TRUST ONLINE USER MANUAL
Contents
1. 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 a Social Security number or an alleged injury These types of deficiencies can be cleared by adding 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 or for exposure These types of deficiencies can be cleared by adding the missing claim information or uploading new documents General Medical Deficiency Release Deficiencies Standard Deficiencies Save To File lt 1 to 8 Deficiency Code Description Deficiency Date Notification Date Date Closed Source Status Pending Last Edit Last Editor Injured Party s Social Security Number 4 26 2013 none none Accepted 4 26 2013 ConsistencyManagerUs Injured Party s Date of Birth 4 26 2013 none none Accepted 4 26 2013 ConsistencyManagerUs Date of Alleged Diagnosis 4 26 2013 none none Accepted 4 26 2013 ConsistencyManagerUs No First or Last Dates of Exposure Alleged 4 26 2013 none none Accepted 4 26 2013 ConsistencyManagerUs No Industry and or Occupat2. edit or submit claims Statistics Attorneys Save To File lt 1 to 2 of 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 on 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 in as the FSU Y Claim Search Feedback New Claim Conversio User Accounts Manage Access Profile Reports Notifications Trust Online Manual 2013 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 Accest Profile Reports Notifications Creating Accounts As noted in the previous sections one of the main functions of the FSU is to create accounts for staff and attorneys to provide access to Trust Online Although these accounts seem very similar when creating them one of the main differences is that the attorney
3. Injury Claim Option Status Code and Queue _ 4 Activity Code Status Code ZO4PRES 204 CODE CANCELED DUE TO I Awaiting Quality Assurance 2IPOCML 2ND INJURY PROOF OF CLAIM R Deemed Withdrawn ABEYANCE ATTORNEY REQUESTS ABEYANM Deferred Deficiency Code 001 Death Certificate None 002 Certificate of Official Capacity 003 Injured Party s Social Security Numba Alleged Injury Asbestosis Audit Queue Bilateral Pleural Disease Awaiting Document Tank Colon Rectal Cancer Change Research Queue Claim Option All 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 will allow the user to view more or less information depending upon the required information needed AB Trust Online Manual 2013 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 se
4. Type Offer Notifications Document Type Attorney Report Date Notified Date Comment Trust Source Firm Printed Status 9816125 Offer Notification HARPER ANN 4 11 2013 14 11 2013 Release Notification CEL Acme Law wberrioz printed at 4 30 2013 11 40 AM Even after clicking this button user s can still re print the document by clicking the Document id Trust Online Manual 2013 Chapter 5 Celotex Conversion Conversion The Celotex Trust can only be converted to an AWI BW OC FB USG FLX FER or TN claim Celotex cannot be converted from any Trust in Trust Online Celotex does not offer the Linking option The conversion process takes existing claim and review data from the Celotex Trust claim Source Claim and imports this data into a new claim for another Trust Target Claim The Celotex claim used in this conversion process can be in any status or queue Linking The Linking option is not available for Celotex claims Conversion Process 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 Celotex Claim will carry across to the new Target Claim Using this process only one new Target Claim can be submitted at a time If additional Trust Claims need to be submitted from the Celotex Claim the user will need to conv
5. 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 accounts gives the representing attorney more control over his her claims by allowing him her to set their own notifications 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 begin creating accounts Last Name 2 ser Mame id Add Account 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 detail 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 summ
6. 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 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 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 2013 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 of the attorneys listed e Start Date Enter the Start date of the report requested Paymen
7. o o AP E 23 nn PA 23 e on E 23 chanter S TONIE KEDO S srra E E E aaRS 24 PD 24 Pura ue 24 Place In Ciento Repor noosa sees cacetscctent sect ecussoudenesosesccesseesuonduevenescccedsescsesecescscucscscscscseoseseonss 25 Chim SEAS o PA o ono II socscsensocusnaanatessne 26 Payment Extracta mineria sio E E E E E E ocsssoctendvevedessteces 26 Claims Under Edilsin eei i NEEE NAESSENS ESTEN TE 27 Chapter 4 Lru ust Online No ICAA ars 29 is AMA EEEE ES 29 Firm Level NOtmiCAtIONS sisessisccsecssssssecaseacsecastsvscoandecsnoastncscessteesnonsssseasesexsaasasexsaasnsaveusnatestencs 29 Attorney Level Notifications esssesesccecccocccecccececccccccccscceccccocscecscccecscecsssseossecosceossecosseossessss 30 r Trust Online Manual 2013 Chapter 5 Celotex Conversion snvestanuasanutesstvnstanesasenses ecsiisedddacecececelsseddleceasbesahgashantuecasessesesseess 33 MC OMI VOR A REE lt q 4 33 AA PP A RO 33 CON Version P POCESS scsecsssenescaveccosscanenescaccattic0ssesvasteaunee 0022s vase sewers veueueveesernererceuernewetseselcusites 33 RO SU POP Aeon A E E E A A A none 35 B TMV NCU CS ENI E EE A A A O A N A ANANN S 35 AN E PAI Eo O O A 35 RCA 36 Chapter 6 Online Release Accepted iaa 37 Online Release Acceptance sssescesecseccccsecsccecccccossecosccosscecosecoscecscccssceccesseoscecosceosseeossecseceoses 37 Release Manaccmentianininiia ie 37 PR AS CGC 1 E E E oO O A E BE ESE A a E i gt PRC ASCH Date airoso 38 NC A o ISA 38 INCAS
