Insurer User Manual, Chapter 10
Contents
1. To reactivate an Adjuster User in the Insurer Management sub tab 1 Locate the Branch to which the deactivated Adjuster is associated in the Browse Branches section of the Insurer Management sub tab 2 Click the branch name The Branch Details screen appears 3 Locate the deactivated Adjuster User in the Associated Adjuster section 4 Click the button located on the same line of the Adjuster User you wish to reactivate next to the Status column in the Associated Adjusters section The screen refreshes and the Adjuster User is now active So as to ensure the Adjuster User is active and can adjudicate claims the User Administrator must go to the User Management sub tab search for the User Profile of the recently activated Adjuster and determine whether the Adjuster User s profile is active KOH Global Re a O 7 User Manual j 7 p ile ig wl Forms Sal Eae LOGOUT USER MANAGEMENT REPORTS Insurer Management gt KOH Global Re gt Branch Details FII in fhe felts to add or edk an insurer NOTE All elds wih an asterisk ane required Add Edit View Details of Rockwood DEACTIVATE AOD BRANCH Branch Status Branch Name Branch ID Ro Address City Rowo ee ssi i wd Province Postal Cade R3G ZRI wt OSOCOSCSCSCSC Phone 5 Fax Contact One Name Contact One Phone Contact One E mail Contact Two Name Contact Two Phone Contact Tw2. Management Sub Tab Deactivate Activate Users Organization Administrator Mew AAE Sure View create and update Branch View create and update Adjuster View Insurer Management Tab and Insurer Management Sub Tab Deactivate Activate Insurers Branches Adjusters Plan Invoice Manager SIEN E AREAIS Search Document View Work list View Plan Invoice Search Claim Manage Tabs Reassign Document Branch Reassign Adjuster View create search and update Claim View create search and update Claimant Unlink amp match Claimant from a Document View Insurer Claimant reports View and Print Insurer Reports Report Viewer View Manage Tab and Reports Sub Tab Plan Invoice Support TIOM P ANIMOS Save work in progress for Plan Invoice View EOB View OCF 9 Search Document View Work list View Plan Invoice and Search Tab View Insurer Claimant Reports Pisin lsimant Administrator View create search and update Claim View create search and update Claimant View Plan Invoice Search for Document View Claims Search amp Manage Tabs View Claims amp Claimant Sub Tab View Insurer Claimant Reports 5 Insurer Manual Chapter 10 DGO Health Claims for Auto Insurance 6 Insurer Manual Chapter 10 OE8a0 Health Claims for Auto Insurance Plan Invoice Adjuster View and submit response to Plan Invoice Save work in progress for Plan Invoice Take amp release document ownership Match Claimant if permitted b
3. descending order To view User details Click on the User Name link in the Name column to proceed to the Add Edit User screen 10 Insurer Manual Chapter 10 HIC Tal Health Claims for Auto Insurance Download Search Report This report enables a User to download results from the User Search gt Search Results screen to a spreadsheet The spreadsheet is a more detailed report than the web view of the search results and includes more information such as the User Name email address phone number and Date of Deactivation for each user appearing in the search results KOH Global Re ga HCAO User Manual seaRcH Y ee tMatch EJ REPORTS PLANS INVOICES CLAIMS LOGOUT INSURER MANAGEMENT User Management gt User Search gt Search Results Search for Users Users 1 of 1 Search Results for Active These are the users associated with your organization Refine Search e Access Level Status Roles Clain Claimant Administrator Insurer User Administrator Organization Administrator Plan Invoice Adjuster Plan Invoice Mlanager Plan Invoice Support Report Viewer Claim Claimant Administrator Plan invoice Adjuster Brand Allison Insurer Active Branch Active Active Active Active Degas Alberto Porto Deco Porto Deco lt lt Adjuster Adjuster Adjuster Plan Invoice Adjuster Plan Invoice Support Plan inwoice Adjuster Gudjonnzon Edith Plan Inwoi
4. manage plans and mokes Muiple roles may be selected Management amp Administrator Roles E Organization Administrator C insurer User Administrator Cl Fisninvoice Manager A Report Viewer Support Roles C Fian Inveice Support C Cisim Claimant Administrator Adjusting Roles C Pian invedce Adjuster Grant BOCEES RIONTE to Tne Ueer Access migris allow he user to menage forms for fhe selected Insurance companies Tine user requires access fo ome company only select Branch or Adjuster level of BODES No child insurers available for the insurer selected in Organization dropdown CANCEL SUBMIT 2011 Heal Claims for Auto insurance Processing Privacy Polky Once the level of access is determined the roles and responsibilities sections will display the selections available and the grant access rights box will display the appropriate selections 4 Insurer Manual Chapter 10 OG00 Health Claims for Auto Insurance Assigning Roles and Responsibilities Once you have selected the level of access the screen will be refreshed with the Roles and Responsibilities The roles available for the selection will coincide with the level of access chosen A list of the Insurer roles available within HCAI along with a description of the tasks associated with each role is provided in the following table Ros ido i View create update and search User Insurer User Administrator Reset Password View Manage tab and User
