Set Claims Verification phase for newly opened matters
Set Claims Verification phase for newly opened matters
Your PI case records often remain in intake or untriaged phases, leaving teams without a clear verification queue. This moves cases to the verification phase so teams can begin work same day.
Overview
Intake gaps leave matters untriaged and slow down verification SLAs. This flow detects incomplete intake or identifying markers and moves qualifying PI matters into the verification phase immediately, so case teams can begin work the same day.