Document the Decision Trail
Document a claim decision so a reviewer can see facts, rule, judgment, and next step.
A good file note lets someone replay the decision without replaying the whole file. Documentation is not clerical housekeeping. It is a control that proves the claim was handled with a consistent method. The file may contain photos, estimates, call logs, letters, and invoices, but the decision trail is the short explanation that links them. Facts Facts are the evidence you relied on, not every document you touched. Name dates, amounts, parties, photos, estimates, statements, and documents that materially influenced the decision. Rule The rule might be policy wording, authority limits, procedure, jurisdictional requirement, or a coverage opinion. Naming the…
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