Trust Online User Manual – Revised September 2014
Contents
1. 40 Trust Online Manual 2014 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 submission updating and settling of asbestos related claims This innovated 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 downloads news articles medical exposure requirement information and much more The News section also includes any and all enhancements made to Trust Online due 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 whi2. 19 pic 19 i 19 E 19 Ciana c 20 iu sisi 20 IQ uir 20 New IPIIINIIDIIE LL iron Eroe 21 e IET TRENT 22 BOC SS 27 lucos iun PH 22 EXD OSUCE E 22 Secondary EKO SUE E 22 bicis ETC AE I E E A T E S I T E I E E T T 22 Dp a re E T A 22 SUDET EEA T EEA A E A A E E 23 23 23 E 23 Chapter o TTT ONNE op 24 RODOEIS 24 24 Place In Queue 25 e EI Va US E 26 26 Under
3. 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 Injury Claim Option Status Code and Queue Activity Code Status Code 2008PYHOLD 2008 Payment Hold Awaiting Quality Assurance 2ndDISEASE Second Disease Claim Deemed Withdrawn ADMINHOLD Administrative Hold Deferred Deficiency Code 000 Failure To Choose Claim Process 001 Death Certificate not Provided 003 Injured Party s Social Security 4 Alleged Injury Queue Level VIII Mesothelioma Audit Queue Level VII Lung Cancer 1 Awaiting Document Tank Level VI Lung Cancer 2 M Change Research Queue Claim Option v Results View Standard v After entering all of the specified criteria click the Search button to begin searching for the claim or listing of claims The Results View drop down box found next to the Clear button will allow the user to view more or less information depending upon the required information needed i12 Trust Online Manual 2014 Search Results Standard Extended Export to File The Results View defaults to Standard and will provide the most basic
4. Firm Notifications 00 File Show All lt 1 to 15 of 16 gt Document Type Attorney Report Date Notified Date Comment Trust Source Firm Printed Status pu 4727174 Payment Notification 1 8 2008 1 9 2008 Payment Notification B amp W AD WESTBROOK LLC 1534817 Payment Notification 11 30 2007 12 5 2007 Payment Notification B amp W AD WESTBROOK LLC 1438247 Payment Notification 11 16 2007 11 27 2007 Payment Notification B amp W AD WESTBROOK 1366757 Payment Notification 11 2 2007 11 9 2007 Payment Notification B amp W WESTBROOK LLC 1320520 Payment Notification 10 24 2007 11 2 2007 Payment Notification B amp W AD WESTBROOK LLC 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 Mark Printed 29 Trust Online Manual 2014 Windows Internet Explorer r Mark this report as printed Once the button is clicked a warning message will be displayed prompting the user to click OK to proceed or Cancel to quit After clicking the OK 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 Firm Notifications Comment Trust Source Firm Printed Status Payment Notification B amp W AD WESTBROOK de
5. AWI oc Submit Claim Cancel Save Draft Trust Online Manual 2014 Once the link is created a Chain Link image will be displayed in the claim header marquee illustrating to the user that there are linked claims associated with this particular claim B amp W 2211333 Name smith john DOB 5 4 1945 Deceased DOD Status Ready to Re Review SSN 888330099 Firm File none Lit Date none Queue Re Review Queue Option Expedited Alleged Injury Level II Asbestosis Pleural Disease Confirmed Injury a Received 6 1 2009 Firm Acme Law amp Furthermore at the bottom of the General Page there is a Linked Claims section that displays all of the claims that are linked and their current status The Claim Number field is a hyperlink that will open that particular claim in a new window Linked Claims EN Save To File lt 1 to 4 014 gt Trust Claim Number Status 2211333 Ready to Review 6132382 Ready to Review 10131666 Ready to Review 12127098 Ready to Review These claims will stay linked until a release is generated on one of the linked claims or the firm user affirmatively unlinks them from the finish page prior to submitting edits to one of the linked claims When a release is generated on one of the linked claims this claim will unlink itself from the group while the other claims continue to be linked To unlink claims the user must first make an
6. a warning will be displayed confirming your choice Message from webpage Are you sure you want to convert from this Claim Allowing the system LE to select the Claim to convert may result in faster processing times Cancel After clicking OK the page will be refreshed with the originally selected claim Do you want to submit this FB Data to B amp W these claims enter alternate data Trust Online Manual 2014 After clicking the Yes button the user will be redirected to the first page Representation of the claim form This will allow the users to edit update the claim form with any Trust specific information such as questions that are found in the Exposure and Litigations page prior to submitting Converting Same Trust Claims The conversion process has been modified to allow users to convert claims from one Trust to the same Trust in order to create a new target claim This only applies to one of the following scenarios Second Injury Claims a previously submitted non malignant source claim can be converted to a new malignant target claim for the same claimant within the same trust This previously restricted feature will allow firms to submit Second Injury claims by converting from the original claim Note If the alleged injury of the new target claim is not a progression from the source claim s alleged injury the conversion will result in both claims being placed on
