Assess a recurring disability claim

A life insured has been diagnosed as disabled and is claiming a monthly disability benefit. You'll need to assess the claim for an initial period and arrange the first payment, then come back later for the next assessment period.

Lodge the claim

• Start lodgement from either the policy or the life insured's client record.
• Set the contact to the life insured.
• Choose Disability as the event type and an appropriate claim reason.
• Complete the wizard with status Notified.

Assess the first period

• Open the claim and add an assessment.
• Set the disability benefit outcome to Accepted.
• Enter the assessment period (typically one to three months) starting after the event date.
• Enter the payment amount for that period.
• Send the assessment for review.

After payment, re-assess

After the first payment is approved and paid, the case status moves to Pending Further Assessment. When it's time for the next period, open the claim again. Editing any part of the case moves the case status back to Under Assessment automatically.

Add a new assessment for the next period. The period defaults to start the day after the last completed assessment's end date. Repeat the assess, review, and pay cycle.

Finalise the claim

When the claim is ready to close (for example, the life insured returns to work), tick the Mark as final checkbox on the assessment before sending it for review. After the final payment, the case status moves to Closed.