Creating and requesting an Interim Settlement Pack

An interim settlement is an optional part payment paid prior to a settlement being made.

The portal allows you to make more than one Interim Payment request.  Please refer to the relevant protocol for when this is allowed.

Once an interim payment has been received, the claim will return to Start of stage 2.1, so that you can ask for a further Interim payment by pressing the button Interim Payment needed.  If no further Interim payment is required, you need to press the button Interim Payment not needed, which will then move the claim on to Stage 2

It applies to claims made for those aged 18 years and above at the time the claim is submitted.

Steps to requesting an Interim Settlement

On the Interim Payment Necessity page in section 2.1, select the ‘Interim payment needed’ button as seen below.

Interim settlement request

When completing the form there is the option to include one or more medical reports as part of the interim settlement pack.

Up four medical reports can be uploaded per claim by selecting the number of reports then selecting ‘Add MR’ as below.

 Add medical reports

Top Tip: Attachments / notes appears as a pop up, check for the pop up icon by collapsing other windows currently open.

Top Tip: A minimum of £1000 needs to be entered in the losses section in order to proceed. 

Upload a file, by selecting ‘browse’. Once the file is selected include a file description ie ‘medical report’ then click ‘add’ to upload the file. Further notes added in the free format text box to accompany the files, if required.

You will know when the attachment is successfully uploaded as you will receive an immediate notification.

Press continue. The next page allows you to input and submit the claimant losses to date.

Claimant losses to date

MedCo ID

MedCo ID

For RTA claims the MedCo Case ID and details relating to MedCo as below requires completion. 

If you have been paid an interim payment, the losses from the Interim payment request will be carried forward to the Stage 2 Settlement Pack, where you can edit or remove them.

If more than one interim payment has been made, the losses from the Interim payment requests are not accumulated or carried forward to the Stage 2 Settlement Pack.

In all cases, the total value of the Interim payments will be displayed.

You need to submit losses in the same way as for an Interim Settlement pack.  The loss types and fields differ depending on the release.

When you have added the losses, complete the details in tab 3 and press the Send button.

The Interim Settlement Pack document has now been generated and sent to the Compensator, and you should use the ‘Printable documents’ button to download and/or print off the new document.

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