Diary Management & File Review Flashcards
7 cards from real CCP practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Diary Management & File Review flashcards as text
What should a claims adjuster do when they receive a file during reassignment that contains no diary entries?
Answer: Immediately set a diary, review the file status, and document outstanding actions
Upon receiving a diary-less file, the new adjuster must establish control by reviewing status and setting immediate follow-up dates.
During a file review, an examiner finds that reserves have not been updated in six months despite new medical bills. What is the likely root cause?
Answer: Diary failures that led to missed reserve evaluation opportunities
When reserves are not updated despite new financial information, it typically traces back to inadequate diary controls and missed review triggers.
A claims professional sets a 30-day diary for a workers' compensation file awaiting a physician's report. The report arrives in 10 days. What is the BEST practice?
Answer: Pull the diary forward and act on the report immediately
Best practice is to advance the diary and act on newly received information promptly rather than waiting for the original trigger date.
Which document type is MOST important to include in the initial file review checklist for a commercial general liability claim?
Answer: Certificate of insurance and endorsements confirming coverage scope
Confirming coverage scope via the certificate and endorsements is foundational to any CGL claim review.
What is the purpose of a 'critical path' diary system in complex claims?
Answer: To map key milestones and set diaries aligned with each phase of claim resolution
A critical path diary maps the major milestones of a complex claim and ensures timely action at each phase.
An adjuster's file review reveals a signed recorded statement was taken but never transcribed or placed in the file. What action is required?
Answer: Obtain the transcription or audio and add it to the file with a notation
Recorded statements must be preserved and documented in the file to be usable as evidence and part of the claim record.
When should a claims professional conduct a full file review on a long-tail liability claim?
Answer: At regular intervals (e.g., quarterly or semi-annually) aligned with diary cycles
Long-tail claims require periodic full reviews to ensure reserves, strategy, and action items remain current and appropriate.