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Secure initial analytical reports from Consultative Lead
Category: Analytics -
Review analytics for claim and program opportunities; agree to action plan
Category: In-Person Meetings -
Finalize all contact lists
Category: In-Person Meetings -
Confirm initial reserving and reserve change authority
Category: In-Person Meetings -
Review settlement authority, requests for settlement authority and workflows
Category: In-Person Meetings -
Create workflows for subrogation
Category: In-Person Meetings -
Confirm catastrophic claim procedures
Category: In-Person Meetings -
Obtain copy of preferred counsel listing
Category: In-Person Meetings -
Finalize client instructions and contact lists
Category: In-Person Meetings -
Agree on critical issues and status report format
Category: In-Person Meetings -
Review analytics for claim and program opportunities
Category: In-Person Meetings -
Agree to Q1 action plan
Category: In-Person Meetings -
Claim personnel
Category: Training -
Senior nurse reviews and all nurse case managers
Category: Training -
Intake personnel
Category: Training -
Engage claims director with outcomes of meeting, suggestions of program improvements (2-3 days)
Category: In-Person Meetings -
Confirm all billing and escrow needs have been met
Category: In-Person Meetings -
Consider agenda of AE integration meeting
Category: In-Person Meetings -
Confirm all RMIS needs and report distributions
Category: In-Person Meetings -
Calendar all reserve roundtables for the year
Category: Calendar -
Calendar all claim reviews and travel for the year
Category: Calendar -
Confirm all in-person meetings, travel dates, and venues
Category: Calendar -
Carrier kick-off meeting with full team
Category: Kick-Off -
Initial all-hands meet and greet
Category: Kick-Off -
Provide first week of predictive modeling reports (i.e., litigation and MO to LT)
Category: Kick-Off -
Integration of Account Manager with CVS claims team--agenda TBD (full-week)
Category: In-Person Meetings -
Develop custom metrics
Category: In-Person Meetings -
Develop Custom Scorecards
Category: In-Person Meetings -
Develop medical KPI reporting
Category: In-Person Meetings -
Claim direction meeting for feedback, observations, and recommendations
Category: Refinement -
Senior Nurse Reviewer meetings for feedback
Category: Refinement -
Analytics meeting for further refinement of metrics and custom reports
Category: Refinement -
Telephonic claim team meetings
Category: Refinement -
Intake and triaging observations
Category: Refinement -
Client observations for refinement and improvement
Category: In-Person Meetings -
Specific claim discussions
Category: In-Person Meetings -
Grand rounds
Category: Going Forward -
Roundtables for medically complex files
Category: Going Forward -
Roundtables for complex litigation claims
Category: Going Forward