5. the User Management amp Administrator roles allow access to manage HCA users organization Information and generate reports Support roles allow users fo manage claims and clabmant Information assy acjusters and provide administrate support but not deliver approval decisions Adjusting roles allow user to record approval Geclslons and manage plans and Invoices MuRIpIE roles may be selected Management amp Administrator Roles Organization Administrator C insurer User Administrator C Plan inveice Manager d Report Wiewer Support Roles CI Plan Invoice Support C ClaimsClaimant Administrator Adjusting Reles Fisn Invoice Adjuster CANCEL f SUBMIT 2011 Healm Claims for Auto insurance Processing Privacy Pally Change F 15 Insurer Manual Chapter 10 HC Tal Health Claims for Auto Insurance HCA User Manual LOGOUT INURE MANAGEMENT m D ACTIVATE Add Edit View User Details fe all required Tlekts fo craie new HGAI user Emal wih Wsemame password and link fo HGAI will be seni fo fhe user F emall fleld Is completed For detalled User Management Guide click link to insurer User Mgmt quide Organization Type insurer Organization KOH Global Re User Status Deactnated Last Name First Name mo oo User Name DOE What level of access do you want to give to user Branch Assign Roles amp Responsibilities to the User Management amp Administrator roles allow acc
6. Administrator Flaw Invoice Adjuster Plan Invoice Manager View 5 Rems Aurelio Fabio Giggs Ryan The default sort order of the Users is alphanumeric ascending by Employee ID If there are multiple search results they are divided onto several pages with the default number of line items displayed on each page restricted to 10 To change the number of line items per page Select the number of items from the View drop down list to set the quantity of line items to be displayed on each page of the Search Results set To navigate in the multi page search results Click lt Previous gt or lt Next gt to move backward or forward through all the pages of the Search Results set Use the page number links to move to a particular page of the search results To refine your search Click the Refine Search text link This returns you to the User Search screen Modify the data as required and click SEARCH To change the sort order of the search results list Click on the Employee ID column header This toggles the sort order from the default alphanumeric ascending to descending Click on the Name column header to sort the results in ascending order by the User s name Click again to switch to descending order The secondary sort order is alphanumeric ascending by Employee ID Click on the Status header to sort the results in ascending order by the status of the User Click again to switch to
7. CH Re 7 User Manual LOGOUT INSURER MANAGEMENT NEW IRCA user Fas Been created Usemame password and link fo HOA Should be given fo users fal did mot provide a valki emall address User Name fabu Password sa CAOW TE 3011 Heal Chime for Auto incurance Processing Prec Palky Change Password If the data is invalid or incomplete saving the User information fails and you are returned to the form with an error message displaying the field name and type of error 8 Insurer Manual Chapter 10 HICA Health Claims for Auto Insurance Searching for a User The User Search functionality is found in the User Management module which is accessible from the Manage tab on the Insurer home page Click the Manage tab If the User Management tab is not the default selection select it The User Search screen displays KOH Global Re HCA D User Manual a LOGOUT INSURER MANAGEMENT REPORTS User Management gt User Search Add a New User To ad a ter Mio ACA dikk Add User ADD NEW USER Search for Users Emer yaur search criera and cick Searc User Status Si Desik LastName SSCS SM Fisted Empbyes IDS CS Insurer Roles In the Search for Users section use any of the following search criteria User Status Select one of the two boxes Active or Deactivated if you know the status of the User you are searching for Last Name Enter at least one character
