Record keeping and notes in client-recordsRecord keeping and notes in client-records

 

 

1. Record Keeping and Notes in Client Records for Claims AdjustersProper record keeping of claim files is an obligation for claims adjusters. Furthermore, the notes recorded in the claim file that document discussions, conversations, actions carried out and advice given to claimants must be complete and objective.http://chad.ca/en/members/professional-practice/toolbox/record-keeping-and-notes-in-client-records/55/1-record-keeping-and-notes-in-client-records-for-claims-adjusters1. Record Keeping and Notes in Client Records for Claims AdjustersProper record keeping of claim files is an obligation for claims adjusters. Furthermore, the notes recorded in the claim file that document discussions, conversations, actions carried out and advice given to claimants must be complete and objective.
2. Record Keeping and Notes in Client Records (Representatives)Properly keeping records and notes in client records is essential to ensure adequate follow-up. http://chad.ca/en/members/professional-practice/toolbox/record-keeping-and-notes-in-client-records/54/2-record-keeping-and-notes-in-client-records-representatives2. Record Keeping and Notes in Client Records (Representatives)Properly keeping records and notes in client records is essential to ensure adequate follow-up.
Confidentiality of client-files when working from homeAs damage insurance representatives and claims adjusters working off-site or at home, here are a few minimum rules that you must respect.http://chad.ca/en/members/professional-practice/toolbox/record-keeping-and-notes-in-client-records/56/confidentiality-of-client-files-when-working-from-homeConfidentiality of client-files when working from homeAs damage insurance representatives and claims adjusters working off-site or at home, here are a few minimum rules that you must respect.
Professional Negligence and Poor Record KeepingLate transmission of information to a client is a negligence of professional duty, as the following story demonstrates.http://chad.ca/en/members/professional-practice/toolbox/record-keeping-and-notes-in-client-records/60/professional-negligence-and-poor-record-keepingProfessional Negligence and Poor Record KeepingLate transmission of information to a client is a negligence of professional duty, as the following story demonstrates.
The Importance of Proper Record-KeepingWhatever their field, all professionals—from veterinarians, dentists, and lawyers to damage insurance agents and brokers, and claims adjusters—share a common, universal obligation: to make accurate and detailed notes in the client-file of every action they take. http://chad.ca/en/members/professional-practice/toolbox/record-keeping-and-notes-in-client-records/537/the-importance-of-proper-record-keepingThe Importance of Proper Record-KeepingWhatever their field, all professionals—from veterinarians, dentists, and lawyers to damage insurance agents and brokers, and claims adjusters—share a common, universal obligation: to make accurate and detailed notes in the client-file of every action they take.