Within the Claims Portal, there are various rules which apply regarding the visibility of claims.


You must understand the rules so that you select the correct User profiles for the Users within your organisation.

Please see the relevant guide for further explanations and examples:

If you are setting up TPAs as branches within your organisation, please note the following:

1)  If you set up an Administrator from the TPA, this Administrator will be able to create users for the whole organisation, not just the TPA branch.

2)  Using Branch Claims Handler/Branch Dispatcher profiles for users within the TPA ensures that they only have access to claims within their branch.  If you use the Claims Handler, Dispatcher and Team Leader profiles, they will have access to all claims regardless of branch.