Help center / Claimsfy TPA

Who sees what (TPA)

Claimsfy TPA
ExaminerClaims manager / coordinator / adminClient portal userVendor portal user
Claims they own or are assigned to✓✓––
Every claim–✓––
Assign / reassign the examiner–✓––
Received, Metrics, Storms and Clients tabs; RMIS imports–✓––
Loss funds, loss runs; share loss runs to the portal–✓––
Dispatch to field staff, firms and experts✓ (their claims)✓––
Change reserves (above their authority, a supervisor approves)✓ (their claims)✓––
Approve reserve changes; record the client's answer–✓ (within their authority)––
Set reserve authority and each client's authority–Administrators––
Approve reserves above their company's authority––✓–
Their company's shared claims and loss runs (portal view)––✓–
Assignments sent to their firm (portal view)–––✓