Assessor Resource

FNSPIM304
Assess and determine ongoing entitlements

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to assess personal injury claims including assessing and determining claim liability, identifying potential fraud indicators and facilitating interaction with stakeholders to determine the outcome of a claim.

It applies to individuals who use specialised knowledge and follow structured approaches using discretion and judgement within the limits of their authority and relevant to the claims management function.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Assess claim and determine liability

1.1 Gather claim information from a range of sources in accordance with organisation guidelines and legislative requirements

1.2 Review validity of claim in accordance with organisation and legislative requirements

1.3 Return invalid claims or information to claimant for correction

1.4 Enter claims into organisation claims management system in accordance with organisation guidelines, codes of practice and time requirements

1.5 Refer claim to appropriate risk assessment area in accordance with organisation delegation authorities

2. Identify potential risk indicators

2.1 Identify areas of risk within claim from the injured person or the service provider

2.2 Use information collected during the claims registration process to assess the risk of the claim

2.3 Follow organisational procedures and use appropriate tools to identify and manage risks factors that may escalate

2.4 Follow organisation procedures for escalation

3. Facilitate interaction and consult with stakeholders

3.1 Plan and implement strategies in consultation with stakeholders

3.2 Document referral process with stakeholders’ involvement

3.3 Record stakeholder interaction in accordance with legislative and organisation standards

3.4 Record agreed actions and undertakings as outlined by stakeholders

3.5 Identify and document contingency and corrective action plans

3.6 Determine medical liability in consultation with stakeholders and related parties

3.7 Prepare case for conference in accordance with organisation guidelines

3.8 Undertake agreed actions as a result of conferencing

Evidence of the ability to:

collect accurate information during the claims registration process, in particular the return to work (RTW), return to health status of the claim and the nature of the injury

assess claims, determine entitlements and identify any fraud indicators within claim applications

facilitate interaction with relevant stakeholders, demonstrating knowledge of organisational claims processing requirements

interpret and apply relevant legislative requirements regarding claims processing.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

explain the operations of organisational claims management information technology systems

describe the key features of organisational policy and procedures as they relate to the capture, processing and management of personal injury claims

identify a range of potential risk and fraud indicators relevant to personal injury claims

describe the key features of relevant personal injury legislation

identify and describe the key roles of relevant stakeholder parties within the personal injury sectors to manage personal injury claims effectively.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the personal injury management field of work and include access to:

office equipment, technology, software and consumables

organisational records, policy and procedures.

Assessors must satisfy NVR/AQTF assessor requirements.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Assess claim and determine liability

1.1 Gather claim information from a range of sources in accordance with organisation guidelines and legislative requirements

1.2 Review validity of claim in accordance with organisation and legislative requirements

1.3 Return invalid claims or information to claimant for correction

1.4 Enter claims into organisation claims management system in accordance with organisation guidelines, codes of practice and time requirements

1.5 Refer claim to appropriate risk assessment area in accordance with organisation delegation authorities

2. Identify potential risk indicators

2.1 Identify areas of risk within claim from the injured person or the service provider

2.2 Use information collected during the claims registration process to assess the risk of the claim

2.3 Follow organisational procedures and use appropriate tools to identify and manage risks factors that may escalate

2.4 Follow organisation procedures for escalation

3. Facilitate interaction and consult with stakeholders

3.1 Plan and implement strategies in consultation with stakeholders

3.2 Document referral process with stakeholders’ involvement

3.3 Record stakeholder interaction in accordance with legislative and organisation standards

3.4 Record agreed actions and undertakings as outlined by stakeholders

3.5 Identify and document contingency and corrective action plans

3.6 Determine medical liability in consultation with stakeholders and related parties

3.7 Prepare case for conference in accordance with organisation guidelines

3.8 Undertake agreed actions as a result of conferencing

Evidence of the ability to:

collect accurate information during the claims registration process, in particular the return to work (RTW), return to health status of the claim and the nature of the injury

assess claims, determine entitlements and identify any fraud indicators within claim applications

facilitate interaction with relevant stakeholders, demonstrating knowledge of organisational claims processing requirements

interpret and apply relevant legislative requirements regarding claims processing.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

explain the operations of organisational claims management information technology systems

describe the key features of organisational policy and procedures as they relate to the capture, processing and management of personal injury claims

identify a range of potential risk and fraud indicators relevant to personal injury claims

describe the key features of relevant personal injury legislation

identify and describe the key roles of relevant stakeholder parties within the personal injury sectors to manage personal injury claims effectively.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the personal injury management field of work and include access to:

office equipment, technology, software and consumables

organisational records, policy and procedures.

Assessors must satisfy NVR/AQTF assessor requirements.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Gather claim information from a range of sources in accordance with organisation guidelines and legislative requirements 
Review validity of claim in accordance with organisation and legislative requirements 
Return invalid claims or information to claimant for correction 
Enter claims into organisation claims management system in accordance with organisation guidelines, codes of practice and time requirements 
Refer claim to appropriate risk assessment area in accordance with organisation delegation authorities 
Identify areas of risk within claim from the injured person or the service provider 
Use information collected during the claims registration process to assess the risk of the claim 
Follow organisational procedures and use appropriate tools to identify and manage risks factors that may escalate 
Follow organisation procedures for escalation 
Plan and implement strategies in consultation with stakeholders 
Document referral process with stakeholders’ involvement 
Record stakeholder interaction in accordance with legislative and organisation standards 
Record agreed actions and undertakings as outlined by stakeholders 
Identify and document contingency and corrective action plans 
Determine medical liability in consultation with stakeholders and related parties 
Prepare case for conference in accordance with organisation guidelines 
Undertake agreed actions as a result of conferencing 

Forms

Assessment Cover Sheet

FNSPIM304 - Assess and determine ongoing entitlements
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

FNSPIM304 - Assess and determine ongoing entitlements

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: