The ClickClaims application offers claim FNOL, assignment, and optional document exporting capabilities to Xactware’s XactAnalysis (XA) application via the use of the “XactAnalysis Exporter” service.  This article provides details regarding this functionality. This optional service requires consultations to identify workflow and optional processes designed to suit your company’s needs.  

XA Claim Export Eligibility

Once the “XactAnalysis Exporter” is configured, the “XA Claim Exporter” module will be enabled within the ClickClaims application and will be accessible to authorized users.  For the “XA Claim Exporter” functionality to be employed on a claim, it must first meet the following prerequisites.

1. ORIGINATE IN ClickClaims:  The claim was created in ClickClaims originally.
2. OPEN:  The claim must be open in ClickClaims.
3. XA TRANSACTION ID = NULL:  The claim has not been previously transmitted from ClickClaims to XactAnalysis.
   1. If the claim originated from XA or was exported to XactAnalysis, an “XA ID” section will display within the “CMS #” field of the claim’s “Summary” tab.

1. “XA ID#”: If no value is present after “XA ID#”, the claim has not yet been requested to be sent to XA.
2. “XA ID# Queued”: Will display if the claim has been requested to send, but has yet been sent and remains in the XactAnalysis Exporter queue.   

3. “XA ID# Pending”:  Will display if the claim has been sent to XA and ClickClaims is awaiting confirmation that the claim was received successfully by XactAnalysis.  

4. “XA ID# 1234567” (where “1234567” represents a valid alphanumeric code/ID): Will display if the claim has been successfully received by XactAnalysis and the value displayed is the transaction ID value assigned to the claim by XactAnalysis. (Xactware may also refer to this value as the master file number (MFN)).

1. Additionally, if the claim originated from XA and was imported by ClickClaims via the “XactAnalysis Importer” or has been successfully exported from ClickClaims to XactAnalysis, ClickClaims data grids that have the “XactAnalysis” secondary column added will display “Yes”.  If the claim hasn’t been successfully associated with XactAnalysis via the Importer/Exporter process, the column will display “No”.
   1. Note:  The “XactAnalysis Importer” is an optional feature that, when configured and enabled, permits claims originating in XactAnalysis to be imported into ClickClaims.  

1. XactAnalysis Carrier ID:  
   1. For non-shared datasets, the XA dataset owner’s ID is used.
      1. Note:  This field can be accessed by a user associated with the “Owner”, “Administrator” and/or “Sales and Marketing” role from the “Clients” menu bar button by locating the desired record within the “Client List” data grid page and selecting the  button.
2. XactAnalysis Profile Code: 
   1. For non-shared datasets, the XA dataset owner’s profile code is used and is usually 2 characters.
      1. Note:  This field can be accessed by a user associated with the “Owner”, “Administrator” and/or “Sales and Marketing” role from the “Clients” menu bar button by locating the desired record within the “Client List” data grid page and selecting the  button.
3. XactAnalysis Business Unit:  Optionally, the “XactAnalysis Business Unit” field can be populated in order to display the carrier’s name on the claim in XactAnalysis for unshared datasets, but it is not required.

Export to XA Batch Process

 One or more claims meeting the prerequisites outlined above can be exported from the ClickClaims application by authorized users via the “Export to XA Batch” functionality.  An eligible claim can also be exported by an authorized user individually from within the claim file.

By default, the “Export to XA Batch” functionality is only available to users associated with the “Owner” and/or “Administrator” user role.  However, a change request can be submitted by a preapproved person at your company to enable this functionality for additional user roles.

Batch Export

1. Additionally, XactAnalysis has specific data requirements that must be met before a new claim can be imported and created in that application.  Therefore, before a qualifying claim is eligible for selection within the “XactAnalysis Claim Export” data grid, the following claim fields must be populated.   
   1. REPORTED DATE:  The claim must contain a date within the “Reported” date field.

1. XACTNET ADDRESS / XACTANALYSIS USER ID:  
   1. ADJUSTER:  If the claim is assigned to an adjuster in ClickClaims prior to XA Export, the assigned adjuster must have a value within the “XactNet Address” field of their ClickClaims user profile record.

1. If the adjuster has only a XactNet Address associated with their Xactimate user account, this value should be added to the “XactNet Address” field.   However, if the adjuster has both a XactNet Address and a “Xactimate User ID” associated with their account, please add that value into the appropriate field.  
   1. Note:  Claims can be exported from ClickClaims as unassigned.  In this case, the dataset owner's address/ID will be used for the assignment address/ID, and the claim will be imported and placed within the assignment queue of XactAnalysis.  
      1. If, however, the adjuster is assigned prior to export, the adjuster’s XactNet Address/XactAnalysis User ID must match the address in XactAnalysis.  If XA cannot locate a matching address/ID, the claim will fail to import. 
   2. Note:  By default, the “XactNet Address” / “XactAnalysis User ID” fields located within the adjuster’s user profile record can only be managed by a user associated with the “Owner”, “Administrator” and/or “Human Resources” user role.  If you do not have access to this module and believe it is in error, please contact your manager or your company’s ClickClaims site administrator.

