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Filevine Claims Management from Filevine
Features include customizable workflows, collaboration tools, progress tracking, and comprehensive reporting capabilities to enhance claims handling and communication.
Product analysis by function
Document Management Systems for Claims Management
Solutions for organizing, storing, and retrieving claims-related documents, including policy information, medical records, accident reports, and settlement documentation.
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Document Capture and Ingestion
(6 Yes /6 Known /11 Possible features)
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Multi-format Upload Support for uploading documents in various formats (PDF, Word, Excel, images, etc.). |
Filevine supports uploading documents in multiple formats, including PDFs, Word, Excel, and images, as per product documentation. | |
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Bulk Upload Ability to upload multiple documents simultaneously. |
Bulk document upload is a standard feature in Filevine's document management module. | |
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Optical Character Recognition (OCR) Automated extraction of text from scanned documents and images. |
No information available | |
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Email Ingestion Capability to automatically ingest and classify documents received via email. |
Filevine can ingest email attachments directly into the claims file using their Outlook/Gmail integration. | |
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Mobile Capture Ability to capture and submit documents via mobile devices. |
Mobile document capture available via Filevine mobile app; upload photos and files from phone. | |
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Barcode/QR Code Recognition Automatic identification and routing of documents using barcode or QR code scanning. |
No information available | |
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Drag and Drop Interface User-friendly drag-and-drop functionality for uploading documents. |
Filevine has drag-and-drop functionality in its document interface. | |
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Ingestion Speed Average speed of document ingestion into the system. |
No information available | |
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Supported Document Types Number of document formats that can be ingested. |
No information available | |
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Automatic Classification System automatically classifies captured documents by type or category. |
Automatic document classification is supported via custom file categories and tags. | |
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Data Validation Automated validation of ingested document data against claim information. |
No information available |
Document Storage and Organization
(7 Yes /7 Known /10 Possible features)
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Centralized Repository Single, unified storage location for all claims-related documents. |
Filevine uses a unified cloud-based repository for claims documents. | |
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Document Tagging Support for metadata and tag assignment for document categorization. |
Documents can be tagged and metadata assigned in Filevine. | |
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Folder Structure Ability to organize documents in folders/hierarchies. |
Filevine supports folder and sub-folder organization for documents. | |
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Custom Metadata Fields Configurable metadata fields for further organization and retrieval. |
Custom metadata fields can be configured for enhanced document organization. | |
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Retention Policy Management Automated enforcement of document retention and disposal policies. |
No information available | |
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Version Control Tracking and management of document revisions. |
Version history/support is included for document changes and uploads. | |
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Storage Capacity Maximum supported storage capacity. |
No information available | |
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Document Archiving Long-term storage and retrieval of older or closed claim documents. |
Document archiving and retrieval of closed claims/files is supported. | |
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Redundancy/Backup Automatic backup and data redundancy mechanisms. |
Automatic cloud backups and data redundancy are typical for Filevine. | |
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Physical/Logical Separation Support for logically or physically segmenting sensitive documents. |
No information available |
Access Control and Security
(6 Yes /6 Known /10 Possible features)
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Role-based Access Control (RBAC) Access privileges based on user roles (adjuster, manager, auditor, etc.). |
Filevine supports RBAC for user roles such as adjuster, manager, admin. | |
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Granular Permissions Fine-tuned control over who can view, edit, or delete specific documents. |
Granular permissions set at document, folder, and project level. | |
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Audit Logging Comprehensive logs of all document access and changes. |
Audit logging is available for all user actions on documents. | |
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Encryption at Rest Stored documents are encrypted. |
Encryption at rest is a standard feature (cloud data storage). | |
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Encryption in Transit Documents are encrypted when transferred. |
Filevine encrypts all data in transit using standard SSL/TLS. | |
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Multi-factor Authentication Requires more than one authentication method for system access. |
Multi-factor authentication is available as an option for login. | |
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Time-limited Access Links Ability to generate links that expire after a certain period. |
No information available | |
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Watermarking Add user-specific or claim-specific watermarks to downloaded or viewed documents. |
No information available | |
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Compliance Certifications Certifications held (ISO 27001, SOC 2, etc.) |
No information available | |
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User Access Review Schedule and automate periodic access reviews. |
No information available |
Search and Retrieval
(5 Yes /5 Known /10 Possible features)
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Full-text Search Search within the entire text of all stored documents. |
Filevine provides full-text search for all stored documents. | |
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Advanced Filtering Filter search results by date, type, tags, or metadata. |
Advanced filtering by tags, date, type, and metadata is supported. | |
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Saved Searches Ability to save frequently used search queries. |
Saved searches or search templates can be configured by users. | |
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Search Speed Average time taken to return search results. |
No information available | |
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Boolean/Complex Query Support Support for AND, OR, NOT, and nested search queries. |
No information available | |
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Faceted Search Results can be grouped and browsed by various facets (claim, status, etc.). |
No information available | |
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Multi-language Search Searching within documents written in different languages. |
Searches can be performed across all documents regardless of language set. | |
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Document Preview Quick preview of document contents before download/open. |
Allows users to preview documents before downloading. | |
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Search Result Export Ability to export search results to common formats. |
No information available | |
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Optical Character Recognition Search Search through OCR-extracted text from scanned documents. |
No information available |
Collaboration and Workflow
(7 Yes /7 Known /9 Possible features)
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Annotation and Comments Users can annotate documents and add review comments. |
Annotation and comments are available for collaborative review. | |
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Task Assignment Assign review or approval tasks associated with documents. |
Tasks (for review/approval) can be assigned to users attached to specific documents. | |
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Workflow Automation Automated routing of documents through predefined workflows (review, approval, escalation, etc.). |
Workflow automation is supported through customizable pipelines. | |
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Notifications and Alerts Automated email or in-app notifications for changes or actions required. |