7. Attachments not Provided 3 26 2008 none none wW Accepted 3 26 2009 ConsistencyManagerUser Medical Report not by a Qualified Physician 3 26 2009 none none N Accepted 3 26 2009 mking2 Exposure Information does not Match Claim Form 3 26 2009 none none Accepted 3 26 2009 mking2 The Release deficiencies are applied to the claim during the re ease 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 E e NENNEN BER Save To File lt 1 to 2 of 2 gt Deficiency Code Description Deficiency Date Notification Date Date Closed Source Status Last Edit Last Editor Certificate of Official Capacity 10 12 2009 none none B amp W Accepted 10 12 2009 wberrioz No Death Certificate 10 12 2009 none none B amp W Accepted 10 12 2009 wberrioz Standard Deficiencies There are no items Trust Online Manual 2014 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 IEEE A SaveToFile lt 1to 3 of 3 gt Version Table Identifying Info Date Changed Reviewed Exposed Updated smith john 888330099 5 4 1945 Source Trust B amp W 10 13 2009 No Exposed Updated smith john 888330099 5 4 1
8. 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 Updates Pending button General Deficiency Changes A Documents Print Claim Form Defer Claim Withdraw Claim Updates Pending Claim Number it Alleged Injury Level Severe Asbestosis Current Queue Deficient Ta Evaluated Injury Level II Asbestosis Pleural Disease Status Revie ficient Jurisdiction DE CheckOut Date Last Review Date 6 5 2012 Checked Out By t che Attorney Smith Robert Date Received 1720 Firm Acme Law Assigned To FIFO Number 37 Firm Passkey asbestos2012 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 No Updates Pending will replace the Updates Pending button General T ib Medical cal Deficiency Changes Documents Print Claim Form Defer Claim Withdraw Claim No Updates Pending Claim N
9. Trust Online Manual 2014 Representation Process EOE obeficiencies EEA Injured Party Injuries Exposure Secondary Exp Page Links Smoking Economic Loss Documents Finish Claim EEUU The user must first click the Edit button located at the top of the page to begin the edit process or click the Cancel button to return to the General page Once in edit mode 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 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 Next button located at the top of the page After editing the claim the user must proceed to the Finish page by clicking on the Finish 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 Submit Claim button to accept the changes made to the claim or the Cancel button to discard all changes made New Claims Submission The New Claim page will allow users to submit a single claim for any individual Trust or multiple claims for many Trusts at once To begin the new claims submission s click on the New Claim link loca
10. 27 Chapier 4 Trust Onine JNOUTICOHONS ENEP EEEE 29 29 Firm aiaa 29 Attorney Level Notifications 2 30 Chapter 5 Trust Online Conversion amp Linking eee 32 Conversion amp ES 32 Conversion POC CSS Dom ni er d ni 32 System Selected Option eere eee ee eee eee eee eee eee eee eee ee ee eee eee eee eee eee e eee eee eee ee eee eee eee eee ee eee 34 Conversion Same Trust Claims eee e ecce eene eere eee eere eee teet teet eese esses sa aaaas 35 Ice n Na OH POTE EO m Umm 35 Previously Withdrawn EXITUS 35 Ibn dnm 36 Edine Link m P 37 Trust Online Manual 2014 Pe Se A AIO __________ _ 38 PO o a E _____________________ 38 EUo a Pa e E E A E A 38 Els e E E 38 IO SU TR 38 d Secondary KO 30 SIS DIS ENERO NS 30 dB CSI NT T 30 FRU TC T 39 COMO PM c 40
11. Partial Payment Paid Payment Authorization Deferred Do Not Review Withdrawn Disallowed Deemed Withdrawn Hold Draft Research N om ig ig OI Oo QU N Coo vg oll OI OIX OG OCG OG OG OG The Attorneys tab displays the list of attorneys for which the user has access to view 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 User Accounts Manage Access Profile Notifications Claim Search Feedback New Claim Conversior Trust Online Manual 2014 The FSU s Profile tab will be used to set the notification preferences for all Activities Duplicate Claims Prepetition etc Intake R
12. Trust tab To assign access by trust click on the By Trust 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 the to move the selected accounts to the Access list box To allow access to all accounts listed simply click on the B By Account By Trust Mo Access ACCESS Smith Joseph staffaccount 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 88 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 acl com User ID firm super userz Lost Name fon First d Email jemith aol com Receive Announcements Check this box to receive periodic announcements from the fac
13. Type Offer Notifications Search Document Type Attorney Report Date Notified Date Comment Trust Source Firm Printed Status 790170 Offer Notification Smith Robert 8 5 2009 8 5 2009 Release Notification B amp W Acme Law Mark Printed 1789486 Offer Notification Smith Robert 6 15 2009 6 15 2009 Release Notification B amp W Law Mark Printed 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 Mark Printed Mark this report as printed Cancel al al Once the button is clicked a warning message will be displayed prompting the user to click OK to proceed or Cancel to quit After clicking the OK 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 Type Offer Notifications v Document Type Attorney Report Date Notified Date Comment Trust Source Firm 1790170 Offer Notification Smith Robert 8 5 2009 8 5 2009 Release Notification B amp W Acme Law staffaccount printed at 10 22 2009 11 46 AM Even after clicking this button user s can still re print the document by clicking the Document id si Trust Online Manual 2014 Chapter 5 Trust Online Conversion amp Linking Conversion amp L
14. VC TLC RV DLCO Unacceptable Appr Conv 1 1 1999 TX9105 Pohl James Keller Yes NOSCR NO SCREENING COMPANY No 50 00 50 00 50 00 50 00 50 00 50 00 50 00 No No 4 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 Conv 1 1 1999 0350 POHL DOUGLAS A NOSCR NO SCREENING COMPANY No Asbestosis No Trust Online Manual 2014 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 1to1ofi 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 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 ar
15. 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 Deficiency This list box includes the following types of deficiency options as well as all the deficiency codes for the Trust selected Intake All Medical All Exposure and All Conversion Attorney This list box includes the entire list of attorneys the user has access to You may select or one more of the attorneys listed 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 Create Report 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 Status All Ready to Review Smith Robert Ready to Re Review The following are the criteria that can be selected and a brief description of