8. R MANAGEMENT DEACTIVATE Add Edit View User Details Complete all required fields to create new KHOAI user Emal wiih usemame password and link fo HCA will be send fo ne user Wf email Meld is completed For detalied User Management Guide clio link fo insurer User Mgmt quide Organization Type insurer Organization KOH Global Re User Status Adike Last Name First Name O iA User Name Dci RESET PASSWORD Employes ID emt SSS camem SS ses OOOO O What level of access do you want to give to user d Feuer Assign Roles amp Responsibilities to the User Management amp Administrator roles allow access fo manage HCA users organization information and generate reports Support roles allow users fo manage claims and claimant Information sgn adjusters and provide administrative support but not deIMer approval decisions Adjusting roles allow user to record approval decisions and manage plans and mokes MURIDE roles may be selected Management amp Administrator Roles Organization Administrator C insurer User Administrator C Plan invoice Manager O Report Viewer Support Roles C Flan Inveice Support C Claim Ctaimant Administrator Adjusting Roles V Plan Invoice Adjuster CANCEL SUBMIT Privacy Policy Change Pa 14 Insurer Manual Chapter 10 OG6 Health Claims for Auto Insurance Deactivating Reactivating a User The Deactivate Reactivate User functionality is found i
9. WGO Health Claims for Auto Insurance INSURER USER MANUAL Chapter 10 Insurer User Management HICIA Health Claims for Auto Insurance Chapter 10 Insurer User Management OVERVIEW User Management involves the setup and maintenance of individual Users within HCAI Users are assigned roles and domains within HCAI that define what a User can do and where they can do it Roles are defined as a set of tasks that a User can perform Each task represents a User s interaction with the HCAI web application Domains specify where the tasks are performed or more simply the place within an Insurer organization where the claim information is located For more information on the structure of Insurer organizations within HCAI please see Chapter 9 Insurer Management The User Administrator role is the only role allowed to access to the User Management module in HCAI The User Administrator can create Users assign roles and grant domain access for organizations that he she is allowed to manage Once a User has been successfully created in HCAI an email will be sent to the User providing his or her User ID and temporary password if the email address has been provided The User Administrator must notify the User manually regarding his her User Name and password if no email address is available ADDINGA USER Coon none a ea aa ee Oe eT ee ee ee ee 2 Level o ACCESS Se One ornare a ee ee Oo rer 3 ASSIGNING ROLES AND RESPONSIBILITIES 0 0ccec
10. access fo manage HEAL users organization information and generate Support roles allow users fo manage claims and clakmant information 2553971 S0Users and provide administrative suppor t Gut not deliver approval decisions Adjusting roles allow User to record approval decisions amd manage plans and Involves MulRiple roles may be selected Management amp Administrator Roles Organization Administrator Insurer User Administrator C Plan Inveice Manager d Report Viewer Support Roles CI Ftan Invoice Support Clainw Claimant Administrator Adjusting Roles Flan Inweice Adjuster CANCEL SUBMIT 20171 Heal Claims for Auto meura Processing In this screen you can edit the User details in the Last Name First Name Title Employee ID Email and Phone fields You cannot edit the User Name it is only editable on creation of the User account After that the User Name is read only for the life of the account Level of access and roles can be edited SUBMIT Input the appropriate changes and press the SUBMIT button the confirmation screen will display then review the changes and press again A message will display that User has been successfully updated 12 Insurer Manual Chapter 10 OG6 Health Claims for Auto Insurance Resetting User Passwords When a User is suspended from HCAI the User Administrator for the Insurer can reset the User s password b
11. an Invoice Manager Plan Invoice Support Report Viewer Plan invoice Adjuster Plan Invoice Support Insurer User Administrator Insurer User Administrator Insurer Adjuster Insurer Insurer Active Active Active Active View 50 items 2011 Health Claims for Auto Insurance Processing Privacy Policy Change Passwor 11 Insurer Manual Chapter 10 OG6 Health Claims for Auto Insurance Updating a User Search for a required User as described in Searching for a User section In the Search Results list click on the User Name link in the Name column This brings up the Add Edit User screen KOH Global Re HC AI E T JAM SEARCH MANAG 2 k 7 User Manual 7 F x i poi ai Forms Eal Exact Match ig _Locout INSURER MANAGEMENT REPORTS DEACTIVATE Add Edit View User Details Complete all required fields to create new HCA user Email wih usemame password and link fo HCAI will be sent to fhe user Eemal field is completed For detalled User Management Guide click link fo insurer User Mgmt quide Onganization Type Organization User Status Ac Last Name First Name R q Title User Name Giggs RESET PASSWORD Employee ID Giggsy E mail koniggiteibc ca Confinm E mail kovigginedipc ca Phone el of access do you want to give to user Murer Assign Reles amp Responsibilities to the User Management amp Administrator roles allow
