Health Care Facility | Insurers | Related Initiatives  

Branch Management


Branch Management Overview

In HCAI, a branch is a subset of an insuring entity (either parent or child). Some insurers use branches to distinguish between geographical offices (e.g. "Toronto Branch" and "London Branch") and others use them to separate claims handled internally from claims that are being handled by a third party adjusting firm.

In HCAI, all claims are associated to a branch, which is why it is necessary for every insurer to have at least one branch.

This section outlines options insurers have for managing branches in HCAI. Continue reading from the side menu for more information.

Branch Management


Turn on/off document Submission to a Branch

Insurers can control whether a facility can select a particular branch from the submission drop-down menu at the time of document submission. Ultimately, however, the form will be directed to the branch the associated claimant has been set up in. For this reason, if you have a branch with active claims, you should continue to set up adjuster profiles and manage adjuster access to that branch until all claims are run down and are deactivated.

To turn off facility submission to a branch, you must have the insurer administrator role.

  1. Click on the Manage > Insurer Management tab. The ‘Insurer Details’ screen will appear.
  2. Scroll to the ‘Browse Branches’ section at the bottom of the screen.
  3. Click on the branch you wish to update. The ‘Branch Details’ screen will appear.
  4. In the ‘Branch Management’ section, select ‘No’ for “Allow facilities to submit documents to this branch?” (View screenshot)
  5. Press ‘Save’.
  6. The screen will automatically refresh and a message will confirm that the changes were saved. (View screenshot)

You can update your settings at a later time by returning to this screen, selecting ‘Yes’ and saving your selection.

Branch Management


Turn on/off New Claimant Set Up in a branch

If you have a branch you would like to wind down, you may wish to prevent new claim-claimant records from being set up in it. Insurers can control whether new claim-claimant records can be set up in a branch in the Branch Management section. If you integrate your claims software with HCAI, you should first speak with your technical team to ensure that claim/claimant records are not being automatically routed to that branch. Otherwise, you may encounter issues with your integration feed.

To turn off new claim/claimants set up in a branch, you must have the insurer administrator role.

  1. Click on the Manage > Insurer Management tab. The ‘Insurer Details’ screen will appear.
  2. Scroll to the ‘Browse Branches’ section at the bottom of the screen.
  3. Click on the branch you wish to update. The ‘Branch Details’ screen will appear.
  4. In the ‘Branch Management’ section, select ‘No’ for “Allow claim-claimants to be set up in this branch?”. (View screenshot)
  5. Press ‘Save’.
  6. The screen will automatically refresh and a message will confirm that the changes were saved. (View screenshot)

You can update your settings at a later time by returning to this screen, selecting ‘Yes’ and saving your selection.

Branch Management


Jump to:

Branch Management Overview

In HCAI, a branch is a subset of an insuring entity (either parent or child). Some insurers use branches to distinguish between geographical offices (e.g. "Toronto Branch" and "London Branch") and others use them to separate claims handled internally from claims that are being handled by a third party adjusting firm.

In HCAI, all claims are associated to a branch, which is why it is necessary for every insurer to have at least one branch.

This section outlines options insurers have for managing branches in HCAI. Continue reading from the side menu for more information.

Turn on/off document Submission to a Branch

Insurers can control whether a facility can select a particular branch from the submission drop-down menu at the time of document submission. Ultimately, however, the form will be directed to the branch the associated claimant has been set up in. For this reason, if you have a branch with active claims, you should continue to set up adjuster profiles and manage adjuster access to that branch until all claims are run down and are deactivated.

To turn off facility submission to a branch, you must have the insurer administrator role.

  1. Click on the Manage > Insurer Management tab. The ‘Insurer Details’ screen will appear.
  2. Scroll to the ‘Browse Branches’ section at the bottom of the screen.
  3. Click on the branch you wish to update. The ‘Branch Details’ screen will appear.
  4. In the ‘Branch Management’ section, select ‘No’ for “Allow facilities to submit documents to this branch?” (View screenshot)
  5. Press ‘Save’.
  6. The screen will automatically refresh and a message will confirm that the changes were saved. (View screenshot)

You can update your settings at a later time by returning to this screen, selecting ‘Yes’ and saving your selection.

Turn on/off New Claimant Set Up in a branch

If you have a branch you would like to wind down, you may wish to prevent new claim-claimant records from being set up in it. Insurers can control whether new claim-claimant records can be set up in a branch in the Branch Management section. If you integrate your claims software with HCAI, you should first speak with your technical team to ensure that claim/claimant records are not being automatically routed to that branch. Otherwise, you may encounter issues with your integration feed.

To turn off new claim/claimants set up in a branch, you must have the insurer administrator role.

  1. Click on the Manage > Insurer Management tab. The ‘Insurer Details’ screen will appear.
  2. Scroll to the ‘Browse Branches’ section at the bottom of the screen.
  3. Click on the branch you wish to update. The ‘Branch Details’ screen will appear.
  4. In the ‘Branch Management’ section, select ‘No’ for “Allow claim-claimants to be set up in this branch?”. (View screenshot)
  5. Press ‘Save’.
  6. The screen will automatically refresh and a message will confirm that the changes were saved. (View screenshot)

You can update your settings at a later time by returning to this screen, selecting ‘Yes’ and saving your selection.

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