Proposal Pack / All Templates / Methodology - Claims Processing

Writing the Claims Processing document

Use this template to create instructions for processing claims of any kind. This would most likely be used to instruct employees in how to handle legal medical insurance or HR benefits claims. Introduce the topic of claims here and explain when and by whom these instructions would be used. Instructions Insert preliminary instructions for the claims handlers here and then detail the procedure in numbered steps below. If different types of claims require different procedures you may need to copy and repeat this section several times. Insert step here. For example you might write " Log the date time origin and nature of the claim in the online claims database. " Insert step here.

Insert step here. Insert step here. Insert step here. Additional Information Insert any additional information or instructions needed. For example you may need to tell claims processors that some types of claims require supervisor approval and add instructions on how to go about getting that approval.