Transferring a Claim to Another Branch/Claim Group
A powerful tool that allows you to oversee your organization's claimant and document information.
An overview of transferring claims
Transferring a claim will move the claim, all claimants and all associated documents to the new branch/claim group. Only users who have access to the branch/claim group will be able to view the claim, claimants and associated documents.
Transferring a claim to a new branch/claim group can be done individually or in bulk. Claims can be transferred via the HCAI web interface or via integration.
Claims can only be moved into claim groups that have the setting “Allow claim-claimants to be set up in this branch/claim group?” set to Yes. To learn how to change this setting, visit the Branch/Claim Group Management page.
Claims can only be transferred via the web by non-integrating insurers or by integrating insurers who request the web functionality be enabled. Integrating insurers who wish to move their claims via the web need to coordinate this change with their HCAI integration team to prevent any disruption to their Claim-Claimant Feed. They can then use the HCAI Integration Settings Update Form to request the web functionality be enabled.
When a claim is moved to a new branch/claim group, the claimant file owner remains the same. If the claimant file owner does not have access to the new branch/claim group, they will not be able to see these claimant’s documents. Review the user’s account to ensure they have access to the branch/claim group, or reassign the claimant to a file owner with correct access.
Transferring a claim individually
To transfer claims via the web, you must have the Form Manager or Claim/Claimant Administrator role in HCAI.
Go to the Claims tab and Claims sub-tab.
Enter search criteria to search for the claim(s) you would like to move.
Click the “Search” button.
On the Search Results screen, click the Claim # to open the claim.
On the Claim Details screen, locate the Branch/Claim Group drop down. Select the new claim group. (View screenshot)
Click the “Save” button.
If all of the claimants associated to the claim are assigned to the same claimant file owner, the claim will be transferred to the new claim group.
If the claimants associated to the claim are unassigned or are assigned to multiple different file owners, a pop-up will appear allowing you to reassign the file owner associated to each claimant. You can also leave the fields unchanged if you do not want to reassign the claimant file owners. Click “Save”. (View screenshot)
A confirmation message will display indicating the claim has been successfully updated.
Transferring claims in bulk
To move claims via the web, you must have the Form Manager or Claim/Claimant Administrator role in HCAI.
Go to the Claims tab and Claims sub-tab.
Enter search criteria to search for the claim(s) you would like to move. Note: If you choose to select from the “insurer” drop-down list, select only one company or the “move claims” functionality will be disabled. Claims can only be transferred to branches/claim groups within the same insurance company.
Click the “Search” button.
On the Claims Search Results screen, you will see all claims that meet your search criteria. Use the checkbox to select the claim(s) you would like to move. You can move up to 50 at once.
At the bottom of the search results, you will see a drop-down list labeled “Move Claims”. Select the claim group to which you would like to move the claims. (View screenshot)
Click the “Move” button.
A pop-up will ask “You are about to move all of the selected claim files to the selected claim group. Do you want to proceed?” Click OK.
You will see a confirmation message stating the number of claims that were successfully moved.
