20210205 - CSP TRIAGE SYSTEM

20210205 - CSP TRIAGE SYSTEM

For our new triage system, you will need the SOL and newly-created Estimate.


Look at the insurance company

  1. If the average increase is less than 20%: Please triage
  2. If the average increase is greater than 20%: Triaging is optional


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To proceed with triaging:


First, open the SOL and Estimate to compare the two documents (if needed).




Then look at the Estimate and add the RCV amounts of all code itemsitems supported by pictures.


  1. For all of these items, please subtract O&P from your item amounts if the SOL does NOT include O&P.




  1. For existing SOL items, please be sure to include just the increase in RCV between the estimate and the SOL costs. In other words, subtract the SOL RCV for that item from the Estimate RCV.




Then, add the amounts to get the total increase of the above items.


If the increase is more than $1K: Good to go!

If the increase is less than $1K: 

  1. Please proceed with the claim (keep it assigned to yourself)
  2. Create a Task for yourself: “TEST A” with a due date of one year from today
  3. When you close the claim: Keep the task open and write the RCV increase and increase % (for example: “TEST A - $2,548.95 - 22%”)


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NOTE: There are certain insurance companies—like Allstate—where many HO’s only have O&L. (Please look at the Supplement Items sheet for INS companies)

  1. For these claims, do not automatically include code items in your calculations. 
  1. We need photos of pre-existing code items.

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