Celotex Asbestos Settlement Trust€¦ · an attorney tothese accountsbefore they m ay subm itnew claim soreditexisting claim data. Ifthere aren’tany attorneysassign tothe user,the

MAY 2018

Celotex Asbestos Settlement Trust

DELAWARE

CLAIMS

PROCESSING

FACILITY

TRUST ONLINE USER MANUAL

Trust Online Manual 2018

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Table of Contents

Chapter 1 Firm Super User .................................................................................................1

The Firm Super User Account ..................................................................................................1Password Ex p iration ...............................................................................................................................2Ch ange Password....................................................................................................................................2

Creating Accounts ......................................................................................................................4

Staff Accounts .............................................................................................................................4

Attorney Accounts ......................................................................................................................5Enab ling/Disab ling Accounts(Ch e ck Box )............................................................................................5Re ad Only (Ch e ck Box ) .........................................................................................................................5Re ce ive Announce m e nts(Ch e ck Box ) ...................................................................................................6Vie w Sum m ary Statistics(Ch e ck Box ) ..................................................................................................6Hide TotalPaym e nt Statistics(Ch e ck Box ) ...........................................................................................7

Managing User Access ...............................................................................................................7

Access By Accounts ....................................................................................................................8

Access By Attorney.....................................................................................................................8

Access By Trust...........................................................................................................................9

Firm Super User Profile.............................................................................................................9

Payment Option........................................................................................................................10

Firm Payment Notifications.....................................................................................................10

Attorney Options ......................................................................................................................11

Chapter 2 Trust Online User Functions ............................................................................12

Claim Search.............................................................................................................................12

Search Results...........................................................................................................................13

Downloading Results ................................................................................................................14

The Claim..................................................................................................................................14

General Tab ..............................................................................................................................14Button Functions..................................................................................................................................15Place In Que ue ......................................................................................................................................15Firm Passke y ........................................................................................................................................15Docum e nts............................................................................................................................................16Re le ase s& Paym e ntsGrid ...................................................................................................................17Up date sPe nding...................................................................................................................................18

Medical Tab ..............................................................................................................................19Ph ysicalEx am /Me dicalRe p orts...........................................................................................................19X -Ray ...................................................................................................................................................19PFT (Pulm onary Function Te st) ...........................................................................................................19Path ology/Autop sy ...............................................................................................................................19CTScan .................................................................................................................................................20


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Deficiency Tab ..........................................................................................................................20Standard De ficie ncy .............................................................................................................................20

Intake De ficie ncy ............................................................................................................................20Re vie w De ficie ncy ..........................................................................................................................20

Re le ase De ficie ncy ...............................................................................................................................21

Changes Tab..............................................................................................................................21Filte r .....................................................................................................................................................21Ex p and All|Collap se All.....................................................................................................................21

Editing Claims ..........................................................................................................................25

New Claim Submission.............................................................................................................25Re p re se ntation ......................................................................................................................................26Proce ss..................................................................................................................................................26Injure d Party .........................................................................................................................................26Injurie s..................................................................................................................................................26De p e nde nt.............................................................................................................................................26Occup ationalEx p osure .........................................................................................................................27Se condary Ex p osure .............................................................................................................................27Sm oking History...................................................................................................................................27Litigation ..............................................................................................................................................27Disab ility ..............................................................................................................................................27Em p loym e nt .........................................................................................................................................27Docum e nts............................................................................................................................................27Finish Claim .........................................................................................................................................27

Chapter 3 Trust Online Reports.........................................................................................28

Reports ......................................................................................................................................28

Deficiency Reports....................................................................................................................28

Place In Queue Report .............................................................................................................29

Claim Status by Trust ..............................................................................................................30

Payment Extract .......................................................................................................................30

Claims Under Edit....................................................................................................................31

Chapter 4 Trust Online Notifications ................................................................................33

Notifications ..............................................................................................................................33

Firm Level Notifications ..........................................................................................................33

Attorney Level Notifications....................................................................................................35

Chapter 5 Celotex Conversion...........................................................................................37

Conversion.................................................................................................................................37

Linking ......................................................................................................................................37

Conversion Process...................................................................................................................37Re vie w Re sults.....................................................................................................................................39De ficie ncie s..........................................................................................................................................39W arnings...............................................................................................................................................39


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Docum e nts............................................................................................................................................40

TrustOnline M a nua l 2018

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Cha pte r1 Firm Supe rUse r

The Firm Super User Account

Th e Delaw are C laim sP roc essin g Fac ility h asc reated a superuser-frien d ly w eb-basedsec ured en viron m en tto assistfirm sin th e subm ittin g,upd atin g an d settlin g ofasbestosrelated c laim s. Th isin n ovative w ebsite suppliesfirm usersw ith allofth eirc laim an t’sin form ation ata c lic k ofa button .

In ad d ition to th e TrustOn lin e w ebsite,DC P F provid estrain in g an d tec h n ic alsupportforallTrustOn lin e related issues. In ad d ition to th e sec ured w ebsite,eac h Trusth asth eirow n public w ebsite th atprovid esvaluable resourc es,d ow n load s,n ew sartic les,m ed ic al/exposure requirem en tin form ation an d m uc h m ore. Th e New ssec tion alsoin c lud esan y an d allen h an c em en tsm ad e to TrustOn lin e in respon se to feed bac kfrom c urren tfirm susin g th e site.

Firm sth atw ish to sign up to use TrustOn lin e,m ustfirsth ave a partn erorm em berofth e firm c om plete an Elec tron ic FilerA greem en t(E-filer)an d sen d th e c om pletedE-filerbac k to th e Fac ility forproc essin g. A Firm Super User (FSU)ac c oun tw illbec reated forth e partn erorm em berw h o sign ed th e E-filer. Th e firm m ustc om pletean E-fileragreem en tforeac h Trustth atth ey w ould like to ac c essth rough TrustOn lin e. Th e E-filersare loc ated on th e Dow n load spage of th e spec ific Trustpublicw ebsite.

