Setting Up Repair Status and CSI Rules for CCC ONE Update Plus

The Update Plus feature provides the ability for you to share repair information with customers. When this feature is enabled, repair information is shared with customers according to the Payer selected in the workfile Insurance tab. This feature is available for both Repair Workflow and Estimating users.

CCC ONE® Update Plus is a web-based service that is integrated with CCC ONE® Total Repair Platform. The service keeps your customers informed on the repair status by automatically sending text message updates to the customers device of choice – smart phone, tablet, cell phone or email with vital updates that customers want, and need to see.

Once a new repair order has been created or arrival event entered ,CCC ONE® Update Plus will immediately start a series of daily updates to your customers. When your timeline data such as the estimated completion date is entered or changed, or the repair is marked complete, your customer is notified immediately.

When setting up Update Plus rules, a Default setting for all workfiles appears by default. Default settings are the base settings for all workfiles unless an insurance company has other specified settings. Some insurance company data sharing and CSI options are automatically activated and the ability to change these settings are disabled when the selected insurance company mandates data sharing with CSI.

To learn more about using CCC ONE® Update Plus, click here to view training videos.

To access the CCC ONE® Update Plus Web Site, click here.

To set up Repair Status and CSI rules for CCC ONE Update Plus

When activated, Update Plus allows communication to flow between CCC ONE and your customers. The UpdatePlus Setup window opens for you to complete setup.

  1. Select Configure Profiles from the menu bar.
  2. Select your repair facility profile, and then click Edit from the mini-toolbar.
  3. Click on the UpdatePlus link under Repair Management.
  4. Click on Activate under Repair Status and CSI.
  5. Select Add from the toolbar. The Add Insurance Companies screen opens.
  6. Enter search criteria in the search field, and then click the search button.
  7. Select the insurance company from the list.
  8. Click OK.
  9. Select the Share Data option for the insurance company, accept the license agreement, and then click OK.
  10. Select the options under Send repair status when payer is... for each insurance company. You must select at least one Payer (e.g., Insurance Company, Internal, Warranty, Self Pay, Fleet, Other).
  11. If you also have the Update Plus CSI module, select the appropriate options for Send Survey and Service Recovery under CSI.
  12. Click OK.
  13. Select Save or Save and Close.

Overview

Customer Experience Dashboard

Overview - Repair Management

Overview CCC® Update Plus

 

 

 

 

 

 

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CCC, CCC ONE, and the CCC Logo are registered trademarks of CCC Intelligent Solutions Inc. 9/16/2024 - 4:34 PM