonary Function Test this section provides detailed information from the PFT documents submitted to the facility by the firm The types of documents that are entered in this section include the following PFT Report Facility F Rpt Findings FVC FEV1 pa VC TLC RV DLCO Unacceptable Appr Conv 3187TX TANNEN No ASRESCTX ASTHMA amp RESPIRATORY CONSULTANTS RICHARD C LEWISVILLE TX No Obstruction 77 00 74 00 74 00 76 00 88 00 107 00 79 00 Yes No al 9 11 2001 Pathology Autopsy this section provides detailed information from the Pathology Autopsy documents submitted to the facility by the firm The types of
20. firm The passkey must be at least 7 characters long and contain at least 1 letter and 1 number as Trust Online Manual 2012 Updates Pending Once claims have been Reviewed and placed in the Deficient Tank the firms must provide additional claim information to clear the deficiencies Once a claim is updated the claim will immediately enter the Deficiency Response Queue and may be sent to the Re Review Queue if all deficiencies have been responded to even though the firm may not have updated the claim entirely In order to hold the claim from being Re reviewed until the claim has been updated with all information the firm may click the Updates Pending button Print Claim Form Defer Claim Withdraw Claim Updaies Pending Claim Number 1042830 Alleged Injury Level VIII Mesothelioma Current Queue Deficient Tank Evaluated Injury Status leview Deficient Jurisdiction none CheckOut Date Last Review Date 7 1 2010 Checked Out By Wot checked out Attorney Smith Robert Date Received 1 2010 Firm Acme Law Assigned To FIFO Number 3738401 Firm Passkey asbestos2012 A message box will appear confirming that you want to mark this claim as Updates Pending Click OK to continue This will place the claim in the Deficient Pending Update Tank and a new button labeled No Updates Pending will replace the Updates Pending button General Medical Deficiency Changes Print Claim Form Defer Claim Withdraw Claim No Updates Pe
21. for the partner or member who signed the E filer The E filer agreement is located on the Download page of the Trust s public website Once the E filer has been processed by the Facility a Trust Online package will be sent which includes a letter with the FSU s username and password a copy of the processed E filer and this instructional manual for Trust Online With the username and password in hand the FSU will need to log into Trust Online to begin creating accounts for their staff and setting the notification preferences To get to the login page proceed to the DII Industries LLC Asbestos PI Trust website at diiasbestostrust org and click on the Login link located above the right menu bar About Trust Online VEI Lis un E Contact Us By clicking on this Login link you will be directed to the Trust Online login page Each and every time a user chooses to log into Trust Online they must click on the I Agree check box immediately below the disclaimer By clicking on this check box the user is agreeing to the terms specified in the E filer agreement Enter the username and password from the letter and click on the Login button The user should keep in mind that the password is case sensitive and will disable the account after the third incorrect login attempt The passwords for the FSU and any accounts created by the FSU have a 90 day expiration date This added security features will assist in preventing unauthorized
22. in as the FSU Claim Search Feedback New Claim Conversior User Accounts Manage Access Profile Reports Notifications The FSU s Profile tab will be used to set the notification preferences for all Activities Duplicate Claims Prepetition etc Intake Review Deficiencies Release Deficiencies and Offers Claim Search Feedback New Claim Conversion User Accounts Manage Access Profile Reports Notifications Trust Online Manual 2012 Creating Accounts As noted in the previous section one of the main functions of the FSU is to create accounts for staff and attorneys to gain access to Trust Online Although these accounts seem very similar when creating them one of the main differences is that the attorney account is always associated with an Active Attorney The attorney account is not to be confused with the actual active practicing attorney from the law firm An attorney account gives the representing attorney more control over his or her claims by allowing them to set their own notification preferences as well as managing access to their claims In this next section we will explain how to create accounts and the vital differences between them We will also explain how to enable accounts reset passwords and disable accounts To begin creating accounts click on the lt User Accounts gt tab located on the Menu Bar From this page click on the lt Add Account gt button to beg
23. of the page links on the left hand side or by clicking the lt Next gt button located at the top of the page After editing the claim the user must proceed to the Finish page by clicking on the lt Finish gt button at the top of the page or the Finish Claim page link located on the left side bar menu From the Finish page you may either click on the lt Submit Claim gt button to accept the changes made to the claim or the lt Cancel gt button to discard all changes made during that session New Claims Submission The New Claim page will allow users to submit a single claim for either HAL or HW or linked claims for both HAL and HW at the same time To begin the new claims submission s click on the New Claim link located on the top menu bar which will re direct the user to the Choose Trust page From this page sect the primary trust from the Trust drop down and click the lt New Claim gt button to begin the process or lt Cancel gt to quit Choose Trust Trust Online Manual 2012 As mentioned in the previous sections once the lt New Claim gt button is clicked the user may navigate through the claim form using the Page Links or the lt Next gt button This section explains in detail all of the claim form pages and what specific information each section is requesting This section will also explain what sections must be completed for the different process options as well as explaining what required fields must be ente
