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Take a look at some common inquiries. If you can't find what you're looking for, contact us at:
info@jdidata.com / (954) 938-9100

JDi has a dedicated team of data conversion specialists that will work in close conjunction with our clients through the implementation process to ensure that all of their information (e.g., contacts, claims, notes, diaries, policies, docs, etc.) has been properly uploaded into the system.
Claims Manager® comes preinstalled with AccessADoc, a robust document depository system that securely saves, manages, and produces your letters, forms, and other supporting documents in a convenient location that was built to house invoices.
CM® offers role-based security profiles for all its users. System Administrators can easily access user profile settings whenever necessary to add, delete, or modify system access rights, ensuring that accessibility is never an issue.
Claims Manager® offers its clients either on-premise, or cloud-based hosting that is guaranteed to meet organizational requirements, security standards, and cost.
Yes, our goal for every new CM® user is that the system is completely turn-key when we finish installing it. To do this, our analyst work in close association with our client’s subject matter experts to document their current workflow process and make recommendations on how CM® can enhance it with automation.
Yes, CM® Connector offers standard interfacing with a multitude of third-party systems that include financial, HR, TPA, and many more. If there is a system that our users want to use and CM® does not yet support it, JDi will work closely with our clients to make sure it happens.
Claims Manager® currently offers direct reporting with the ability to integrate and report on a third-party system (e.g., CMS, ExamWorks, etc.) to fully comply with Medicare, Section 111, or any other requirements.
CM® offers a unique and fully configurable First Notice of Loss (FNOL) web-based application that effortlessly streamlines data capture during an incident or event.

There are two primary reasons why the QuicStor icon may fail to appear on a user’s Outlook page. The first, is that the QuicStore icon is simply missing from the Outlook ribbon (toolbar).  In this instance, please refer to the following steps -
  1. Right click in an empty space on the toolbar and select ‘Customize the Ribbon…’
  2. From there, select the ‘Choose commands from:’ dropdown at the top and highlight ‘All Tabs’.
  3. Underneath the ‘Main Tabs’ subheading, select the + icon next to ‘Home (mail)’.
  4. From there, select ‘JDi Data’ and click the ‘ADD’ button.
  5. Press ‘Okay’ and the QuicStor icon should now be visible.
The second reason is that the plugin is disabled.  Please refer to the following steps -
  1. Select the ‘File’ tab in the ribbon header.
  2. Underneath the info tab, select the ‘Manage COM Add-ins’ button.
  3. From there, a pop-up window should appear with the option for the JDi Data plugin.
  4. Click the gray dialogue box that says ‘Always enable this add-in’.
  5. Press Close.
  6. The QuicStore icon should be visible in the right-hand corner.
The Recently Accessed Claims & Incidents grid is sortable by the columns located along the top of the header e.g., claim number, date, etc. Locate and select the ‘Last Access Date Time’ column header to sort the grid into the correct order. (Multiple attempts may be needed.) Please note that the grid can only remember one sorting of information at a time, and that by clicking another column, the user is choosing a different sorting option.
There are five distinct icons that are located at the bottom of the screen.  They are as follows – - Reloads the grid in the event that it looks misconstrued.   - Displays a pop-up window that shows a list of columns that can be added or removed from the information in the grid layout.   - Prints the current grid layout.   - Exports the displayed columns to Microsoft Excel.   - Self-explanatory.
Claims Manager® does not implement any email restrictions. Any such restrictions that are in place have been installed by the user’s IT department. Common restrictions include not being able to send .zip files, and email size limit.
At the moment, there are no restrictions on how many documents can be emailed/exported.  However, JDi Data recommends that users keep the size limited to 10mbs for the following reasons –
  1. Oftentimes, mail systems will arbitrarily limit the size of the email file that their users are allowed to submit.
  2. An emailed message usually passes through several different ‘mail transfer agents’ before reaching the intended recipient. Each of these ‘agents’ must store the message before forwarding it on, and therefore may impose file size restrictions.
  3. The recipient’s mail system may reject incoming emails that have attachments over a certain size.