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Scheduled Outages: 5:00 p.m. November 26 - 8:00 a.m. November 29 (EST).
Health Care Facility | Insurers | Related Initiatives  

Transferring a Claimant to Another File Owner


When to Transfer a Claimant

When a file owner is assigned a claimant in HCAI, they will receive any OCF associated with that claimant in their My Inbox worklist. To ensure that OCFs are adjudicated as soon as possible, it is important that claimants be assigned to a file owner that is regularly reviewing his or her worklist.

There will be times when a claimant should be reassigned to another file owner, for example:

  • A file owner leaves the organization
  • A file owner is no longer responsible for adjudication on HCAI
  • A file owner gets transferred to another division and is no longer responsible for their claimants

There are two methods for transferring a claimant: individually or as a batch. Continue reading from the side menu to learn more.

Transferring a Claimant to Another File Owner


Transferring Claimants Individually

In some circumstances, it might be faster for you to locate the claimant and update the file owner assigned to them.

To transfer a claimant to another file owner, you must have the Form Manager or Claim-Claimant Administrator level of access.

  1. Click on the Claims > Claimants tab. The Claimant search screen will appear.
  2. In the ‘Search for Claimants’ section, enter relevant search criteria. Click ‘Search’.
  3. The screen will refresh and search results will appear.
  4. Click on the Claimant Name, the Claimant Details screen will appear.
  5. In the ‘Claimant Details’ section, select the file owner you wish to transfer the claimant to. (View screenshot)
  6. Press ‘Save’.
  7. The screen will automatically refresh and a confirmation message will appear.

Transferring a Claimant to Another File Owner


Transferring Claimants as a Batch

Transferring claimants as a batch is the fastest and easiest way to manage claimants when several claimants need to be transferred at once.
To transfer the claimants to other file owners, you must have the Form Manager or Claim/Claimant Administrator role in HCAI.

  1. Click on the Claims > Claimants sub-tab
  2. Enter search values for “Insurer” and “Branch/Claim Group”. Enter any other search criteria as needed. (View screenshot)
  3. Press ‘Search’; the search results screen will appear.
  4. Check the box next to the claimants you would like to transfer.
  5. At the bottom of the search results list, you will see the “Reassign to File Owner” drop-down list. Select the name of the File Owner to whom the claimants should be reassigned. (View screenshot)
  6. Click the ‘Reassign’ button.
  7. The search results will refresh. Once the claimant transfer has been updated successfully, the new File Owner name will display on the search results screen.

Transferring a Claimant to Another File Owner


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When to Transfer a Claimant

When a file owner is assigned a claimant in HCAI, they will receive any OCF associated with that claimant in their My Inbox worklist. To ensure that OCFs are adjudicated as soon as possible, it is important that claimants be assigned to a file owner that is regularly reviewing his or her worklist.

There will be times when a claimant should be reassigned to another file owner, for example:

  • A file owner leaves the organization
  • A file owner is no longer responsible for adjudication on HCAI
  • A file owner gets transferred to another division and is no longer responsible for their claimants

There are two methods for transferring a claimant: individually or as a batch.

Transferring Claimants Individually

In some circumstances, it might be faster for you to locate the claimant and update the file owner assigned to them.

To transfer a claimant to another file owner, you must have the Form Manager or Claim-Claimant Administrator level of access.

  1. Click on the Claims > Claimants tab. The Claimant search screen will appear.
  2. In the ‘Search for Claimants’ section, enter relevant search criteria. Click ‘Search’.
  3. The screen will refresh and search results will appear.
  4. Click on the Claimant Name, the Claimant Details screen will appear.
  5. In the ‘Claimant Details’ section, select the file owner you wish to transfer the claimant to. (View screenshot)
  6. Press ‘Save’.
  7. The screen will automatically refresh and a confirmation message will appear.

Transferring Claimants as a Batch

Transferring claimants as a batch is the fastest and easiest way to manage claimants when several claimants need to be transferred at once.
To transfer the claimants to other file owners, you must have the Form Manager or Claim/Claimant Administrator role in HCAI.

  1. Click on the Claims > Claimants sub-tab
  2. Enter search values for “Insurer” and “Branch/Claim Group”. Enter any other search criteria as needed. (View screenshot)
  3. Press ‘Search’; the search results screen will appear.
  4. Check the box next to the claimants you would like to transfer.
  5. At the bottom of the search results list, you will see the “Reassign to File Owner” drop-down list. Select the name of the File Owner to whom the claimants should be reassigned. (View screenshot)
  6. Click the ‘Reassign’ button.
  7. The search results will refresh. Once the claimant transfer has been updated successfully, the new File Owner name will display on the search results screen.
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