24. profile page where he she may begin setting the notifications preference for each option Notification Opti Offer Notifications Include Smith Robert in paper mailing Enable Electronic Notification Smith Robert Smith Robert Select Account Release Deficiency Notifications LJInclude Smith Robert in paper mailing Enable Electronic Notification Smith Robert Smith Robert Select Account Intake Review Deficiency Notifications Include Smith Robert in paper mailing Enable Electronic Notification Smith Robert Smith Robert Include Smith Robert in paper mailing Enable Electronic Notification Trust Online Manual 2012 Chapter 2 Trust Online User Functions Claim Search For most users the Claim Search page will be the hub of the entire site From this page users will be able to search for a specific claim list of claims and or download customized reports This page is broken down into two sections Claim Search and Trust At the top of the page is the Claim Search section which allows the user to search for claims using one or more of the following criteria Last Name SSN Claim Number Firm File Number Deficiency Count Pending Paperwork Attorney and Assigned To In this section using the Claim Number is generally all you would need to find your claim However if the Claim Number is missing it would be advisable to enter as much information as possible to filter yo
25. submitted non malignant source claim can be converted to a new malignant target claim for the same claimant within the same trust This previously restricted feature will allow firms to submit Second Injury claims by converting from the original claim Note If the alleged injury of the new target claim is not a progression from the source claim s alleged injury the conversion will result in both claims being placed on Duplicate Hold Previously Withdrawn Claims a claim that was withdrawn can now be converted to a new claim within the same trust This new feature will allow firms to covert information from a withdrawn claim to a new claim rather than submitting a new claim manually Linking The Linking process mentioned in the previous section can occur as the result of the Conversion process but can also be implemented when entering a brand new claim using the New Claim tab For example prior to submitting the new HAL claim the 35 Trust Online Manual 2012 user will have the option to create a new HW claim and have it linked to the HAL claim by clicking on the check box on the Finish page Finish Claim Comments Add Comment If you intend to submit this information for both Halliburton and Harbison Walker please check the box below This will link the claims and updates to either claim will be automatically applied to the other Claims do not need to be linked and can be unlinked at any time As of 11 04 2008
26. the Enabled box and clicking the lt Save gt button This will eliminate the risk of any unauthorized personnel from logging into Trust Online Read Only Check Box Read Only accounts are accounts that are limited to creating reports viewing claim information and viewing printing notifications Firms can set both new and existing accounts to Read Only When creating a new account after entering all of the necessary account information check the Read Only box and click the lt Add gt button Trust Online Manual 2012 Account Last Name Account First Name Confirm Password Email Receive Announcements C Check this box to receive periodic announcements from the facility View Summary Statistics C Check this box to allow the user to view the summary statistics Hide Total Payment Statistics Check this box to exclude Total Payments from Summary Statistics Mf Y qum No trust s signed EN For existing accounts search for the account and click on the account name to view the account profile Afterwards check the Read Only box and click the Save button Account Last Name Account First Name Confirm Password Email t cryblskeyGarpc com Receive Announcements C Check this box to receive periodic announcements from the facility View Summary Statistics C Check this box to allow the user to view the summary statistics Hide Total Payment Statistics
27. the HAL or HW claim form it will go across to the linked side of the claim e Representation O repiten Page The information provided on this page is shared across both entities e Process o Process The claim process option will need to be edited on a claim by claim basis This data is only shared across the linked claim during initial claim submission Indirect Claim The Indirect Claim question will need to be edited on a claim by claim basis This field is only linked during initial claim Submission e 1 Injured Party O njured Party Information The information provided on this page is shared across both entities e 2 Injuries o Injuries The information provided on this page is shared across both entities except for the last question on the page that asks For claims filed against Halliburton or Harbison Walker entity or any other asbestos defendant in the tort system prior to the DII Petition Date December 16 2003 please check this box if you have filed a physical s Trust Online Manual 2012 I examination report This field will need to be edited on a claim by claim basis This field is only linked during initial claim submission e 3 Exposure o 3 1 Site Plant Section All of the fields in this first section are shared across both entities except for the following fields that will need to be edited on a claim by claim basis Trust Specific Code O 3 6 Exposure Details Section
28. the newest version to check if these edits have been reviewed Table Identifying Info Date Changed Reviewed Exposed Updated Smith John 5947554129 6 22 1944 Source Trust HAL 7 1 2010 No Dependent Added jay doe 1 1 1966 Source Trust HAL 7 1 2010 Superseded Exposed Updated Smith John 5947554129 6 22 1944 Source Trust HAL 7 1 2010 Superseded Editing Claims To begin editing claims the user must first navigate to the General page of the claim form as mentioned in the previous section From this page click the lt Claim Form gt button this will redirect the user to the Representation page of the claim form AA Trust Online Manual 2012 Representation _ Process 0 Deficiencies Show Injured Party Injuries Exposure Secondary Exp Litigation Smoking Economic Loss Extraordinary Claims Documents Finish Claim Page Links Ox ue The user must first click the lt Edit gt button located at the top of the page to begin the edit process or click the lt Cancel gt button to return to the General page Once in edit mode the claim will remain in edit mode by the user until the edits have been submitted or cancelled The claim will also display the name of the user editing the claim No other user can edit or review this claim until the edits have been submitted or cancelled and linked claims cannot be edited or reviewed The user may navigate through the claim form by clicking on any