16. each 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 25 Trust Online Manual 2014 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 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 Create Report 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 Attorney Output Type Create Report The following are the criteria that can be selected and a brief description of each e Trust This drop down includes all
17. edit to one of the claims that will continue to be part of the linked claims set On the finish page uncheck the box next to the claims that need to be unlinked and click the Submit Claim button USG 6132382 Ready to Review AWI 10131666 Ready to Review OC 11157094 Ready to Review 12127098 Ready to Review Submit Claim Once the edits have been submitted the claims that were unchecked will no longer be part of the linked claims For example in the image above the OC and FB claims were unchecked and became unlinked These claims will stay unlinked and can never be linked again to its original linked claim set 3e Trust Online Manual 2014 Linked Claims Unlinked Claims _ Save ToFile lt 110 20f2 Save File lt 1 to 2 0f 2 gt Trust Claim Number Trust Claim Number Date USG 6132382 Ready to Review FB 12127098 5 3 2010 AWI 10131666 Ready to Review OC 11157094 6 3 2010 On the General page an Unlinked Claims section will now be displayed next to the Linked Claims section and will provide the user with the Trust Claim Number and Date the claims became unlinked Editing Linked Claims The benefits of linking claims are apparent when having to edit claims with new or missing information When editing one of these claims in the link set the user is in fact editing all of the claims in the link set Although the linking process does eliminate much of the time needed to update mu
18. entities of each trust therefore these fields will need to be edited on a claim by claim basis Occupational Exposed Section The information provided in this section is shared across all Trust and do not have to be edited individually 4 Secondary Exposure o Part 4 Exposure to an Occupationally Exposed Person All of the fields in this next section are shared across Trust except for the following field that will need to be edited on a claim by claim basis 4 6 Exposure Description This field will need to be edited on each of the linked claims 5 Litigation o Asbestos Litigation of the fields in this next section are shared across Trust except for the following fields that will need to be edited on a claim by claim basis 38 Trust Online Manual 2014 Named As Defendant 1a This will need to be edited on each of the linked claims except between OC and FB and between the T amp N Subfund Entities TN FER FLX which do share this information between entities of their respective Trust Received Money 1f This field will need to be edited on each of the linked claims Sign Release 1g This field will need to be edited on each of the linked claims This field does not pertain to BW claims Workmen s Compensation 1h This field only pertains to the T amp N Subfund accounts and is shared across each of the entities in the Subfund TN FER FLX State Elec
19. 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 any 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 aren t any attorneys assign 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 r Trust Online Manual 2014 Access By Account To assign access by accounts click on the By Account tab and select an account from the drop down box From the No Access list box s
20. 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 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 Create Report 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 2014 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 or one of the attorneys listed Start Date Enter the Start date of the report requested Payments created on the Start Date entered will be included in the report End Date Enter the End date of the
21. 945 Source Trust BRW 8 3 2009 Superseded Exposed Updated smith john 888330099 5 4 1945 Source Trust B amp W 8 3 2009 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 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 T DEM gt Tables g p m z r AZLI a D i jer ec rA 3 C mm 29418 E m ASi ian d tus Finish Adding Comments 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 Bir
22. Claims need to be submitted from the Source Claim the user will need to convert from the original Source 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 Claim Search Feedback Notifications H Target Trust Convert claim s to this Trust Attorney GU amp mith Robert Claim Number Firm File Number O OE Deficiency Count All Once the Target Trust is selected additional search fields will be displayed allowing the user to search for their source claim using one or more of the following criteria Last name SSN Claim Number Firm File Number Attorney and or Deficiency Count Er Source Trust USG Trust Online Manual 2014 Target Trust Convert claim s to this Trust Attorney Smith Robert Last Name Claim Number SSN Firm File Number Deficiency Count Source Trust Users may also search for a list of claims to convert by selecting a Trust from the Source Trust drop down box Once a Source Trust 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 De