1. Reject Xactimate Claims:  This setting is affiliated with the XactAnalysis Importer service to reject claims imported into ClickClaims from XactAnalysis that are assigned to this XactNet Address.
2. IA Firm:  If the claim is assigned to an adjusting firm vendor (IA firm) in ClickClaims prior to XA Export, and you have the “IA Firm Vendor” optional feature enabled, the assigned vendor must have the following configured in their vendor profile record by your company’s site administrator: 

1. Active:  The IA firm’s vendor profile record in ClickClaims must be active.
2. “Adjusting Firm” Vendor Type:  It must have “Adjusting Firm” selected within the “Type” field.
3. Global Vendor:   The vendor record must be flagged as a “Global Vendor”.
4. XactAnalysis Carrier ID:  The “XactAnalysis Carrier ID” field must be populated with the IA firm’s XA dataset ID within their ClickClaims vendor record.  This is normally a 6-digit number.  
5. XactAnalysis Profile Code:  The “XactAnalysis Profile Code” field must contain the IA firm’s XA dataset profile code within their vendor record.  This is usually a 2 character code but can be customized by XactWare.   
6. XactAnalysis Business Unit:  For unshared datasets, the “XactAnalysis Business Unit” field can be populated within the IA firm’s ClickClaims vendor record in order to specify the client/carrier name on the claim in their XactAnalysis site.  The population of this field is optional.
7. XactAnalysis Address:  The “XactAnalysis Address” field of their vendor record must be populated with the IA firm’s valid XactNet Address.  This is used to assign the claim to the adjusting firm vendor (IA firm) from ClickClaims to XA so that the claim will export from ClickClaims to the carrier’s XA site and then on to the IA firm’s XA site.
   1. Note:  Claims that have not yet been assigned to an adjusting firm vendor (IA firm) in ClickClaims can still be sent to XactAnalysis (XA).  In this case, the dataset owner's ID will be used for the assignment ID, and such claims will be imported and placed within the “Assignment Queue” in XactAnalysis.

1. The “XA Claim Export” window will display. When ready, click the  button. The export process will initiate and the claims will be added to a queue that runs approximately every 15 – 30 minutes.  When the queue job is run, the claim data will be exported from ClickClaims and sent to XactAnalysis for processing.

1. If a claim is not listed within this data grid view as anticipated, it means that is ineligible for export to XactAnalysis. You can switch to one of the other view options ("Ineligible for Export View"; "Not Exported View").  
   1. If the claim is listed in either of these views, the checkbox will be replaced by a  icon.
      1. Mouse over the  icon to display a tooltip informing you as to why the claim cannot be exported.

Alternative Batch XA Claim Export Locations

Eligible users can also manually navigate to the “XA Export Claims List” page from the “Claim List” data grid or from the ClickClaims dashboard widgets. 

1. Once you’ve successfully navigated to the “Claim List” data grid from the “Claims” menu bar button or from the applicable widget, select “Batch Mode” from the “Display Mode” action button’s drop-list.

2. Then, select “Export to XA” from the “Pick Action” button’s drop-list.

Export from Claim’s “Summary” tab

 Alternatively, authorized users can export claims from the ClickClaims application to XactAnalysis individually from within the claim file via the “Summary” tab.

1. Navigate to a claim. 
2. From the claim’s “Summary” tab, click on the  button.

4. Select “Yes” to proceed.
   1. The export process will initiate and the claims will be added to a queue that runs approximately every 15 – 30 minutes.  When the queue job is run, the claim data will be exported from ClickClaims and sent to XactAnalysis for processing.

After the Claim is Exported

 Once the claim has been successfully exported, the following actions will automatically occur.

FNOL Data Exported to XactAnalysis 

The XML file sent to XactAnalysis by ClickClaims will include the following fields:

• CMS Number
• Client Claim Number
• Loss Reported Date (required)
• Loss Date (required)
• Policy Number
• ISO Cat Code
• Assigned Adjuster Information (IF the assignment is made in CMS before the export is initiated)
  • Recipient's XNAddress
  • Adjuster's First and Last Name
  • Adjuster's Email Address
• Carrier/Client Information
  • XactAnalysis Carrier ID  (required)
       - Identifies the dataset and its owner. 
  • XactAnalysis Profile ID (required)
       - Supplied by XA and is specific to each dataset.
  • XactAnalysis Business Unit (optional)
       - This is used to further identify the carrier in a non-shared dataset.
• Insured Information
  • Insured First and Last Name
  • Insured Mailing Address
  • Insured Phone Numbers
• Loss Information
  • Loss Location Address
  • Peril

Documents

Optionally, your company can elect to export claim documents to XactAnalysis from the claim in ClickClaims.  When this optional configuration setting is enabled, and subject to the ClickClaims claim record having an XA Transaction ID (indicating this is an XA EDI file), the “XA Export Mode” option will be available within the claim’s “Documents” tab.

1. From the claim’s “Documents” tab, select “XA Export Mode” from the  action button’s drop-list.
2. Select the  checkbox located next to the document(s) you wish to export.
3. Click the button. The “XA Export Mode” window will display.  

Related Videos / Articles

• XA Exporter: Exporting a Claim from ClickClaims
• XactAnalysis (XA) Importer Article