29. End date of the report requested Payments created on the End Date entered will be included in the report After entering the criteria click the Export CSV button A message box will appear prompting the user to Open Save or Cancel The report provides the following information Trust Firm Name Attorney Last Name Attorney First Name Attorney Middle Initial Claim Number Last 4 SSN Claimant Last Name Claimant First Name Claimant Middle Initial Payment Date Principal Amount and Sequence Adjustment Amount Claims Under Edit The Claims Under Edit report provides the user with a summary listing of all of the claims that are currently being edited To create the Claims Under Edit Report click on the Claims Under Edit Report link Once this page is displayed you will have several options to choose from Smith Robert Attorney Days We Edit Export C5V The following are the criteria that can be selected and a brief description of each e Trust This drop down includes all of the Trust s the user has access to x 7 5 5 5 Trust Online Manual 2012 e Attorney This list box includes the entire list of attorneys the user has access to You may select All or one or more of the attorneys listed e Days Under Edit This field allows the user to specify the number of days the claims is being edited After entering the criteria click the lt Export CSV gt button A message box will appear p
30. documents that are entered in this section include the following Pathology or Autopsy Pathology Autopsy Date Physician Facility Exp Findings Caus Unacceptable Appr Conv 1 1 1999 0350 POHL DOUGLAS A PBMLDATX PATHOLOGISTS BIO MEDICAL LABORATORIES DALLAS TX No Mesothelioma No Yes No n a Trust Online Manual 2012 CTScan this section provides detailed information from the CTScan documents submitted to the facility by the firm The types of documents that are entered in this section include the following CTScan Save To File lt 1 to 1 of 1 gt Physician Facility Findings Unacceptable FilmOk Appr Conv TX6728 POHL JOHN MICHAEL RGJAMS RADIOLOGICAL GROUP JACKSON MISSISSIPPI Mesothelioma No Yes No a Deficiency Tab The Deficiency page provides a summary of all Release and Standard deficiencies that currently apply to the claim and each of these sections provide the following information Deficiency Code Description Deficiency Date Notification Date Date Closed Source Status Last Edit and Last Editor These two types of deficiencies cannot exist on the claim at the same time Once cleared the deficiencies are closed and will no longer appear on the claim The Standard deficiencies are applied to the claim during the intake and review process e Intake Deficiency codes are applied to the claim during the initial claim submission when the claim is missing basic information such as mis
31. economic loss that is being claimed When claiming economic loss the user must provide evidence of any loss such as an Economic Report IRS Form W 2 IRS Form 1040 Social Security statement of earnings detailed medical billing records or other relevant supporting documents This is only necessary for IR claims e Extraordinary Claims If the claimant is alleging exposure to either HAL or HW and this exposure was at least 75 of his total exposure or greater this section should be completed e Documents This section allows the user to electronically submit supporting documents for the claim The user may choose to fax documents using the Fax Cover Sheet or directly upload the document into the claim e Finish Claim From this section the user may submit save or delete the claim Trust Online Manual 2012 Chapter 3 Trust Online Reports Reports Trust Online provides users with pre defined reports that may be viewed and or extracted into a PDF file or spreadsheet To begin running one of the five reports listed on this page click on the Reports link located on the top menu bar Reports Please click on the report or extract you would like to create Deficiency Report Place In Queue Report Claim Status by Trust Payment Extract Claims Under Edit Except for the Payment Extract and Claims Under Edit reports firms can create reports in one of the following formats CSV EXCEL or PDF The Payment Extract and Claims Under
32. ection Representation Exposed Exposed e Identifying Info This column displays the identifying information that is associated with the section of the claim form being edited For example when editing the Exposed tables the identifying info will display the Claimant s Name Social Security Number Date of Birth and the Source Trust that was edited Corresponding Tables Exposed Click on this link to view the detailed changes General Medical Deficiency Changes Save To File lt 1 to 3 of 3 gt Version Table Identifying Info Date Changed Reviewed 4 Exposed Updated Smith John 5947554129 6 22 1944 Source Trust HAL 7 1 2010 No CHANGE DETAILS Trust Online Manual 2012 Save To File lt 1 to 3 of 3 gt Version Table Identifying Info Column Field Old Value New Value User Name Pica d Reviewed Updated Smith John 5947554129 6 22 1944 Source Trust Firm Super User 4 E d Updated Smith John 5947554129 6 22 1944 Source Trust Allecedini Level II Asbestosis Pleural Level VIII Firm Super EDS HAL ner Disease Mesothelioma User 7 1 2010 No 4 Exposed HAL AllegedInjuryDate 1 1 2000 12 00 00 AM 1 1 1999 12 00 00 AM 7 1 2010 No Updated Smith John 5947554129 6 22 1944 Source Trust Firm Super i 4 Exposed HAL HasFiledPhysicalExamReport False True ner 7 1 2010 No After clicking on the Identifying Info data displayed in the red font a new
