Scheduled Outages: The HCAI system will be unavailable from 5:00 p.m. (EDT) March 29 to 8:00 a.m. (EDT) April 1
Scheduled Outages: The HCAI system will be unavailable from 5:00 p.m. (EDT) March 29 to 8:00 a.m. (EDT) April 1
Health Care Facility | Insurers | Related Initiatives  

Insurer/Branch Level Dashboard


HCAI Insurer Dashboard

The HCAI Dashboard allows adjusters, managers, and claims administrator staff to oversee and prioritize their workload. (View screenshot)

The insurer/branch level dashboard is viewable to users with Insurer or Branch level access who have the form manager and/or claim-claimant administrator role assigned. To learn how to update a user’s role and/or level of access, ask your User Administrator to visit the Updating User Information page and follow the steps under Updating User Contact Information.

Showing Data For

Use the “Showing data for” drop-down menu to filter your view of data.

  • If you have Insurer level access you will see data for the whole company.  Use the “Showing Data for” drop-down menu to filter by parent/child company.
  • If you have Branch level access you will see data for the branches you have access to. Use the “Showing Data for” drop-down menu to select the branch whose data you wish to view.

Claimant Summary

The left side of the Dashboard offers an interactive display of assigned open claimants. Choose between three sub-tabs:

  • Claimant by Date of Accident, which organizes the claimants according to the date of accident.
  • Claimants by Activity, which sorts the claimants according to whether there has been activity in the last 180 days.
  • Claimants with No Documents, which displays the claimants who are still open but for which no documents were received or all documents have been archived. The pie chart is organized according to the length of time the claimant has been open.

Download Claimant Summary Data
Click on the Download button at the top-right of the Claimant Summary side of the Dashboard to view the Download options. (View screenshot)

  • Print Chart: Download a printable version of the chart.
  • Download CSV: Save the chart’s details as a .csv file, viewable in any spreadsheet software.
  • Download Excel: Save the chart’s details as an .xls file, viewable in Microsoft Excel.

Drill Down on Claimant Summary Data

To drill down on the Claimant Summary data, click a dimension of the pie chart (e.g. “Claimants whose date of accident is between 0-90 days”). HCAI will run a claimant search and display a list of all claimants that meet the criteria. You can view up to 100 claimants per page.

  • Click the “Download Report” button to download a .CSV file of the search results. Please note: The report will only include the results displayed on the page. If there are more than 100 results, click the next page number to view more results, and click “Download Report” to download those results in .CSV as well.
  • Click the “Refine Search” button to edit search criteria and refine the results further.

Document Summary

The right side of the Dashboard offers an interactive display of the total outstanding documents sorted into five categories:

  • Unmatched Plans: This includes all facility-submitted plans that have not been matched to a claimant.
  • Unassigned Plans: This includes all facility-submitted plans that have not been assigned to an adjuster.
  • Outstanding Plans: This includes all facility-submitted plans that have been matched and assigned, but not adjudicated.
  • Unmatched Invoices: This includes all facility-submitted invoices that have not been matched to a claimant.           
  • Unassigned Invoices: This includes all facility-submitted invoices that have not been assigned to an adjuster.
  • Outstanding Invoices: This includes all facility-submitted invoices that have been matched and assigned, but not adjudicated.
  • Invoices, Unlicensed Facilities: This includes all submitted invoices by unlicensed facilities. In the case of unlicensed facilities, the days left for a decision is unknown because of the requirement that the insurer receive a paper copy from the claimant.

Each bar of the chart contains colored sections that indicate document priority.

  • Green: More than 3 days left to adjudicate
  • Yellow: 1-3 days left to adjudicate
  • Red: Immediate action
  • Purple: Days left unknown

Hover your mouse over each coloured subdivision of the bar to view the number of documents that fit the criteria, and the total dollar value of proposed amounts in each category.

Download Document Summary Data

Click on the Download button at the top-right of the Document Summary side of the Dashboard to view the Download options. (View screenshot)

  • Print Chart: Download a printable version of the chart.
  • Download CSV: Save the chart’s details as a .csv file, viewable in any spreadsheet software.
  • Download Excel: Save the chart’s details as an .xls file, viewable in Microsoft Excel.

Drill Down on Document Summary Data

Click a dimension of the bar chart (e.g. Unmatched Plans that are red for Immediate Action). HCAI will run a document search and display a list of all documents that meet the criteria. You can view up to 100 documents per page.

  • Click the “Download Report” button to download a .CSV file of the search results. Please note: The report will only include the results displayed on the page. If there are more than 100 results, click the next page number to view more results, and click “Download Report” to download those results in .CSV as well.
  • Click the “Refine Search” button to edit search criteria and refine the results further.