This article provides a comprehensive review of the NIPR optional feature available within the ClickClaims CMS application to manage adjuster licenses via the NIPR PDB Report and PDB Alert services.

Site Settings for NIPR:

The following site settings must be configured by a site administrator at your company to permit connection to the NIPR PDB Report and PDB Alert services.

1. From the “Tools” menu bar button, select “Application Settings” from the drop-list.
2. Select the “Settings” tab.
3. Users associated to the “Owner” or “Administrator” user role must maintain these NIPR related site settings:
   1. NIPR Username: The username for connecting to the NIPR PDB Reports and PDB Alert services.
   2. NIPR Password: The password for connecting to the NIPR PDB Reports and PDB Alert services.
      1. IMPORTANT: Changes at least every 90 days.
   3. NIPR Subscription Name: The name of the subscription used by CMS to get PDB Alerts for all selected adjusters.

 Figure 1: Application Settings
 

National Producer Number:
 The adjuster’s National Producer Number (NPN) is managed from within their user profile record by an authorized site administrator.

1. Navigate into the “User Profile” tab of the desired adjuster’s user record from the “Users” menu bar button.
   1. By default, this is accessible only by users associated to the “Owner”, “Administrator”, and/or “Human Resources” user role.  If you do not have access to this area and you believe this is in error, please contact your manager or site administrator, as defined by your company’s protocols.
2. Locate the “National Producer Number” field within the “Third Party” section of the adjuster’s “User Profile” tab.
3. Enter the user’s NPN and click the  button when ready to retain this change.

 Figure 2: User Profile tab

 Figure 3: National Producer Number

 Figure 4: Validation on duplicate NPN

 Figure 5: National Producer Number Read-Only field

Licenses / Certification Tab:
An adjuster’s License records are managed from the “Licenses / Certifications” tab of the adjuster’s user profile record which utilizes the data grid functionality found throughout the ClickClaims application.  The NIPR sync process is operated by authorized users from this location as well.

 Figure 6: Licenses / Certification tab

Start NIPR Sync:
Users with access to the “Users” module can initiate the NIPR sync process from the “Licenses / Certifications” tab of the adjuster’s user profile record.

1. Navigate into the “Licenses /Certifications” tab of the desired adjuster’s user record.
2. Click the  button to initiate the sync.
   1. IMPORTANT: This button is only enabled if there is a value saved within the “National Producer Number” field on the “User Profile” tab of this adjuster’s record.  A tooltip displays upon mouse over of the disabled  button stating, “This action is disabled because there has to be a National Producer Number saved on the User Profile tab for this user.”
   2. IMPORTANT: The  button is disabled when the NIPR process has already been initiated. Mouse over the disabled  button to display a tooltip stating, “The NIPR Sync has already been initiated for this user.”
3. A confirmation message displays stating, “Are you sure you want to START the NIPR Sync?”

 Figure 7: Confirm Start NIPR Sync

 Figure 8: Start NIPR Sync confirmation

5. This action sends the user’s name and National Producer Number to NIPR in order to receive the PDB Report and PDB Alerts which contain all of the license information.  

1. The original PDB “Report.xml” file is saved to the “Documents” tab of the user record within the “Licenses and Certifications” file type and “Professional Licenses” file sub-type.
2. The “AddTarget.xml” document, which is sent by NIPR to confirm the NPN has been added due to initiating the NIPR sync via the  button, is also saved to the “Documents” tab under the same file type and file sub-type.

 Figure 9: PDB Report.xml and AddTarget.xml document

6. Once daily (weekdays only), NIPR sends a PDB Alert containing any changes for the licenses associated with the adjuster’s NPN and the applicable License records are updated automatically in ClickClaims.   

1. If the XML received from NIPR contains state licenses NOT already listed on the user’s “Licenses / Certifications” tab, they are added as new records. 
   1. IMPORTANT:  When creating a new License record via the XML from NIPR, any manually created License records with the same license number, state, and issue date as the license created by NIPR will be deleted.
   2. The “Lines of Authority” column on the “Licenses / Certifications” tab holds comma separated data received from the PRB Report.
2. If the XML has differing information on a specific license number, the existing License record is updated in ClickClaims with the PDB information.
   1. IMPORTANT: When the NIPR sync is active, License records that have been added or updated by the NIPR process become “Read-Only” (no longer editable) on the “Licenses / Certifications” tab.  The  edit and  delete icons are replaced by the  ineligible icon.  Manual, user-entered records remain editable.
      1. Mouse over the icon to display a tooltip stating, “This license cannot be edited because it has been synced to/from NIPR” or “This license cannot be deleted because it has been synced to/from NIPR”, as applicable.

 Figure 10: Records added/updated by NIPR Read-Only

7. IMPORTANT:  Please allow 30 minutes to 1 hour between when the NIPR sync is started via the  button and when the licenses contained within the PDB Report become available in ClickClaims.