23. Codes field has been removed from the results as well S33 Trust Online Manual 2014 System Selected Option 2 When searching for claims the results will include all of the claims for the individual claimant As mentioned in the previous section for each search result the Source Trust column will now include the System Selected button to use the claim the system has determined would expedite processing The user may select the new button on any of the search results displayed and the system will select the source claim to use in the conversion process In this example the user selected the System Selected button next to the FB Trust button on the second line Expedited 0 00 After clicking this button the system chose the USG claim rather than the FB claim to convert to the new trust B amp W To use this as your Source Trust claim simply click Yes on the next box However you can still choose not to use the system selected claim by selecting the Convert from Original Selection link Do you want to submit this USG Data to B amp W Link these claims Claim has an open release Ls enter alternate data Convert from Original Selection Note Claims that have an active release or payment can be used as the Source Trust claim for conversion but cannot be linked For these types of claims the Link these claims box will be grayed out and unchecked If you choose Convert from Original Selection
24. Duplicate Hold Previously Withdrawn Claims a claim that was withdrawn can now be converted to a new claim within the same trust This new feature will allow firms to convert information from a withdrawn claim to a new claim rather than submitting a new claim manually Linking The Linking process mentioned in the previous section can occur as the result of the Conversion process but also can be implemented when submitting a brand new claim using the New Claim tab Once the claim is completed on the Finish page the user will have the option to link this claim to any and all trust they have access to by clicking on the respective Trust check box Finish Claim Comments Add Comment If you intend to submit this information to multiple Trusts please check the appropriate boxes below This will link the claims Updates to this claim will be automatically applied to all its linked claims Claims do not have to be linked but doing so will allow updates and review decisions to be applied to all linked claims Claims can be unlinked at any time However once claims are unlinked they can not be re linked in the future and all future responses must be submitted separately In addition review decisions will no longer be carried over between unlinked claims As of 11 04 2008 edits to the claim Process Option will not carry across linked claims After initial submission Process Option changes must be made on a trust by trust basis usc
25. From this section the user may enter all of the smoking history for the injured party This is required for IR LC2 and IR Levels I through IV only e Economic Loss From this section the user may enter the employment information for any economic loss that is being claimed If claiming economic losses the user must provide documentation in the form of an Economic Report IRS Form W 2 the first page of IRS Form 1040 or other relevant supporting documents This is only necessary for IR claims 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 2014 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 reports firms can create reports in one of the following formats CSV EXCEL or PDF The Payment Extract and Claims Under E
26. Redirects user to the Documents page of the claim form ET to review the documents uploaded to the claim or to begin uploading additional documents 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 Undefer Claim 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 B amp W Weekly Average Date Updated Initial Review Re review 641 754 7 1 2012 The Firm Passkey is an added security 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 Trust Online Manual 2014 Updates Pending
27. SEPIEMBER 2014 ea 1 CLAIMS PROCESSING FACILITY TRUST ONLINE USER MANUAL mum EE _ cmm mE _ _ O ET Eb _ a uH E m I E m Babcock amp Wilcox Asbestos Trust Trust Online Manual 2014 Table of Contents TIN Qum 1 The Firm Super User 1 T OO ETT 2 E E 2 Creato A COUI Sor E E E E 4 SACCO EE 4 Attorney A CCOUIES ooi see e Ee ky pe EUN ERES soo NoN OaE Oin OVES E SY VE grasa RKE ienris 5 Enabling Disabling Accounts Check 5 Read Only Check BOK 5 Receive Announcements Check 6 View Summary Statistics Check 6 User ACCESS oae in enia icd envio ci hie Enea E 7 Access ACCOUNTS 8 uw Midi Wi e 8 PROCESS By TIES 9 Firm Super User C VaTrE SEENA 9 Imi 10 Fi
28. Smith Robert 3 8 2012 Yousefi Pouya 10 25 2011 Smith Robert 10 25 2011 Smith Robert 10 25 2011 Yousefi cw 10 25 2011 Smith Robert 10 25 2011 Yousefi 10 25 2011 Smith Robert 6 16 2011 3 8 2012 10 25 2011 10 25 2011 10 25 2011 10 25 2011 10 25 2011 10 25 2011 6 16 2011 Notification Intake Deficiency Notification Intake Deficiency Notification Review Deficiency Notification Intake Deficiency Notification Intake Deficiency Notification Release Notification Reciprocal Claim Paid Exists Notification Acme Law Acme Law Acme Law Acme Law Acme Law Acme Law Acme Law Acme Law Trust Online Manual 2014 Notice also that this section defaults to the Page File view which means that only au 15 notifications are viewable at a time To view all notifications click the Show AII 5 link located the yellow bar above the column headings Page Image Attorney Notifications Intake Review Deficiency Notifications Offer Notifications Release Deficiency Notifications ctivity Notifications Duplicate Claims Prepetition etc _ 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 Search button In this example the user selected Offer Notifications The new results now only display two documents Attorney Notifications Notification
29. ble Electronic Notifications check box as selected and the users that are to be notified upon payment Firm Payment Notifications Trust Account Smith Joseph 1smithiacmelaw com USG Smith Joseph jsmithigacmelaw com Smith Robert rsmith aol cam USG Smith Robert rsmith aol cam Once the user is notified via email they will need to log into Trust Online and proceed to the Notifications page to view print the payment notification s Trust Online Manual 2014 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 LL zz LI Smith Robert Electronic Paper amp Electronic Electronic Paper amp Electronic Electronic Paper amp Electronic Electronic Paper amp Electronic Yousefi Pouya 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 Offer Notifications Include Smith Robert in paper mailing Enable Electronic Notification Smith Robert Smith Robert Select Account Relea se Deficiency Notifications Include Smith Robert in paper mailing Enable Electronic Notification Smith R