33. edits to the claim Process Option will not carry across linked claims After initial submission Process Option changes must be made on a trust by trust basis Hw MET TTE EN Once the link is created a Chain Link image will be displayed in the claim header marquee illustrating to the user that there is a linked claim associated with this particular claim HAL 4042840 Name smith john DOB 6 22 1945 Deceased DOD Mo none Status Hold SSN 456785154 Firm File none Lit Date none Queue Awaiting Document Tank Option Expedited Alleged Injury Level IV Severe Asbestosis Confirmed Injury none ES a Received 7 1 2010 Firm Acme Law Furthermore at the bottom of the General Page there is a Linked Claims section that displays the claim that is linked and its current status The Claim Number field is a hyperlink that will open that particular claim in a new window Save To File lt 1 to 1 of 1 gt Trust Claim Number Status HW 5043381 Intake Deficient These claims will stay linked until a release is generated on one of the linked claims or the firm user affirmatively unlinks them from the finish page prior to submitting edits to one of the linked claims When a release is generated on one of the linked claims the claims will automatically become unlinked To affirmatively unlink claims the user must first make an edit to one of the claims On the finish page uncheck the box next to the claims that need to be
34. g the user accounts access to a specific trust When attorney accounts are created they are already associated with a specific attorney but they can also be given access to additional attorneys using the Manage Access link This additional access allows the attorney account to view and edit claims submitted by other attorneys a Trust Online Manual 2012 Access By Account To assign access by accounts click on the lt By Account gt tab and select an account from the drop down box From the No Access list box select one or more of the attorneys that are to be associated with this account Click on the gt to move the selected attorney to the Access list box To allow access to all attorneys listed simply click on the gt gt By Account By Attorney By Trust Account Smith Joseph staffaccounti t Mo Access Smith Robert To remove access select one or more of the attorneys from the Access list box and click on the Y to move the selected attorneys to the No Access list box To remove access to all attorneys listed click on the EE Access By Attorney To assign access by attorneys click on the By Attorney tab and select an attorney from the drop down box From the No Access list box select one or more of the accounts that are to be permitted access to the attorney in the drop down box Click on the Bl to move the selected accounts to the Access list box To allow access to all accounts listed simply click on t
35. he BS By Account By Attorney Attorney Smith Robert Mo Access Access Smith Joseph staffaccount King Test kingfirm Smith Joseph Firm Super User To remove access select one or more of the accounts from the Access list box and click on the lt to move the selected accounts to the No Access list box To remove access to all accounts listed click on the lt lt 8 Trust Online Manual 2012 Access By Trust After assigning the attorney s access you will need to assign the Trust s using the By Trust tab To assign access by trust click on the By Trust tab and select a trust from the drop down box From the No Access list box select one or more of the accounts that are to be permitted access to the specified trust in the drop down box Click on the Bl to move the selected accounts to the Access list box To allow access to all accounts listed simply click on the gt gt By Account By Attorney By Trust Trust wv Smith Joseph staffaccount To remove access select one or more of the accounts from the Access list box and click on the to move the selected accounts to the No Access list box To remove access to all accounts listed click on the EX Firm Super User Profile Trust Online provides account information for each user on their Profile page The Firm Super User account type will be able to view the following account information including Account Name Account Type Email Address
36. he buttons and their functions Button Name Functions Redirects user to the Representation page of the claim form to begin editing claim data Redirects user to the Documents page of the claim form Documents to review the documents uploaded to the claim or to begin uploading additional documents PETERE Opens the claim form in a PDF format to view or print Places the claim in a Deferred status Once the button is clicked the Undefer Claim button will be displayed Withdraw Claim Places the claim in a Withdrawn status The Place In Queue label also functions as a hyperlink to a new window which displays the weekly average for both Initial and Re Review for the Trust DIIA Weekly Average Date Updated Initial Review Re review 5 1 10 1051 362 The Firm Passkey is an added security feature which has been implemented to protect the confidentiality of your firm s claim inventory This passkey is provided for firms that call in to the Facility for claim information and can be located on the General Page of each claim All Firms must provide the Facility with this Passkey whenever inquiring about any claim information such as the status of the claim or questions about specific deficiency codes Only one Passkey is assigned to each firm and this passkey can only be edited by the Firm Super User on their profile page Editing this field in the profile page will change the Firm Passkey for the entire
37. ification HW Acme Law Even after clicking this button user s can still re print the document by clicking the Document hyperlink number Attorney Level Notifications Attorney Level notifications refer to all other types of notifications including Offers Release Deficiency Intake Review Deficiency and Activities The notification preferences can be changed by the FSU and or the submitting attorney with an Attorney account For more information on how to set up these notifications see Chapter 1 Attorney Options When the Facility generates New Releases Deficiency Letters and Activity Letters Trust Online will send an email notifying each authorized user to proceed to the Notifications page The Attorney Notifications are displayed in the top section of this page and includes the following information Document id Type Attorney Report Date Notified Date Comment Trust Source Firm and Printed Status Attorney Notifications Notification Type All Save To File 1 to 12 of 12 gt Report Notified Comment Trust Source Printed Status a Date Date Firm Paid Claim Pre Petition P1 3 4 2009 3 4 2009 aid Claim Pre Petiion P1 acme Law Mark Printed Prepetition Activity Smith Notification Robert Duplicate Claim Activity Smith Notification Robert Duplicate Claim Activity Smith Notification Robert Intake Review Deficiency Smith Notification Robert Intake Review Deficiency Smith Notification Robert
