Health Care Facility | Insurers | Related Initiatives
Health Care Facility | Insurers | Related Initiatives  

Update User Accounts

HCAI allows you to update users’ level of access and status one-by-one or in bulk.

Only users with the User Administrator role may update user information.

Quick Tip: Do I have the User Administrator role? When logged in to HCAI, User Administrators are able to view the Manage tab and the User Management sub-tab.

Explore the side menu for step-by-step instructions

Update User Accounts

Update a User's Level of Access

Please note: This page is intended for insurers who have already migrated.

When creating or updating a user account, User Administrators will grant each user either Insurer level, Child Insurer level, or Branch/Claim Group level of access. At the Branch/Claim Group level of access, the administrator can decide which claim group(s) the user should have permission to access.

If a user should be able to access all claim files, the user can simply be granted Insurer or Child Insurer level of access. Those users will be able to search and see all claim files in the company to which they have been granted access.

However, if access to claims should be restricted, the user can be granted Branch/Claim Group level access and the administrator can specify which claim group(s) the user can access.

To edit a user’s level of access, you must have the User Administrator role assigned.

  1. Go to the Manage tab and the User Management sub-tab.
  2. Enter search criteria for the user you wish to edit.
  3. Click the “Search” button.
  4. On the Search Results screen, click the name of the user.
  5. Note the user’s current role(s). Roles will be erased if a new level of access is selected.
  6. On the User Details screen, locate the “Level of Access” dropdown. Select the new level of access. (View screenshot).
    • If Insurer level of access was selected, move on to step 7.
    • If Child Insurer level of access was selected, the ‘Grant Access Rights to the User’ section will refresh and you can select which companies the user can access.
    • If Branch/Claim Group level of access was selected, the ‘Grant Access Rights to the User’ section will refresh and you can select which claim group(s) the user can access.
  7. Re-assign the user’s roles.
  8. Click the “Save” button.
  9. Confirm the information displayed is correct.
  10. Click the “Save” button.  

Update User Accounts

Update Users' Levels of Access in Bulk

Please note: This page is intended for insurers who have already migrated.

When creating or updating a user account, User Administrators will grant each user either Insurer level, Child Insurer level, or Branch/Claim Group level of access. At the Branch/Claim Group level of access, the administrator can decide which claim group(s) the user should have permission to access.

If a user should be able to access all claim files, the user can simply be granted Insurer or Child Insurer level of access. Those users will be able to search and see all claim files in the company to which they have been granted access.

However, if access to claims should be restricted, the user can be granted Branch/Claim Group level access and the administrator can specify which claim group(s) the user can access.

To edit a users’ level of access, you must have the User Administrator role assigned.

  1. Go to the Manage tab and the User Management sub-tab.
  2. Input search criteria and click the “Search” button.
  3. On the Search Results page, use the checkboxes to select one or more users. You may edit up to 50 users at once, if you are granting these users the same level of access.
  4. Click the “Modify Level of Access” button. (View screenshot).
  5. Select a new level of access from the drop-down list. (View screenshot).
    • If Insurer level of access is selected, click “Save”.
    • If Child Insurer level of access is selected, your child insurers will display. Select which child insurer(s) the users should have access to and click “Save”.
    • If Branch/Claim Group level of access is selected, your claim groups will display. Select which claim group(s) the users should have access to and click “Save”.
  6. After clicking the “Save” button, if some of the selected users cannot be assigned this level of access because of their role, a pop-up message is displayed explaining what is allowed and which accounts will be updated using this tool. Click “Ok”.
  7. Confirm the information displayed is correct. If editing multiple users, the User Accounts section displays the number of users that were successfully modified.
  8. Click the “Save” button.  

Update User Accounts

Deactivate User Accounts in Bulk

Please note: This page is intended for insurers who have already migrated.

An easy way to clean up unused/duplicate user accounts at your organization is to update their user status to ‘deactivated’ in bulk. To learn how to deactivate one individual user, visit the Deactivating a User page.

To edit a user’s status, you must have the User Administrator role assigned.

  1. Go to the Manage tab and User Management sub-tab.
  2. Input search criteria and click the “Search” button.
  3. On the Search Results page, use the checkboxes to select one or more users. You may edit up to 50 users at once.
  4. Click the “Modify Status” button. (View screenshot).
  5. On the ‘Edit User Status’ screen, select “Deactivated” from the drop-down list.
  6. Click the “Save” button.
  7. Verify that the information displayed is correct, then click “Save” again.
  8. A confirmation message will display indicating the number of user accounts that were deactivated.

