HCAI - Patient Management Program
Save as Draft will save all information input so far allowing you to edit or complete the form at a
later time
Save as Finalized (to paper) saves the form for fax or mail submission. Use this button only when
the form will not be submitted electronically for HCAI and for OCF 3 and 24. Finalized forms cannot
be edited.
Save for HCAI will add the form to the batch (group) of forms that will be submitted to HCAI the
next time a submission is made. To remove a form from the submission choose Edit and then Save
as Draft.
Click Test Form to locate incomplete areas of the form that are required. Tabs where validation rules fail
will be marked with a red X. Fields will be highlighted in yellow. Move your mouse over yellow fields to
produce a hint. Once a yellow field has been completed the colour will return to normal upon choosing
Test Form again.
If you are unable to complete the form click Save as Draft. The form will be saved as a Draft on the main
Auto screen. Click Edit Comments. Type a comment relating to the status or missing information
pertaining to this form. Click OK. The comment will now be added to the form. To continue to input
information into a form click the draft form in the list followed by Edit.
When the form is complete click either Save as Finalized if the form is not being submitted electronically
to HCAI or Save for HCAI if the form will be submitted electronically through the PMP HCAI module.
OCF 3 and 24 forms are not sent through HCAI, finalize these forms for fax or mail to auto insurers. Keep
in mind, Finalized forms cannot be edited or deleted; we recommend printing draft forms and double
checking for accuracy before finalizing.
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