30. ch 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 Babcock amp Wilcox Asbestos Personal Injury Settlement Trust and click on the Login link located on the right menu bar t Claimant Relations 800 708 8925 BABCOCK amp WILCOX ASBESTOS PERSONAL amp Websupport 866 665 5790 INJURY SETTLEMENT TRUST Home Contact Log In to Trust Online By clicking on this Login link you will be directed to the Trust Online login page Each and every time a user chooses to log into Trust Online they must click on the 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 Trust Online Manual 2014 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 t
31. 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 Name SSN Trust Attorney Status Queue k Holds Alleged Injury Claim Option Out Linked To view more information in your search results click on the Results View drop down and select 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 Seq 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 Date Release Total Paid 5 PR Evaluated Received cer SUE Nae SSN Injury Assigned Payment Date Std Adj To Offset Deficiencies Linked To export all of the data found in the Extended view to an excel spreadsheet select the Export to File from the drop down and click the Search button A File Download box will appear prompting the user to Open Save or Cancel File Download Do you want to open or this file Mame report csv Microsoft Office Excel Comma Separated Values File From tostage bwasbestostrust com ham your computer If you do not trust t
32. dit 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 Summary Create Report Deficien Flease choose trust Smith Robert The selections shown in the image above may control Report Type other selections from appearing For example when DNE ipu nu 9 Detail Detail is selected for the Report Type a new criterion labeled Deficiency Count becomes visible This new Summary criteria is a drop down that allows the user to include a specific number of deficiencies Deficiency Count 24 Trust Online Manual 2014 The following are the criteria that can be selected and a brief description of each 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 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 Deficiency Description and the Number of Claims with these deficiencies which are also all grouped by the Attorney Deficiency Count
33. e 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 2014 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 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 Reciprocal Letters RCPEXIST RCPPAIDAF etc Deferral Letters 60 days out Firm Level Notifications Firm Level notifications refer only to the Payment Notifications and can only be changed by the Facility The firm 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
34. e 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 Changes Release Deficiencies There are no items Save To File lt 1 to 8 of 8 gt Description Deficiency Date Notification Date Date Closed Source Status Last Edit Last Editor Injured Party s Social Security Number not Provided 3 26 2009 none none B amp W Accepted 3 26 2009 ConsistencyManagerUser Injured Party s Date of Birth not Provided 3 26 2009 none none B amp W Accepted 3 26 2009 ConsistencyManagerUser Date of Alleged Diagnosis and or Alleged Injury not Provided 3 26 2009 none B amp W Accepted 3 26 2009 ConsistencyManagerUser First and Last Dates of Exposure Not Provided 3 26 2009 none none B amp W Accepted 3 26 2009 ConsistencyManagerUser Industry and Occupation not Provided 3 26 2009 none none B amp W Accepted 3 26 2009 ConsistencyManagerUser
35. elect one or more of the attorneys that are to be associated with this account Click on the to move the selected attorney to the Access list box To allow access to all attorneys listed simply click the B By Account By Attorney By Trust Account Smith Joseph staffaccount vt Access Smith Robert To remove access select one or more of the attorneys from the Access list box and click on the to move the selected attorneys to the No Access list box To remove access to all attorneys listed click on the E Access By Attorney To assign access by attorneys click on the By Attorney 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 By Account By Attorney Attorney Smith Robert Mo Access ACCESS Smith Joseph staffaccount King Test kingfirrn Smith Joseph Firm Super User To remove access select one or more of the accounts from the Access list box and click on the to move the selected accounts to the No Access list box To remove access to all accounts listed click on the 88 Trust Online Manual 2014 Access By Trust After assigning the attorney s access you will need to assign the Trust s using the By
36. eview Deficiencies Release Deficiencies and Offers A Claim Search Feedback New Claim Conversion User Accounts Manage 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 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 claims by allowing them 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 User Accounts tab located on the Menu Bar From this page click on the Add Account button to begin creating accounts Add Account Staff Accounts 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 Enab
37. ew the account profile Afterwards check the Receive Announcement box and click the Save 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 Summary Statistics box and click the Add button r Trust Online Manual 2014 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 Save 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 Add 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 Save button Managing User Access After creating the user accounts for the firm the FSU must assign the staff and attorney accounts access to specific Trust using the Manage Access page If the user attempts to
