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Sending a Referral Assignment to Mitigate / Validate

Question

  • How to send a referral to MICA / Mitigate?
  • Referral is not coming over to MICA
  • Which fields to select when sending referral assignment over to MICA?



Answer

This workflow is to ensure the user selects the proper fields when generating a referral within Xactimate to generate a Validate review.


  1. Within "Tools" select "Referral Assignment"
  2. Select the boxes "Referral Program -> MICA" and "Return Completed Referral Assignment". Leave the Filters "Coverage Type" and "Categories" as "All


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