Prepare Referral Packet

Prepare Referral Packet in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
1situation
1role does it
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The moments that lead here

If one of these is your afternoon, you are in the right place.

Refer suspicious or complex claims to special investigators with a concise packet of the supporting documents.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Prepare a referral packet for Special Investigations Unit on suspicious claim [claim=2025-090] by…
Prepare a referral packet for Special Investigations Unit on suspicious claim [claim=2025-090] by combining redacted claim forms, photos, and payment history into one PDF and add a two-paragraph summary of why I suspect fraud.

Improve — make it easier to accept

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Before I send claim [claim=2025-090] to SIU, make it easy to triage: open with a one-line fraud…
Before I send claim [claim=2025-090] to SIU, make it easy to triage: open with a one-line fraud concern, list the three documents that most support suspicion, mark timestamps and payments that look inconsistent, and attach the two items I couldn't obtain so investigators know next steps.

Who does this, and with what

The same task is different work inside a different job.

Claims AdjusterAdobe Acrobat ProSharePointalso: Refer to Special Investigatorsalso: Escalate Suspicious Claims

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Other send work people do in Adobe Acrobat.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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