38. ficiency Code Alleged Injury and or Claim Options Status Code Awaiting Quality Assurance Deemed Withdrawn Deferred Deficiency Code 000 Failure To Choose Claim Process 001 Death Certificate not Provided 003 Injured Party s Social Security 4 Alleged Injury F3 Level VIII Mesothelioma Level VII Lung Cancer 1 Level VI Lung Cancer 2 Claim Option All After specifying all of your search criteria click the Search button The Search Grid results will display a summary list of claim information from the Source Trust Belmosa 7009 DCN Rea to Level 8 10 1944 6522220 Asbestosis Pleural Expedited 0 00 0 00 SMITH E 056 Disease Braune Cropsey 6246 12 16 1956 12549315 Ready to Expedited 0 00 0 00 SMITH 2 Louis Review Disease Debock J Bilateral Pleural pisses 0996 9 24 1943 1010893 a case 1 13 1996 500 00 0 00 5 CEL The information displayed includes Name SSN Firm File DOB Claim Status Injury Confirmed Injury Date Option Release Amount Paid Amount Attorney Deficiency Count and Source Trust field which includes the Trust and the new System Selected buttons Besides the new System Selected button the injury field has been updated to display either the Confirmed Injury if it exists or the A leged Injury from the claim form The Deficiency
39. he 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 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 END Username Password a Change Password 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 user Password Me yond eem 0000 Password Password Change Password Upon the successful completion of
40. he source do not open While files from the Intemet can be useful some files can potentially 7 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 xls Trust Online Manual 2014 Downloading Results Similar to the Export to File option mentioned 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 to view the next 15 claims or the less than sign to view the previous 15 claims The Save To File link will export the maximum viewable 200 claims to a spreadsheet Save lt 1 to 15 of 200 gt For searches that result in greater than 200 claims select Export to File to export the claim data to an excel spreadsheet Search Clear Results View Standard v First 200 of 1707 results displayed 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 Tru
41. ic 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 Enabled Read Only Fl No trust s assigned Trust s Enabling Disabling Accounts Check Box The Enabled check box will need to be checked in order for users staff and attorneys 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 these cases the FSU will need to re enable the account by placing a mark next to the Enabled check box and clicking the Save 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 Save button This will eliminate the risk of any unauthorized personnel from logging into 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 Add button Trust Online Manual 2014 Account Las
42. ility 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 Confirm Password SAS Firm Call In Passkey Trust Online Manual 2014 In addition the Firm Administrator can also view the firm s Payment Options Firm Payment Notifications and set 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 Offers Release Deficiencies Intake Review Deficiencies Activities Duplicate Claims Prepetition etc Payment Option The Payment Option includes Paper Check or Electronic Debits ACH 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 Options Payment Type Paper Check 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 Ena
43. inking Trust Online has created a method that allows the conversion and linking of claims for the purpose of sharing data The conversion process takes existing claim and review data from one Trust Source Claim and imports this data into a new claim for another Trust Target Claim The linking process will allow these claims to be connected in order to continue to share this data The Source Claim used in the conversion process can be any claim previously submitted to Delaware Claims Processing Facility and can be in any status or queue Claims that have an active release or payment Offer Issued status or greater can be used as the Source Claim but cannot be linked to the Target Claim Conversion Process The Trust Online Conversion Process has been enhanced to enable the system to suggest a Source Trust claim The system will do this taking into consideration a number of factors with the objective of expediting processing of the new claim You will still have the option of ignoring the system suggestion and choosing the Source Trust claim directly 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 Source 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
44. le box and any other boxes that are necessary and click the Add button The other three boxes will be explained in detailed in the upcoming section Account Last Name Account First Name Username Account Type Password Confirm Password Email Receive Announcements 0 Check this box to receive periodic announcements from the facility View Summary Statistics 0 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 No trust s assigned Trust Online Manual 2014 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 Add button to save Account Last Name Account First Name Username Account Type Attorney Smith Robert Attorney Password Confirm Password Email Receive Announcements Check this box to receive period
45. ltiple claims there are certain fields in the claim form that do not carry across to the linked claims and will have to be edited individually In this next section we will navigate through a set of linked claims and briefly point out the claim form pages and individual fields that carry across to its linked claims as well as those that will need to be edited on a claim by claim basis There are basically 13 sections that make up the entire claim form which are listed below with their associated claim pages The pages displayed below with a chain link icon represent pages in the claim form that share data across all Trust and do not have to be edited individually if you change this information on any of the linked claims it will go across to the other linked claims e Representation Representation The information provided on this is shared across all Trust and do not have to be edited individually Process o Process The claim process option will need to be edited on a claim by claim basis This field is only linked during initial claim submission 1 Injured Party E Injured Party Information The information provided in this section is shared across all Trust and do not have to be edited individually Deceased Injured Party The information provided in this section is shared across all Trust and do not have to be edited individually Trust Online Manual 2014 Injured Pa
