CCC® Workflow - Claim Management is CCC Intelligent Solutions’ Web-based solution for exchanging claim information – resulting in an open environment that helps accelerate the claims process. Click the links below to view job aids and e-learning specific to Claims Management. A description of each item is included for your reference.
Job Aids
| Name | Description |
|---|---|
| Batch Updates in the CCC Portal | Reviews how to use the Batch Update function to update Territories and Attributes. |
| CCC® Claim Management Dashboard | The Claims Management Dashboard provides a real-time, comprehensive view of a Company's assignments across all stages of the claim life-cycle. |
| This job aid provides an overview of IE setup and the most common troubleshooting issues when accessing the Portal. | |
| CCC® Portal – Assign Reinspector | This document explains how to assign a reinspector to a claim folder in the CCC® Portal. |
| CCC® Supplement Assignments | Reviews the process for sending a Supplement Assignment to CCC ONE® users via the Request For Supplement checkbox. |
| CCC® Workflow - Claims Management Assignment Entry | Reviews the process for creating a new Assignment and modifying an existing one. |
| CCC® Workflow - Claims Management Maintain Messages | Reviews the process of utilizing the Maintain Messages function in the CCC Portal to add, edit, and delete pre-defined messages for Insurance Companies. |
| Centrally Managed Labor Rates and Taxes | Reviews how to configure the labor and tax rate information as well as how to import and export rates. |
| Claim Folder Note | This job aid describes how to create a Claim Folder Note in the CCC® Portal. |
| Claim Folder Note - Payment Request | Reviews how to create a claim folder note for a payment request. |
| Claim Folder Reminders | This job aid walks through the View, Create, Edit, Overdue, Update, and Close Claim Folder functionality of the Reminders tab. |
| Company Profile Management | This guide describes how to configure the company profile information to manage Company, Claim Office, and Location Profiles from the Portal. |
| Edit a Private Search | This job aid discusses how to edit Private Searches, including how to change the name of a private search and deleting private searches. |
| This job aid provides best practices for handling this conversation when it arises. | |
| How to Create a Private Search | Reviews the steps necessary for creating and saving a private search within Claims Management. |
| How to Find and Print Documents | Reviews the steps necessary for locating and printing documents within Claims Management. |
| How to Find and Print Images | Reviews the steps necessary for locating and printing images within Claims Management. |
| How to Invalidate an Estimate | Reviews the steps necessary to invalidate an estimate in the CCC Portal. |
| How to Maintain Appraiser Profiles in the CCC Portal | Reviews the steps necessary to Maintain Appraiser Profiles within the CCC Portal. |
| How to Run a Claim Volume Report | Reviews the steps necessary to run a Claim Volume Report. With this report, you can analyze the cycle time performance at an Appraiser Level for individual Claim Offices or at the Insurance Company level. |
| How to Run a Cycle Time Report | Reviews the steps necessary for running a Cycle Time Report within Claims Management. |
| How to Search for an Appraiser | How to use the Search for Appraiser field, add Search Results Columns, and how to create a Private Search in the CCC Portal. |
| How to Search for Assignments to Modify | Reviews the steps necessary for running an Assignments to Modify search within Claims Management. |
| How to Search for Claims to Manage | Reviews the steps necessary for running an Claims to Manage search within Claims Management. |
| How to Send and Receive Messages from the CCC Portal | Reviews the steps necessary for sending and receiving messages in the CCC Portal. |
| How to Use Customized Assignment Entry | Reviews the steps necessary for customizing your assignment entry fields in Claims Management. |
| How to Use the Estimate Image Viewer | Reviews the Estimate Image Viewer feature within the Claim Folder in the CCC Portal. |
| How to View an Archived Claim Folder | Reviews the steps necessary for locating and viewing Archived Claim Folders in Claims Management. |
| Live Review | Reviews how to perform a Live Review on claims flagged as Potential in the CCC Portal. |
| Logging into the CCC Portal | Reviews the steps necessary to log into the CCC Portal. |
| Maintain Reinspector and Peer View | Reviews the steps necessary for maintaining reinspector profiles and viewing team members' work through the peer view feature. |
| Message to Re-Distribute | Reviews how to re-distribute messages other Inside Handlers (Adjusters). |
| Modifying Assignments | Reviews the steps necessary to modify an assignment in Claims Management. |
| My Workflow Reminders | This job aid outlines how to use the My Workview to manage your reminders and how to Maintain Configurable Worklists. |
| Print All Images and Documents | This job aid reviews the steps necessary to select and print Images and/or Documents from within the claims folder. |
| Smart Appraiser Search for RFs | This job aid describes how to search for repair facilities and then book an appointment on the shop’s calendar. |
| Smart Appraiser Search for Staff & DriveIns | With Smart Search in Assignment Entry, you can search for Staff Appraisers and Drive-Ins, and book appointments directly from your Smart Search results. |
| Supplement Assignment Appraiser Scenarios | Reviews the valid and invalid combinations of Originating Appraiser and Supplement Assignment Appraiser. |
| Using Configurable Worklists (new Portal users) | Reviews how to use configurable worklists, the new claim folder workview and actions associated with a claims workflow - including how to assign / reassign an appraiser, cancel an assignment, create a claim folder note and close a claim folder. This job aid should be used for new CCC Portal users. |
| Using Configurable Worklists in the CCC Portal (current Portal users) | Reviews how to use configurable worklists and the new claim folder workview. This job aid should be used for existing CCC Portal users. |
E-Learning
| Name | Description |
|---|---|
| Creating Assignments | This module is a demonstration on how to create an assignment using the create / modify assignment link and entering key assignment information. |
| Introduction to Assignment Entry | This module is an overview of the Assignment Entry functionality. The content includes global navigation links, creating a new assignment, customized vs. full assignment entry, the assignment. |
| Introduction to the CCC Portal |
This course provides an introduction to the CCC Portal - how to access the site, an overview of the home page, and how to navigate within the site. |