12. ce Adjuster ClainvClaimant Administrator Insurer User Administrator Organization Administrator Plan invoice Adjuster Plan invoice Mlanager Sawe Aurelio Fabio Insurer McCool Finn Plan Invoice Adjuster Plan invoice Manager Branch Active Clain Claimant Administrator Insurer User Administrator Organization Administrator Plan Invwoice Adjuster OENE Insurer Clain Claimant Administrator Plan Inwoice Adjuster Plan Invoice Support Report Viewer Claim Claimant Administrator Insurer User Administrator Plan Invoice Adjuster Plan invoice Manager Plan invoice Support Report Viewer Insurer Active Bart Jay Insurer Active Active Active Active Branch Adjuster Adjuster Beneer Jill Eet Johnny Owen Michael Clain Claimant Administrator Plan Invoice Adjuster Plan Invoice Manager Plan Inwoice Adjuster Plan Invoice Support Plan Invoice Adjuster Plan Invoice Support Clain Claimant Administrator Insurer User Administrator Organization Administrator Plan Iinvoice Adjuster Plan Invoice Manager Plan Invoice Support Report Viewer ClainvClaimant Administrator Plan Inwoice Adjuster Plan Invoice Manager Hitz field Ottmar Insurer Active Aimar Pablo Branch Active ClainyClaimant Administrator Insurer User Administrator Organization Administrator Plan Iinvoice Adjuster Plan Invoice Manager Report Viewer Benitez Rafa Insurer Active DOWNLOAD REPORT Claim Claimant Administrator Plan invoice Adjuster Pl
13. e Associated Adjusters section of the Branch Details screen must also be deactivated 16 Insurer Manual Chapter 10 OG6 Health Claims for Auto Insurance DEACTIVAT Likewise when an Adjuster User is deactivated by clicking the 2 button located in the Branch Details screen of the Insurer Management sub tab the User Administrator must also deactivate the User in Add Edit User screen of the User Management sub tab To deactivate an Adjuster User from the Insurer Management sub tab Browse Branches ADD NEW BRANCH stn aas st Belleville Toronto Dudko Milton Mot 1 Click the branch for which the User to be deactivated is associated in the Browse Branches section This will bring up the Branch Details screen HCAR User Manual i r i USER MANAGEMENT REPORTS Insurer Management gt KOH Global Re gt Branch Details Fill In fe elds to add or edk an nearer NOTE All Tekis wih an asterisk are required Add Edit View Details of Rockwood DEACTIVATE f ADO BRANCH Address City Province Postal Code Phone Fax Contact One Mame Contact One Phone Contact One E mail Contact Two Name Contact Two Phone Contact Two E mail hesociated Adjusters H Adjuster ID Status MA kesre Robe Min Samu l 23011 Healt Calms for Avo insurance Processing Prke Polley Change Password 17 Insurer Manual Chapter 10 HICA Health Claims for Auto Insurance
14. eceececececeeeecececeeaeaeceeeceeaeaeseeeeaeaeseeeseeaeaeeeeetaeaeaeseeeteaeeeentaes 5 GRANT ACCESS RIGHTS TO USER 10 ccccecececcecececeeeecececeeaecececeeaeaeceeueaeaececeeneaeaeceeueaeaeseseeneaeaesneneaeaeseeeeeeaeaenees 7 SAVING A NEW USER ceceno rena a basa monwusidu OERE EA EOE RE EE E EN OREA woe E EAEE EEE E AEREE 7 SEARCHING FOR A USER 10 ccccecececcecececeececececeeeecececeeeaenececueaeceseceeeaesesecueaesesecueneaesesecueeaeseseensaesenecuenenesesass 9 VIEWING SEARCH RESULT S wiceicsaviists civasieansectivioteswtiida valbsesldmwantenndadichw entewvemebsw wmbaltlvaneamiuwedasielw adamelnmwddddaekalsiawelettocndaesnendiees 10 DOWNLOAD SEARCH REPORT wisieceicunnnscsacenunnsisecueundeavennnninscnwetewcamnpiddsmanedineneusniawaaendiawenetbiareendatceumuniawababsaane 11 UPDATING Fe U ER seoran cine acta niotnn ed cietoe acta ete E E ven seatctannw OEE baits mee nee nant EE 11 UPDATING AUSER ousneeres tun ctere an sanetoa adrienne nb eo vaca adiawanetasawenoasce cine diac noun sdae cacutnia nebo E O OEE OAE ENE 12 Fe IN SO secre eet coccinea idee nutes swan te mes oneuneenwen Aa aa a E Seeria ae 13 DEACTIVATING REACTIVATING A USER HICA Health Claims for Auto Insurance Adding a User Only those Users assigned the User Administrator role are able to view the User Management tab and access the Add User functionality 1 Click the Manage tab on the Insurer home page 2 Ifthe User Management tab is not the default selection sel