46. mo printed at 10 22 2009 10 28 AM Document Type 1727174 Attorney Report Date Notified Date 1 8 2008 1 9 2008 Payment Notification 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 Attorney Notifications Notification Type Report Notified Attorney Dat Date Comment Deferred Claims 60 days out Deferred Activity Notification Intake Review Deficiency Notification Intake Review Deficiency Notification Intake Review Deficiency Notification Intake Review Deficiency Notification Intake Review Deficiency Notification Offer Notification Reciprocal Activity Notification
47. nd easy to identify such as the AllegedInjuryDate and AllegedInjury seen in the example above while others may not be so easy to identify such as the BWHasFiledPhysicalExamReport also shown in the example above gt Old Value This column displays the old existing value if any prior to the changes being submitted New Value This column displays the new edited value that will override any existing old value User Name This column displays the user name of the individual who made the edits to the claim 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 No these edits and any previously superseded edits have not been reviewed by the facility 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 Claim Form button which will redirect the user to the Representation page of the claim form
48. o 2 2 Yes No No Date Physician Actual Facility F Rpt Findings FVC 1 1 FVC VC TLC RV DLCO Unacceptable Appr Conv 1 1 1999 TX9105 Pohl James Keller Yes _ NOSCR NO SCREENING COMPANY 50 00 50 00 50 00 50 00 50 00 50 00 50 00 No No 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 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 LJ 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 Physician Facility Findings Caus PT Unacceptable FilmOk Appr Conv 1 1 1999 0350 POHL DOUGLAS A NOSCR NO SCREENING COMPANY Asbestosis No 2 2 Yes PFT Pulmonary Function Test this section provides detailed 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 Rpt Findings FVC FEV1 1 FVC
49. obert Smith Robert Select Account Intake Review Deficiency Notifications Include Smith Robert in paper mailing Enable Electronic Notification amp mith Robert Smith Robert Select Account Activity Notifications Duplicate Claims Prepetition etc Include Smith Robert in paper mailing Enable Electronic Notification Smith Robert Smith Robert Trust Online Manual 2014 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 Pending Paperwork Assigned To Search Clear Results View Standard
50. on to other sections of the claim o Last Name required field o Is injured party living required field Injuries This section allows the user to select the appropriate disease level and the date of diagnosis If selecting Level V Other Cancer please enter the type of other cancer Level VI is not available for the ER process e Exposure In this section the user will enter all asbestos related exposure by clicking the Add Exposure button Once an exposure is added the user must click the Save button in order to save the newly added exposure Repeat this process for each additional exposure record Secondary Exposure From this section the user can enter any and all second hand or bystander exposure For each secondary exposure record an Exposure record must be completed for the occupationally exposed person Claimant must seek Individual Review of his or her claim e Litigation From this section the user will enter all asbestos related litigation by clicking the Add Litigation button Once the litigation is added the user must click the Save button in order to save the newly added litigation Repeat this process for each additional litigation record Must be completed for IR claims Dependent From this section the user may enter all dependents that were financially supported by the injured party This is only necessary for IR claims 22 Trust Online Manual 2014 e Smoking
51. report requested Payments created on the End Date entered will be included in the report After entering the criteria click the Export CSV 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 Export C5V 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 27 LLLLLLLLLLLLLLLLI Trust Online Manual 2014 e Attorney This list box includes the entire list of attorneys the user has access to You may select 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 entering the criteria click the Export CSV button A message box will appear prompting the user to Open Save or Cancel The report provides th
52. rm Payment NoUODCAOUOlS EOR EVE s 10 Xii RE 11 Chapter 2 Trust Online User FUNCIONS 12 i ni i PA 12 vigere 13 Downloading epo xv EE Ec 14 The oases 14 IET e 14 Bottom ____ ____ _ _ _ _8__ ___ _ 15 UR DIR ____ _____ ___________ _ 15 AEn FASS _____ __ _____________8___ 15 __ __ ______ __ _____ 16 lunii 17 Physical Exam Medical Reports 22 rasuens occi et uinum x hare bpu sima posa x Mud eve pe 17 per 17 PFI Pulmonary EUutictton _ _____ _ PUE 17 D 3tholoe v _____ _ _______ 17 Uoc MC P 18 AM ICT T 18 18 p Trust Online Manual 2014 Rora aie 18 Changes Ec C
53. rty Mailing Address The information provided in this section is shared across all Trust and do not have to be edited individually Personal Representative The information provided in this section is shared across all Trust and do not have to be edited individually 2 Injuries o Part 2 Diagnosed Asbestos Related Injuries The information provided on this page is shared across all Trust except for the last question on the page that ask For claims filed against B amp W or any other asbestos defendant in the tort system prior to the Petition Date February 22 2000 please check this box if you have a report of a diagnosing physician who conducted the physical exam This field will need to be edited on a claim by claim basis 3 Exposure o Site Plant Section of the fields in this first section are shared across Trust except for the following fields that will need to be edited on a claim by claim basis Trust Specific Code Trust Specific Product Additional Exposure Description AWI Only o Exposure Details Section of the fields in this next section are shared across Trust except for the following fields that will need to be edited on a claim by claim basis Trust Specific Product BW Only SOE Presumptive Question AWI Only o Company Exposure Section OC FB TN FER FLX Only This section only pertains to the OCFB and T amp N Subfund Trust and are not shared between the individual
