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Workers’ Compensation Claims Handling Guidelines • The Workers' Compensation Claim Specialist should use the appropriate filter to identify the note when entering it into the claim file. For example, entries made regarding litigation should be identified as legal. Further direction is provided in the Claim File Expectations document. • The Workers' Compensation Claim Specialist shall document all claims' handling activities on the same day that such activity occurred. File documentation must be an accurate reflection of the activity and must be detailed. The Workers' Compensation Claim Specialist shall use the appropriate note category, as outlined in the Workers' Compensation Note Categories document. • Every file note with a linked document must also contain a summary of the enclosed document. Litigation Management/Attorney Involvement: • Please see the Workers' Compensation Litigation Management Process document. Reporting Requirements: • A Large Loss Report is to be completed per client-specific guidelines with review by leadership. • Index reports are required on all claims and should be documented in the claim file. • The Workers' Compensation Claim Specialist must file all State forms within statutory requirements and guidelines. Completion must be documented in the claim file. • Reinsurance reports are to be completed per client direction. Status Report: • The Workers' Compensation Claim Specialist's vision for the future of the claim is demonstrated in the Status report, focusing on getting the injured worker back to work, back to life, and file closure. • The Status Report is a clear, concise, and proactive approach to bringing the claim to a fair and timely resolution. • The Status report is dynamic, reflecting the strategies for fairly resolving the claim as additional information develops and is analyzed. • The Status Report will be documented as "Status Report" in the file. This document contains North American Risk Services – Workers’ Compensation proprietary information that is privileged and confidential. It is to be used exclusively by the individual to whom it was given and is not to be copied in full or in partial or the information herein communicated in any manner to anyone who is not employed by North American Risk Services.

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