• How to Work with Assignments in Claims Connect

    How to Work with Assignments in Claims Connect Assignments are used to indicate a company’s or user’s involvement in a claim file.  When a claim is created...

    Last modified: Tue, Nov 13, 2018 at 3:05 PM

  • Viewing Assignments in Claims Connect

    Viewing Assignments in Claims Connect There are two different approaches to viewing assignments.  You can view assignments from both the global Assignments...

    Last modified: Wed, Nov 14, 2018 at 6:13 PM

  • The Global Assignments List

    The Global Assignments List When you first log into Claims Connect you'll see various tabs across the top of your screen. These act as different menus and ...

    Last modified: Wed, Nov 14, 2018 at 6:25 PM

  • The Claim Assignments Page

    The Claim Assignments Page The claim Assignments Page differs from the global Assignments List because it’s part of an actual claim file. It’s a great tool...

    Last modified: Wed, Nov 14, 2018 at 6:35 PM

  • Sending Assignments in Claims Connect

    Sending Assignments in Claims Connect There're various ways that you can send assignments in Claims Connect.  How you choose to send assignments will ultim...

    Last modified: Thu, Jan 31, 2019 at 12:13 PM

  • Assigning Internal Users to a Claim

    Assigning Internal Users to a Claim There are a few different ways you can assign an internal user to a claim.  For the company that creates a claim, an i...

    Last modified: Thu, Jan 31, 2019 at 1:53 PM

  • Assigning Another Company to a Claim

    Assigning Another Company to a Claim For those companies who will need the capability to assign claims to a vendor (a Symbility user outside of their compa...

    Last modified: Thu, Jan 31, 2019 at 3:33 PM

  • Self-Assigning a Claim

    Self-Assigning a Claim If your company has this feature enabled, you can assign a claim to yourself. The following is the process you would follow to ass...

    Last modified: Thu, Jan 31, 2019 at 4:20 PM

  • Assigning using Repair/Routing Rules

    Assigning using Repair/Routing Rules Repair/Routing options can allow you to assign an estimate to another user or vendor, however the routing options must...

    Last modified: Thu, Jan 31, 2019 at 5:38 PM

  • Modifying Assignment Details

    Modifying Assignment Details Before you begin modifying assignment details it’s recommended that you read about the Claim Assignments Page to get a good un...

    Last modified: Thu, Jan 31, 2019 at 6:04 PM

  • Group Assignments

    Group Assignments Group Assignments allow a company to assign claims to users and vendors in specific regions based on zip codes and workload.  The Group A...

    Last modified: Thu, Jan 31, 2019 at 10:26 PM

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