cccone.com release 2023.06.23

Here's what's new in cccone.com 2023.06.23 release for Repair Facilities.

Note: The availability of the features listed below may vary based on the products licensed by your company.

Insurance change requests

The ability to view, accept, or reject an insurance change request is now available on cccone.com. When the insurance company sends a change request to the shop from an insurance review, the shop can review changes and:

• Accept insurance changes as a newly locked supplement or
• Reject insurance changes and manually create their own supplement 

Change requests from the insurance company may propose changes to vehicle information, estimate lines, and/or rates. When accepting the change request, a supplement is automatically created and locked. All insurance proposed changes are applied to the supplement.

To accept or reject a change request on cccone.com:

1. Navigate to the Workfiles search page 
2. Open a workfile with Change request displayed in the Updates column
3. Click View on the change request alert or the change request banner displayed on the estimate screen
4. After reviewing proposed changes, select Accept Changes and Lock or Reject changes and edit estimate

The shop can preview the proposed supplement before accepting the change request. Simply click the Change Request Summary button in the toolbar on the change request screen. A preview of the supplement with summary is displayed with all of the insurance changes applied.

Notes:

• This functionality is only available to shops that can lock estimates on cccone.com
• Only users with the Create and edit workfiles permission can accept or reject an insurance change request

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Save notes & attachments on closed workfiles

Shops without Repair Workflow have the ability to close workfiles on cccone.com.  Now, users with appropriate edit permission can also add notes and attachments to closed workfiles on cccone.com.  

 

To access this feature:

1. Search for and select a closed workfile in the Workfiles dashboard
2. Select Edit
3. Click OK to close the Workfile alert(s) pop-up
4. To add photos or other attachments, go to the Photos screen and select Add photo
5. To add a note, go to the Notes screen and select Add note

In addition to adding photos to the workfile, you can also delete or edit details on existing photos and attachments.

 

Notes:

• User must have the following security permission to update closed workfiles: Edit closed workfiles
• Currently this functionality is only available to shops without Repair Workflow

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