On c e th e E-filerh asbeen proc essed by th e Fac ility,a TrustOn lin e pac kage w illbesen t,w h ic h in c lud esa letterw ith th e FSU’susern am e an d passw ord ,a c opy of th eproc essed E-fileran d th isin struc tion alm an ualto TrustOn lin e.

W ith th e usern am e an d passw ord in h an d ,th e FSU w illn eed to log in to TrustOn lin eto begin creating accounts forth eirstaffan d setting the notification preferences. Togetto th e login page,proc eed to an y ofth e public w ebsites,suc h asth e CelotexAsbestos Settlement Trust,an d c lic k on th e Login lin k loc ated on th e righ tm en ubar.

B y c lic kin g on th isLogin lin k,you w illbe d irec ted to th e TrustOn lin e login page.Eac h an d every tim e a userc h oosesto log in to TrustOn lin e,th ey m ustc lic k on th e ‘IA gree’c h ec k box im m ed iately below th e d isc laim er. B y c lic kin g on th isc h ec k box,th e userisagreein g to th e term sspec ified in th e E-filer.

En terth e usern am e an d passw ord from th e letteran d c lic k on th e Login button . Th eusersh ould keep in m in d th atth e passw ord isc ase sen sitive an d w illd isable th eac c oun tafterth e th ird in c orrec tlogin attem pt.


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Password Expiration

Th e passw ord sforth e FSU an d allac c oun tsc reated by th e FSU h ave a 90 d ayexpiration d ate. Th isad d ed sec urity feature w illassistin preven tin g un auth orizedusersfrom ac c essin g th e firm ’ssec ured c on fid en tiald ata.

W h en th e passw ord expires,you w illrec eive a m essage w h en attem ptin g to loginth atth e user’spassw ord h asexpired . To c h an ge th e passw ord ,c lic k on th e “C h an geP assw ord ” h yperlin k im m ed iately below th e P assw ord box on th e Login page.

From th e Change Password page,en terth e Usern am e an d C urren tP assw ord . En terth e New P assw ord ,C on firm (new)P assw ord an d c lic k th e < C h an ge P assw ord >button .

Upon th e suc c essfulc om pletion ofth e passw ord c h an ge,a m essage statin g th atth epassw ord w asc h an ged suc c essfully w illbe d isplayed . C lic k on th e < Login > button toreturn to th e login page. Now you m ay login w ith yourusern am e an d n ew passw ordto begin usin g th e TrustOn lin e system .

C lic k on th e lin k to openth e C h an ge P assw ordpage.


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A ftersuc c essfully loggin g in to TrustOn lin e,th e userw illbe d irec ted to th e Sum m arypage. A tth e top ofth ispage,th e user’sin form ation isd isplayed w h ic h in c lud esth euser’sfulln am e,usern am e,em ailad d ressan d th e firm ’sn am e,ad d ressan d an y C ELA lerts.

Th e low ersec tion ofth ispage isd ivid ed in to tw o tabs,th e Statistic san d A ttorn eysview . Th issec tion d efaultsto th e Statistic sview w h ic h d isplaysallc laim ssubm ittedby th e firm ,totalpaym en tsm ad e to th e firm an d a c laim statusbreakd ow n ofallc laim ssubm itted foreac h Trustth e userh asac c essto view .

Th e A ttorn eystab d isplaysth e listofattorn eysforw h ic h th e userh asac c essto view,edit orsubmit claims.

Th e FSU’sm ain fun c tion isto create sub-accounts an d manage access forth eirstaffan d attorn ey(s)asw ellassetting the notification preferences foreac h attorn ey th ath ave subm itted an d w illbe subm ittin g c laim son TrustOn lin e.

Th e FSU’sM en u B arloc ated atth e top ofth e page in c lud esth e tw o tabsth atth e FSUw illbe usin g to c reate an d m an age th eirfirm ’ssub-ac c oun ts. Th ese tw o tabsarelabeled “User Accounts” an d “Manage Access” an d c an on ly be view ed w h enlogged in asth e FSU.


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Th e FSU’s“Profile” tab w illbe used to setth e n otific ation preferen c esforallActivities (Duplicate Claims, Prepetition, etc.), Intake/Review Deficiencies,ReleaseDeficiencies an d Offers.

Creating Accounts

A sn oted in th e previoussec tion s,on e ofth e m ain fun c tion softh e FSU isto c reateac c oun tsforstaff an d attorn eysto provid e ac c essto TrustOn lin e. A lth ough ,th eseac c oun tsseem very sim ilarw h en c reatin g th em ,on e ofth e m ain d ifferen c esisth atth e attorn ey ac c oun tisalw aysassoc iated w ith an A c tive A ttorn ey.

Th e attorn ey ac c oun tisn otto be c on fused w ith th e ac tualac tive prac tic in g attorn eyfrom th e law firm . A n attorn ey ac c oun tsgivesth e represen tin g attorn ey m orec on troloverth eirc laim sby allow in g th em to setth eirow n notifications preferences.

In th isn extsec tion ,w e w illexplain h ow to c reate ac c oun tsan d th e vitald ifferen c esbetw een th em . W e w illalso explain h ow to enable “disabled accounts”, resetpasswords an d disable “enabled accounts”.

To begin c reatin g ac c oun ts,c lic k on th e <User Accounts> tab loc ated on th e M en uB ar. From th ispage,c lic k on th e <Add Account> button to begin c reatin gac c oun ts.

Staff Accounts

To c reate a staffac c oun t,firstselec tStaff from th e Account Type d rop-d ow n boxan d en terth e Account Last Name,First Name,Username,Password,ConfirmPassword an d Email. P lac e a c h ec k m ark n extto th e “Enable” box an d an y oth erboxesth atare n ec essary an d c lic k th e <Add> button . Th e oth erth ree boxesw illbeexplain ed in d etailin th e upc om in g sec tion .

ADDSTAFFACCOUNTS


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Attorney Accounts

To c reate an attorn ey ac c oun t,selec tAttorney from th e Account Type d rop-d ow nbox. Th e Attorney d rop-d ow n box w illappearw ith th e available attorn eysforyourfirm . Ifan attorn ey isnot listed in th isd rop-d ow n box,you w illh ave to c on tac tth eTrustto h ave th isattorn ey ad d ed before you c an c reate th isac c oun t.