15. ect it User Search screen opens 3 Inthe Add a New User section of this screen click the ad button The Add Edit User screen appears 4 Fill out the form provided in this screen Fields marked with asterisks are mandatory HCA User Manual INSURER MANAGEMENT REPORTS User Management gt User Search Add a New User To add a user into HODALI click Add User gt ADD NEW USER Search for Users Enter your search criteria and click Search LJ active User Status Deactivated banm o mane Insurer Roles C cisim Cisimant Administrator _ Pisn inveice Manager L Insurer User Administrator d Flaw Invoice Support C organization Administrator C Report Viewer C Pisniinveice Adjuster 2011 Health Claims for Auto Insurance Propessing Privacy Policy Change Fasswond 2 Insurer Manual Chapter 10 HICA Health Claims for Auto Insurance KOH Global Re Eai INVOICES 5 H WAHACE User Manual All Forms e l Advanced _ LOGOUT INSURER MANAGEMENT h REPORTS User Management gt User Search gt Add Edit User Add Edit View User Details Complete all required fiekis to create new HOCAL user Email with usemame password and link to HCA will be sent to the user if email field is completed For detailed User Management Guide click link to Insurer User Mgmt guide Organization Type Organization K User Status Last Name A First Na
16. emove an Adjuster select the name from the list and click the L button To remove all Adjusters use the button Saving a New User Click Ei in the bottom of the Edit User screen to save the User and his her associated role and domain access in HCAI a confirmation screen will appear review the assigned access and click suan Once the User set up is confirmed you are returned to the form with a confirmation message stating that you have successfully added a new User and providing the User with a password The User Name and password should be given to the new User unless the email address has been provided in which case the Password will be sent directly to the User 7 Insurer Manual Chapter 10 0OG Health Claims for Auto Insurance HCAR User Manual 7 r m k ee i Aom Ea e E LOGOUT INSURER MANAGEMENT REPORTS View User Details Level of access Insurer Roles amp Responsibilities assigned to the User Management amp Administrator Roles Organization Administrator insurer Wiser Administrator Planvinvolce Manager Support Roles Sin obit Adminkiratar Adjusting Roles Planinuolee Adjuster Aocess Rights granted to the User sugur 2011 Haam Claims for Auto insurance Processing Prikacy Palky Citar If the User Name you have chosen already exists an error message appears at the top of the screen You must then specify a new User Name KOH Global Re HCA D PLANS WOICES CLAIMS SEAR
17. ess fo manage HOA uers organization Information and generate reports Support roles allow users fo manage clams and claimant information assign adjusters and provide administrative support but not deliver approval decisions Adjusting roles allow user fo record approval decisions and manage plans anc Invoices MuRipie roles may be selected Management amp Administrator Roles Ongan ation Administrator L insurer User Administrator Flan Invoine VWanager a Report Viewer Support Roles C Flan Invoice Support Claim Claimant Administrator Adjusting Roles CO Flan invoice Adjuster Grant Access Rights te the User Access Tights allow he user fo manage forms for he selected branches of a company fhe user requires access to muliple companies or selected adjusters select eurer or ARSED level of aE KOH Global Re Clacton H Rockwood Moffat Cipudke C GeFilte CANCEL SUBMIT 3011 Heal Claims for Avio inourance Processing Pracy Palkcy If a User with the role of Adjuster Adjuster User has active claims Claimants attached to his or her profile the User Administrator will be unable to deactivate the User Active claims Claimants must either be adjudicated or transferred to another Adjuster for adjudication before the User Administrator can deactivate the User When a User Administrator deactivates an Adjuster User by clicking the LAU button in the Add Edit User screen of the User Management sub tab the User s profile in th
18. generate reports Suppor roles allow wers to manage claims and kalmari information sss adjusters and provide aciministrathe support but not deliver approval declsions Adjusting roles allow waer fo record approval decisions and manage plans anc Invoices Makipi roles may be selected Management amp Administrator Roles LI Onganization Administrator L insurer User Administrator Flawinvoice Manager C Report Viewer Support Roles J Flan Invoice Support Clain Claimant Administrator Adjusting Roles C Plan inveice Adjuster Grant Access Rights to the User Access rights allow the user to manage forms for fhe selected branches of a company fhe user requires access fo muliple companies or selected adjusters select Insurer or ASST Neve of aae KOH Global Re Acton H Rockwood Moffat ClDuiko U GeFilte CANCEL SUBMIT 3011 Hea Claims for Auto insurance Processing Priecy Falky Cha 3 Click the ELA button to reactivate the User The screen refreshes The message User Activated appears and the button is replaced with the Hahi button The User will now have access to HCAI 19 Insurer Manual Chapter 10
