Claims Portal User Guide

02/07/2025
Knowledge

How To

The LEAP Claims Portal is designed to allow users to create and manage PI/RTA cases from within LEAP whilst communicating directly with the online Claims Portal Website without the need to continually log in to the website for updates.

The Claims Portal replaces the previous version of the App within LEAP.

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Please ensure you have obtained your A2A Credentials from the Claims Portal before using this app. These can take several weeks and are different to your logon credentials.

They will provide you with your Secret Key and Client ID which will need to be entered into the app before you can use it.

You can request credentials at this link, and please ensure you add LEAP to the form in the Software House field, with a go-live date two weeks after you submit the form.

Requirements

In order to use the Claims Portal, the firm must be in possession of valid A2A login credentials to enable the communication between the CP and the online portal.

Provision in LEAP

The ability to use the Claims Portal has now been added to LEAP with full functionality to add and manage PI/RTA cases through Claims Portal.

Adding Claims Portal to LEAP

From the LEAP Matter List, click the LEAP Menu > Marketplace.

The LEAP Marketplace will open in new window.
From the All Apps section, select Claims Portal.
Click Enable.

Creating a Claim

Open a RTA or Personal Injury matter.
Make sure you're on the Details & Correspondence tab.
Click Claim Details.

The Claim Details window will open.

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Selected information relating to the case are imported into the interface, such as Claimant and Defendant details.

The interface will vary dependant upon which matter type is selected.

A RTA case will require the user to enter details relating to the accident, circumstances, and other similar information.

Details must be entered in all the required areas to be able to submit the claim. These areas are identified on the sidebar of the interface and are further defined on the tab selected.

Claimant

This screen will display the information about the Claimant, it should automatically populate from the LEAP Claimant Card, any additional information can be entered where needed.

Defendant

Defendant Information will populate from the LEAP Defendant Card. The Insurance Details will need to be selected, the Compensator can be selected from the Magnifying Glass Icon and then from the screen that opens.

If the Insurer Type is set to ‘MIB’ the ‘MIB Claim’ tab will be available to fill in additional information.

Accident Details

Fill in details about the accident, enter as much information as possible about the accident as possible. If the Claimant was a passenger or the vehicle was owned by someone else, the ‘Owner /Driver’ tab will become accessible for further information.

Road Traffic Circumstances

Enter details about the Weather and Road conditions, ticking that the accident involved a Bus or Coach will open the additional fields.

Injury

Enter information about any injury sustained, ticking the ‘Attended Hospital’ box will give the user the opportunity to add which hospital using the Hospital icons on the right hand side.

Vehicle Damage

Ticking that the claimant is claiming damage to their own vehicle will open the additional fields on the screen to be filled in, and also the ‘Replacement Vehicle’ tab.

Replacement Vehicle

This screen only becomes available if the claimant is claiming damages to their own vehicle.

Ticking the relevant boxes on the screen will open the additional boxes to fill further information.

Owner / Driver

This screen will only be available if the claimant was a passenger or in a vehicle owned by someone else.

Fill in the information about the Owner or Driver of the vehicle.

MIB Claim

This screen will become available if the Insurer Type is MIB.

Fill in the additional MIB related information as required:

Other Parties

Selecting the Other Parties tab allows you to add Witnesses and Insurance Companies that are involved in the matter.

Click the Add New Party button to begin.

Enter details of the Witness or Insurance company and click Save & Close to add to the case. The entry will be stored in the App only and will not be added to the main LEAP database as a card.

Rehabilitation

Enter any details of rehabilitation that has happened:

Liability

Fill in the information here as required:

Once all required information is added and saved then the claim is ready for submission to the portal.

A personal Injury case requires different information as part of the submission but the process of completion and submitting is the same as the RTA example.

Submitting a Claim

Once a claim is ready to be submitted you can action this by clicking Submit. Validation checks will take place to confirm the information recorded is complete.

The Status of the claim and the Claim History will be updated to record the submission. A notification will be received by the user to confirm the submission, and the Claim will acquire a claim ID from the Claims Portal.