If th e attorn ey islisted in th isd rop-d ow n box,selec tth e respec tive attorn ey an den terth e n ec essary ac c oun tin form ation .P lac e a c h ec k m ark n extto th e appropriateboxesan d c lic k th e < Add> button to save.

Enabling/Disabling Accounts (Check Box)

Th e En abled c h ec k box w illn eed to be c h ec ked in ord erforusers,staff andattorneys,to be able to log in to TrustOn lin e. Th e En abled c h ec k box w illautom atic ally bec om e un c h ec ked w h en th e system id en tifiesa userattem ptin g to login to TrustOn lin e m ore th an th ree tim esw ith an in c orrec tpassw ord .

In th isc ase,th e FSU w illn eed to re-en able th e ac c oun tby plac in g a m ark n exttoth e En abled c h ec k box an d c lic kin g th e <Save> button .

In th issam e m an n er,th e FSU m ustd isable ac c oun tsth atare n o lon gerw ith th e firmby rem ovin g th e c h ec k m ark n extto th e En abled box an d c lic kin g th e <Save>button . Th isw illelim in ate th e risk ofan y un auth orized person n elfrom loggin g on toTrustOn lin e.

Read Only (Check Box)

Read O n ly ac c oun tsare ac c oun tsth atare lim ited to creating reports, viewing claiminformation an d viewing/printing notifications. Firm sc an setboth new an d existingac c oun tsto Read O n ly.

W h en c reatin g a n ew ac c oun t,afteren terin g allofth e n ec essary ac c oun tin form ation ,c h ec k th e Read Only box an d c lic k th e < Add> button .

ADDATTORNEYACCOUNTS


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Forexistin g ac c oun ts,searc h forth e ac c oun tan d c lic k on th e ac c oun tn am e to viewth e ac c oun tprofile.A fterw ard s,c h ec k th e Read Only box an d c lic k th e < Save>button .

Receive Announcements (Check Box)

Th e Rec eive A n n oun c em en tsc h ec k box w asc reated forfirm usersw h o w ould like torec eive period ic an n oun c em en tsfrom th e Fac ility. W h en c reatin g a n ew ac c oun t,afteren terin g allofth e n ec essary ac c oun tin form ation ,c h ec k th e ReceiveAnnouncements box an d c lic k th e < Add> button .

Forexistin g ac c oun ts,searc h forth e ac c oun tan d c lic k on th e ac c oun tn am e to viewth e ac c oun tprofile.A fterw ard s,c h ec k th e Receive Announcements box an d c lic kth e < Save> button .

View Summary Statistics (Check Box)

Th e View Sum m ary Statistic sc h ec k box w asad d ed forFirm SuperUsersto restric tth eirStaffan d A ttorn ey ac c oun tsfrom view in g th e Sum m ary Statistic son th eSum m ary P age.

W h en c reatin g a n ew ac c oun t,afteren terin g allofth e n ec essary ac c oun tin form ation ,c h ec k th e View Summary Statistics box an d c lic k th e < Add> button .


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Forexistin g ac c oun ts,searc h forth e ac c oun tan d c lic k on th e ac c oun tn am e to viewth e ac c oun tprofile.A fterw ard s,c h ec k th e View Summary Statistics box an d c lic kth e < Save> button .

Hide Total Payment Statistics (Check Box)

Th e H id e TotalP aym en tStatistic sc h ec k box w asad d ed forFirm SuperUserstorestric tth eirStaffan d A ttorn ey ac c oun tsfrom view in g th e TotalP aym en tson th eSum m ary P age.

W h en c reatin g a n ew ac c oun t,afteren terin g allofth e n ec essary ac c oun tin form ation ,c h ec k th e Hide Total Payment Statistics box an d c lic k th e < Add>button .

Forexistin g ac c oun ts,searc h forth e ac c oun tan d c lic k on th e ac c oun tn am e to viewth e ac c oun tprofile.A fterw ard s,c h ec k th e Hide Total Payment Statistics box an dc lic k th e < Save> button .

Managing User Access

A fterc reatin g th e userac c oun tsforth e firm ,th e FSU m ustassign th e staff an dattorney accounts ac c essto spec ific Trustsusin g th e Manage Access page. Ifth euserattem ptsto login w ith outan y Trustac c ess,th ey w illsee an errorm essaged irec tin g th em to c on tac tth eirFSU.

Un like th e attorn ey ac c oun ts,staff ac c oun tsare n otassoc iated w ith an y attorn ey;th erefore,on c e a staffac c oun tisc reated ,th e firm ad m in istratorw illh ave to assignan attorn ey to th ese ac c oun tsbefore th ey m ay subm itn ew c laim sored itexistin gc laim d ata. Ifth ere aren ’tan y attorn eysassign to th e user,th e A ttorn ey’stab onth e Sum m ary page w illd isplay a m essage statin g th e follow in g:

To assign attorn ey ac c essto th e staff ac c oun ts,c lic k on th e Manage Access lin k onth e top m en u bar.Th e M an age A c c esspage w illd isplay th ree tabs,By Account,ByAttorney an d By Trust. Th e FSU c an utilize eith erBy Account orBy Attorney tobegin assign in g spec ific A ttorn ey ac c essto th e staffac c oun tsan d w illuse th e ByTrust tab to begin assign in g th e userac c oun tsac c essto spec ific trust.

Gen erally,w h en attorn ey ac c oun tsare c reated ,th ey are alread y assoc iated w ith aspec ific attorn ey butth ey c an also be given ac c essto ad d ition alattorn eysusin g th eManage Access lin k. Th isad d ition alac c essallow sth e attorn ey ac c oun tto view an ded itc laim ssubm itted by oth erattorn eys.


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Access By Account

To assign ac c essby ac c oun ts,c lic k on th e < By Account> tab an d selec tan ac c oun tfrom th e d rop-d ow n box.From th e No Access listbox,selec ton e orm ore of th eattorn eysth atare to be assoc iated w ith th isac c oun t.C lic k on th e > to m ove th eselec ted attorn ey to th e Access listbox.To allow ac c essto allattorn eyslisted ,sim ply c lic k on th e > > .