38. ill allow the user to view more or less information depending upon the required information needed AB Trust Online Manual 2012 Search Results Standard _ Extended Export All to File The Results View defaults to Standard and will provide the most basic claim information including Name SSN Trust Attorney Status Queue Deficiency Count Pend Paperwork Holds Alleged Injury Claim Firm File Option Checked Out to and Linked Save To File lt 1 to 1 of 1 gt Holds Alleged Injury Claim hir de Option oa Out Linked Deficiency Pend SSN Trust Attorney Status Count Paperwork To view more information in your search results click on the Results View drop down and select the Extended view This will provide all of the basic claim information found in the Standard results view and additional information including Date Received Release Amount Last Release Date Total Paid Std Total Seg Adj Paid Date DOB PR Last Name PR First Name PR SSN Evaluated Injury Deficiencies Assigned To and Payment Offset Save To File lt 1 to 3 of 3 gt PR PR Last First Name Name PR Evaluated Assigned Payment SSN Injury T set Deficiencies Linked To export all of the data found in the Extended view to an excel spreadsheet select the Export All to File from the drop down and click the lt Search gt button A File Download box will appear prompting the user to Open Save or Cancel
39. im from the source trust claim A J Fila 1 tn 3 prf wl LE o l LO ot Ol UO Document ID Document Type Comment i 1789398 Release 5 7 2009 1 88434 Physical Exam 2 17 2009 1788433 Other 2 12 2009 Trust Online Manual 2012 At the bottom of the page the user has the option to Link the source trust claim to the newly converted target trust claim The Link these claims box will be automatically checked If these claim are not to be linked uncheck the box and click the lt Yes gt button to proceed Do you want to submit this HW Data to HAL Link these claims No enter alternate data After clicking the lt Yes gt button the user will be redirected to the first page Representation of the claim form This will allow the users to update the new claim with any Trust specific information prior to submitting it Note Claims that have an active release or payment can be used as the Source Trust claim for conversion but can t be linked For these types of claims the Link these claims box will be grayed out and unchecked Do you want to submit this HW Data to HAL ns Claim ts already linked to this trust No enter alternate data Converting Same Trust Claims The conversion process has been modified to allow users to convert claims from one Trust to the same Trust in order to create a new target claim This only applies to one of the following scenarios Second Injury Claims a previously
40. in creating accounts Last Name OOOO i ser Mame SS Add Account When creating any type of account it is important to remember that no two people Should share a username or password for purposes of accessing Trust Online Each person should have his or her own unique username and password Staff Accounts To create a staff account first select Staff from the Account Type drop down box and enter the Account Last Name First Name Username Password Confirm Password and Email Place a check mark next to the Enable box and any other boxes that are necessary and click the lt Add gt button The other three boxes will be explained in detailed in the upcoming section Account Last Name Account First Name Username Account Type Password Confirm Password Email Receive Announcements O Check this box to receive periodic announcements from the facility View Summary Statistics O Check this box to allow the user to view the summary statistics Hide Total Payment Statistics Check this box to exclude Total Payments from Summary Statistics Enabled Read Only O Trust s No trust s assigned Trust Online Manual 2012 Attorney Accounts To create an attorney account select Attorney from the Account Type drop down box The Attorney drop down box will appear with the available attorneys for your firm If an attorney is not listed in thi
41. ion From the results grid click on the Name displayed in the red font Name SSN Trust Attorney Status Queue gt smith Ready to Review 4 seasick ogy Ji C ru A Jahn 4129 HAL Smith TE Queue After clicking on the Name a new window will open displaying the claimant s general information The general information is listed under the General tab and will always be the first page displayed There are three other tabs Medical Deficiency and Changes General Tab The General page provides a summary of the claim The information listed on this page includes Claim Number Current Queue Status Checked Out Date Checked Out By Date Received Place in Queue FIFO Number Alleged Injury Evaluated Injury Jurisdiction Last Review Date Attorney Firm Assigned To and Firm Passkey In addition to this information the page also provides the user with a number of buttons that provide several functions A Trust Online Manual 2012 Medical Print Claim Form Defer Claim Withdraw Claim Claim Number Alleged Injury Level VIII Mesothelioma Current Queue ieview Queue Evaluated Injury Status Leal Reviev Jurisdiction none CheckOut Date Last Review Date Checked Qut By Not checked out Attorney Smith Robert Date Received 0 19 2011 Firm Acme Law Place in Queue amp 6 Assigned To FIFO Number 20110919200001011977011 Firm Passkey asbestos2012 Research Other Diagnosis Research Below is a brief description of t
42. llowing criteria Last name SSN Claim Number Firm File Number Attorney and or Deficiency Count Target Trust HAL v Convert claim s to this Trust Attorney Smith Robert Claim Number Yousefi Pouya Firm File Number Deficiency Count All v mmi Source Trust me Trust Online Manual 2012 Users may also search for a list of claims to convert by selecting either the HAL or HW Trust from the Source Trust drop down box Once a Source Trust is selected additional search fields will be displayed allowing the user to search for their list of claims using one or more of the following criteria Status Code Deficiency Code Alleged Injury and or Claim Option EE Source Trust HW v SS 4 f 4 Status Code Awaiting Quality Assurance Deemed Withdrawn Deferred Deficiency Code 000 Failure To Choose Claim Process 001 Death Certificate not Provided 003 Injured Party s Social Security Numbebdl Alleged Injury Level VIII Mesothelioma Level VII Lung Cancer 1 Level VI Lung Cancer 2 Claim Option All v ET EZ After specifying all of your search criteria click the Search button The Search Grid results will display a summary list of claim information from the Source Trust Save To File lt 1 to 7 of 7 gt Firm Confirmed 2 Y Name SSN File DOB Claim Status Alleged Injury pa Injury Option pri