8. pertaining to the information that is about to be converted 3a Trust Online Manual 2013 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 Source Trust CEL Status Ready to Review Name SMITH JOE Alleged Injury Asbestosis SSH 657459327 Evaluated Injury none Date of Birth 717 1945 Gross Settlement Value 0 00 Claim Number 2701003 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 During the conversion process a Conversion Summary document will be uploaded to the claim as a Conversion Summary Type with a comment of Source Trust Review Results This will provide the same information that is found by clicking the Review Results button above and will remain with the claim for its entirety 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 opportunity to clear the deficiency by updating the claim form prior to submit
9. reports firms can create reports in one of the following formats CSV EXCEL or PDF The Payment Extract and Claims Under 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 Please 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 O Summary criteria is a drop down that allows the user to include a specific number of deficiencies Deficiency Count 24 Trust Online Manual 2013 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 the following information the Deficienc
10. the gt gt By Account By Attorney By Trust Trust No Access Access Smith Joseph staffaccount ES To remove access select one or more of the accounts from the Access list box and click on the amp to move the selected accounts to the No Access list box To remove access to all accounts listed click on the BS 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 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 each user can also make changes to their information on their profile page Account Name John Smith Account Type FirmSuperUser Email jemith aol com User ID firm super user2 First Name i Email Jamith aol com Receive Announcements LJ 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 Firm Call In Passkey asbestos2012 Trust Online Manual 2013 In addition the Firm Administrator can also view the firm s Payment Options Firm Payment Notifications and s
11. 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 Be Access By Attorney To assign access by attorneys click on the lt By Attorney gt 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 to move the selected accounts to the Access list box To allow access to all accounts listed simply click on the 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 2013 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 lt By Trust gt 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 amp to move the selected accounts to the Access list box To allow access to all accounts listed simply click on
12. 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 mn 1 AGREE Username l 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 user2 Password Me ora Dee oi 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 Trust Online Manual 2013 After successfully logging in to 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 and the firm s name address and any CEL Alerts Summary pm Trus Ona Account Name ee j Smith Joseph 111 Rux Landing Str y P O Box 123 Foxville CA 94948 6169 UserName Firm Super User Email jsmith acmelaw c
13. 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 Date Type Physician Facility Exp Diagnosis Caus Unacceptable Appr Conv 1 1 1999 Physical Exam TX1126 POHL DAVID F NOSCR NO SCREENING COMPANY No Asbestosis No No No D Findings Caus ILO PT Unacceptable FilmOk Appr Presumed ILO Asbestosis No 1 0 Yes No No E Date Physician Actual Facility F Rpt Findings FVC FEV1 FEV1 FVC VC TLC RV DLCO Unacceptable Appr Conv 1 1 1999 TX9105 Pohl James Keller No NOSCR NO SCREENING COMPANY No 50 00 50 00 50 00 00 50 00 50 00 50 Physical Exam Medical Reports this section provides detailed information from the medical documents provided to the 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 X Ray this section provides detailed information from the X Ray documents provided 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 y n E Facility i 1 1 1999 TX6728 POHL JOHN MICHAEL NOSCR NO SCREENING COMPANY Asbestosis No PFT Pulmonary Function Test this section provides detailed
14. to be able 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 this case the FSU will need to re enable the account by placing a mark next to the Enabled check 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 the Enabled box and clicking the lt Save gt button This will eliminate the risk of any unauthorized personnel from logging onto 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 2013 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 MY Y No trust s Fred J For existing accounts se