Claimant File Ownership

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HCAI allows you to update users’ level of access and status one-by-one or in bulk.

Only users with the User Administrator role may update user information.

Quick Tip: Do I have the User Administrator role? When logged in to HCAI, User Administrators are able to view the Manage tab and the User Management sub-tab.

Update a User's Level of Access

Please note: This page is intended for insurers who have already migrated.

When creating or updating a user account, User Administrators will grant each user either Insurer level, Child Insurer level, or Branch/Claim Group level of access. At the Branch/Claim Group level of access, the administrator can decide which claim group(s) the user should have permission to access.

If a user should be able to access all claim files, the user can simply be granted Insurer or Child Insurer level of access. Those users will be able to search and see all claim files in the company to which they have been granted access.

However, if access to claims should be restricted, the user can be granted Branch/Claim Group level access and the administrator can specify which claim group(s) the user can access.

To edit a user’s level of access, you must have the User Administrator role assigned.

  1. Go to the Manage tab and the User Management sub-tab.
  2. Enter search criteria for the user you wish to edit.
  3. Click the “Search” button.
  4. On the Search Results screen, click the name of the user.
  5. Note the user’s current role(s). Roles will be erased if a new level of access is selected.
  6. On the User Details screen, locate the “Level of Access” dropdown. Select the new level of access. (View screenshot).
    • If Insurer level of access was selected, move on to step 7.
    • If Child Insurer level of access was selected, the ‘Grant Access Rights to the User’ section will refresh and you can select which companies the user can access.
    • If Branch/Claim Group level of access was selected, the ‘Grant Access Rights to the User’ section will refresh and you can select which claim group(s) the user can access.
  7. Re-assign the user’s roles.
  8. Click the “Save” button.
  9. Confirm the information displayed is correct.
  10. Click the “Save” button.  

Update Users' Levels of Access in Bulk

Please note: This page is intended for insurers who have already migrated.

When creating or updating a user account, User Administrators will grant each user either Insurer level, Child Insurer level, or Branch/Claim Group level of access. At the Branch/Claim Group level of access, the administrator can decide which claim group(s) the user should have permission to access.

If a user should be able to access all claim files, the user can simply be granted Insurer or Child Insurer level of access. Those users will be able to search and see all claim files in the company to which they have been granted access.

However, if access to claims should be restricted, the user can be granted Branch/Claim Group level access and the administrator can specify which claim group(s) the user can access.

To edit a users’ level of access, you must have the User Administrator role assigned.

  1. Go to the Manage tab and the User Management sub-tab.
  2. Input search criteria and click the “Search” button.
  3. On the Search Results page, use the checkboxes to select one or more users. You may edit up to 50 users at once, if you are granting these users the same level of access.
  4. Click the “Modify Level of Access” button. (View screenshot).
  5. Select a new level of access from the drop-down list. (View screenshot).
    • If Insurer level of access is selected, click “Save”.
    • If Child Insurer level of access is selected, your child insurers will display. Select which child insurer(s) the users should have access to and click “Save”.
    • If Branch/Claim Group level of access is selected, your claim groups will display. Select which claim group(s) the users should have access to and click “Save”.
  6. After clicking the “Save” button, if some of the selected users cannot be assigned this level of access because of their role, a pop-up message is displayed explaining what is allowed and which accounts will be updated using this tool. Click “Ok”.
  7. Confirm the information displayed is correct. If editing multiple users, the User Accounts section displays the number of users that were successfully modified.
  8. Click the “Save” button.  

Deactivate User Accounts in Bulk

Please note: This page is intended for insurers who have already migrated.

An easy way to clean up unused/duplicate user accounts at your organization is to update their user status to ‘deactivated’ in bulk. To learn how to deactivate one individual user, visit the Deactivating a User page.

To edit a user’s status, you must have the User Administrator role assigned.

  1. Go to the Manage tab and User Management sub-tab.
  2. Input search criteria and click the “Search” button.
  3. On the Search Results page, use the checkboxes to select one or more users. You may edit up to 50 users at once.
  4. Click the “Modify Status” button. (View screenshot).
  5. On the ‘Edit User Status’ screen, select “Deactivated” from the drop-down list.
  6. Click the “Save” button.
  7. Verify that the information displayed is correct, then click “Save” again.
  8. A confirmation message will display indicating the number of user accounts that were deactivated.
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