54. st Attorney Status Ready to Smith Mary 7879 B amp W Smith dh Review 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 Jurisdiction 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 14 Trust Online Manual 2014 os __ Withdraw Claim Claim Number 221095 Alleged Injury Level VI Lung Cancer 2 Current Queue Le 5 Evaluated Injury Status ead tawi Jurisdiction AK CheckOut Date Last Review Date Checked Out 1ecked c Attorney amp mith Robert Date Received 20 Firm Acme Law Place in Queue amp 15190 Assigned To FIFO Number 10090408199 3194002 Firm Passkey asbestos2012 Below is a brief description of the buttons and their functions Button Name Redirects user to the Representation page of the claim aim Form uM form to begin editing claim data
55. t Name Account First Name Confirm Password Email Receive Announcements 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 M 1 ___ No trust s signed m For existing accounts search for the account and click on the account name to view the account profile Afterwards check the Read Only box and click the Save button Account Last Name Smith Account First Name Joseph Confirm Password Email it cryblskey arpe com 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 HAL NJ OC USG 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 Announcement box and click the Add button For existing accounts search for the account and click on the account name to vi
56. ted To Filed 2 This field will need to be edited on each of the linked claims Tolling Agreement This section of the Litigation page will need to be edited on a claim by claim basis Administrative Settlement This section of the Litigation page will need to be edited on a claim by claim basis This field does not pertain to AWI claims 6 Dependent 7 Smoking Dependent The information provided in this section is shared across all Trust and do not have to be edited individually Smoking The information provided on this is shared across all Trust and do not have to be edited individually 8 Economic Loss Economic Loss The information provided on this page is shared Documents across all Trust and do not have to be edited individually Documents The information provided on this page is shared across all Trust and do not have to be edited individually
57. ted 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 New Claim button to begin the process or Cancel to quit Choose Trust Trust BW New Claim Cancel Trust Online Manual 2014 As mentioned in the previous sections once the New Claim button is clicked user may navigate through the claim form using the Page Links or the Next 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 Process This section allows the user to select the appropriate review process for the claim from the following options o Expedited ER o Individual IR 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
58. th and the Source Trust that was edited Click on this link to view the detailed changes General Review Deficiency Activity History Changes Save To File 1 to 13 of 13 gt Identifying Info Date Changed Reviewed Updated Smith Johnathan 549742164 1 1 1944 Source Trust B amp W 2 12 2009 Version Table Exposed 4 Superseded Trust Online Manual 2014 CHANGE DETAILS Save To File lt 110 3 of 3 gt User Date Version Table Identifying Info Column Field New Value d Reviewed Updated Smith Johnathan 549742164 1 1 1944 Source Trust B amp W Updated Smith Johnathan 549742164 1 1 1944 Source All dini Level VIII Trust B amp W Mesothelioma Updated Smith Johnathan 549742164 1 1 1944 Source Trust B amp W 4 Exposed AllegedInjuryDate 1 1 2000 12 00 00 AM wberrioz 2 12 2009 Superseded 4 Exposed wberrioz 2 12 2009 Superseded 4 Exposed BWHasFiledPhysicalExamReport False wberrioz 2 12 2009 Superseded 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 gt Column Field This column displays the actual field that was edited Some fields names are obvious a
59. 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 2014 After successfully logging in to Trust Online the user will be directed to the Summary page Atthe 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 BW Alerts Summary Account Name V Smith Joseph 111 Rux Landing Str a P O Box 123 Foxville CA 94948 6169 UserName Firm Super User Email jsmith acmelaw com 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 5 3 2012 2 47 40 PM Description USG Total Claims Submitted 165 Total Payments 109 908 Ready to Review Intake Deficient Review Review Complete Awaiting Quality Assurance In Quality Assurance Review Deficient Ready to Re Review Offer Issued Release Verified Release Deficient Paid
60. umber 1411 Alleged Injury Level IV Severe Asbestosis Current Queue PELENE Tp Evaluated Injury Level II Asbestosis Pleural Disease Status aw Dreficie Jurisdiction DE CheckOut Date Last Review Date 6 5 2012 Checked Out By jot checks Attorney Smith Robert Date Received 2005 Firm Acme Law Assigned To FIFO Number Firm Passkey asbestosz012 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 No Updates Pending button This will allow the claim to go to the Deficiency Response Queue and into the Re Review process 6 Trust Online Manual 2014 Medical Tab The Medical page provides a summary of any and all medical reports submitted by 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 save Orie 1 of 1 gt 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 Lal X Ray Date Physician Facility Findings Caus PT Unacceptable FilmOk Appr Conv 1 1 1999 0350 POHL DOUGLAS A NOSCR NO SCREENING COMPANY Asbestosis N
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