15. user may enter all of the smoking history for the injured party e Litigation From this section the user will enter all asbestos related litigation e Disability From this section the user may enter the workers compensation information Complete this section only if the injured party has received workers compensation or any other disability benefit e Employment From this section the user will enter all employment information for any economic loss that is being claimed If claiming economic losses the user must provide documentation in the form of an IRS Form W 2 and the first page of IRS Form 1040 e Documents This section allows the user to electronically submit supporting medical documents The user may choose to fax documents using the Fax Cover Sheets 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 2013 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
16. E E EE seeaesecannscaecoeassaer 14 PAT C 810 morata 15 Poe MIRO U ron pa dat N E AA 15 eg Pr nn eau nnesctiunse 15 q Er o CE IE UPS 16 Medical COD iio 17 Physical Exam Medical Reports cccccsscccsssssecececcesssneceeseseeecesssaseeeescessseeeecesesaeeeessesaseeesseansnseessssaeees 17 A E i7 PFI Pulmonary TMC HOM Tesi sessar EEEE E A EEEO rE 17 PaO OA VAOS eiii da 17 0 Eo e 1 EAEE ER CEP N NAN acces O PO O EE OO UU A 18 Trust Online Manual 2013 Y A 2 18 Standard DELCIEnO rr neta 18 ls AAA E EEO NEA A AA EEE fe T 18 PR Vy DERCE AAPP O E A 18 FP SC OY barato ener EEE 18 Changes AAN O resce senssscsssdk sses edk sesttdiss tiss E FESSES TEEPEE SEESE E NENONEN ERER RE RSKO REESNS 19 PP E E E 19 nn gn oe 19 S o E E E PI A 19 Coa E e ea E E E E 20 A A ea ENERO On E T N A 20 NEW Vale oooO ada 20 TS a a O RON EII EE E EEEE O O AEEA 20 is a A E E Inn In 20 By ccc ce ices AEN EN NAAI A 20 A e PP e ss 20 A O A 20 E IPPO econ sone osc A O OSEP o iS US OE ga 20 Editino CIAS sora isis 20 New Claim Submission sica di a lin cone N tscuavensucsevasueussssnsacssasaseesssessaccsenstevsescens 21 BR Cf GAO a sectors aces aniquaa 22 POSS A gn e e o EEE E E EE E A E 2 OE AAA Ia oe E E E E 22 W e E E EA E E E A 22 P pad Naa E E E E E EEEE EER 22 Gecupational E PO T a E S E E A 22 SN I y E DOSU eris EE E E 22 ITO et TSO iio os 23 PET ARMOR geese PP 23 TOES AG e E A A E E si asaeteancesetechauseneceuececenenmienens 23 os A
17. Ready to Review Ready to Re Review 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 statuses in the Status list box 9 Trust Online Manual 2013 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 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 Cancel The report list 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 their 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 yt Attorney Output Type Create Report The following
18. SEPTEMBER 2013 ae tt DELAWARE CLAIMS PROCESSING FACILITY TRUST ONLINE USER MANUAL Celotex Asbestos Trust Trust Online Manual 2013 Table of Contents CHG RICE Plinio I The Firm Super User A CCOUM cic ccsssccesssesecssececscecesssnsstessdeneissedessdenesecesesscucssssteocssscsesstescscbeses 1 Pass 9 06 E 0 1116 arado operatoria 2 Se a ASS Wy OLA cai ORINA 2 Creating ACCOUNTS voces severe vers caver eraveeucavevossssoeess0sseseivesdevecessvvscsusueguarsesedesrdesesesesesusencdesesesevesesees 4 SE ACCO PPP oe E E E 4 AE o S 5 Enabline Disabline Accounts Check BOX nessa Aena 5 Read Only Check BOX A NEE EE 5 Receive Announcements Check BOX nic al 6 View summary Statistics CHECKBOX viene a 6 Hide Total Payment Statistics Check BOX nseries 7 MEA uses ssuvesessecessdcesscacccasccecaceccccsecesscaeceee 7 PROCESS By A CCOUMUS ierre rererere nE EEE E EE 8 ACCESS DY AOTC aia 8 ACCESS BY TUS A E T E EE sucnceceeeusieseeesss 9 Man 9 Payment NOM RRA APPP O 10 Firm Payment Notifications aaa rindas 10 AOne y OPOS aiii al 11 Chapter 2 Trust Online User LIONS srisirsssstosrersr orninn onns ennas ean Tra aS aa EE EENET 12 AA O 12 CANON RCS UES scscccacscscacevecssaceuacesecsssevessehvncbssvbouslvsebssvbesesdueusbsuebebsseuebiuebsesvebesiewcsassceossanecasavee 13 Downloading Results oi cuss lt sarvsunuiaseuraissiassats 14 The Cm APA enn exccesesstecesescces sees ecsc cease ucuesecededevesededesecescees 14 E A case E L AN
19. Updated MOORE WISE 428108456 1 1 1911 Source Trust CEL 4 26 2013 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 begin with the number 2 This is due to version 1 actually being 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 detail breakdown of each section of the claim form that may be edited and its corresponding tables Representation Exposed gt gt 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 Claim Section Corresponding Tables tation Exposed Click on this link to view the detailed changes General Medical Deficiency Changes Save To File lt 1 to Sof 5 gt Version Table Identifying Info Date Changed Reviewed l