To rem ove ac c ess,selec ton e orm ore ofth e attorn eysfrom th e Access listbox an dc lic k on th e < to m ove th e selec ted attorn eysto th e No Access listbox. To rem oveac c essto allattorn eyslisted ,c lic k on th e < < .

Access By Attorney

To assign ac c essby attorn eys,c lic k on th e < By Attorney> tab an d selec tan attorn eyfrom th e d rop-d ow n box.From th e No Access listbox,selec ton e orm ore of th eac c oun tsth atare to be perm itted ac c essto th e attorn ey in th e d rop-d ow n box.C lic kon th e > to m ove th e selec ted ac c oun tsto th e Access listbox.To allow ac c essto allac c oun tslisted ,sim ply c lic k on th e > > .

To rem ove ac c ess,selec ton e orm ore ofth e ac c oun tsfrom th e Access listbox an dc lic k on th e < to m ove th e selec ted ac c oun tsto th e No Access listbox. To rem oveac c essto allac c oun tslisted ,c lic k on th e < < .


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Access By Trust

A fterassign in g th e attorn ey(s)ac c ess,you w illn eed to assign th e Trust(s)usin g th eBy Trust tab.To assign ac c essby trust,c lic k on th e < By Trust> tab an d selec tatrustfrom th e d rop-d ow n box.From th e No Access listbox,selec ton e orm ore of th eac c oun tsth atare to be perm itted ac c essto th e spec ified trustin th e d rop-d ow n box.C lic k on th e > to m ove th e selec ted ac c oun tsto th e Access listbox.To allow ac c essto allac c oun tslisted ,sim ply c lic k on th e > > .

To rem ove ac c ess,selec ton e orm ore ofth e ac c oun tsfrom th e Access listbox an dc lic k on th e < to m ove th e selec ted ac c oun tsto th e No Access listbox. To rem oveac c essto allac c oun tslisted ,c lic k on th e < < .

Firm Super User Profile

TrustOn lin e provid esac c oun tin form ation foreac h useron th eirP rofile page. Th eFirm SuperUserac c oun ttype w illbe able to view th e follow in g ac c oun tin form ationin c lud in g Account Name, Account Type, Email Address, User ID, Last Name, FirstName, Firm Call In Passkey asw ellasth e Receive Announcements, View SummaryStatistics,an d Hide Total Payment Statistics c h ec k boxes.

Exc eptforAccount Type an d User ID,eac h userc an also m ake c h an gesto th eirin form ation on th eirprofile page.


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In ad d ition ,th e Firm A d m in istratorc an also view th e firm ’sPayment Options,FirmPayment Notifications an d setup Attorney Options.Th e Payment Options an d FirmPayment Notifications are read on ly field san d c an on ly be c h an ged by th e Fac ility.

Th e Attorney Options in c lud essettin g up n otific ation spreferen c es(paperorelec tron ic )forth e follow in g:

Offers eSign ature Release Release Defic ien c ies In take/Review Defic ien c ies A c tivities(Duplic ate C laim s,P repetition ,etc .)

Payment Option

Th e P aym en tOption in c lud esPaper Check orElectronic Debits (ACH). A llfirm sareautom atic ally setup aspaperc h ec ksun tila c om pleted A C H form issubm itted an dproc essed by th e Trust. A form w illn eed to be subm itted foreac h trustan d c an befoun d on th e d ow n load page of eac h public trustw ebsite.

Firm Payment Notifications

On th e bottom ofth e A C H form ,th ere isa sec tion th atauth orizesan em ailto be sen tasnotification of payment to on e orm ore TrustOn lin e users. Th e em ail(s)en teredin th issec tion m usth ave an ac tive TrustOn lin e ac c oun t. On c e th e firm issetup forElec tron ic Debits,th e FSU profile w illd isplay th e “En able Elec tron ic Notific ation s”c h ec k box asselec ted an d th e usersth atare to be n otified upon paym en t.

On c e th e userisn otified via em ail,th ey w illn eed to log in to TrustOn lin e an dproc eed to th e Notific ation spage to view /prin tth e paym en tn otific ation (s).


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Attorney Options

Th e A ttorn ey Option c an be setup by th e FSU orth e subm ittin g attorn ey w ith anA ttorn ey ac c oun t. Th isview w illprovid e in form ation foreac h attorn ey in th e firman d d isplay th eirn otific ation preferen c es.

To begin settin g up th e n otific ation preferen c es,c lic k on th e attorn ey’sn am e. Th isw illre-d irec tth e FSU to th e attorn ey’sprofile page w h ere h e/sh e m ay begin settin gth e n otific ation spreferen c e foreac h option .


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Chapter 2 Trust Online User Functions

Claim Search

For most users, the aim Search page will be the hub of the entire site. From thispage, users will be able to search for a specific claim, list of claims and/or downloadcustomized report.

This page is broken down into two sections, Claim Search and Trust. At the top ofthe page is the Claim Search section which allows the user to search for claims usingonly the following criteria; Last Name, Last 4 SSN, Claim Number, Firm FileNumber, Deficiency Count, Pending Paperwork, Attorney and Assigned To.

In this section, using the Claim Number is generally all you would need to find yourclaim. However, if the Claim Number is missing, it would be advisable to enter asmuch information as possible to filter your search results.

For more search criteria, you may also use the Trust section of the claims searchpage in conjunction with the Claim Search section.

At the bottom of the page is the Trust search section which allows the user to searchfor claims using the additional following criteria; Trust, Activity Code, DeficiencyCode, Alleged Injury, Claim Option, Status Code and Queue.

After entering all of the specified criteria, click the <Search> button to beginsearching for the claim or listing of claims. The Results View drop-down box foundnext to the <Clear> button will allow the user to view more or less informationdepending upon the required information needed.


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Search Results

The Results View defaults to “Standard” and will provide the most basic claiminformation including Name, SSN (Last 4 SSN), Trust, Attorney, Status, Queue,Deficiency Count, Pend Paperwork, Holds, Alleged Injury, Claim #, Firm File #,Option, Checked Out to and Linked.