Interim Payments

Open the matter.
Make sure you're on the Details & Correspondence tab.
Open the Claims Portal App, ensure that you have requested an interim payment. The interim payments section will now be available.
Select the Interim Payments section.
Click Edit Current Pack option to add the items to be included in the Interim Payment Pack.
Enter a reason for the interim payment.
Click Add Loss.
Enter in the necessary details in relation to the item being added.
Repeat as necessary for all the items to be included.
Once all items have been added, click Submit.

This will send the interim payment pack to the Claims Portal for review by the compensator.

This will be reviewed, and the items will either be accepted or rejected by the Compensator. The compensator may also make counteroffers to the initial values of the items submitted.

Within the Documents section, you can view a list of documents generated by the Claims Portal and download these to the matter if required.

The ability to upload supporting documents can also be actioned within this section.

The Claim History will be updated to show the status of the claim.

Upon the interim payment pack being agreed by the Compensator, the claim will then be returned pending payment. Once payment has been received, enter back into the interim payment pack and acknowledge receipt of the payment.

Further interim payment packs can be requested as needed.

Final Payments

Once the claim has progressed to Final Payment, confirm Move on to final claim stage within the Final Settlement section and in any losses to be included.

Open the matter.
Make sure you're on the Details & Correspondence tab.
Open the Claims Portal App, ensure that you have requested an interim payment. The Final Settlement section will now be available.
Click the Final Settlement section.
Click Edit Current Pack to add items to be included in the Final Settlement pack.
Enter a reason for the interim payment.
Click Add Loss.
Repeat as necessary for all the items to be included.
Once all losses has been entered, click Submit.

This will return the claim to the compensator via the Claims Portal.

Once reviewed by the compensator, the final settlement will either be accepted, be subject to a counteroffer, or rejected. Any monetary values will be adjusted to account for interim payments that have been previously been received.

The Claim History will be updated to reflect the stages of the claim.

Claim History

Clearing the Claim and Starting Again

Click Start Again.

This will prompt the Restart Claim window to open.

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Restarting the claim will remove all the claim information that has been entered into the App.

If the claim has already been Submitted to the Claims Portal, it will no longer be associated with this matter.

Click Yes to confirm that you wish to restart the claim and remove all data.

Editing Existing Details

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Claim Details.

The Claim Details window will open.
Browse to the category/section where you wish to add/amend the information.
Complete the edits you wish to make.
Click Save.

Notifications

Internal LEAP notifications are used to keep the user up to date with actions on the case.

When updates are made to the portal by the Compensator, a notification is triggered, and the interface will be updated with details in the Claim History section with full details.

It may be that you do not wish to see notifications, if that is the case, Notifications can be managed:

From the LEAP Matter List, click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Click Firm > under Staff > Members.

The Staff Members List will open.
Locate and select your user profile.
Click Notifications tab.

This area will show all the areas within LEAP where notifications can be triggered.
Browse the list to locate Claims Portal.
Toggle the notifications On/Off.

Claim Monitoring

Once a claim is created, along with all other claims made, it can be monitored via Claim Management.

From the LEAP Matter List, click the LEAP Menu > Other > Claim Management.

The Claim Management will open in a new window.

This area provides a high-level view of ongoing claims. The list of claims can be filtered by user responsible, phase(s) reached and by the claim type.

Matters related to the claims listed can be accessed by double-clicking on the entry.

User Access

Users can be enabled to use the functionality of the Claims Portal via:

The LEAP Matter List, click the LEAP Menu > Other > Claim Portal Users.

The Claims Portal Users will open in a new window.

Toggle the slider under Claim User to allow or remove user access to Claims Portal.

Double click a user to enter the user credentials.

A2A Credentials

It is possible to update the Claims Portal A2A Credentials from within the App, you will need to do this when first setting up the system (The initial A2A Client ID and Client Secret will be supplied to you by the Claims Portal Service upon signing up).

If this is not setup you will not be able to submit claims through the portal.

Last Modified Date

2/07/2025 1:07 am

Title

Claims Portal User Guide

URL Name

Claims-Portal-V2-User-Guide

Resolution