Insurer/Branch Level Dashboard
A powerful tool that allows you to oversee your organization's claimant and document information.
About the Insurer/Branch Level Dashboard
The HCAI Dashboard allows adjusters, managers, and claims administrator staff to oversee and prioritize their workload.
The insurer/branch level dashboard is viewable to users with Insurer or Branch/Claim Group level access who have the Manager Dashboard Viewer role assigned. Granting users these roles allows them to view the HCAI Dashboard on the Dashboard tab for an overview of their organization or branch’s claimant and document information. (View screenshot)
To learn how to update a user’s role and/or level of access, ask your User Administrator to visit the Updating User Information page and follow the steps under Updating User Contact Information.
To learn about the Adjuster Dashboard, which is viewable to users who have the Form Adjuster role assigned, please visit the Adjuster Dashboard page.
”Filter By”
Use the “Filter By” drop-down menu to filter your view of data.
If you have Insurer level access you will see data for the whole company. Use the “Filter By” drop-down menu to filter by active parent and child Insurers and further by branch/claim group(s).
If you have Child Insurer level of access, you will see data for Insurers that you have access to.
If you have Branch/Claim Group level access you will see data for the branches/claim groups you have access to. Use the “Filter By” drop-down menu to select the branch(es)/claim group(s) whose data you wish to view.
If you have the Form Adjuster role, you will see the “Assigned to Me” filter and see data for claimants assigned to you.
If you have Team Dashboard access, you will see the option to filter by the Team(s) you have access to.
Claimant Summary
The left side of the Dashboard offers an interactive display of assigned open claimants. Choose between three sub-tabs:
Claimant by Date of Accident, which organizes the claimants according to the date of accident.
Claimants by Activity, which sorts the claimants according to whether there has been activity. Activity implies that a form has been submitted for the claimant and is pending adjudication.
Claimants with No Documents, which displays the claimants who are still open but for which no documents were received or all documents have been archived. The pie chart is organized according to the length of time the claimant has been open.
Download Claimant Summary data
Click on the Download button at the top-right of the Claimant Summary side of the Dashboard to view the Download options. (View screenshot)
Print Chart: Download a printable version of the chart.
Download CSV: Save the chart’s details as a .csv file, viewable in any spreadsheet software.
Download Excel: Save the chart’s details as an .xls file, viewable in Microsoft Excel.
Drill down on Claimant Summary data
To drill down on the Claimant Summary data, click a dimension of the pie chart (e.g. “Claimants whose date of accident is between 0-90 days”). HCAI will run a claimant search and display a list of all claimants that meet the criteria. You can view up to 100 claimants per page.
Click the “Download Report” button to download a .CSV file of the search results. Please note: The report will only include the results displayed on the page. If there are more than 100 results, click the next page number to view more results, and click “Download Report” to download those results in .CSV as well.
Click the “Refine Search” button to edit search criteria and refine the results further.
Document Summary
The right side of the Dashboard offers an interactive display of the total outstanding documents sorted into categories, depending how your dashboard is filtered:
Unmatched Plans: This category is visible only on the Insurer/Branch level dashboards and includes all facility-submitted plans that have not been matched to a claimant.
Needs Assignment Plans: This includes all facility-submitted plans that have not been assigned to a file owner.
Outstanding Plans: This category is visible only on the Insurer/Branch level dashboards and includes all facility-submitted plans that have been matched and assigned but not adjudicated.
Submitted Plans: This category is visible only on the Team/Assigned to Me dashboards and includes all facility-submitted plans that have been matched and assigned, but not opened.
In Review Plans: This includes all facility-submitted plans that have been matched, assigned and opened but not adjudicated.
Unmatched Invoices: This category is visible only on the Insurer/Branch level dashboards and includes all facility-submitted invoices that have not been matched to a claimant.
Needs Assignment Invoices: This includes all facility-submitted invoices that have not been assigned to a file owner.
Outstanding Invoices: This category is visible only on the Insurer/Branch level dashboards and includes all facility-submitted invoices that have been matched and assigned but not adjudicated.
Submitted Invoices: This category is visible only on the Team/Assigned to Me dashboards and includes all facility-submitted invoices that have been matched and assigned, but not opened.
In Review Invoices: This category is visible only on the Team/Assigned to Me dashboards and includes all facility-submitted invoices that have been matched, assigned and opened but not adjudicated
Invoices, Unlicensed Facilities: This includes all submitted invoices by unlicensed facilities. In the case of unlicensed facilities, the days left for a decision is unknown because of the requirement that the insurer receive a paper copy from the claimant.
Each bar of the chart contains colored sections that indicate document priority.
Green: More than 3 business days left to adjudicate
Yellow: 0-3 business days left to adjudicate
Red: Immediate action
Purple: Days left unknown
Hover your mouse over each coloured subdivision of the bar to view the number of documents that fit the criteria, and the total dollar value of proposed amounts in each category.
Download Document Summary data
Click on the Download button at the top-right of the Document Summary side of the Dashboard to view the Download options. (View screenshot)
Print Chart: Download a printable version of the chart.
Download CSV: Save the chart’s details as a .csv file, viewable in any spreadsheet software.
Download Excel: Save the chart’s details as an .xls file, viewable in Microsoft Excel.
Drill down on Document Summary data
Click a dimension of the bar chart (e.g. Unmatched Plans that are red for Immediate Action). HCAI will run a document search and display a list of all documents that meet the criteria. You can view up to 100 documents per page.
Click the “Download Report” button to download a .CSV file of the search results. Please note: The report will only include the results displayed on the page. If there are more than 100 results, click the next page number to view more results, and click “Download Report” to download those results in .CSV as well.
Click the “Refine Search” button to edit search criteria and refine the results further.
