Claim History Wizard Physicians and Employees

Quick Reference Guide

Duration: 5:48

This is a video walk through of how to obtain a claim history from the wizard.

Transcript

Welcome to the CRICO Underwriting Training Series. This video features information about how to submit a Claims History/Loss Run Request via our online Claim History Wizard.

• The Claim History Wizard allows current or previously insured individuals and non-CRICO organizations to request claims histories from CRICO directly.

• If you are a current physician insured by CRICO, you can also request the copy of your claims history by logging into My CRICO which can be accessed from the CRICO homepage.

• If you are a current or past employee or a previously insured physician, you will need to request this documentation through this portal.

• Please Note: a $25 administrative fee is applicable for requesting claim histories on behalf of individuals who are no longer insured by CRICO. The charge applies to individuals who are no longer in the CRICO program.

  However, if this request is initiated by a CRICO institution or existing insured clinician, this fee does not apply. We will waive the $25 fee for former CRICO-insured clinicians who are returning to the CRICO program. Please indicate Prior CRICO-insured returning to the program in the Note to CRICO Underwriting field on the final page of the request form.

TO BEGIN:

1. Google CRICO and click on the link, or enter www.rmf.harvard.edu into your web browser.

2. Navigate to Contact Us from the About tab at the top of the page and then click on Claims History Request.
   
   OR try one of these options:

   • Scroll down to the Contact Us link at the bottom left-hand side of the homepage, and then click Claims History Request.

   • Navigate to the Claim History Wizard by clicking on the CLAIMS HISTORY request here icon in the center of the CRICO homepage,

   • Go directly to: www.rmf.harvard.edu/claimshistory to start the request.

3. Choose the corresponding option for the clinician: either Currently CRICO Insured, or No longer insured by CRICO.

   (For this training video we will use the No Longer Insured button in our example.)

As a Physician or Employee requesting your own claims history, we will now walk through the process:

1. There will be two options for a clinician requestor to indicate whether you are a Physician (MD, DDS, DPM, DMD, DO) or an Employee (this includes all allied health professionals: technicians, assistants, technologists; general nursing: RN, LPN; advanced practice clinicians: CNP, PA, CRNA, CNM; as well as psychologists, LICSW and PhD). Click on the applicable button and you will be directed to an online request form.

2. Fill out all required fields indicated by a red asterisk*

3. Indicate if the claim history should be sent to a State Board of Licensing/Licensure by entering the two letter state code in the corresponding field. Please include contact information at the state board or any special instructions in the Note to Underwriting section. If the claims history does not need to be sent to a State Board of Licensing/Licensure, you can leave this field blank.

4. If your request is urgent, please use the Note to Underwriting section to let us know any additional information you would like to share about the request, such as urgency, or an address you would like the request to be mailed to.

5. Confirm that you are the CRICO insured provider and verify the recipient email address by checking the box in the Confirmation and Follow-Up section.

6. Click Submit.

   1. You will receive a confirmation email indicating that your request has been received and will be processed within 5 business days.

   2. If payment is required, you will be directed to the PayPal page to submit payment (which we will discuss in more detail later in this video). Once payment has been submitted, you will receive a receipt email from PayPal for your records. If you have paid for your request, you will receive 2 emails from CRICO: 1) a confirmation that we received your request and 2) a receipt of payment. If your request does not require payment, you will only receive 1 email.

   3. Once Underwriting has secured and reviewed all documentation, and verified payment (if required) the claims history will be prepared and sent within five business days of payment.

   4. Please keep in mind that duplicate requests and follow ups can cause delays and reduce service times for claims history requests.

PayPal

• All electronic payments for claims histories are processed through PayPal. PayPal accepts a large number of major credit cards, including Visa, MasterCard, American Express, Discover, JCB, Diner’s Club and EnRoute.

• A PayPal account is not required for payment transactions. Requestors who do not have a PayPal account and do not wish to create an account may submit their payments through PayPal via a guest transaction.

• If PayPal is not accepting the credit card information that you are providing, you may contact PayPal customer service at 888-221-1161.

• If you do not wish to pay the $25 processing fee with a credit card, you can elect to connect your company’s corporate bank account to its PayPal account. To do this, you must submit your company’s bank account number and routing number. Once the bank account is linked to PayPal and you are prompted to pay the $25 processing fee, the fee will be deducted from your PayPal account in a single transaction.

• If neither of these options work for you please contact Underwriting at [email protected] or 617.450.8219.