File Documentation Part 2: Common Claims Standards to Improve File Documentations

Professionalism is a key factor. A file that is professional in nature can positively reflect on the adjuster’s knowledge, experience and desire to do the right thing for the customer. It is important to project a high level of professionalism in order to gain the confidence of those individuals outside of the company who may review the file notes.

In this session, we will cover these topics:

• Files notes that are accurate

• Being thorough

• Importance of timely documentation

• Make sure notes are clear

• Being honest

• Professionalism in the claims file