43. n the Detail report type is selected the user will have the option to include the number of deficiencies selected from the drop down box e Deficiency This list box includes the following types of deficiency options as well as all the deficiency codes for the Trust selected A All Intake All Medical All Exposure and All Conversion e Attorney This list box includes the entire list of attorneys the user has access to You may select All or one or more of the attorneys listed e Output Type This drop down box provides the user with the option of viewing printing or downloading the reports in the following formats PDF Excel and CSV After entering the criteria click the Create Report button A message box will appear prompting the user to Open Save or Cancel Place In Queue Report The Place In Queue report provides the user with a listing of claims that are in the Review and or Re Review Queue with their respective place in queue number This number provides the users with an approximation of how long the claims may remain in the queue until the claim comes up for Review or Re Review To create a Place In Queue Report click on the Place In Queue link Once this page is displayed you will have several options to choose from Trust Output Type Status Please choose trust Smith Robert The following are the criteria that can be selected and a brief description of each e Trust This drop down includes
44. nding Claim Number Alleged Injury Level VIII Mesothelioma Current Queue Evaluated Injury Status Jurisdiction none CheckOut Date Last Review Date 7 1 2010 Checked Out By Attorney Smith Robert Date Received Firm Acme Law Assigned To FIFO Number Firm Passkey asbestos2012 DEFUPDATE firm super user2 4 11 2012 Once the firm has provided the claim with all information they can release the claim by clicking on the lt No Updates Pending gt button This will allow the claim to go to the Deficiency Response Queue and into the Re Review process ie Trust Online Manual 2012 Medical Tab The Medical page provides a summary of any and all medical reports submitted by the firm and reviewed by the Trust for the individual claim The Medical page is divided into 5 categories Physical Exam Medical Reports X Ray PFT Pathology Autopsy and CTScan General Medical Deficiency Changes Physical Exams Medical Reports 9 11 2001 3187TX TANNEN RICHARD C NOSCR NO SCREENING COMPANY PFT Date Physician Actual Facility F Rpt Findings FVC FEV1 gol VC TLC RV DLCO Unacceptable Appr Conv 3187TX TANNEN ASRESCTX ASTHMA amp RESPIRATORY CONSULTANTS RICHARD C o LEWISVILLE TX No Obstruction 77 00 74 00 74 00 76 00 88 00 107 00 79 00 Yes No al 9 11 2001 Physical Exam Medical Reports this section provides detailed information from the medical documents submitted to the
45. red before completing the claim process and the warning messages that are displayed e Representation This is the very first page of the claim form Select the representing attorney and enter any contact information necessary o Attorney required field o Contact This information should specify the information for the contact person at the law firm e Process This section allows the user to select the appropriate process option for the claim from either Expedited ER or Individual IR All foreign claims must be filed as IR You will also need to elect whether the claim is a Direct or Indirect Claim and whether or not the claim is a Foreign Claim o Indirect Claim required field o Foreign Claim required field e Injured Party This section includes all of the injured party and personal representative information The user must enter the following information before moving on to other sections of the claim o First Name required field Last Name required field Social Security Number required field Date of Birth required field Is injured party living required field O O O e Injuries This section allows the user to select the appropriate disease level and the date of diagnosis DII requires you to select the specific type of alleged Other Cancer if you are filing an Other Cancer claim Level VI is not available under the ER process Level I II and III are not available under the IR process o
46. rompting the user to Open Save or Cancel The report provides the following information Trust Claim Account User Account Last Name Account First Name Account Email Firm Name Claim Attorney Edit Date Linked Status and Queue Trust Online Manual 2012 Chapter 4 Trust Online Notifications Notifications Trust Online provides an electronic method of notifying law firms with updated information about their claims Firms will still have the option to elect to receive paper notifications Notifications are provided for the following and are broken down into two levels e Firm Level o Payments e Attorney Level o Offers Release Deficiencies Intake Review Deficiencies Activities Duplicate Claims Prepetition etc O O O Firm Level Notifications Firm Level notifications refer only to the Payment Notifications and can only be changed by the Facility The firm must contact the facility to authorize their staff users to receive the email notification when payments are made When payments are made the Facility will send an email notifying each authorized user to proceed to the Notifications page of Trust Online The Firm Notifications is displayed in the bottom section of this page and includes the following information Document id Type Report Date Notified Date Comment Trust Source Firm and Printed Status Firm Notifications Save To File Show All lt 1 to 15 of 16 gt Document Type At
47. s drop down box you will have to contact the Facility to have this attorney added before you can create this account If the attorney is listed in this drop down box select the respective attorney and enter the necessary account information Place a check mark next to the appropriate boxes and click the lt Add gt button to save Account Last Name Account First Name Username Account Type Attorney Attorney Smith Robert v Password Confirm Password Email Receive Announcements Check this box to receive periodic announcements from the facility View Summary Statistics O Check this box to allow the user to view the summary statistics Hide Total Payment Statistics Check this box to exclude Total Payments from Summary Statistics Enabled Read Only Fl Trust s No trust s assigned Enabling Disabling Accounts Check Box The Enabled check box has to be checked in order for firm users to log into Trust Online The Enabled check box will automatically become unchecked when the system identifies a user attempting to log into Trust Online more than three times with an incorrect password In these cases the FSU will need to re enable the account by placing a check mark next to the Enabled box and clicking the lt Save gt button In this same manner the FSU must disable accounts for staff that are no longer with the firm by removing the check mark next to
