Overview
The homepage is where users land when they log in. When a new claim is initiated or an existing claim is opened, a new tab will open, moving the user from the Home tab to the new tab.
Users can return to this page by clicking on the Home tab, closing out all other tabs, or logging out and then back in.
Homepage Sections
The following are key sections on the homepage.
Dashboard Assignment Group
The Dashboard Assignment Group section allows users to toggle between assignment groups to see the volume of work in each. This drop-down updates the Assignment Summary bar chart.
Assignment Summary
After a user selects an assignment group from the Dashboard Assignment Group drop-down, the bar chart will update to show the number of claims and tasks (assignments) approaching deadline in the next seven days. The bar chart reflects the total volume of claims in tasks in the selected assignment group, as well.
Count Y-axis
What it mean tho
Day X-axis
What it mean tho
Open Task Summary
The Open Tasks provides a list of all open tasks in the selected Assignment Group.
Get Next Work
Similar to the functionality today, clicking Get next work will present the most urgent assignment to the user. The dashboard Get Next Work allows users to select between Assignment Groups they have assigned to their operator. Managers can update the users operator and add multiple Assignments Groups through the Admin Portal.
Recents
This section shows the five most recently viewed claims. Click on any of the claims to open it in a new tab.
Click on See All to see the 30 most recently viewed claims.
New > Claim
To create a claim, click on New then click Claim in the pop-up box.