20. a E E E 38 C A O E EEEE I E EE EENE E OAA AE A 38 Pa CCS A E A E E TT EE 39 Auditing Accepted Relasi Sae aa aR E EEO aa a 40 Trust Online Manual 2013 Important Notice on Celotex Migration The Celotex Asbestos Settlement Trust began accepting claims in 1998 Since that time all claims have been stored in their hard copy form with their respective documents As part of the Celotex migration to Trust Online all claim form attachments and responses will be manually scanned and uploaded by the Facility In other words claim documents will not automatically move into Trust Online In preparation of this the Facility began this scanning process in March 2012 All Celotex claims will be flagged in Trust Online as Pending upload of hardcopy documents by facility This upload process will not impact the FIFO or Review process Trust Online Manual 2013 Chapter 1 Firm Super User The Firm Super User Account The Delaware Claims Processing Facility has created a super user friendly web based secured environment to assist firms in the submitting updating and settling of asbestos related claims This innovative website supplies firm users with all of their claimant s information at a click of a button In addition to the Trust Online website DCPF provides training and technical support for all Trust Online related issues In addition to the secured website each Trust has their own public website that provides valuable resources do
21. al Cancer Claim Option All v Search EZ After specifying all of your search criteria click the lt Search gt button The Search Grid results will display a summary list of claim information from the Source Trust _ Save To File lt 1 to 3 of 3 gt Firm Confirmed gt E 3 2 3 Confirmed 5 Release Paid Deficiency Deficiency Source Target Name SSN da DOB Claim Status Alleged Injury Injury Injury Option EEE Anon Attorney Count us Tia Teei gt E Moe TF 1 1 1965 6129590 to Asbestosis Individual 0 0 Smith 0 CEL B amp W Smith Ready Ma nora i Fa 2 24 1924 6128182 to Asbestosis Expedited 0 0 Smith 0 CEL Baw de Review Smith Ready Sean aaa A 12 12 1935 6127732 to Asbestosis Individual 0 0 Smith 0 CEL Baw Review 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
22. arch for the account and click on the account name to view the account profile Afterwards check the Read Only box and click the lt Save gt button Account Last Name Smith Account First Name Joseph Username Account Type Password Confirm Password Email jsmith acme com Receive Announcements C Check this box to receive periodic announcements from the facility View Summary Statistics Y 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 DO BAW CEL Receive Announcements Check Box The Receive Announcements check box was created for firm users who would like to receive periodic announcements from the Facility When creating a new account after entering all of the necessary account information check the Receive Announcements 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 Receive Announcements box and click the lt Save gt 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 Summ
23. ary Statistics box and click the lt Add gt button 6 Trust Online Manual 2013 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 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 specific Trusts 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 staff accounts are not associated with a specific attorney therefore once a staff account is created the firm administrator will have to assign an attorney to these accounts before they may submit new claims or edit existing claim data If there are no attorneys assigne
24. ary 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 2013 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 this drop down box you will have to contact the Trust 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 Y Attorney Smith Robert v 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 Fl Trust s No trust s assigned Enabling Disabling Accounts Check Box The Enabled check box will need to be checked in order for users staff and attorneys
25. d date the document was printed Firm Notifications Save To File lt 1 to 1 of 1 gt Document Type Attorney Report Date Notified Date Comment Trust Source Firm Printed Status 9818483 Payment Notification 4 17 2013 4 17 2013 Payment Notification CEL Acme Law wberrioz printed at 4 30 2013 11 40 AM Even after clicking this button user s can still re print the document by clicking the Document id 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 30 Attorney Notifications Notification Type All Type Deferred Activity Notification Smith Robert Yousefi Pouya Smith Robert Smith Robert Smith Robert Offer Notification Reciprocal Activity Notificati
26. d 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 assigning the user accounts access to specific trust Generally 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 Bn Trust Online Manual 2013 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 ww MHo Access Smith Robert To remove access select one or more of the attorneys from
27. de the claim will be locked out to this 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 Claim 2700025 being edited by Smith Joseph The user may navigate through the claim form by clicking on any 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 New Claims Submission The New Claim page will allow users to submit a new claim for the Celotex Trust 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 2013 As mentioned in the previous sections once the lt New Claim gt button is clicked the user may navigate throug
