HCAI’s Plans, Invoices, Work in Progress, and Adjuster Response tabs are consolidated into a single Documents tab, which features a worklist that is customizable according to each user’s needs. The new Documents tab is divided into two sections: (View screenshot).
- Filters: On the left side, users will see enhanced filtering options that allow them to select what kind of documents display on their worklist.
- Worklist: On the right side, users will see the familiar worklist grid, with additional flexible “quick filter” options on top.
The Filters section displays a list of standard filters that users can select to change the type of document that displays on their worklist. Click the name of a standard filter to apply the filter to your worklist. After applying a standard filter, you can further refine the documents that display using the three quick filters at the top of the worklist– claimant file owner, document type, and document status.
Users can set any standard filter as their default so that each time they log in, they immediately see the information they need to complete their most common tasks in HCAI. To set a standard filter as your default filter, click the arrow next to the name of the filter and select “Set as Default”.
The standard filters that are visible to each user will differ according to their roles in HCAI.
All users with worklist access will see the following standard filters:
- My Inbox displays all unadjudicated plans and invoices assigned to the user. “Assigned” means the user is the claimant file owner of the document’s claimant.
- My Plans displays all unadjudicated plans assigned to the user.
- My Invoices displays all unadjudicated invoices assigned to the user.
- My Responses displays all adjudicated documents assigned to the user.
- All Outstanding Documents displays all unadjudicated plans and invoices the user has permission to access. The user is not necessarily the claimant file owner of these documents.
- All Responses (Last 90 Days) displays all plans and invoices that were adjudicated in the last 90 days, and that the user has permission to access. The user is not necessarily the claimant file owner of these documents’ claimants.
Users with the Form Manager role in HCAI will also see the following standard filters:
- Unmatched displays all the unmatched, unadjudicated documents the user has permission to access.
- Needs Assignment displays all unadjudicated documents that are matched to claimants that either have no file owner assigned, or need to be re-assigned because the file owner is no longer eligible. Ineligible file owners are deactivated users, do not have permission to have ownership of claimant files, or do not have access to the claim group in which the claim-claimant record resides.
Click on the arrow next to a standard filter’s name to view the following options:
- Apply refreshes your worklist with the filter applied. This has the same effect as clicking on the filter’s name.
- Copy allows you to create a new custom filter with the same criteria as the selected filter. You can edit the criteria if desired and enter a new name. The copy will be saved under “Custom Filters”.
- Set as Default will make this filter your default filter. When you log in and navigate to the Documents tab, your worklist will display the default filter.
Users can expand or narrow their worklist even further by creating custom filters, and these custom filters remain available for repeated use. Each user can create up to ten custom filters. Custom filters can be edited and deleted as needed. Custom filters cannot be set as your default filter.
Users can filter using various combinations of insurer, branch/claim group, team, claimant file owner, document type and status, matched status, number of days left to respond, date responded, and adjudicating user. For example, if you are covering for a colleague and wish to review plans recently adjudicated by that colleague, you could create a custom filter that will display all adjudicated plans according to the adjudicating user or the date responded, in a single worklist.
To create a custom filter:
- In the Filters section of the Documents tab, click the “Create New Filter” button. (View screenshot).
- The “New Filter” screen appears. Input filter criteria.
- Click “Preview” if you would like to preview your worklist with the custom filter applied.
- Click “Save Filter” to save the custom filter for future use.
- Enter a name for the custom filter and click “Save”. The custom filter is now accessible on the Filters menu under the “Custom Filters” subheading.
Click on the arrow next to a custom filter to view the following options:
- Apply refreshes your worklist with the custom filter applied. This has the same effect as clicking on the filter’s name.
- Copy creates an additional copy of the custom filter, allowing you to edit the criteria if desired and enter a new name.
- Edit allows you to change the custom filter’s criteria.
- Rename allows you to change the filter’s name.
- Delete will remove the filter from your custom filter list.
Please note: In the future, if you attempt to apply a custom filter that is now obsolete, the results will not display on your worklist. Instead, you will see the following error message: “The filter that you are trying to use has become obsolete. You may edit the filter to revise it or delete the filter.”