Mobile Claims Set-up and Operation

CFRN uses Mobile Claims to draw diagrams, upload photos and to fill out and upload all of CFRN’s forms. Mobile Claims

is also an estimating tool designed to improve efficiency, customer service, and speed during the estimation process.

To load Mobile Claims onto your computer, log in to your Claims Connect system and go to the home screen. On the top

left of the screen will be a box labeled Commands. Double click on the line that says “Download Symbility Mobile

Claims”.

When you need to add forms, photos, documents or a diagram, you will have to use the Mobile Claims System. The

Mobile Claims system is our estimating platform and it is a vital part of the CFRN claims management program. Data is

synchronized quickly and easily by transferring and storing information via Claims Connect.

Double click the “Download Symbility Mobile Claims” icon in the download center to load the program on a computer,

laptop or on a Surface Pro 3 tablet. Mobile Claims is also available for mobile devices, including tablets and cell phones.

For Apple devices, go to iTunes and search for “Symbility Mobile Claims”. For Android devices, go to Google Play and

search for “Symbility Mobile Claims”.

To log in, the user must enter their username and password. It will be identical to the username and password used for

Claims Connect. The first login to Mobile Claims will require an Internet connection; subsequent logins will not.

Upon initial installation of Mobile Claims, the user will be asked to enter a machine identification name. This is a unique

name for the device within the Symbility enterprise and is used to identify all the devices which may be using Mobile

Claims. The computer name is listed by default. Name your tablet or phone when you are using the App.

Once you have Mobile Claims downloaded on your computer or mobile device, you will need to “Synchronize” the

program by clicking the green “Synchronize” button on the tool ribbon.

You will have to “Acquire Ownership” to add information to a file and you will need to “Release Ownership” for it to be

visible to other users. Release Ownership of the claim file every time you add information.

Mobile Claims Toolbar

Once you have “Synchronized” and your claims are visible, you can now open up a claim and add or modify information.

To open a claim, you will first have to “Acquire Ownership”. To “Acquire Ownership” of a claim, you must highlight the

claim on the dashboard and then click the “Acquire Ownership” button on the toolbar.

After you have the “Acquire Ownership” button highlighted, the “Synchronize” button will now need to be pushed to

complete the ownership process.

During Synchronization, Mobile Claims will prompt you to “Accept this claim assignment” if it is a new referral from

CFRN.

Note: It is not possible for the same user to acquire ownership of the same claim on two different devices. Always

Release Ownership when you are finished adding information to the file.

If you see a Red X next to a file in Mobile Claims, it means you have ownership of the claim on another device. Go to

Claims Connect and open up the claim, look above the claim number and it will tell you which device it is open on.

Ownership of the claim will need to be released on the original device before you can access the claim on the new

device (computer).

After the synchronization is complete, the claim will have a small open hand under the file on the left side of the screen.

It will also have your login name in the “Current Owner” column on the dashboard.

Once you have ownership of the claim, double-click the line of the claim and it will open up to the Loss Summary Page.

Claim Explorer Panel

The Claim Explorer panel is used in both Claims Connect and Mobile Claims to navigate to the different pages of a claim.

The Claim Explorer panel appears on the left side of the screen when a claim is being viewed. The user can open the

page by clicking on the page name. All of the pages in Mobile Claims are active and can be used during the claims

process.

To change the status of a claim, go to the “Claim Explorer” on the left side of the page. Double-click the icon, under

Assignments, that says Default (Your Company Name).

The Assignment box will open and you can then change the status of the claim to reflect the stage of the process you are

in. Note: Status Change timestamps are part of the monitored Member Performance Report.

Click on the button you want to change.

Make sure to press OK for it to save.

Journal

To add a Journal entry, double-click the “Journal” icon in the Claim Explorer and then click “Add Manual Entry”.

A “Create Manual Journal Entry” box will appear and you will be able to type in a Journal note into this section. When

you are finished with the Journal note click OK, at the bottom of the screen.

A “Create Manual Journal Entry” icon will also be in the bottom right of every screen in Mobile claims, so you can add a

journal entry at any time in the claims process .

Documents To add a document to Mobile Claims, double-click the “Documents” icon in the Claim Explorer.

Your documents library will open and you will then need to navigate to the document you want to add to the file. After

you find the file, click on it and click open at the bottom of the screen.

Forms

We have all of our important forms installed in Mobile Claims. All five of our Scope Sheets (carpet, vinyl, tile, wood,

laminate), our LKQ/Work Authorization, Product Selection Form and our Customer Satisfaction Survey. Double-click the

Forms icon and pick the appropriate form from the drop down box.