To view more information in your search results, click on the Results View drop-downand select the “Extended” view. This will provide all of the basic claim informationfound in the “Standard” results view and additional information including DateReceived, Release Amount, Last Release Date, Total Paid Std., Total Seq. Adj., PaidDate, DOB, PR Last Name, PR First Name, PR SSN (Last 4 SSN), Evaluated Injury,Deficiencies, Assigned To and Payment Offset.

To export all of the data found in the “Extended” view to an excel spreadsheet, selectthe “Export All to File” from the drop-down and click the <Search> button. A FileDownload box will appear prompting the user to Open, Save or Cancel.

This file will be opened or saved as a “.csv” file. To save the file as an excelspreadsheet, with the file opened, click “Save As” and select “Excel Workbook”.The newly saved file will now display the correct excel file extension, (.xls).


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Downloading Results

Similar to the “Export All to File” option mentioned in the previous section, the usermay also be able to download the data by clicking on the “Save To File” link locatedon the right hand side of the results grid.

The results grid only displays the first 15 of the maximum 200 claims that can beviewed. To page through the 200 claims, click on the greater than sign (>) to viewthe 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 aspreadsheet.

For searches that result in greater than 200 claims, select “Export All to File” toexport the claim data to an excel spreadsheet.

The Claim

To view and/or edit claims, search for the claim using the procedures mentioned inthe previous section. From the results grid, click on the Name displayed in the redfont.

After clicking on the Name, a new window will open displaying the claimant’s generalinformation. The general information is listed under the General tab and will alwaysbe the first page displayed. There are three other tabs: Medical, Deficiency andChanges.

General Tab

The General page provides a summary of the claim. The information listed on thispage include: Claim Number, Current Queue, Status, Checked Out Date, CheckedOut By, Date Received, Place in Queue, FIFO Number, Alleged Injury, EvaluatedInjury, 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 ofbuttons that provide several functions.


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Below is a brief description of the buttons and their functions:

Button Name Functions

Redirects user to the Representation page of the claimform to begin editing claim data.

Redirects user to the Documents page of the claim formto review the documents uploaded to the claim, or tobegin uploading additional documents

Opens the claim form in a PDF format to view or print.

Places the claim in a Deferred status. Once the buttonis clicked, the <Undefer Claim> button will bedisplayed.

Places the claim in a Withdrawn status.

The “Place In Queue” label also functions as a hyperlink to a new window whichdisplays the weekly average for both Initial and Re-Review for each Trust.

The Firm Passkey is an added security feature which has been implemented toprotect the confidentiality of your firm’s claim inventory. This passkey is providedfor firms that call in to the Facility for claim information and can be located on theGeneral Page of each claim. All Firms must provide the Facility with this Passkeywhenever inquiring about any claim information, such as the status of the claim orquestions about specific deficiency codes.

Only one Passkey is assigned to each firm and this passkey can only be edited bythe Firm Super User, on their profile page. Editing this field in the profile page willchange the Firm Passkey for the entire firm. The passkey must be at least 7characters long and contain at least 1 letter and 1 number.


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Documents

To upload documents on Trust Online, the user may click on the Documents buttonon the claim’s General Tab or the Claim Form button and then click the Documentstab.

By clicking the Documents button, the user will be directed to the Documents pageof the electronic claim form. Next click the Edit button in order to display the twobuttons that are used to submit documents electronically – Create Cover Sheet,Upload Document.

Use the Upload Documents button to submit documents that have been scannedand stored in an electronic format. From the image below, select the DocumentType and Choose Documents by clicking the Browse button and finding the storeddocuments. Click the Send Document button in order to complete the uploadprocess.

Documents that exceed a size of 32 megabytes will not be uploaded and an errormessage will be displayed advising the user of the size of the document that exceedthe maximum size. User will also receive an error message when attempting toupload document types that do not have the extensions listed in the above image.


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Releases & Payments Grid

Once a claim is review approved and sent to the Release Queue, a release offer iscreated. Claims with a newly created release will have a status of Offer Issued andbe placed in the Offer Issued Queue. On the General Tab of these Offer Issuedclaims, a Releases grid will be displayed providing the user with the followinginformation: Release Date, Gross Value, Offset, Amount, Original Pmt%, CurrentPmt% and Active.

Offer Issued

On the Releases grid, the Release Date field acts as a hyperlink that will provide theuser with the active release in order to view or download for printing. The ReleaseDate hyperlink will be available to the user as long as the release has not beenverified for payment and is currently active.

For example, once the claim receives a status of Release Verified and is placed in thePayment Queue, the Date will no longer act as a hyperlink and the firm will nolonger have access to the release from the General Tab. Users can always downloadthe Releases from their Notifications page if one is needed.

Release Verified

Once a release has been verified for payment, the claim will be queued up forpayment. Once a payment is generated, the claim will have a Paid status and beplaced in the Payment Issued Tank. On the General Tab of these Paid Claims, a newPayments grid will also be displayed providing the user with the followinginformation: Payment Date, Payment Amount and Payment Type.

Paid Claim


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Updates Pending

Once claims have been Reviewed and placed in the Deficient Tank, the firms mustprovide additional claim information to clear the deficiencies. Once a claim isupdated, the claim will immediately enter the Deficiency Response Queue and maybe sent to the Re-Review Queue if all deficiencies have been responded to eventhough the firm may not have updated the claim entirely.

In order to hold the claim from being Re-reviewed until the claim has been updatedwith all information, the firm may click the <Updates Pending> button.

A message box will appear confirming that you want to mark this claim as UpdatesPending. Click OK to continue. This will place the claim in the Deficient PendingUpdate Tank and a new button labeled <No Updates Pending> will replace the<Updates Pending> button.

Once the firm has provided the claim with all information, they can release the claimby clicking on the <No Updates Pending> button. This will allow the claim to goto the Deficiency Response Queue and into the Re-Review process.


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Medical Tab

The Medical page provides a summary of any and all medical reports submitted bythe firm and reviewed by the Trust for the individual claim. The Medical page isdivided into 5 categories: Physical Exam/Medical Reports, X-Ray, PFT,Pathology/Autopsy, and CTScan.