8. IMPORTANT: If the NIPR sync fails, an email is sent to the email address specified by your company as notification.

Stop NIPR Sync:
Users with access to the “Users” module can terminate the NIPR sync process from the “Licenses / Certifications” tab of the adjuster’s user profile record.

1. Navigate into the “Licenses /Certifications” tab of the desired adjuster’s user record.
2. Click the  button to cease the NIPR sync.
   1. IMPORTANT: This button is only enabled if the NIPR sync process has been initiated.  If it has not, a tooltip displays upon mouse over of the disabled  button stating, “This action is disabled because the NIPR Sync is not currently active for this user.”
3. A confirmation message displays stating, “Are you sure you want to STOP the NIPR Sync?”

 Figure 11: Confirm Start NIPR Sync

4. If “Yes” is selected, a confirmation message displays stating, “The NIPR Sync has stopped.  The License records created or updated by the NIPR Sync will be editable once NIPR has confirmed our request.”  The  button also becomes disabled and is no longer eligible for selection.

1. The confirmation that the request was successful is the receipt of the “RemoveTarget.xml”.

 Figure 12: Stop NIPR Sync confirmation

 Figure 13: RemoveTarget.xml document

 Figure 14: Records no longer Read-Only

7. When the NIPR sync is stopped, the “National Producer Number” field on the “User Profile” tab becomes editable by eligible users again.

8. IMPORTANT: Please allow approximately 30 minutes to 1 hour for the “Stop” command to be communicated between NIPR and ClickClaims.                                                          

View Licenses / Certifications History:
The “View Licenses / Certifications History” button located on the “Licenses / Certifications” tab of the user record is available to track changes made to a license or certification record whether the change originated from the NIPR sync process or manually modified by an authorized user.

1. Navigate into the “Licenses /Certifications” tab of the desired adjuster’s user record.
2. Select the  button to open the “Licenses / Certifications History” window.
3. A change made to any field within the license or certification record is captured in the history record which contains the following information: 
   1. Date / Time: Date and time stamp of when the change occurred.
   2. Number: Number of the record changed.
   3. Field Name: Name of the field within the record on which the change occurred.
   4. Before Value: Value of the field prior to the change.
   5. After Value: Value of the field after the change.
   6. Updated By: Displays as “NIPR, Importer” if the change was made by the NIPR sync process.  Displays the name of the user if the change occurred manually.

 Figure 15: Licenses / Certifications History window
 

View NIPR Sync History:
 The “View NIPR Sync History” button located on the “Licenses / Certifications” tab of the user record is available to track each “Start”/ “Stop” action that’s occurred on the user record via the  and  buttons. 

1. Navigate into the “Licenses /Certifications” tab of the desired adjuster’s user record.
2. Select the  button to open the “NIPR Sync History” window.
3. Each time either the   or  button is selected, the action is captured in the record which contains the following information: 
   1. Date / Time: Date and time stamp of when the action occurred.
   2. Sync Information: Displays “Start”, if the  button was selected, or “Stop” if the  button was selected.
   3. Updated By: Name of the user who initiated the action.  

 Figure 16: NIPR Sync History window

Identify User by National Producer Number

“NPN” is available as a search field on the “User Search” page permitting authorized users to locate a user based on their National Producer Number.  “NPN” and “Lines of Authority” are also available as columns on certain views of the “User List” data grid page.  

“NPN” Search Field:

1. Select “Search” from the “Users” menu bar button to navigate to the “User Search” page.
   1. IMPORTANT: By default, only a user associated to the “Owner”, “Administrator”, or “Human Resources” user role is authorized to access the “Users” module of ClickClaims.

 Figure 17: User Search page

2. Check  to display additional search fields on the “User Search” page.

3. Enter the desired user’s exact or partial National Producer Number within the “NPN” search field found under the “Advanced Search” section of the page.

 Figure 18: NPN field  on User Search page

“NPN” and “Lines of Authority” Columns:

1. After navigating to, and performing a search via, the “User Search” page, the “User List” page displays.
2. “NPN” is a secondary column available on any view of the “User List” page.

 Figure 19: NPN secondary column

 Figure 20: Lines of Authority primary/secondary column

1. Mouse over the  information icon to display a tooltip containing the relevant Lines of Authority.
   1. IMPORTANT:  If a user search is performed for a specific state via the “Licensing State” search field in the “Advanced Search” section of the “User Search” page, the  tooltip will show the Lines of Authority for that state only.  If no state was specified during the user search in the “Licensing State” field, the tooltip will list each state and the Lines of Authority for that state.
      1. Search based on specific state:

 Figure 21: Lines of Authority by specific Licensing State

 Figure 22: Lines of Authority not by Licensing State