19. in this field When searching by first name the User must specify the last name First Name Enter at least one character in this field When searching by first name the User must specify the last name Employee ID If known this search criterion returns the direct result Click SEARCH If there are any errors an error message appears Otherwise you proceed to the Search Results screen A Note All searches are performed with a forward wildcard Thus searching for A is effectively A 9 Insurer Manual Chapter 10 OG6 Health Claims for Auto Insurance Viewing Search Results The Search Results screen shows a list of Users determined by your search criteria and associated with your organization KOH Global Re HCA a User Manual Za a a nner Jal arome E East Maton Go LOOOUT INSURER MANAGEMENT REPORTS User Management gt User Search Search Results Search for Users Users 2 of 4 Refine Search Search Results for Active These are the users associated with your onganization gt lt Prev 122 4 Next gt E Name P Roles Gudjonnson Edith Plan Invoice Adjuster Claim Claimant Administrator Insurer User Administrator Organization Administrator Flaw Invoice Adjuster Plan Invoice Manager McCool Finn Plan Invoice Manager Claim Claimant Administrator Insurer User Administrator Organiation Administrator Flaw Invoice Adjuster Beneer Jill Claim Claimant
20. me Title User Name Employee ID E mail Confirm E mail Phone 011 Health Claims for Auto Insurance Processing Privacy Policy Change Paseword Adjuster Enter the User s last and first names in the respective fields Enter the title of the User in the Title field Specify a User Name for the User This name is editable only on the first creation of the User account After this it is read only for the lifetime of the account The User Name is unique for each User no User Name even one that has been deactivated can be reused by an organization Enter Employee ID The employee ID is assigned by the Insurer Enter the User s phone number and email address in the respective fields Both fields are optional If provided the email address will be used to send the User Name and Password to the User If not specified it will be the administrator s role to provide this information 10 Specify the level of access to be assigned to the User Level of Access Descriptions for the different levels of access that can be assigned Insurer A User with Insurer parent level access will be able to view details of all companies within the group This level of access is usually assigned to Users who are performing User Administration Organization Administration and Plan Invoice Manger roles Child Insurer A User with child insurer level access will be able to view details for the selected companies This access i
21. n the User Management sub tab located under the Manage tab Click the Manage tab If the User Management tab is not the resulting default selection select it The User Search screen opens To deactivate a User Search for a required User as described in Searching for User section Inthe Search Results list click on the User Name link in the Name column This brings up the Add Edit User screen containing the User details Click the button to deactivate the User The dialog appears for you to confirm deactivation Click lt OK gt The screen refreshes The message User Deactivated appears and the B button is replaced by the button The User will no longer have access to HCAI ayy Note Although the User is deactivated his her User Name cannot be reused within the HCAI system by any organization KOH Global Re HCR PLANS INVOICES CLA SEARCH 7 r User Manual Ot INSURER MANAGEMENT User Management gt User Search gt Add Edit User Add Edit View User Details Complete all required fields to create new HCAI user Email with usemame password and link fo HGAI will be sent to fhe user if email field is completed For detalled User Management Guide cikk link fo insurer User Mgomi guide Onganization Type Organization User Status Last Name First Name Title User Name Employee ID E mail Confinm E mail Phone Assign Roles amp Responsibilities to