Automated notifications and alerts (email and in-app) are a core feature. | |
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Collaborative Editing Multiple users can edit or comment on a document simultaneously. |
Collaborative document editing and comment threads are supported. | |
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Approval Tracking Track completed, pending, or rejected document approvals. |
Approval tracking of document state is configurable in workflows. | |
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Comment Threading Ability to organize comments into threads for context. |
No information available | |
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Co-author Limit Maximum number of users who can co-edit a document at once. |
No information available | |
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Activity Feed Unified log of all actions taken on documents. |
Activity feed logs actions taken on all documents. |
Integration and Interoperability
(3 Yes /3 Known /9 Possible features)
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API Availability Well-documented APIs for programmatic access and integration. |
APIs for integrations and programmatic access are well documented. | |
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Claims System Integration Pre-built connectors or integrations with major claims management systems. |
Offers integration options for claims management systems. | |
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Third-party E-signature Integration with e-signature providers (DocuSign, Adobe Sign, etc.). |
No information available | |
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Email Integration Sync or associate documents with email platforms (Outlook, Gmail, etc.). |
Email sync and document association with Outlook and Gmail accounts is available. | |
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Policy System Integration Direct links to policy documents and data. |
No information available | |
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Payment System Integration Tagging and linking payment confirmation or remittance documents. |
No information available | |
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Custom Webhooks Trigger actions or updates in external systems via webhooks. |
No information available | |
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Marketplace/Partner Integrations Available pre-built integrations with ecosystem partner apps. |
No information available | |
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Integration Speed Average time to complete a standard integration. |
No information available |
Compliance and Legal
(3 Yes /3 Known /9 Possible features)
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GDPR Compliance System tools for complying with GDPR (data subject access, right to be forgotten, etc.). |
GDPR compliance tools, such as data export and removal, are available. | |
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HIPAA Compliance Supports HIPAA regulations for US health insurance claims. |
No information available | |
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Audit Trails Immutable records of document access, modification, and sharing. |
Audit trails are part of Filevine's compliance features. | |
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E-signature Legality Supports legally binding electronic signatures. |
No information available | |
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Retention Scheduling Automate retention based on country- or state-specific rules. |
No information available | |
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Data Sovereignty Options Choice of where data is stored for cross-border claims. |
No information available | |
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Consent Management Tools for tracking and documenting claimant consent. |
No information available | |
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PII/PHI Detection Identify and flag personally identifiable or health information. |
No information available | |
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Export/Portability Tools Enable claimants to receive their documents in standard formats. |
Tools for document export/portability are present for data requests and regulatory needs. |
Reporting and Analytics
(5 Yes /5 Known /9 Possible features)
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Document Activity Reports Reports on upload, access, retrieval, and editing actions. |
Reports can be generated tracking document activities. | |
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Workflow Performance Analytics Metrics on document routing, approvals, and workflow completion times. |
Workflow performance analytics available in reporting dashboard. | |
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Custom Report Builder Users can build tailored reports using system or metadata fields. |
Custom report builder is a standard feature as part of advanced reporting. | |
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Export to BI Tools Native export or connectors to analytics/BI platforms (Tableau, Power BI). |
Export to BI tools (Tableau, Power BI) is included via data connectors. | |
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Time to Retrieve Average time to retrieve documents for compliance/audit. |
No information available | |
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Document Volume Trends Visualization of document upload and usage trends over time. |
No information available | |
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Regulatory Compliance Reports Ready-made reports for audits or compliance submission. |
Regulatory compliance reporting is included, as noted in product literature. | |
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Anomaly Detection System flags unusual or suspicious document activities. |
No information available | |
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Scheduled Report Delivery Automatic delivery of reports by email or portal. |
No information available |
User Experience and Accessibility
(5 Yes /5 Known /9 Possible features)
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Responsive Web Design Optimized for desktop, tablet, and mobile devices. |
Web-based application has responsive design for use on desktop, tablet, and mobile. | |
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Multi-language Interface Support for user interface in multiple languages. |
No information available | |
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Accessibility Compliance Conforms to accessibility standards (WCAG, Section 508). |
No information available | |
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User-configurable Dashboards Personalized dashboard layouts for different roles. |
Dashboards can be configured by user or role. | |
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Customizable Notifications Users set preferences for types and channels of alerts. |
Users can set notification preferences in account options. | |
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Guided Onboarding Step-by-step tutorials or tooltips for new users. |
Step-by-step onboarding for new users is mentioned in the knowledge base. | |
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Self-service Password Reset Users can reset their passwords securely without admin. |
Users can self-reset passwords via the web portal. | |
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Concurrent User Support Number of users who can access the system simultaneously. |
No information available | |
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Time to First Document Upload Typical time for a new user to upload their first document. |
No information available |
Scalability and Performance
(4 Yes /4 Known /8 Possible features)
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Horizontal Scalability Ability to add additional resources/nodes for increased load. |
Cloud architecture scales horizontally to accommodate enterprise clients. | |
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Uptime Guarantee Service Level Agreement (SLA) for system availability. |
No information available | |
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Disaster Recovery Established processes and tools for fast disaster recovery. |
Disaster recovery features detailed in Filevine’s cloud reliability policies. | |
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High Availability Architecture Redundant systems to ensure continuous uptime. |
High availability provided through redundant hosting and failover. | |
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Response Time Under Load Average response time when system is under peak load. |
No information available | |
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Concurrent Workflow Support Ability to process multiple claim workflows simultaneously. |
No information available | |
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Automated Load Balancing Dynamic distribution of workload across system resources. |
Automated load balancing is available as part of the system’s cloud infrastructure. | |
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Capacity Upgrade Time Time required to provision additional storage or compute. |
No information available |
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