28. e of Birth This is not a required field for submitting a claim but if it is left blank a W004 warning will be displayed on the finish page indicating that a 004 intake deficient code will be applied if submitted without this information e Injuries This section allows the user to select all of the appropriate disease levels and enter their date of diagnosis For DCP claims if selecting Other Cancer please enter the description of the other cancer e Dependent In this section the user will enter all dependent information by clicking the lt Add Dependent gt button Once a dependent is added the user must click the lt Save gt button in order to save the newly added dependent Repeat this process for each additional dependent e Occupational Exposure In this section the user will enter all asbestos related exposure by clicking the lt Add Exposure gt button Once an exposure is added the user must click the lt Save gt button in order to save the newly added exposure Repeat this process for each additional exposure record e Secondary Exposure From this section the user can enter any and all second hand or bystander exposure by clicking the lt Add Secondary Exposure gt For each secondary exposure record an Exposure record must BEBA Trust Online Manual 2013 be completed for the occupationally exposed person Claimant must seek Individual Review of his or her claim e Smoking History From this section the
29. entering the criteria click the lt Export CSV gt button A message box will appear prompting 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 2013 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 o Release Deficiencies o Intake Review Deficiencies o Activities Prepetition Letters PREPETITN PREPETITN2 etc Duplicate Claim Letters Different Attorney Same Attorney When navigating to the Notifications page a Choose Trust drop down will be displayed at the top of the page The selections of Trust in this drop down are listed in alphabetical order and will solely depend on the Trust access the user currently has To begin to view notifications select the appropriate trust and click the Search button Choose Trust otifications N ns Attorney Notifications Firm Level Notifications Firm Level notifications refer only to the Payment Notifications and can only be changed by the Facility The firm
30. ert from the original Celotex Claim or the newly submitted 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 Once the Target Trust is selected additional search fields will be displayed allowing the user to search for their Celotex claim using one or more of the following criteria Last name SSN Claim Number Firm File Number Attorney and or Deficiency Count 33 Trust Online Manual 2013 Target Trust Convert claim s to this Trust Attorney Smith Robert Last Name I Claim Number i SSN Firm File Number Deficiency Count Source Trust v Search KE Users may also search for a list of claims to convert by selecting CEL from the Source Trust drop down box Once CEL 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 Options CEL Source Trust Status Code Awaiting Quality Assurance Deemed Withdrawn Deferred Deficiency Code 001 Death Certificate None 002 Certificate of Official Capacity 003 Injured Party s Social Security Numbeldl Alleged Injury Asbestosis Bilateral Pleural Disease Colon Rect
31. et 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 or electronic for the following e Offers e Release Deficiencies e Intake Review Deficiencies e 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 A form will need to be submitted for each trust and can be found on the download page of each public trust website Payment Type Electronic 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 Account Smith Joseph jsmith acmelaw com Smith Joseph jsmith acmelaw com Smith Robert rsmith aol com Smith Robert rsmith aol com Once the user is notified via email they will need to log into Trust Online and proceed to the Notifications
32. h the claim form using the Page Links or the lt Next gt button This next section will explain 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 entered 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 review process for the claim from the following options o Discounted Cash Payment DCP o Individual Review Claim IRC e Injured Party The section includes all of the injured party and personal representative information The user must at least enter the Last Name and answer question 5 before moving on to other sections of the claim o Last Name Required field o Is injured party living Required field o Social Security Number This is not a required field for submitting a Claim but if it is left blank a W003 warning will be displayed on the finish page indicating that a 003 intake deficient code will be applied if submitted without this information o Dat
