This section reviews the Web-CMS interface, including the options available, data entry requirements, and how to use the automated wizards to speed the entry and upload of estimate and repair order information.
The home page displays each time you login to Web-CMS or complete key tasks within the application. The home page contains the Menu Bar of task options and your daily appointment list.
The menu bar displays at the top of the home page and other Web-CMS pages. It contains hyperlinks to the tasks you can perform while working with Web-CMS.
The following tasks can be started from the menu bar:
Home – When working on other Web-CMS pages, clicking this option returns you to the Web-CMS home page.
RO Search – Search for an existing estimate or repair order.
Add New Claim – Enter a new estimate or repair order.
View Schedule – View and configure your daily, weekly or monthly personal calendar.
Policy Manuals – Display Insurance Company Standard Operating Procedures (SOP) and contact information.
Log Out – Logout of the Web-CMS application.
Help – Display the Web-CMS online help.
Web-CMS Administrators have additional tasks and additional menu bar selections.
Configure Schedule – View and configure the shop’s daily, weekly or monthly personal calendar.
Merge ROs – Combine duplicate claims into a single RO.
Claim Queue – View claim status ("dirty claims" and/or "diary" date claims) by insurance company, claim status, process, and file handler.
CMS Admin – Setup a shop assignment recipient or add reasons for closing an estimate.
As a general rule of thumb, the more information you can enter, the better. There are, however, required fields on Web-CMS data entry forms. These fields are displayed in red. If you do not enter a required field, Web-CMS will not let you proceed to another page and will display a message informing you of the field which you forgot to enter.
Web-CMS provides you with an estimate, repair order entry, and total loss wizard, which walks you, step by step, through the data entry process. When running a wizard, enter the required information on the displayed form, and the next form in the process is automatically displayed. Wizards make accurate completion of estimate and repair order data entry very easy.