CALA Documentation & Reporting Standards 3

Question 1

When documenting a recorded statement from a claimant, which practice is MOST important?

Accepted Answer

Obtaining verbal consent from the claimant before recording begins

Answer

Obtaining informed consent before recording is legally required in many states and is an ethical best practice to ensure admissibility.

Question 2

An adjuster's diary system is primarily used to:

Accepted Answer

Track pending tasks and deadlines to ensure timely claim handling

Answer

A diary system (or bring-forward system) tracks follow-up dates and deadlines so claims are handled within required timeframes.

Question 3

In workers' compensation claims, the 'First Report of Injury' (FROI) must be filed:

Accepted Answer

Within the timeframe specified by state law, typically within 3–10 days of the employer learning of the injury

Answer

Most states mandate timely FROI filing within days of the employer's knowledge of injury, and failure to comply can result in penalties.

Question 4

Which document formally closes a claim file and documents the basis for settlement?

Accepted Answer

Closing report or final report

Answer

A closing or final report summarizes the claim, the investigation findings, and the basis for the settlement or denial, formally concluding the file.

Question 5

When an adjuster prepares a diagram of a vehicle collision scene, it should include:

Accepted Answer

Scale measurements, compass direction, road markings, vehicle positions, and point of impact

Answer

Accurate scene diagrams must include measurable, objective data such as road layout, vehicle positions, and impact points to support the investigation.

(CALA) Certified All-Lines Adjuster Practice Test

(CALA) Certified All-Lines Adjuster Practice Test

CALA Documentation & Reporting Standards 3