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Team Management


The intent of a team in HCAI is to group together a small number of existing users who have the same lead or report to the same individual in your organization.  Multiple teams can be created, and each user can be part of multiple teams, if required. HCAI recommends having 4-6 members in each team.

Sorting users into teams will prove useful throughout HCAI. Users can search for claims, claimants, and documents according to team, generate reports about the activities of a team, filter their worklist by team, and view a team Dashboard. Teams are shared, so once an administrator sets up a team, other users can search, filter, and generate reports for that team.

Only users with the Team Administrator role may create teams.

Quick tip: Do I have the Team Administrator role? When logged into HCAI, Team Administrators are able to view the Manage tab and Team Management sub-tab. Team Administrators can create and delete teams, add or remove team members, and grant user permissions within the team, such as the ability to browse and edit teams or view the team Dashboard.

If you would like the Team Administrator role assigned to your user profile, ask your User Administrator to visit the Updating User Information page for instructions on how to update a user’s role and/or level of access.

Explore the side menu for walkthroughs of each specific task.

Team Management


Create a Team

To create a team in HCAI, you must have the Team Administrator role assigned.

  1. Go to the Manage tab and the Team Management sub-tab.
  2. Click on “Create New Team” button located in the top right corner. (View screenshot).
  3. The Add Team screen appears. Enter a team name.
  4. You can enter a description for your team if needed, but this is not a mandatory field.
  5. Click “Save”.
  6. The screen will automatically refresh and a confirmation message will appear at the top of your screen.
  7. Click “Done” to close the window, or continue to our next section, “Add Users to a Team” to learn how to add users to your team.

Team Management


Add Users to a Team

  1. In the Team Management sub-tab, click on the team name. The “Edit/View Team Details” screen appears.
  2. In the Search for Users to Add to the Team section, enter search criteria, and press the “Search” button.
  3.  A list of users that match your search criteria will display. Click the checkbox next to the name of the user(s) you wish to add to your team. You may add one or more users to an existing team. (View screenshot).
  4. Click the “Add Selected” button to add the selected users to your team.
  5. The screen will refresh. The added users will display in the Users Associated with the Team section.
  6. You can now grant team members the Team Editor role or Team Dashboard Access, if required. (View screenshot).
    • Team Editor: The user can edit this team’s details and add or remove users from this team. One team can have multiple Team Editors, if needed.
    • Team Dashboard Access: The user can view this team’s Dashboard on the Dashboard tab. Only users with the Form Adjuster or Manager Dashboard Viewer roles are able to be granted Team Dashboard Access.
  7. Grant a user the Team Editor role by clicking the “Change” button next to their name in the Team Editor column. “No” will change to “Yes”. You can remove the Team Editor role by clicking “Change” again.
  8. Grant a user team Dashboard access by clicking the “Change” button next to their name in the Team Dashboard Access column. “No” will change to “Yes”. You can remove Team Dashboard Access by clicking “Change” again.
    • Note: If you do not see the “Change” button in the Team Dashboard Access column, this user does not have the Form Adjuster or Manager Dashboard Viewer role in HCAI and therefore does not have permission to view the  Dashboard. A User Administrator can update their user account to grant them one of these roles, if necessary.
  9. You can now search for more users to add to the team, or click “Done” to return to the Browse Teams screen.

Team Management


Update User's Permission on a Team

Once users are added to a team, a Team Administrator can delegate the “Team Editor” role and/or grant permission to Team Dashboard Access to any team member.

  • Team Editor: The user can edit this team’s details and add or remove users from this team. One team can have multiple Team Editors, if needed.
  • Team Dashboard Access: The user can view this team’s dashboard on the Dashboard tab. Only users with the Form Adjuster or Manager Dashboard Viewer roles are able to be granted Team Dashboard Access.
  1. Go to the Manage tab and the Team Management sub-tab.
  2. Under Browse Teams, click on the team name.
  3. Under “Users Associated with the Team”, you will see the list of team members.
  4. Click the “Change” button in each column to change the setting from “No” to “Yes”.
    • Note: If you do not see the “Change” button in the Team Dashboard Access column, this user does not have the Form Adjuster or Manager Dashboard Viewer role in HCAI and therefore does not have permission to view the Dashboard. A User Administrator can update their user account to grant them one of these roles, if necessary.
  5. If you’d like to revoke the Team Editor role or Team Dashboard Access, click the “Change” button again. The setting will change from “Yes” to “No”. (View screenshot).
  6. Click “Done” to return to the Browse Teams screen.

Please note: If you are the Team Administrator and you modified your own user permissions, you will need to re-log into the HCAI application.

Team Management


Remove User from a Team

  1. Go to the Manage tab and the Team Management sub-tab,
  2. In the Browse Teams section, click the team name.  
  3. In the Users Associated with the Team section, click the checkbox next to the user(s) you wish to remove from the team. You may select one or more users.
  4. Click the “Remove Users from Team” button. (View screenshot).
  5. The page will refresh and a confirmation message will appear at the top of the screen.
  6. Click “Done” to return to the Browse Teams screen.  

Team Management


Delete a Team

  1. Go to the Manage tab and the Team Management sub-tab.
  2. In the Browse Teams section, locate the team and press the “Delete Team” button. (View screenshot).
  3. A new window will appear asking you to confirm your change. Click “OK” to delete the team.
  4. The page will refresh, showing the team removed.

