Claim Management
About this section
We’ve organized this section as a learning module to guide you on the art of claim and claimant management in HCAI. We’ll cover the basics like setting up, searching for and deactivating claim and claimant records, but we’ll also get in-depth about matching records with OCFs and tips on how your organization can help streamline the process.
Who should review this module
You’ll find this module helpful if you are involved with:
- Setting up new claim-claimant records
- Transferring claimants to a different file owner
- OCF matching
- Deactivating claim/claimant records
This module can also help clarify system functionality if you are:
- Involved with setting up or managing claim-claimant feeds through our integration channels
- An adjuster who wants to understand how OCFs are delivered to your worklist
- A manager or supervisor interested in learning more about claims and claimants in HCAI
What you’ll learn
- The concept and purpose of claim and claimant records in HCAI
- How to set up and search for claim and claimant records in HCAI
- Details on when and how to transfer claimants to another file owner
- The importance of deactivating old claim and claimant records
- An overview of the matching process
- Tips on how your organization can reduce the number of documents received ‘Unmatched’
How to proceed with this module
We have organized this module into five logical steps: setting up claim and claimant records, searching for claim and claimant records, transferring claimants to a different file owner, deactivating claim and claimant records and matching unmatched documents. For the best learning experience, we recommend that you follow these steps in this order