48. ser Petana Attorney parede je undis Date pe HEUS 6 22 1944 5043381 re Expedited 0 0 Smith 5 203 225 HW HAL A E e xpedite t John Deficient Mesothelioma 277 Smith m Intake Level IV Severe will 0705 1 2 1935 5043026 TIA A Expedited 0 0 Yousefi 1 014 HW HAL Level III Smith Intake John 477775469 11 2 1942 5042926 Deficient Asbestosis Pleural Expedited 0 0 Smith 2 014 025 HW HAL Disease The information displayed includes Name SSN Firm File DOB Claim Status Alleged Injury Confirmed Injury Confirmed Injury Date Option Release Amount Paid Amount Attorney Deficiency Count Deficiency Codes Source Trust and Target Trust To select a claim to be converted click on the name of the injured party under the Name field heading The following warning page will be displayed The claim is about to be processed for conversion This might take a few minutes Please do not refresh or close the browser until the operation completes to avoid duplicate conversions Click the lt OK gt button to continue to proceed to the Conversion Summary page On this page there are several sections pertaining to the information that is about to be converted At the top of the page is the Source Trust information which includes the Source Trust Name SSN Date of Birth Claim Number Status Alleged Injury Evaluated Injury Gross Settlement Value and Offer 33 Trust Online Manual 2012 Source Trust HW
49. sing Injured Party information or an incomplete Litigation record These types of deficiencies can be cleared by updating the claim form with the missing claim information e Review Deficiency codes are applied to the claim during the review process when the claim is missing information required by the Trust to confirm the claim either medically orfor exposure These types of deficiencies can be cleared by adding the missing claim information or uploading new documents General Medical Deficiency Changes Release Deficiencies There are no items Standard Deficiencies Save To File lt 1 to 5 of 5 gt Deficiency Code Description Deficiency Date Status Last Edit Last Editor Medical Report not Provided 7 1 2010 Accepted 7 1 2010 wberrioz Industry not Provided 7 1 2010 Accepted 7 1 2010 wberrioz Exposure is all Post 1982 7 1 2010 Accepted 7 1 2010 wberrioz Site Code 7 1 2010 Accepted 7 1 2010 wberrioz Failure to Provide a Verified Work History 7 1 2010 7 i H Accepted 7 1 2010 wberrioz The Release deficiencies are applied to the claim during the release verify process when a returned release is missing basic information such as required signatures or personal representative documentation General Medical Deficiency Changes Release Deficiencies Save To File lt 1 to 2 of 2 gt Description Deficiency Date Source Status Last Edit Last Editor No Witness Signature 7 1 2010 HW Accepted 7 1 2010 wberrioz No
50. t listing all claims the user has access to view Statistics Attorneys Summary Statistics as of 5 3 2012 2 47 40 PM Description Total Claims Submitted Ready to Review Intake Deficient Review Review Complete Awaiting Quality Assurance In Quality Assurance Review Deficient Ready to Re Review Offer Issued Release Verified Release Deficient Paid Partial Payment Paid Payment Authorization Deferred Do Not Review Withdrawn Disallowed Deemed Withdrawn Hold Draft Research N m O0mQqwroOoOoO0OO0OrOOON e e OF OF OF OC m O amp Nwo5 oococoocoocooooocooo ON hoo oc oo0cocoocoocr ucoo onooowwmococoocococoocao rococo N owooopnoooocoocoewdoc9gcr sos The Attorneys tab displays the list of attorneys for which the user has access to view edit or submit claims Statistics Attorneys Save To File lt 1 to 20f 2 gt Your account has access to these attorneys GILLAM SCOTT BAGGETT SR HARRY L The FSU s main function is to create sub accounts and manage access for their staff and attorney s as well as setting the notification preferences for each attorney that have submitted and will be submitting claims in Trust Online The FSU s Menu Bar located at the top of the page includes the two tabs that the FSU will be using to create and manage their firm s sub accounts These two tabs are labeled User Accounts and Manage Access and can only be viewed when logged
51. tities e Documents O ocuments Documents submitted on one of the linked claims will be shared across both entities
52. to e Attorney This drop down box includes the entire list of attorneys the user has access to You may select All or one or more of the attorneys listed e Output Type This drop down box provides the user with the option of viewing printing or downloading the reports in the following formats PDF Excel and CSV After entering the criteria click the Create Report button A message box will appear prompting the user to Open Save or Cancel The report provides the following information Claim Full Name SSN Attorney Name and grouped by Status Payment Extract The Payment Extract report provides the user with a detailed listing of all of the paid claims submitted to a specific trust filtered by Attorney and Date ranges To create this report click on the Payment Extract link Once this page is displayed you will have several options to choose from 26 Trust Online Manual 2012 Trust Firm Acme Law Export CSV The following are the criteria that can be selected and a brief description of each e Trust This drop down includes all of the Trust s the user has access to e Attorney This drop down box includes the entire list of attorneys the user has access to You may select All or one or more of the attorneys listed e Start Date Enter the Start date of the report requested Payments created on the Start Date entered will be included in the report e End Date Enter the
