Overview
Disclaimer
This is different and a separate process from Importing Estimate from QAA to DASH
This guide focuses on importing estimates from Claims Workspace, 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!
Import Steps
Disclaimer
In Claims Connect, a single claim can include multiple assignments, and estimates can be tied to specific assignments within that claim. When linking a claim in DASH, only the claim and one associated assignment are linked. Therefore, it’s important to carefully select the correct assignment when connecting it to Claims Workspace.
- Locate the claim in Claims Estimate (fka Mobile Claims)
- Make sure the estimate is associated to the correct claim.
- Select the claim and click Acquire Ownership, Synchronize, Upload Claim, Synchronize, Release Ownership
- Navigate to the job the claim assignment is linked to in DASH
- Click Import Estimate under 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.
- Next you'll select 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.