Insurance file note generation method and system
View Patent ↗Methods and systems consistent with the principles of the present invention automatically generate file notes for insurance claims using predefined text to complete each file note. A claim folder interface creates detailed claims and provides suffixes and participants to a file note interface. The file note interface displays file notes with prefilled suffix and participant fields as well as selectable items in a category and subcategory field. Moreover, methods and systems consistent with the present invention, enable a claim handler to select a selectable category and subcategory and provide short text associated with the selection in a predefined text area. In addition, a larger text area may also be provided to capture any free form text.
1. A method for generating a file note for an insurance claim, comprising the steps of, executed in a data processing system, of:
prefilling a first set of fields with information identifying a file note, said information comprising at least one suffix indicating a type of insurance coverage for a participant in a claim and identification of the participant, wherein the at least one suffix is preselected from one or more types of insurance coverage applicable to the claim;
obtaining a selection of fields of a first set of fields from a user, the selection identifying information for a second set of fields;
displaying in the second set of fields, the information identified by selection of field of the first set of fields;
permitting the user to add data to a predefined text area related to each field of the second set of fields based on the selected fields;
generating a file note that contains the first set of fields, the second set of fields, and the data in the predefined text area;
identifying a level of significance of the file note; and
storing the file note with the identified level of significance in a claim database including file notes associated with the claim.
2. The method of claim 1 , further comprising the step of storing, in a claim database, the generated file note.
3. The method of claim 1 , wherein the data is short text, and where the predefined text area includes a table of variables and a corresponding field that receives short text for each variable.
4. The method of claim 1 , wherein permitting the user to add data further comprises the step of permitting the user to add free form notes in a file note area.
5. The method of claim 4 , further comprising the steps of:
combining the file note area and the predefined text area; and
storing, in a database, the combined area as a file note.
6. The method of claim 1 , further comprising the step of obtaining from the user an indication of whether the file note is significant.
7. The method of claim 1 , wherein the second set of fields includes a category and a subcategory.
8. The method of claim 1 , wherein the first set of fields include a suffix field and a participant field, wherein the suffix field indicates the type of insurance coverage, and wherein the participant field indicates an entity involved with the claim.
9. A method for generating a file note for an insurance claim folder, comprising:
providing on a display device a claim folder screen depicting attributes associated with a claim, the attributes comprising at least one suffix indicating a type of insurance coverage for a participant in the claim;
permitting the selection of at least one attribute associated with a claim on the claim folder screen;
providing on a display device a file note screen depicting the selected at least one attribute in a criteria section, and a text entry section, wherein the text entry section is based on the selected at least one attribute in the criteria section;
receiving from a user information associated with the text entry section;
generating the file note based on information received from the user;
identifying a level of significance of the file note according to information received from the user; and
storing the file note with the identified level of significance in a searchable claim database, the claim database associating the file note being with a file note index indicating changes to the file note.
10. The method of claim 9 , wherein the criteria section contains a selected suffix and a selected participant, wherein the suffix and the participant are selected by a user in the claim folder screen, and wherein the criteria section further contains a category and subcategory field containing categories and subcategories selectable by the handler.
11. The method of claim 10 , wherein the categories and subcategories are based on the suffix, participant, or the claim.
12. The method of claim 9 , wherein the file note screen further comprises a free form note section containing a text area.
13. A system for generating a file note for an insurance claim, comprising:
prefilling means for prefilling a first set of fields with information identifying a file note, said information comprising at least one suffix indicating a type of insurance coverage for a participant in a claim and identification of the participant, wherein the at least one suffix is preselected from one or more types of insurance coverage applicable to the claim;
obtaining means for obtaining a selection of fields of a first set of fields from a user, the selection identifying information for a second set of fields;
displaying means for displaying in the second set of fields, the information identified by selection of field of the first set of fields;
permitting means for permitting the user to add data to a predefined text area related to each field of the second set of fields based on the selected fields;
generating means for generating a file note that contains the first set of fields, the second set of fields, and the data in the predefined text area; and
identifying means for identifying a level of significance of the file note; and
storing means for storing the file note with the identified level of significance in a claim database including file notes associated with the claim.
14. The method of claim 13 , further comprising a claim database, wherein the database stores the generated file note.
15. The system of claim 13 , wherein the data is short text, and where the predefined text area includes a table of variables and a corresponding field that receives short text for each variable.
16. The system of claim 13 , wherein the permitting means further permits the user to add free form notes in a file note area.
17. The system of claim 16 , further comprising:
combining means for combining the file note area and the predefined text area; and
a database for storing the combined area as a file note.
18. The system of claim 13 , further comprising obtaining means for obtaining an indication of whether the file note is significant.
19. The system of claim 13 , wherein the second set of fields includes a category and a subcategory.
20. The system of claim 13 , wherein the first set of fields include a suffix field and a participant field, wherein the suffix field indicates the type of insurance coverage, and wherein the participant field indicates a participant to the claim.
21. The system of claim 13 , further comprising the display means for displaying a file note interface screen containing the first set of fields, the second set of fields, and the predefined text area.