53. torney Report Date Notified Date Comment Trust Source Firm Printed Status 41727174 Payment Notification 1 8 2008 1 9 2008 Payment Notification HW AD WESTBROOK LLC 1534817 Payment Notification 11 30 2007 12 5 2007 Payment Notification HAL AD WESTBROOK LLC 1438247 Payment Notification 11 16 2007 11 27 2007 Payment Notification HW AD WESTBROOK LLC 1366757 Payment Notification 11 2 2007 11 9 2007 Payment Notification HAL AD WESTBROOK LLC 1320520 Payment Notification 10 24 2007 11 2 2007 Payment Notification HW AD WESTBROOK LLC To view the notification document s click on the Document hyperlink number Once the PDF document is opened the user may save or print it The Print Status column provides the user with a button labeled lt Mark Printed gt Windows Internet Explorer Ed Y J Mark this report as printed Trust Online Manual 2012 Once the button is clicked a warning message will be displayed prompting the user to click OK to proceed or Cancel to quit After clicking the OK button a new message is displayed in the Print Status column with the username of the individual who printed the document and the time and date the document was printed Firm Notifications Save To File lt 1 to 12 of 12 gt Report Notified Comment Trust Source Printed Status Document Type Attorney Din Daie Firm Firm Super User printed at 7 1 2010 11 04 AM 1793600 Payment Notification 3 10 2010 3 10 2010 Payment Not
54. unlinked and click the lt Submit Claim gt button Hw 5043381 Intake Deficient Submit Claim Once the edits have been submitted the claims will no longer be linked and an Unlinked Claims section will now be displayed on the General Page and will provide the user with the Trust Claim Number and the Date the claim was unlinked 36 Trust Online Manual 2012 Unlinked Claims Save To File lt 1 1ofi gt Trust Claim Number Date HW 5043381 8 3 2010 Editing Linked Claims The benefits of linking claims are apparent when having to edit claims with new or missing information When editing one of these claims in the linked set the user is in fact editing both of the claims in the linked set Although the linking process does eliminate much of the time needed to update both claims there are certain fields in the claim form that do not carry across to the linked claims and will have to be edited individually In this next section we will navigate through the sections of the claim and briefly point out the pages and individual fields that carry across to the linked claim as well as those that don t There are basically 13 sections that make up the entire claim form which are listed below with their associated claim pages The pages displayed below with a chain link icon represent pages in the claim form that share data across both Trust and do not have to be edited individually if you change this information on either
55. ur search results Claim Search Last Name Claim Number Attorney SSN Firm File Number Deficiency Count All v Pending Paperwork v Assigned To v Search Clear Results View Standard w For more search criteria you may also use the Trust section of the claims search page in conjunction with the Claim Search section At the bottom of the page is the Trust search section which allows the user to search for claims using the additional following criteria Trust Activity Code Deficiency Code Alleged Injury Claim Option Status Code and Queue Activity Code Status Code 2008PYHOLD 2008 Payment Hold Awaiting Quality Assurance 2ndDISEASE Second Disease Claim Deemed Withdrawn ADMINHOLD Administrative Hold gt Deferred Deficiency Code 000 Failure To Choose Claim Process 001 Death Certificate not Provided 003 Injured Party s Social Security Numbebdl Alleged Injury Queue Level VIII Mesothelioma Audit Queue Level VII Lung Cancer 1 Awaiting Document Tank Level VI Lung Cancer 2 I Change Research Queue Claim Option All v Search Clear Results View Standard After entering all of the specified criteria click the lt Search gt button to begin searching for the claim or listing of claims The Results View drop down box found next to the lt Clear gt button w
56. window will open showing the actual changes made to the claim form The window displays all of the information found on the Changes page as well as a few other fields such as Column Field Old Value New Value and User Name gt Column Field This column displays the actual field that was edited Some fields names are obvious and easy to identify such as the AllegedInjuryDate and AllegedInjury seen in the example above while others may not be so easy to identify such as the HasFiledPhysicalExamReport also shown in the example above gt Old Value This column displays the old existing value if any prior to the changes being submitted New Value This column displays the new edited value that will override any existing old value User Name This column displays the user name of the individual who made the edits to the claim e Date Changed This column displays the date the claim was edited e Reviewed This column displays information concerning whether or not the changes made to the claim form have been reviewed The following are the possible entries that will be displayed and a brief description of each gt Yes all edits to the claim form up to this version have been reviewed by the facility gt No these edits and any previously superseded edits have not been reviewed by the facility gt Superseded new edits have been made to the claim form and have Superseded this version The user must check
57. zl d Mb DELAWARE CLAIMS PROCESSING FACILITY TRUST ONLINE USER MANUAL DII Asbestos Trust JUNE 2012 Trust Online Manual 2012 Table of Contents Br NUI SUIT Usain I Cream ACCON I S os ceive casa hea eicacesachensiceessacmseetseawsceececcscecsoseessssunasveuseeveceueee 0005000005 LIST INR ER FO TE edis 4 SI ACCON e y 5PI E E 4 NAAA o EE E EEEE EES ESE 4 Enabline Disabling Accounts Check BOX croacia 5 Read Dal REO o E BO asada 5 Receive Announcements Check BOX buin cad 6 View Summat y o sues C heek BO caia 6 Hide Total Payment statistics Check DOX esc policia 7 MEA III 7 ACCESS DV ACCOMBMIS aio OE EEEE EEE ETE E 8 ACCESS DY AMOO ias 8 PROCESS TV O PP udusususuousucuenreceres seenvavaensss 9 Firm Super Ser Profile e 9 AP T E E E A E 10 Firm Payment Notifications aiii 10 a nn A 11 Chapter 2 UTE STADT 12 A DE CUR Pe 12 AA 13 Downloddm Rest rms nic 14 e nn EEE E 14 GOncral Tab air Y 14 Jed re d rg DIUI aA E E 15 A A a ca P tcn o REO e IA 15 Updates Pond capado 16 NT AAA A 17 Physical Exam Medical RODOEBDS erario poda 17 MAR nes Y PET Pulmonary Function Test sra iran 17 P tholos Pe Arure joa T HQ 17 Rer E m o PA ciestsaussneecagsteene 18 ar AA A GI A 18 A o mA 19 Bi Le DE o ECC T 19 UNC APPO A Po A nn e a E

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