Professional Liability Claims Support
Know when to contact BETA, how to report potential claims, and what claims reporting resources are available to help you stay informed.


Basic Reports and Services
BETA Healthcare Group provides members with monthly claim summary reports that separately list open and closed HCL (healthcare comprehensive liability) and D&O (directors and officers) liability claims. The monthly reports provide the claimant’s name, the date of the incident, a description of the allegation and the financial status of each claim, including outstanding reserves and payments made as of the end of that month. Totals at the bottom of each report show how much has been spent, how much is left in outstanding reserves and how many claims remain open.
Special Claims Reports
To provide more specific information regarding your facility’s claims history, we can prepare special claims reports. Our Data & Technology department works closely with our claims staff to customize reports for specific needs.
To request a special report, send an email describing the information you wish to obtain to info@betahg.com.
Contacting Claims Department
If you receive any of the following documents, contact our claims department immediately for assistance.
- Notice of Intent to Sue (also known as a CCP 364 Notice or 90-Day Notice)
- Government Code Claim
- Summons and Complaint
- Subpoena (for the production of medical records or the deposition of your employees)
- A letter of complaint from a patient or an attorney demanding financial compensation
- DFEH Complaints (if you have Directors and Officers Coverage)
- EEOC Charges (if you have Directors and Officers Coverage)
So that the claims department can fully investigate both existing claims and incidents likely to become claims, we ask that members also contact us as a precaution if any of the following events occur:
- An unexpected complication resulting in death or serious injury to a patient
- “Errors” by an employee resulting in death or serious injury to a patient
- A letter from a patient or an attorney objecting to payment of a bill because of complaints about the care provided
- A threat of litigation (oral or in writing) made by a patient, family member or attorney


How to Contact Us
An initial phone call is recommended whenever reporting a claim or precautionary incident. Please call and ask to speak with a professional liability representative, who will guide you regarding the documentation required to handle each specific situation.
Claims can also be faxed, mailed, or emailed to the offices. The Professional Liability fax number is (925) 838-6088. If you wish to send the claim by email please use claims@betahg.com.
Resource Link Module
Find the information, forms, and contacts you need to report a claim, know when to reach out, and get support from BETA’s claims team.
Claims Brochure
Download a copy of our BETA Claims brochure for information about our claims approach and services.
Insights & Resources
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