33. information from the PFT documents provided to the facility by the firm The types of documents that are entered in this section include the following PFT Report Date Physician Actual Facility F RptFindings EE FEV1 FVC VC TLC DL 1 1 1999 TX9105 Pohl James Keller No NOSCR NO SCREENING COMPANY No 50 00 50 00 50 00 50 00 50 00 50 00 50 00 Pathology Autopsy this section provides detailed information from the Pathology Autopsy documents provided to the facility by the firm The types of documents that are entered in this section include the following Pathology or Autopsy Facility Exp Findings Caus Unacceptable Appr 1 1 1999 0350 POHL DOUGLAS A NOSCR NO SCREENING COMPANY No Asbestosis No Trust Online Manual 2013 CTScan this section provides detailed information from the CTScan documents provided 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 1 1 1999 TX6728 POHL JOHN MICHAEL NOSCR NO SCREENING COMPANY Asbestosis No No No 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
34. ion 4 26 2013 none none Accepted 4 26 2013 ConsistencyManagerUs Attachments Missing 4 26 2013 none none Accepted 4 26 2013 ConsistencyManagerU3 No Medical Report Provided 4 26 2013 none none Accepted 4 26 2013 wberrioz Exposure Information does not Match Claim Form 4 26 2013 none none Accepted 4 26 2013 wberrioz The Release deficiencies are applied to the claim during the release verify process when a returned or uploaded 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 Notification Date Date Closed Source Status Pending LastEdit Last Editor Personal Representative Name Social Security Number 4 26 2013 none none CEL Accepted 4 26 2013 wberrioz No Death Certificate 4 26 2013 none none CEL Accepted 4 26 2013 wberrioz Trust Online Manual 2013 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 MOORE WISE 428108456 1 1 1911 Source Trust CEL 4 26 2013 No Exposed Updated MOORE WISE 428108456 1 1 1911 Source Trust CEL 4 26 2013 Superseded Exposed
35. ioned in the previous section the user may also be able 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 section From the results grid click on the Name displayed in the red font SSN Trust Attorney Status Queue a 226508784 ceL smu Ready to iia f Mary A es Review 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 include Claim Number Current Queue Status Checked Out Date Checked Out By Date Received Place in Queue FIFO Number Alleged Injury Evaluated Injury Juri
36. lect 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 a File Download Do you want to or save this file fixe Name report csw 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 xIs aB S Trust Online Manual 2013 Downloading Results Similar to the Export All to File option ment
37. 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 2a Trust Online Manual 2013 Firm Notifications Save To File lt 1 to 2 of 2 gt Document Type Attorney Report Date Notified Date _ Comment Trust Source Firm Printed Status gt 1809567 Payment Notification 11 4 2011 1 27 2012 Payment Notification CEL Acme Law Mark Printed o 1790120 Payment Notification 8 4 2009 10 28 2009 Payment Notification CEL Acme Law 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 Eg k 2 Mark this report as printed Cancel Once the button is clicked a warning message will be displayed prompting the user to click lt OK gt to proceed or lt Cancel gt to quit After clicking the lt OK gt button a new message is displayed in the Print Status column with the username of the individual who printed the document and the time an
38. n 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 the newest version to make sure if these edits have been reviewed Editing Claims To begin editing claims the user must first navigate to the General page of the claim form as mention in the previous section From this page click on the lt Claim Form gt button which will redirect the user to the Representation page of the claim form AA Trust Online Manual 2013 Representation Process COIE beficiencies EEA Injured Party Injuries Page sae Occupational Exposure Secondary Exposure Links Smoking History Litigation Disability Employment Documents Finish Claim 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 mo
39. ne 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 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 r Trust Online Manual 2013 Password Expiration The passwords for the FSU and all accounts created by the FSU have a 90 day expiration date This added security feature will assist in preventing unauthorized users from accessing the firm s secured confidential data When the password expires 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
40. om 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 all claims submitted by the firm total payments made to the firm and a claim status breakdown of all claims submitted for each Trust the user has access to view Statistics Attorneys Summary Statistics as of 4 25 2013 9 00 01 AM Description AWI BRW CEL FB FER FLX HAL HW oc T amp N USG Total Claims Submitted 27 019 21 532 17 121 26 475 7 330 16 338 6 656 6 641 26 517 18 990 25 711 Total Payments 26 529 364 25 805 524 11 208 236 15 292 540 50 442 642 2 250 939 9 046 966 53 473 727 2 618 489 45 097 026 Ready to Review 1 422 2 121 1 027 556 0 461 746 1 133 666 388 Intake Deficient 269 741 180 904 32 219 152 896 6 Review 101 57 71 54 66 4 5 48 231 Review Complete TAN 59 359 82 43 149 54 86 49 Awaiting Quality Assurance 138 181 0 78 51 171 105 41 61 In Quality Assurance 0 6 1 0 5 18 7 0 2 Review Deficient 1 442 2 462 2 672 5 375 1 383 1 001 2 256 5 796 Ready to Re Review 929 126 434 1 173 609 143 803 347 Offer Issued 951 640 653 15 631 812 Release Verified 23 0 Release Deficient 26 27 Paid 11 084 Partial Payment Paid 894 Payment Authorization 0 Deferred Do Not Review 0 Withdrawn 906 Disallowed 0 Deemed Withdrawn Hold Draft Research ooo oe oorocqoceceocqcecocece oc 8 The Attorneys tab displays the list of attorneys for which the user has access to view
