Claims Manager Privileges

Claims Manager Privileges allow system administrators to grant or deny access to specific features on a site and user level.

Site-Level Privileges apply to users in the site, including supervisors and administrators. Default settings for new users are also set in Site-Level Privileges.

User-Level Privileges are applied on an individual user basis. Combined with the site-level privileges, user-level privileges will determine the user's effective privileges.

  • Find Claims – Select Allow to allow a user to search for all claims, both active and archived, across all groups and users.  Select Deny to limit the search to only those claims assigned to the user.

  • View Claims – Select Allow to allow a user to view claims.  Select Deny to deny access to this feature.

  • Print Claims – Select Allow to allow a user to print claims. Select Deny to deny access to this feature.

  • Create Claims – Select Allow to allow a user to create a new claim or copy an existing claim from the active or archive database.  Select Deny to deny access to this feature.

  • Edit Claims – Select Allow to allow a user to edit and save claims assigned to them.  Select Deny to deny access to this feature.

  • Edit Claims You Don't Own – Select Allow to allow a user to edit and save claims that are assigned to other users. Select Deny to deny access to this feature

  • Delete Claims – Select Allow to allow a user to delete claims.  When deleting claims, they are not actually erased from the database.  The claims are just moved to the Deleted Folder.  The claims are not deleted until they are Purged.  Select Deny to deny access to this feature.

  • Purge Claims – Select Allow to allow a user to purge claims.  Purging claims will permanently erase claims from the database.  Select Deny to deny access to this feature.

  • Assign Claims – Select Allow to allow a user to view and reassign claims that have been requested for reassignment.  Select Deny to deny access to this feature.

  • Assign Claims You Don't Own – Select Allow to allow a user to assign claims they do not own to other users. Select Deny to deny access to this feature.  

  • Request Reassignment – Select Allow to allow a user to request reassignment for claims assigned to him or her.  Select Deny to deny access to this feature.  

  • Move to Incomplete – Select Allow to allow a user to move claims from the Complete/Outgoing folder to the Incomplete folder for further processing.  Select Deny to deny access to this feature.

  • Move to Outgoing – Select Allow to allow a user to move completed claims to the Outgoing folder.  Select Deny to deny access to this feature.

  • Move to Hold – Select Allow to allow a user to put a claim on Hold.  Select Deny to deny access to this feature.

  • Add Claim Notes – Select Allow to allow a user to add notes/comments to a claim.  Select Deny to deny access to this feature.

  • View Claim Notes – Select Allow to allow a user to view all notes/comments associated with a claim.  Select Deny to deny access to this feature.

  • Add Claim Docs -  Select Allow to allow a user to associate documents with a claim.  Select Deny and the user cannot associate documents with a claim.

  • View Claim Docs – Select Allow to allow a user to view documents associated with a claim.  Select Deny and the user cannot view documents associated with a claim.

  • View Claim Images – Select Allow to allow a user to view the original print image associated with a claim.  Select Deny to deny access to this feature.

  • Import Claims – Select Allow to allow a user to import claims into the system.  Select Deny to deny access to this feature.

  • Export Claims – Select Allow to allow a user to export claims to the clearinghouse.  Select Deny to deny access to this feature.

  • Download Files – Select Allow to allow a user to download special files and reports created by the system to his/her desktop for viewing, printing and archiving.  Select Deny to deny access to this feature.

  • View General Reports – Select Allow to allow a user to view general reports.  General reports include import, export, site summary and payer reports.  Select Deny to deny access to this feature.

  • View Productivity Reports – Select Allow to allow a user to view productivity reports.  Select Deny to deny access to this feature.

  • Find Claim EOBs – Select Allow to allow a user to find and view claim EOBs in the EOB folder.  Select Deny and the user cannot find or view EOBs in the EOB folder.

  • View Claim EOBs – Select Allow to allow a user to view and print the details of claim EOBs linked to a claim or from the EOB folder.  Select Deny and the user cannot view or print the details of claim EOBs.

  • Link Claim EOBs – Select Allow to allow a user to create and delete links between EOBs and their associated claims.  Select Deny and the user cannot create and delete links between EOBs and claims.

  • Modify Users – Select Allow to allow a user to modify user properties.  These properties include: User system and application privileges, User personal information (status, name, telephone, etc.), User memberships in applications and groups, User IP entries (refer to “Login from Anywhere” privilege).  Select Deny to deny access to this feature.

  • Override Edits – Select Override Edits to enable the Edit Overrides option XClaim, which allows the user to choose which of the available edits override for the site.