Physical Exam/Medical Reports – this section provides detailed information fromthe medical documents provided to the facility by the firm. The types of documentsthat are entered in this section include the following: Physical Exam, Review ofPhysical, Medical Records and Causation.

X-Ray – this section provides detailed information from the X-Ray documentsprovided to the facility by the firm. The types of documents that are entered in thissection include the following: X-Ray B-reader or X-Ray Narrative reports.

PFT (Pulmonary Function Test) – this section provides detailed information fromthe PFT documents provided to the facility by the firm. The types of documents thatare entered in this section include the following: PFT Report

Pathology/Autopsy – this section provides detailed information from thePathology/Autopsy documents provided to the facility by the firm. The types ofdocuments that are entered in this section include the following: Pathology orAutopsy.


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CTScan – this section provides detailed information from the CTScan documentsprovided to the facility by the firm. The types of documents that are entered in thissection include the following: CTScan.

Deficiency Tab

The Deficiency page provides a summary of all Release and Standard deficienciesthat currently apply to the claim and each section provides the following information:Deficiency Code, Description, Deficiency Date, Notification Date, Date Closed,Source, Status, and Last Edit.

Both of these types of deficiencies should never exist on the claim at the same timeand once they are cured, they are removed from the claim.

The Standard deficiencies are applied to the claim during the intake and reviewprocess.

Intake Deficiency codes are applied to the claim during the initial claimsubmission when the claim is missing basic information, such as a SocialSecurity number or an alleged injury. These types of deficiencies can becleared by adding the missing claim information.

Review Deficiency codes are applied to the claim during the review processwhen the claim is missing information required by the Trust to confirm iteither medically or for exposure, such as an acceptable diagnosis or missingcompany exposure. These types of deficiencies can also be cleared by addingthe missing claim information or uploading new documents.

Intake Deficiencies

The Release deficiencies are applied to the claim during the release verify processwhen a returned or uploaded release is missing basic information, such as requiredsignatures or personal representative documentation.

Release Deficiencies


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Changes Tab

The Changes tab provides the user with a list of all of the edits that have ever beenmade to the claim. In the default view, seen below, edits will be automaticallysorted by the most recent changes made to the claim. The user also has the optionof selecting the “Not Reviewed” filter option. This view will only display thechanges that have not yet been reviewed. In this view, as in the image below, onlythe top 3 most recent changes would be displayed.

Each row in the Changes Tab displays all edits that have been submitted. When yousee changes record with the same date, this doesn’t necessarily mean that they wereactually submitted at the same time. For example, in the image above, you’ll noticethat there were 3 edits done on 4/4/2018, but each of these edits were done andsubmitted at different times during this date. The most recent changes will alwaysbe displayed at the top of this page.

Each change record is identified by the date the edits were made, the username ofthe editor and in cases where the edits weren’t reviewed, a flag labeled “NotReviewed”.

Filter – The Filter button allows the user to choose between ‘All’ or ‘NotReviewed’ changes. When the page is first displayed, ‘All’ will be selectedand all the changes that have ever been made to the claim will be displayed.To only view the changes that have not yet been reviewed select the ‘NotReviewed’ button. This will filter out all other changes that have already beenreviewed.

Expand All | Collapse All – Immediately below the Filter buttons section arethe ‘Expand All’ and ‘Collapse All’ buttons. By default, all of the Edits arein the Collapse View and only the identifying information is displayed for eachedit. When clicking the Expand All plus button, the user will see all of thechange details for all of the edits listed, grouped by the claim section. Tocollapse the change details for all of the edits click on Collapse All, which willreturn the user back to the default view.

Default View:Filter = All


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When viewing the Changes Tab in the default view, the user may choose to onlyexpand the individual edits by clicking the plus symbol for the corresponding edits.For example, in the image above, if the user wants to view the changes that havenot yet been reviewed, they may click on the plus symbol next to the April 4th date.This will expand those edits to display each section of the claim that was edited onthose dates. (See image above)

From this view, the user will see the name of the claim section that was edited suchas Document, Exposure, Secondary Exposure, etc., and the number of edits to theparticular section displayed in parenthesis. For example, in the above image, themost recent edit shows that the Document section of the claim form had 2documents added. The Corresponding Table names will be listed in place of theactual Claim Section, so the table below should help identify the more difficult todetermine table names.

Claim Section Corresponding TablesRepresentation Exposed

Process Exposed

Injured Party Exposed

Injuries Exposed

Dependent Dependent

Occupation Exposure Exposure

Secondary Exposure SecondaryExposure

Smoking History Exposed

Litigation Litigation

Disability Exposed

Employment Exposed

Documents Document

Finish Claim (Comments) Exposed

Below the claims section that was edited, the user will also see the individual editslisted which will be preceded with a colored label that describes the action taken.The user can click on the plus symbol that precedes the color label to view the fieldsthat were updated.

Claim Sections/Tables


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For example, the user can click on the plus symbol preceding the blue “Updated”label to view the details of the edited exposure record. In the example above, onlythe fields edited are displayed. From this expanded view, the user will see 3columns – Question, Old Value and New Value. The first column list the name of thefields edited, while the Old Value display the value prior to the change and the NewValue display the value after the changes. Below are listed the different labels and abrief description of each.

Added – this label with the green background indicates that a new record has

been added. This will be seen on parts of the claim form that allows for

multiple records which are the Documents, Exposure, Secondary Exposure,

Litigation and Dependents sections.

Updated – this label with the blue background indicates that an existingrecord has been updated with new information. This will be seen on all partsof the claim form except for the Document’s section which can’t be updated.

Deleted – this label with the red background indicates that a multi recordsection has been deleted. This will only be seen on parts of the claim formthat allows for multiple records which are the Exposure, Secondary Exposure,Litigation and Dependents section. Documents can’t be deleted from theclaim form therefore this will not apply to this section.


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There is also an Extract Raw Changes link that when clicked produces an Excelspreadsheet with all of the change details sorted by the most recent changes. Thespreadsheet will list the following information: Version, TableName, IdInfo,ColumnName, OldValue, NewValue, UserName, ChangeDate, Reviewed andUniqueId.