41. on Offer Notification Prepetition Activity Notification Attorney 13 8 2012 10 25 2011 16 16 2011 6 14 2011 16 14 2011 Report Date Notified Date Diri Deferred Claims 60 daysout 3 8 201 Notification 10 25 2011 6 16 2011 16 14 2011 6 14 2011 Trust Online Manual 2013 a search Comment Release Notification Reciprocal Claim Paid Exists Notification Release Notification Paid Claim Pre Petition P1 Notification CEL CEL CEL CEL CEL Trust Source Firm Acme Law Acme Law Acme Law Acme Law Acme Law x Mark Printed Mark Printed Mark Printed Mark Printed Smith Robert Intake Review Deficiency Notification 6 14 2011 6 14 2011 Intake Deficiency Notification CEL Acme Law Mark Printed Reciprocal Activity Smith Notification T e Duplicate Claim Activity Notification Smith Robert Robert 12 25 2011 12 22 2010 2 25 2011 12 22 2010 Reciprocal Claim Paid Exists Notification Duplicate Claim Same Attorney Notification CEL CEL Acme Law 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 Attorney Notification
42. page to view print the payment notification s A Trust Online Manual 2013 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 Yousefi Pouya Electronic Paper amp Electronic Electronic Paper amp Electronic To begin setting up the notification preferences click on the attorney s name This will re direct the FSU to the attorney s profile page where he she may begin setting the notifications preference for each option APA Offer Notifications Include Smith Robert in paper mailing Enable Electronic Notification Smith Robert rsmith acme com Smith Robert rsmith acme com all Select Account Release Deficiency Notifications LJ Include Smith Robert in paper mailing Y Enable Electronic Notification Smith Robert rsmith acme com Smith Robert rsmith acme com Select Account Intake Review Deficiency Notifications Include Smith Robert in paper mailing Enable Electronic Notification Smith Robert rsmith acme com Smith Robert rsmith acme com ra ene Select Account Activity Notifications Duplicate Claims Prepetition etc LJInclude Smith Robert in paper mailing Enable Electronic Notification Smith Rober
43. rity 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 firm The passkey must be at least 7 characters long and contain at least 1 letter and 1 number AB Trust Online Manual 2013 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 lt Updates Pending gt button General _Medical_ _Deficiency _ changes __ Print Claim Form Defer Claim Withdraw Claim Updates Pending Claim Number 120695 Alleged Injur
44. s Notification Type All v Intake Review Deficiency Notifications Offer Notifications Release Deficiency Motifications ctivity Notifications Duplicate Claims Prep 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 lt Search gt button In this example the user selected Offer Notifications The new results now only display two documents Attorney Notifications Notification Type Offer Notifications Printed Status Document Type _ Attorney Report Date Notified Date _ Comment Trust Source Firm _ gt 9816125 Offer Notification HARPER ANN 4 11 2013 14 11 2013 Release Notification c 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 W a 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 lt Cancel gt to quit 3a Trust Online Manual 2013 After clicking the lt OK gt 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
45. s Exposed Updated MOORE WISE 428108456 1 1 1911 Source Trust CEL 4 26 2013 No Trust Online Manual 2013 CHANGE DETAILS Save To File lt 1 to 3 of 3 User Version Table Identifying Info Column Field New Value Old Date Value Name Changed Updated MOORE WISE 428108456 1 1 1911 Source Trust CEL Updated MOORE WISE 428108456 1 1 1911 Source Trust CEL Updated MOORE WISE 428108456 1 1 1911 Source Trust CEL Exposed PRPhone 3025555555 russmith 4 26 2013 No Exposed PRPostalCode 19802 russmith 4 26 2013 No Exposed PRRelationship Other russmith 4 26 2013 No After clicking on the Identifying Info data displayed in the red font a new 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 PRPhone and PRRelationship seen in the example above while others may not be so easy to identify such as the DisablityOrganization also shown in the example above gt Old Value This column displays the old existing value if any prior to the changes being submitted gt New Value This column displays the new edited value that will override any existing old value gt User Name This colum
