Overview
Disclaimer
This is different and a separate process from Importing Estimate from QAA to DASH
Discover step-by-step instructions on importing estimates into DASH! This guide focuses on importing estimates from Claims Connect, ensuring smooth and efficient workflow management.
Integration Required
In order to Import an estimate into DASH, you must first make sure that the integration is configured.
This article will cover the process for Claims Workspace (fka Claims Connect). Once your integration is setup, you can start importing estimates!
Configuration Steps
Disclaimer
In Claims Connect, one claim can have multiple assignments and estimates can be assigned to specific assignments of a claim. When linking it to a claim in DASH, it links that claim and 1 assignment from that claim. So take extra care with linking the correct assignment for Claims Workspace. If you're unsure, you can reach out to your Dispatch or Support for assistance. You have to have the Claims Workspace claim linked in order to import estimates. This article can assist you with linking the claim.
- Locate the claim in Claims Estimate (fka Mobile Claims)
- Make sure the estimate is assigned to the correct assignment of that claim.
- Select the claim and click Acquire Ownership, Synchronize, Upload Claim, Synchronize, Release Ownership
- Navigate to the job the claim is linked to in DASH
- Click Import Estimate in the Accounting Information section. You may see a small window pop-up asking you where you'd like to import from. Select Symbility/Claims Connect/Claims Workspace.
- In the Import Estimate window, set whether the estimate is an Original(first version) or a Revision. If there are no estimates on the job, your only option is going to be Original.
- Next you'll set the type of estimate.
- For Original, if there are no estimates uploaded to the job, the estimate type will be Main. If there are estimates uploaded to the job, then the options will be Change Order(Additional work within the scope of coverage of the original incident) or Supplemental(Additional work outside of the scope of coverage. Usually a material upgrade or additional work/remodeling.)
- For Revision, you will see a list of estimates that are currently uploaded to the job (ex. Main, Supplemental 1, Supplemental 2, etc.). This article covers more information about how to properly import a revision for Claims Connect estimates.
- Next you'll look for the specific estimate you're trying to import. You may need to click the Date column twice to sort by most recent. If you don't see it in the Suggested tab, check the Other tab. Once you've located it, select it.
- Set the Checkbox (taxes, overhead, profit, etc) options to your preference.
- Click Import.