This image displays the most recent updates to the claim form which were the 2documents that were uploaded on April 4th 2018. Below is a table of the Columnheadings and a brief description of each:

Column

Names

Description

Version The new version of the claim form after the updates have been

submitted.

TableName This is the corresponding table name of the Claim Section.

IdInfo This identifies the specific record edited and will be preceded

with the word Added, Updated or Deleted.

ColumnName This identifies the specific fields that were edited in the

individual records, such as DocumentTypeName for new

document uploads.

OldValue The existing value of the field prior to the changes.

NewValue The new value of the field after the changes.

UserName The user who edited the records.

ChangeDate The date the records were added, updated or deleted.

Reviewed This is to indicate whether an edit has been reviewed or not.

UniqueId This is to identify exposure records across the different versions

of the claim form edited.


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Editing Claims

To begin editing claims, the user must first navigate to the General page of the claimform as mention in the previous section. From this page, click on the <ClaimForm> button, which will redirect the user to the Representation page of the claimform.

The user must first click the <Edit> button located at the top of the page to beginthe 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 beensubmitted or cancelled. The claim will also display the name of the user editing theclaim. No other user can edit or review this claim until the edits have been submittedor 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 onthe 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 theleft side bar menu. From the Finish page, you may either click on the <SubmitClaim> button to accept the changes made to the claim or the <Cancel> button todiscard 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 thetop menu bar, which will re-direct the user to the Choose Trust page. From thispage, sect the primary trust from the Trust drop-down and click the <New Claim>button to begin the process or <Cancel> to quit.


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Chapter 3 Trust Online Reports

Reports

Trust Online provides users with pre-defined reports that may be viewed and/orextracted into a PDF file or spreadsheet. To begin running one of the five reportslisted on this page, click on the Reports link located on the top menu bar.

The Reports page currently list 6 reports: Deficiency, Place In Queue, Claim Statusby Trust, Payment Extract, Claims Under Edit and Enhanced Conversion Extract.Except for the Claims Under Edit report, firms can create reports in one of thefollowing formats: CSV, EXCEL or PDF.

Deficiency Report

To create a Deficiency Report, click on the Deficiency Report link. Once this page isdisplayed, you will have several options to choose from.

The selections shown in the image above may controlother selections from appearing. For example, when“Detail” is selected for the Report Type, a new criterionlabeled “Deficiency Count” becomes visible. This newcriteria is a drop-down that allows the user to include aspecific number of deficiencies.


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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 andmust 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 orSummary report;

o Detail – This report provides the following information: Claim Number,Firm File #, Last Name, First Name, SSN (Last 4 SSN), Paperwork,Status and the deficiency code(s), which are all grouped by theAttorney.

o Summary – This report provides the following information: theDeficiency Description and the Number of Claims with these deficiencieswhich are also all grouped by the Attorney.

Deficiency Count – When the “Detail” report type is selected, the user willhave the options to include only the number of deficiencies selected from thedrop-down box.

Deficiency – This list box includes the following types of deficiency options aswell as all the deficiency codes for the Trust selected: All, All Intake, AllMedical, All Exposure, and All Conversion.

Attorney – This list box includes the entire list of attorneys the user hasaccess to. You may select “All” or one more of the attorneys listed.

Output Type – This drop-down box provides the user with the option ofviewing, 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 willappear 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 theReview and/or Re-Review Queue with their respective “place in queue” number. Thisnumber provides the users with an approximation of how long their claims mayremain 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 pageis displayed, you will have several options to choose from.


Trust – This drop-down includes all of the Trust(s) the user has access to andmust be selected prior to viewing any statuses in the Status list box.


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Status– This list box includes the following types of statuses that can beselected: All, Ready to Review, and Ready to Re-review.

Attorney – This list box includes the entire list of attorneys the user hasaccess to. You may select “All” or one more of the attorneys listed.

Output Type – This drop-down box provides the user with the option ofviewing, 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 willappear prompting the user to Open, Save or Cancel. The report list the followinginformation; Firm Name, Attorney Name, Claim #, Firm File #, Injury, (Process)Option, Injured, SSN (Last 4 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 oftheir 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 – This drop-down includes all of the Trust(s) the user has access to. 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. 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 willappear prompting the user to Open, Save or Cancel. The report list the followinginformation; Claim #, Firm File #, Full Name, SSN (Last 4 SSN), Attorney Name andgrouped by Status.

Payment Extract

The Payment Extract report provides the user with a detailed listing of all of thepaid 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.


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Trust – This drop-down includes all of the Trust(s) the user has access to. 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. 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 report requested. Payments created on

the End Date entered will be included in the report. Export 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 <Export> button. A message box will appearprompting the user to Open, Save or Cancel. The report provides the followinginformation; Trust, Firm Name, Attorney Last Name, Attorney First Name, AttorneyMiddle Initial, Claim Number, SSN (Last 4 SSN), Claimant Last Name, Claimant FirstName, Claimant Middle Initial, Payment Date, Principal Amount and SequenceAdjustment Amount and Firm File Number.

Claims Under Edit

The Claims Under Edit report provides the user with a summary listing of all of theclaims 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.



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Trust – This drop-down includes all of the Trust(s) the user has access to. 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. 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 willappear prompting the user to Open, Save or Cancel. The report provides thefollowing information; Trust, Claim #, Account User, Account Last Name, Account FirstName, Account Email, Firm Name, Claim Attorney, Edit Date, Linked, Status andQueue.


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Chapter 4 Trust Online Notifications

Notifications

Trust Online provides an electronic method of notifying law firms with updatedinformation about their claims. Firms will still have the option to elect to receivepaper notifications.

Notifications are provided for the following and are broken down into two levels:

Firm Levelo Payments

Attorney Levelo Offerso Release Deficiencieso Intake/Review Deficiencieso Activities

Prepetition Letters - (PREPETITN, PREPETITN2, etc.) Duplicate Claim Letters - (Different Attorney, Same Attorney)

Firm Level Notifications

Firm Level notifications refer only to the Payment Notifications. When paymentsare made, the facility will send an email notifying each authorized user to proceed tothe Notifications page of Trust Online. After logging into Trust Online and proceedingto the Notifications page, the user will have the option to select a Trust to limit thenumber of notifications returned on the page.

