Mobile claims (app) easy reference guide

Mobile Claims Easy Reference Guide - (Tablet Edition) Mobile Claims is available for use on all tablets and smart phones and it’s free to download from iTunes (Apple products) and Google Play (Android products). You will have most of the features of the computer version of Mobile Claims and you will be able to update your claim while you’re away from the computer.

After you have the Mobile Claims app downloaded on your device, you will need to click on the app and login with the same login name and password you use for the computer version of Mobile Claims and Claims Connect.

After the dashboard opens you will need to Synchronize to see your new assignments.

Note: It is not possible for the same user to Acquire Ownership of a claim on two different devices. If you see a red X on the claim go to Claims Connect and look above the claim number. It will tell you which device has ownership.

The Toolbar is condensed in the app version and does not have names of the icons. This table will explain what each icon does.

To highlight a claim for ownership and release, you will need to check the box to the left of the file. If you click anywhere else on the claim it will open in Read only mode and you will not be able to change or add information to the file.

The first time you open a claim it will automatically prompt you to Acquire Ownership of the claim.

The first time you Acquire Ownership of a new claim you will have to ACCEPT the claim. You will not be billed for the assignment; the charges will come to us.

The next time you want to add information to the claim you will need to highlight the claim, click the box next to the file folder, and then click the out stretched hand (Acquire Ownership).

After you toggle the Acquire icon, the out stretched hand, the green Synchronize icon will have an orange circle appear with an exclamation point in it. You will have to click on the Synchronize icon to complete the ownership process.

Once the Synchronize process is complete a hand will appear under the file to the left of the claim. The hand lets you know that you have ownership and you can now double click on the file name, open the claim and add information or update the claim.

When the claim opens, you will be on the Loss Summary Page. The Reports tab moves to the top of the page and the Insureds information is in a separate tab in the middle of the page.

Click on the Reports tab and the loss information will be displayed. Read all of the information so you know what caused the loss and all of the rooms and flooring materials affected. The bottom of the page, Overall Risk Condition, is not used in our system at this time.

Inside the Insureds Tab will have all of the information about the Policy Holder including their name, address and contact information.

Notifications/Status Updates As part of the Member Performance Report, you will need to update the claim with Journal notes and keep the Status Bars updated. The Status Bar updates are time and date stamped and allows us to generate reports that show our Insurance Partners that we are in compliance with the performance requirements of our agreements with them.

Updating the Status of the claim is required and it is tracked in our Member Performance Report.

The first status is updated when you accept the assignment. The last status update required will be Job Completed. Job Started and Job Completed are to be used to signify when the work was started and when it was completed. When using the Symbility App on a tablet or phone, make sure to click OK after you change the status of the claim. Keep in mind that the Status update will not be recorded in our system until you have Synchronized the claim. To update the claim status you will need to go to the Assignments tab in the Claims Explorer. Click on the tab that says Default (TradePRO – Your Company Name).

Tap on the General tab if it does not automatically open.

Diagram Tool When you open up the diagram all you will have is a blank canvas. To add a room, click on the icon with a green plus and it will expand to the room shapes that are available. Click on the shape that is closest to the room affected on the job site and touch the canvas for it to appear.

After the room appears, a box will open with a list of stock room names you can choose or type in a custom room name.

After the room is named, you will need to resize it to reflect the actual room size. There are toolbars in the middle of each wall and you can touch the toolbar and drag the wall out or in depending on the room.

Another way to resize the room is to hold on to the measurement on the wall you want to change. A box will appear with two wheels with different dimensions on them. Move the wheels until the wall length is correct. When you have the correct measurement just tap the canvas and the box will go away and the measurements will be saved.

When you have the room dimensioned accurately it is time to add another room. After the new room is dimensioned, you will need to move it and connect to the other rooms within the floorplan. To move the room, touch your finger or stylus on the room and drag it to connect to the other room.

Note; Stay away from the room measurements and room name when moving a room. If you touch a measurement it may resize the room. If you touch on the room name and move it, only the name of the room will move. To make it easier to move the room, you can spread you fingers across the screen and the room will appear larger. To shrink the room, pinch your fingers on the screen.

When you move a room close to another room they will try to lock together.

When you hold down onto a room a box will open that will give you options to move the room, modify the room and even rename or delete the room.

This room has been flipped to reflect the actual room direction.

Freeform tool Another way to add a room or draw an odd shaped room is to use the Freeform Tool. To activate the Freeform Tool click on the icon and when you move over the canvas you will have crosshairs on the screen. The first time you click on the canvas a circle will appear. The next time you touch the canvas a wall will appear.

You can keep clicking until a room is formed. It will prompt you to name the room as soon as the room is formed.

The Freeform Tool is also a quick way to draw an odd shaped room. Draw the room shape and resize the walls after the room is complete. If an angle of a wall is off you will be able to fix it later.

You can also use the Free Form tool as a cut out tool. It will make it a lot easier to draw a room and then just delete an angle or shape.

Once the room appears, highlight it and delete it.