The forms are writable and they can be signed on site using a tablet or laptop. Once they are filled out and signed, they

are automatically stored in Mobile claims. The LKQ/WA, COS and Product Selection Form will auto-populate the

insured’s name and address. Always fill out the complete Form, including your company name and date.

Photographs

We make it easy for you to take a lot of photographs. Double-click the Photos icon in the Claims Explorer.

After you open the Photos tab in the Claim Explorer, click on the “Add” tab and then pick the file or document on your

computer that has the photos you want to add.

Once you have selected the photos you want to add to the claim, right click on them and chose “Add selected photos”.

The photos will go into the Photo file in the Claim Explorer.

Caption the photos that need explanation. The explanation will help us justify the estimate.

Diagrams

We require a diagram for each claim and Mobile Claims has a diagraming tool in the Claim Explorer.

Double-click on the “Floorplan “icon and a new Canvas will open up.

You will have eight pre-drawn rooms to choose from or you can use the “Freeform” tool to draw an unusually shaped

room.

To pick a room, click or toggle on the desired shape and go to an empty portion of the canvas and click to drop the room

into the diagram.

Name the rooms using the dropdown menu or double-click the name area and type in the room name.

How to mimic the “Square Break” Tool used in other estimating programs

Use the Freeform tool to draw a room inside of the room you want a “Square Break”. Use the wall toolbar to

move the wall to the exact measurement that you need. Highlight the room, then right-click on the room and

delete it. Then highlight the room you want to move. Grab the wall toolbar and quickly move the wall, you

can now resize that section.

You can also use this method to remove the square footage of cabinets, a tub, vanity’s and built in bookcases. Use the

freeform tool to draw the area to be removed and when it prompts you to name the room just right click on the room

and delete it. Now you can resize the area to reflect the actual square footage of the area you wanted to remove.

Adding doors and openings

To add a door or opening you can click on a wall and it will bring up the Wall Editor. You can chose to make the wall a

missing wall, an opening or a door.

If you chose to add a door, just click on the Door icon and a door will automatically be added to the wall. To move the

door up and down the wall, click the door on wall and hold the mouse down. Then, move the door to the area of the

wall you need it. Move or expand a missing wall in the same manor.

Another way to add a missing wall, opening or a door is to highlight a single room and click on the Wall Editor.

The Wall Editor will open to a single wall, look above that screen and there will be small outline of the diagram. The wall

you see is the wall highlighted in yellow on the diagram. To move to another wall, click on the wall you want to modify

and the screen will change and the wall you picked will be highlighted yellow.

When you choose a door, it will default as an interior door. You can grab the door with your mouse and move it to the

area on the wall it needs to go. After you move the door, look up at the superimposed diagram and make sure the door

is where you wanted it.

When you have the door where you want it, you can resize it by using the tool bars or by just clicking on the

measurement and scrolling up or down.

Every door you pick will be an interior door until you modify it. To change the type of door, click on the properties

section close to the claim explorer. Choose the door that looks the closest one to the one on the job site.

When you have put all of the doors you need on the wall, move the cursor to the next wall that needs a door.

When you need an opening, just click on the opening icon and one will appear on the wall. You can change the

measurements or move the opening the same way you did the doors, with the tool bars or clicking on the measurement.

To add a missing wall, just move the cursor to the wall you want to remove and click the Missing icon. The entire wall

will be removed.

Estimating inside the Item Panel

Once you have finished your diagram, look to the left side of the canvas. A blue box that says Items will be there and

you will be able to click it to open the Estimating portion of the program.

How to add Flooring Items

Batches and Favorites

Batches are a great way to speed up the estimating process. Make a Batch for carpet, wood or any flooring that you use

often. It is also a good idea to create a Batch for painting and molding, it will put hard to find items in a convenient area

that you can quickly access.

How to create a new claim in Mobile Claims

To create a new claim click on “Create Claim” on the main tool ribbon.

In order to activate the claim you will have to fill in five required fields; Claim Number, Policy Number, Date of Loss,

insured’s first and last name. If you do not know all of the information, put in some random information and change it

later. Once the claim is set up you will be able to input information, photos and/or diagram. You will not be able to

assign the claim to a sub-contractor from Mobile Claims, you will have to go Claims Connect to do that.

Reproduced for educational use from

Symbility Solutions Inc.

Toronto, Ontario, Canada