The page automatically defaults to the AWI Trust (if available), therefore, the use willhave to select the CEL Trust from the Trust drop-down. All Payment Notifications forthis trust will be listed in a “Page File” view which displays the 15 most recentpayment out of the total number of payments ever made for the specified trust.

The user may also filter the results by entering a Start and End Date and clicking theSearch button. This will allow the user to strictly limit the number of payments thatare displayed on the screen. (See image on next page)


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The Firm Notifications which are displayed at the bottom section of this page includesthe following information: Document (id), Type, Report Date, Notified Date,Comment, Trust, Source Firm, Printed Status and View In Excel.

Date Filter View

To view the actual notification document, click on the Document number which acts asa hyperlink. 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>.

Once the button is clicked, a warning message will be displayed prompting the user toclick <OK> to proceed or <Cancel> to quit.

After clicking the <OK> button, a new message is displayed in the Print Statuscolumn with the username of the individual who printed the document and the timeand date the document was printed.

Although the “Printed Status” column shows that the document was printed, theDocument number will continue to act as a hyperlink permitting the user to print thenotification documents as many times as are needed.

The payment notifications permissions are controlled by and can only be updated byan administrator at the Facility. For firm user to gain access to the Firm PaymentNotifications, the firm must contact the Facility to authorize their staff users toreceive the email notification when payments are made. This can be accomplishedby completing the ACH form and entering the Trust Online Username and e-mailaddress of the authorized person(s) who will receive the payment notifications.

Authorized person(s) must have an enabled Trust Online account with Trust specificaccess to receive payment notifications via email.


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Attorney Level Notifications

Attorney Level notifications refer to all other types of notifications including Offers,Release Deficiency, Intake/Review Deficiency and Activities. The notificationpreferences can be changed by the FSU and/or the submitting attorney with anAttorney 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 theNotifications page. The Attorney Notifications are displayed in the top section of thispage and includes the following information; Document (id), Type, Attorney, ReportDate, Notified Date, Comment, Trust, Source Firm and Printed Status.

Notice also that this section defaults to the “Page File” view, which means that only15 notifications are viewable at a time. To view all notifications, click the “Show All”link located on the yellow bar above the column headings.

You may limit the number of notifications that appear by selecting one of the typesfrom the Notification type drop-down. For example, select Intake/Review DeficiencyNotification to only display all of the deficiency notifications. You may also limit thissearch even further by using a Start and End date criteria to only display notificationsthat were created between these date filter.

To view the notification document, click on the Document hyperlink number. Oncethe PDF document is opened, the user may save or print it. The “Print Status”column provides the user with a button labeled <Mark Printed>.


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Once the button is clicked, a warning message will be displayed prompting the user toclick <OK> to proceed or <Cancel> to quit.

After clicking the <OK> button, a new message is displayed in the Print Statuscolumn with the username of the individual who printed the document and the timeand date the document was printed.

As with the Payment Notifications, the Document number will also continue to act as ahyperlink permitting users to re-print the notification documents.


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Chapter 5 Celotex Conversion

Conversion

The Celotex Trust can only be converted to an AWI, BW, OC, FB, USG, FLX, FER orTN claim. Celotex cannot be converted from any Trust in Trust Online. Celotex doesnot offer the Linking option.

The conversion process takes existing claim and review data from the Celotex Trustclaim (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 anystatus 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 newclaim. By using the conversion process, information that was previously enteredduring the Review decision as well as information submitted by the law firm for theCelotex Claim will carry across to the new Target Claim.

Using this process, only one new Target Claim can be submitted at a time. Ifadditional Trust Claims need to be submitted from the Celotex Claim, the user willneed to convert from the original Celotex Claim or the newly submitted Target Claim.

To begin the conversion process, log into Trust Online and proceed to the ConversionPage by clicking on the Conversion tab on the top menu bar. From this page, you willneed to select the Target Trust from the drop-down.

Once the Target Trust is selected, additional search fields will be displayed allowingthe 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.


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Users may also search for a list of claims to convert by selecting CEL from the SourceTrust drop-down box. Once CEL is selected, additional search fields will be displayedallowing the user to search for their list of claims using one or more of the followingcriteria: Status Code, Deficiency Code, Alleged Injury and/or Claim Options.

After specifying all of your search criteria, click the <Search> button. The SearchGrid results will display a summary list of claim information from the Source Trust.

The information displayed includes Name, SSN, Firm File #, DOB, Claim #, Status,Injury, Confirmed Injury, Confirmed Injury Date, Option, Release Amount, PaidAmount, Attorney, Deficiency Count, and Source Trust.

To select a claim to be converted, click on the name of the injured party under theName field heading. The following warning page will be displayed.

Click the <OK> button to continue to proceed to the Conversion Summary page. Onthis page, there are several sections pertaining to the information that is about to beconverted.


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At the top of the page, is the Source Trust information which includes the SourceTrust, Name, SSN, Date of Birth, Claim Number, Status, Alleged Injury, EvaluatedInjury, Gross Settlement Value and Offer.

The Review Results button located under this section will provide the user withdetailed information pertaining to the Review decisions. This will display the Exposureduration calculation and Medical confirmed information as well as the individualmedical decisions that will be carried over to the Target Trust.

During the conversion process, a Conversion Summary document will be uploadedto the claim as a Conversion Summary Type with a comment of Source TrustReview Results. This will provide the same information that is found by clicking theReview Results button above and will remain with the claim for its entirety.

The Deficiencies section lists any and all deficiencies that may arise from theconversion. Converting existing claims with deficiencies will result in deficiencies forthe newly converted claim. This provides the user with opportunity to clear thedeficiency by updating the claim form prior to submitting a new claim.

The Warnings section will display any warnings that may arise from the conversionsuch as duplicate claim or economic warnings.


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The Documents section will display all of the documents that will be carried over tothe new claim from the source trust claim.

At the bottom of the page, the user will not have the option to Link the source trustclaim to the newly converted target trust claim. The “Link these claims” box will begrayed out and unchecked.

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 update the newclaim form with any Trust specific information prior to submitting it.