Vertex Tool If you have a wall that is out of square or you need to change an angle of wall you can use the Vertex Tool. Highlight the room and click on the Vertex tool.

Every wall will show it’s angle and all of the corners will have semi-circles on them. Now grab the corner or tool bar and move the wall to the desired angle.

In this room, I squared off a bad angle that I made with the Free Form tool.

The Vertex Tool is another way to make angled walls in a room. Just draw the room as a square.

Then click Vertex and start moving the walls until you get the desired shape of the room. The Vertex Tool will stay on until you turn it off.

When you have the room shape correct, tap the canvas to de-activate the Vertex Tool.

Wall Editor Openings and Doors are needed on all diagrams and there are a couple of ways to add them. One way to add an opening is to just click on a wall. It will open up the wall editor at the bottom of the screen. You can now pick from the options for door, missing wall or opening. I chose door in this example and a door will be placed in the wall.

When you click on a long wall to add a door you may need to move the door since it will be placed in the middle of the wall.

To move the door, hover above the door that needs to moved and hold the mouse down and drag it to the appropriate place in the wall.

Another way to add openings to a wall is to hold your finger or stylus down on the room for 2 to 3 seconds and choose Wall Editor. The Wall Editor is also on the Tool bar at the bottom of the screen.

The screen will change and you will now see a wall in 3D. A box will appear on the right of the screen and the Yellow wall is the wall you are looking at. To move to a different wall just click on the wall that you need to add an opening to and it will show that wall in 3D.

From this screen you can move the door, resize it or change the type of door. Doors will be bypass by default. To change the type of door you need, hold down on the door on the 3D wall. A screen will pop up with different door

options, from there choose the type of door that’s in the insureds home. You can open the same screen by clicking on the Preferences Icon at the bottom.

If you have a long wall and need to add more doors or openings you can do that here by clicking the toolbar on the bottom.

When you have added all the openings needed on a wall you can click on different wall on the screen and the wall you picked will show up in 3D. You can click any wall in the screen and it will appear so you can change or add openings to that wall.

When all of the openings have been added go to the top and hit the Floorplan icon and it will take you back to the 2D floorplan.

All of the doors and openings are visible on the 2D floorplan.

Adding Blocks There are several ways to remove the square footage of cabinets and large built-in bookcases. You can use the Freeform tool to draw the cabinets and delete that area or you can add Blocks. To add a Block, highlight a room and click on the Block icon, it looks like a cabinet.

When you click on the Block icon a green 3 foot block will appear. You can move it and resize it just like a room.

Since the block area is usually small, it is easier to change the size of it using the scroll method. Just hold down on the measurement and it will pop up.

When you have the measurement you want drag the block to the appropriate area.

If you open the Wall Editor and go to the wall that has the Blocks, you can see that they are sitting on the floor removing that square footage from the room.

Estimating Mobile Claims is a full estimating platform, but we only use one aspect of it in our system. To comply with the Member Performance Report, you will need to add at least one line item to the claim. The estimating items are almost hidden on the Tablet Version of Mobile Claims. To access the items, you will need to click on the Items tab.

Inside of that tab is a full database of line items and it would take a long time for you to learn where everything is located. So we have put a line item in the Batches (item batches) portion of the programs. The Batch icon is a box and it is in between the Star and Grocery Cart.

This is a close up view of the Batch icon.

We have added a Batch item “Completed Estimate�. Double click the item to open it.

When it is open it will say “Information Uploaded�. Click on this item and drag it into any room.

When you approach a room it will become highlighted. Release the mouse in the room and the item will be attached to the room.

Photos Adding Photos to a Tablet; Scroll down the Claims Explorer page until you find the Photos tab and click on the green plus sign.

When you click on the green plus it will prompt you to add a photo page. Click on that tab and it will open up the Photos page.

Forms We have all of our Forms imbedded into Mobile Claims to make it easy for everyone to allways have the newest, most updated Forms. To open the forms Module click on the Green plus on the forms line.

All of our Forms have an asterisk by them and they are on the top of the list. There are regular insurance forms in this module to and they all start with a number. Those forms are not used in our system.

Just click on the Form you need and it will show up on the screen. The insured’s information is pre-populated at the top of the screen and all of the yellow lines are writable. Fill in all of the information and dates in the open areas.

Always add the Insurance Company name to the Work Authorization/Authorization to Pay portion of the Form. Click on “Insurance Company Name” and a drop down box will open. Choose the appropriate company and then click “OK”.

All of the Forms that require the Insured’s signature are sign able on the Mobile App using a tablet or a phone.

Make sure that all the other information is entered first because the page will lock after the signature is accepted.

Always have them sign as big as the screen will allow because it will be smaller on the form.

Any other line that says Signature is still active even though other parts of the page are locked.

Journal To add a Journal Note, click on the Journal icon in the Explorer and click on the green plus in the top right corner.

Type in the appropriate entry and click OK in the top right corner.

Preferences Click on the Symbility icon to open up the Preferences tab. This tab gives you several options including a tab to Logout.