20 Decision Workflows — All Statutory

Every Major Claims Decision, Step by Step

AdjudiCLAIMS guides claims examiners through every regulatory workflow with step-by-step instructions and statutory citations. The workflow is the training — every step explains why it matters.

Workflow names, statutory authority, UPL zones, step counts, and estimated times are shown. Step-by-step details are available inside the platform to licensed clients only.

All 20 Workflows

Complete Coverage of the CA WC Regulatory Lifecycle

From first notice of injury through closure — every major regulatory decision has a guided workflow with statutory citations at every step.

GREEN7 steps~10 min

New Claim Intake (First 48 Hours)

Regulatory procedures required within 48 hours of receiving a workers' compensation claim notice. All regulatory clocks start on Day 0 — acknowledgment, TD payment, accept/deny, and the 90-day presumption.

Statutory Authority

10 CCR 2695.5(b); LC 5401; 8 CCR 10101; 8 CCR 10109

GREEN5 steps~8 min

Three-Point Contact Protocol

Industry-standard first investigative step: contact the injured worker, the employer, and the treating physician. Every attempt documented. Must begin immediately upon receipt of proof of claim.

Statutory Authority

10 CCR 2695.5(e); 8 CCR 10109; Ins. Code 790.03(h)(3)

YELLOW7 steps~15 min

Coverage Determination (Accept / Delay / Deny)

Formal decision on compensability within 40 calendar days of proof of claim. Factual investigation is GREEN zone. Claims involving complex legal issues route to YELLOW — defense counsel consultation required before issuance.

Statutory Authority

Ins. Code 790.03(h)(5); 10 CCR 2695.7(b); LC 5402(b)

GREEN7 steps~12 min

TD Benefit Initiation and Ongoing Payment

Temporary Disability wage replacement calculation and payment. AWE computation, 2/3 rate, statutory min/max. First payment due within 14 days of employer knowledge. Every calculation cites its statute. Entirely GREEN zone.

Statutory Authority

LC 4650; LC 4653; LC 4654

YELLOW6 steps~12 min

Denial Issuance

Formal issuance of a written claim denial. Requires completed investigation, specific factual basis, and statutory authority. Non-routine denials require defense counsel review. YELLOW zone — the denial decision may involve legal analysis.

Statutory Authority

10 CCR 2695.7(h); Ins. Code 790.03(h)(14); LC 5402(b)

GREEN6 steps~15 min

UR Treatment Authorization

Utilization review for treatment requests. Cross-references treatment against 2024 MTUS guidelines. Evidence-based medicine basis cited for every decision. Prospective, concurrent, and retrospective UR covered.

Statutory Authority

LC 4610; 8 CCR 9792.6 et seq.; MTUS (2024)

GREEN6 steps~15 min

QME/AME Process Management

Qualified Medical Evaluator and Agreed Medical Evaluator process from panel request through report receipt. Statutory deadlines tracked. Panel assignment, scheduling, and report analysis steps covered.

Statutory Authority

LC 4060–4062; 8 CCR 30-38

GREEN5 steps~10 min

Reserve Setting & Review

Initial and periodic reserve review across four categories: indemnity, medical, ALAE, and liens. Adequate reserves are a prerequisite to good faith settlement. Must be completed within 48 hours of claim receipt.

Statutory Authority

Ins. Code 790.03(h)(6); carrier financial reporting

GREEN5 steps~10 min

Counsel Referral Decision

Structured decision process for determining when defense counsel referral is required. Legal complexity triggers: disputed causation, cumulative trauma, apportionment, multiple employers, attorney representation.

Statutory Authority

Cal. Bus. & Prof. Code § 6125; carrier litigation guidelines

GREEN4 steps~8 min

Delay Notification

Required written notification when a coverage determination cannot be made within 40 days. Must specify outstanding information and expected timeline. New delay letter every 30 days. 90-day presumption is absolute backstop.

Statutory Authority

10 CCR 2695.7(c); LC 5402(b)

GREEN4 steps~8 min

Employer Notification (LC 3761)

Required employer notification within 15 days of each indemnity claim. Initiates wage record collection, employer date-of-knowledge determination, and modified duty assessment.

Statutory Authority

LC 3761; 10 CCR 2695.5(b)

GREEN6 steps~20 min

DOI Audit Response

Structured response protocol for California Department of Insurance audit requests. Documentation assembly, regulatory gap identification, and response preparation. The claim log is the audit record.

Statutory Authority

Ins. Code 1858; 10 CCR 2695 et seq.

GREEN5 steps~12 min

Lien Management

Medical provider lien identification, evaluation, and resolution. EDD, Medicare, and third-party lien coordination. Lien filing requirements and statute of limitations tracked per statutory authority.

Statutory Authority

LC 4903; 8 CCR 10770 et seq.

GREEN6 steps~12 min

Return-to-Work Coordination

Modified duty offer coordination, physician restriction compliance verification, and TD termination documentation. Correct termination requires documented valid basis — not assumption.

Statutory Authority

LC 4658; LC 4660; 8 CCR 10116

GREEN5 steps~15 min

Claim Closure

Structured claim closure checklist: final benefit payments, lien resolution, reserve run-off, documentation completion, and audit readiness confirmation. Every closure leaves a complete claim record.

Statutory Authority

LC 5500.5; 8 CCR 10109

GREEN5 steps~12 min

Fraud Indicator Response

Structured response to fraud indicators: SIU referral triggers, investigation continuance, and documentation requirements. Investigation must continue on the standard regulatory timeline while SIU evaluates.

Statutory Authority

Ins. Code 1871.7; 8 CCR 10109

GREEN5 steps~10 min

Subrogation Identification

Third-party liability identification and subrogation referral. Employer negligence, product liability, and motor vehicle third-party scenarios. Statute of limitations for subrogation actions tracked from injury date.

Statutory Authority

LC 3852; LC 3853; LC 3858

GREEN6 steps~15 min

Cumulative Trauma Handling

Specific handling requirements for cumulative trauma (CT) claims where the date of injury is determined by the last injurious exposure rule. Employer liability allocation and investigation requirements.

Statutory Authority

LC 5412; LC 5502; 8 CCR 10109

GREEN6 steps~15 min

Death Benefit Processing

Death benefit processing for fatality claims: dependent identification, benefit calculation, burial expense, and survivor notification. Requires defense counsel coordination for dependency disputes.

Statutory Authority

LC 4700–4707; 8 CCR 10109

GREEN3 steps~8 min

Penalty Self-Assessment (LC 4650(c))

Mandatory 10% self-imposed penalty calculation for late TD payments. The penalty attaches automatically — the examiner must identify and apply it without waiting for a claim. Calculation cites LC 4650(c).

Statutory Authority

LC 4650(c); LC 5814

UPL Zone Distribution

18 GREEN — 2 YELLOW — 0 RED

18 of 20 workflows are entirely GREEN zone (factual, procedural, statutory). 2 workflows are YELLOW because the decision itself involves legal analysis that requires defense counsel. Zero workflows involve RED zone legal conclusions.

GREEN

18

Factual + procedural guidance

YELLOW

2

Defense counsel required for determination

RED

0

No legal conclusions delivered

See the Workflows in Action