Almost
every item in the Symbility database has an minimum charge item
associated with it. If one or more similar items associated with a
minimum charge are added to an estimate but whose combined total do
not equal or exceed the cost of that associated minimum charge,
Symbility provides the option to automatically add an additional
amount to the estimate (on the Totals page) to insure the minimum
charge is met in the estimate.
For example, if the minimum charge for drywall work is $392.06, and
a small drywall repair is being estimated which involves 2 line
items that together total only $212.53, the difference of $179.53
will be shown on the Totals page as an adjustment. A checkbox
labeled "Adjustments for minimum charges" appears above the minimum
charge adjustments and allows you to apply the adjustments or not.
A new tab has been added to the Item Properties dialog box
(double-tap any item to view) that provides the following:
-
shows the total for
all items related to the minimum charge associated with the
selected item (if this total does not exceed the minimum charge,
an adjustment may be applied)
-
shows the minimum
charge line item that the selected item is associated with
-
allows you the option
of having an adjustment for this item's associated minimum
charge appear in the estimate (Totals page) or not
-
allows you to view
all related items that are also associated with the minimum
charge.
FEATURE 3494
– Ability to quickly find
claims in Claim List in mobile claims
Users
have always been able to quickly locate a claim in Symbility.NET;
now a "Find" feature has been added to mobile claims to allow
you to quickly locate a claim if you know the claim number, policy
number or insured's name, etc. (or any part of them). To use this
feature, show the Find Toolbar by tapping Find on the
Tools menu when viewing the Claim List. The Find Toolbar,
which appears at the bottom of the screen, allows you to enter any
string of characters (and it remembers the last 10 searches you've
done) and locate the next (or previous) claim containing a match in
any column of the Claim List. Successive taps on the Next or
Previous buttons locate further matches in the appropriate
direction.
FEATURE 1927
– Guest User Access to Your
Claims
Symbility was designed to be a paperless claims system that allows
for the transfer of graphic-rich information between people
electronically, via the Internet. This feature answers the question
"What if the person that I want to view my claim is not a registered
Symbility user?" This will commonly be the case for the following
parties who are typically involved in your claims:
The
ability to share claim data with people who are not registered on
Symbility.NET (and are not trained in use of the product) has been
accomplished with the creation of a new type of user account that
can be created for them called a Guest User Account. Anyone
who has Internet access can be provided a Guest User Account to
provide them limited, read-only access to one or more specified
claim files. To do this, start by creating a Guest User Account. Use
the Guest User Accounts command in the Administration menu of
Symbility.NET to view any existing Guest User Accounts and the
Create a new guest user account command on that screen to create
a new one.
On the Create Guest User
Account screen, enter a username that the user must use to login to
the system as. You must also enter the user's email address and a
first name and last name—all other fields are optional. An expiry
date can be specified if you want to time-limit the user's access.
Press Save to complete the new account. An email will be
immediately sent to the user prompting them to validate their
account by logging in a first time and creating their password.
Once you have created one
or more Guest User Accounts, you can add these guest users as
participants in claims which you are also participating in (whether
you are the originator of the claim or an assignee). You do this in
the same way as you would add a peer into the claim: with the claim
open in Symbility.NET, select the Participants page in the
Claim Explorer, then click the Add Participant command. Under
the list of available users within your company (if you are the
originator) or peer companies (if you are an assignee) will be a
list of all available Guest User Accounts that you have
created—select the one(s) you want and click Add selected guest
user(s). The Participants page will now show this guest user as
a participant in the claim as shown below. Note that all other
companies participating in the claim do not see the guest users you
have added as participants in the claim.
By default the General
and Insured sections of the claim's Loss Summary page can be
viewed, as can all diagrams. Completed estimates and forms that were
present at the time the guest user was added to the claim are also
viewable by default. To customize the information in the claim that
is available to a guest user, use the Customize guest user
account command on the Participants page. You can disable
estimates or forms from being viewed, elect to hide the prices on
the estimates if desired or allow completed estimates and forms that
were created after the guest user started participating to also be
viewed. The guest user is able to print any page.
The guest user is not
immediately notified with an email about their participation in this
claim—notifications are reserved for proper Symbility.NET
registrants only—but now the guest user can access this claim in
Symbility.NET. The screen that the guest user sees shows your
company's logo (if one has been uploaded) at the top of the screen,
and provides a minimal interface for opening, viewing and printing
the claims you have shared with them, without requiring any
training.