Team Management


Jump to:

The intent of a team in HCAI is to group together a small number of existing users who have the same lead or report to the same individual in your organization.  Multiple teams can be created, and each user can be part of multiple teams, if required. HCAI recommends having 4-6 members in each team.

Sorting users into teams will prove useful throughout HCAI. Users can search for claims, claimants, and documents according to team, generate reports about the activities of a team, filter their worklist by team, and view a team Dashboard. Teams are shared, so once an administrator sets up a team, other users can search, filter, and generate reports for that team.

Only users with the Team Administrator role may create teams.

Quick tip: Do I have the Team Administrator role? When logged into HCAI, Team Administrators are able to view the Manage tab and Team Management sub-tab. Team Administrators can create and delete teams, add or remove team members, and grant user permissions within the team, such as the ability to browse and edit teams or view the team Dashboard.

If you would like the Team Administrator role assigned to your user profile, ask your User Administrator to visit the Updating User Information page for instructions on how to update a user’s role and/or level of access.

Create a Team

To create a team in HCAI, you must have the Team Administrator role assigned.

  1. Go to the Manage tab and the Team Management sub-tab.
  2. Click on “Create New Team” button located in the top right corner. (View screenshot).
  3. The Add Team screen appears. Enter a team name.
  4. You can enter a description for your team if needed, but this is not a mandatory field.
  5. Click “Save”.
  6. The screen will automatically refresh and a confirmation message will appear at the top of your screen.
  7. Click “Done” to close the window, or continue to our next section, “Add Users to a Team” to learn how to add users to your team.

Add Users to a Team

  1. In the Team Management sub-tab, click on the team name. The “Edit/View Team Details” screen appears.
  2. In the Search for Users to Add to the Team section, enter search criteria, and press the “Search” button.
  3.  A list of users that match your search criteria will display. Click the checkbox next to the name of the user(s) you wish to add to your team. You may add one or more users to an existing team. (View screenshot).
  4. Click the “Add Selected” button to add the selected users to your team.
  5. The screen will refresh. The added users will display in the Users Associated with the Team section.
  6. You can now grant team members the Team Editor role or Team Dashboard Access, if required. (View screenshot).
    • Team Editor: The user can edit this team’s details and add or remove users from this team. One team can have multiple Team Editors, if needed.
    • Team Dashboard Access: The user can view this team’s Dashboard on the Dashboard tab. Only users with the Form Adjuster or Manager Dashboard Viewer roles are able to be granted Team Dashboard Access.
  7. Grant a user the Team Editor role by clicking the “Change” button next to their name in the Team Editor column. “No” will change to “Yes”. You can remove the Team Editor role by clicking “Change” again.
  8. Grant a user team Dashboard access by clicking the “Change” button next to their name in the Team Dashboard Access column. “No” will change to “Yes”. You can remove Team Dashboard Access by clicking “Change” again.
    • Note: If you do not see the “Change” button in the Team Dashboard Access column, this user does not have the Form Adjuster or Manager Dashboard Viewer role in HCAI and therefore does not have permission to view the  Dashboard. A User Administrator can update their user account to grant them one of these roles, if necessary.
  9. You can now search for more users to add to the team, or click “Done” to return to the Browse Teams screen.

Update User's Permission on a Team

Once users are added to a team, a Team Administrator can delegate the “Team Editor” role and/or grant permission to Team Dashboard Access to any team member.

  • Team Editor: The user can edit this team’s details and add or remove users from this team. One team can have multiple Team Editors, if needed.
  • Team Dashboard Access: The user can view this team’s dashboard on the Dashboard tab. Only users with the Form Adjuster or Manager Dashboard Viewer roles are able to be granted Team Dashboard Access.
  1. Go to the Manage tab and the Team Management sub-tab.
  2. Under Browse Teams, click on the team name.
  3. Under “Users Associated with the Team”, you will see the list of team members.
  4. Click the “Change” button in each column to change the setting from “No” to “Yes”.
    • Note: If you do not see the “Change” button in the Team Dashboard Access column, this user does not have the Form Adjuster or Manager Dashboard Viewer role in HCAI and therefore does not have permission to view the Dashboard. A User Administrator can update their user account to grant them one of these roles, if necessary.
  5. If you’d like to revoke the Team Editor role or Team Dashboard Access, click the “Change” button again. The setting will change from “Yes” to “No”. (View screenshot).
  6. Click “Done” to return to the Browse Teams screen.

Please note: If you are the Team Administrator and you modified your own user permissions, you will need to re-log into the HCAI application.

Remove User from a Team

  1. Go to the Manage tab and the Team Management sub-tab,
  2. In the Browse Teams section, click the team name.  
  3. In the Users Associated with the Team section, click the checkbox next to the user(s) you wish to remove from the team. You may select one or more users.
  4. Click the “Remove Users from Team” button. (View screenshot).
  5. The page will refresh and a confirmation message will appear at the top of the screen.
  6. Click “Done” to return to the Browse Teams screen.  

Delete a Team

  1. Go to the Manage tab and the Team Management sub-tab.
  2. In the Browse Teams section, locate the team and press the “Delete Team” button. (View screenshot).
  3. A new window will appear asking you to confirm your change. Click “OK” to delete the team.
  4. The page will refresh, showing the team removed.
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