46. sdiction 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 2013 Medical Print Claim Form Defer Claim Withdraw Claim Claim Number Alleged Injury Mesothelioma Current Queue review Queue Evaluated Injury Status Ready to Revies Jurisdiction CheckOut Date Last Review Date Checked Out By Not checked out Attorney Smith Robert Date Received 4 26 2012 Firm Acme Law FIFO Number 1201510426 Firm Passkey asbestos 012 Location Below is a brief description of the buttons and their functions Button Name 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 additional documents Te A a a 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 lt Undefer Claim gt 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 each Trust Celotex Weekly Average Date Updated Initial Review Re review 4 1 2013 292 396 The Firm Passkey is an added secu
47. t rsmith acme com Smith Robert rsmith acme com Select Account a Trust Online Manual 2013 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 report 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 only 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 your search results Claim Search Last Name Claim Number Attorney SSN Firm File Number Deficiency Count All v Pending Paperwork i Assigned To Search Clear Results View Standard v 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
48. ting a new claim Deficiencies Save To File lt 1 to 1 of 1 gt Deficiency Code Description 130 Medical Report not Provided The Warnings section will display any warnings that may arise from the conversion such as duplicate claim or economic warnings Save To File lt 1 to 2 of 2 gt W i WA DUPECLAIM Claim appears to be a duplicate to another claim in the B amp W database and requires research by the Trust WA ECONOMIC Claim requires research because it contains an economic loss value Trust Online Manual 2013 The Documents section will display all of the documents that will be carried over to the new claim from the source trust claim Save To File lt 1to3o0f3 gt Document ID Document Type Comment Received 1789398 Release 5 7 2009 1788434 Physical Exam 2 17 2009 1788433 Other 2 12 2009 At the bottom of the page the user will not have the option to Link the source trust claim to the newly converted target trust claim The Link these claims box will be grayed out and unchecked Do you want to submit this CEL Data to B amp W 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 form with any Trust specific information prior to submitting it
49. ts created on the Start Date entered will be included in the report e End Date Enter the 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 lt Export CSV gt 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 under Edit Export CSW 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 ay 2 Trust Online Manual 2013 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
50. wnloads news articles medical exposure requirement information and much more The News section also includes any and all enhancements made to Trust Online in response to feedback from current firms using the site 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 send the completed E filer back to the Facility for processing A Firm Super User FSU account will be created for the partner or member who signed the E filer The firm must complete an E filer agreement for each Trust that they would like to access through Trust Online The E filers are located on the Downloads page of the specific Trust 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 to 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 any of the public websites such as the Celotex Asbestos Settlement Trust and click on the Login link located on the right menu bar ae Asbestos Settlementgrrust Contact Us et m Y About Us Resources News By clicking on this Login link you will be directed to the Trust Onli
51. y Asbestosis Current Queue Deficient Tank Evaluated Injury MNon Confirmed Status teview Deficient Jurisdiction OH CheckOut Date Last Review Date 2 7 2007 Checked Out By Mot checked out Attorney Smith Robert Date Received 3 30 2001 Firm Acme Law assigned To FIFO Number 2200010330 Firm Passkey 509F424 Location 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 lt No Updates Pending gt will replace the lt Updates Pending gt button General Medical Deficioncy Changes Print Claim Form Defer Claim Withdraw Claim No Updates Pending Claim Number f Alleged Injury Asbestosis Current Queue Defic aa i Evaluated Injury Non Confirmed Status feview Deficient Jurisdiction OH CheckOut Date Last Review Date 2 7 2007 Checked Out By Wot checked out Attorney Smith Robert Date Received 3 30 2000 Firm Acme Law Assigned To FIFO Number 29302604 Firm Passkey 5D090F42A Location DEFUPDATE firm super user 6 5 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 06f Trust Online Manual 2013 Medical Tab The Medical page provides a summary of any and all medical reports submitted by
52. y Description and the Number of Claims with these deficiencies which are also all grouped by the Attorney e Deficiency Count When the Detail report type is selected the user will have the options to include only 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 All 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 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 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 their claims may remain in the queue until their 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 Create Report
Download Pdf Manuals
Related Search