22. o E mail Associated Adjusters ADD NEW ADJUSTER Cisse Djibril di Gudjonnson Edith Acti Henry Tamara tiv lt _ Keane Robin Acti Min Samuel oti 2011 Healh Claims for Auto insurance Processing Privacy Policy 18 Insurer Manual Chapter 10 HIC Tal Health Claims for Auto Insurance To reactivate a User in the User Management sub tab 1 Search for a required User as described in Searching for a User section 2 Inthe Search Results list click on the User Name link in the Name column This brings up the Add Edit User screen containing the User details HCAR User Manual rr a LOGOUT INSURER MANAGEMENT REPORTS User Management gt User Search gt Add Edit User coms Add Edit View User Details Complete all required flelds to create new HCAI user Email wih usemame password and link fo HCAI will be sent fo he user femal field ts completed For detalied User Management Guide click link fo insurer User Mgmnt quide Organization Type insurer Onganization KOH Glotel Re User Status Ceactheted Last Name ee First Name mooo User Name DO Employee ID emit OOOOOOOOOOOOOOOOSOSE S ConfirmEmait Sd poms oOOOOoOOOOOOOOOSOSO S What level of access do you want to give to user Branch Assign Roles amp Responsibilities to the User Maragement amp Administrator roles allow 200865 fo manage HOA users organization intonmation and
23. s normally assigned to Users who perform Plan Invoice Manager role Branch A User with branch level access will be able to view details for the selected branches This access is normally given to Users who perform tasks for a number of branches Adjuster A User with Adjuster level access will be able to view details for the selected Adjusters 3 Insurer Manual Chapter 10 O60 Health Claims for Auto Insurance KOH Global Re Hai T PLANS INVOICES EARCH gt bh 7 User Manual fe o so LOGOUT INSURER MANAGEMENT REPORTS Add Edit View User Details Complete all required fekis to create new HCAI user Email wih usemame password and link fo HiCA will be sent to the user F email field ls completed For detalied User Management Guide click link fo Insurer Wiser Mgmt quide Organization Type insurer Organization KOH Slotel Re User Status Last Name First Name Title User Name Employee ID E mail Confinm E mail Phone What level of access do you want to give to user Child insurer Assign Roles amp Responsibilities to the User Management amp Administrator roles allow acness fo manage HCA users organization Information and generate reports Suppor roles allow users to manage claims and claimant Information assign adjusters and provide administrative support but not delker approval decisions Adjusting roles allow user fo record approval decisions and
24. y 1 4a PS N Clicking on the Manage tab Clicking the User Management sub tab Entering the User s name in the Search for Users section Once the User is located click on his or her name to open the profile Hit the reset button located within the User s profile KOH Global Re HCAR User Manual INSURER MANAGEMENT REPORTS User Management gt User Search Add a New User To add a wer hio HOAL click Add Uker ADD NEW USER Search for Users Enter your search crierta and click Search User Status asne C Deacatea ainme o FirstName o Emsey o OS Insurer Roles 2011 Heal Claims for Auto insurance Processing Privacy Polley Change Password If the User Administrator has entered the User s email as part of his or her profile the User will receive the temporary password automatically When no email address has been provided the User Administrator will contact the User and provide him or her with the temporary password Click RESET PASSWORD if you need to reset a User s password The system generates a new password If the password is the only update in this screen you do not have to save You will either provide the User with the new password or if the email address has been provided the new password will be sent directly to the User 13 Insurer Manual Chapter 10 O60 Health Claims for Auto Insurance HCAO 7 User Manual 7 LOGOUT INSURE
25. y User s level of access View create delete and update OCF 9 search Document View Plan Invoice Search amp Manage Tab Initiate Need to Discuss Respond to Need to Discuss Request Amend Plan Withdraw Plan Invoice Response Place Plan Invoice in Pending View Insurer Claimant Reports Users can be assigned one role or multiple roles The variety of roles available and the ability to assign multiple roles to a User provides Insurers with the flexibility to narrowly restrict the tasks that some Users are permitted to perform while granting other Users broad access to functions within HCAI To assign roles and responsibilities to the User click on the box beside the role to be assigned Grant Access Rights to User The appropriate selections will be available based on the level of access you have chosen for the User Insurer The User will have access to all information for the group of companies and no further input is necessary Child Insurer Select the appropriate companies by clicking on the box beside the company name A Note this level will only appear if organization is set up as a group of companies Branches Select the appropriate branches by clicking on the box beside the branch Adjuster Select the appropriate Adjusters from the list to select more than one Adjuster press shift key and click on each Adjuster click the button to add the Adjusters to the list To select all Adjusters click the button 1 To r
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