W5 Claim V5.3.0.0 - Upgrade News - Some of the Amazing Enhancements in this Version!

Export to and Import from XactAnalysis 


Previous W5 Claim Version

The Cool NEW W5 Claim V5.3.0.0

Xactware's – Xactimate is a risk analysis tool which is used by the Adjusters for our client, for claim, document and notes entry.  It calculates, estimates and generates reports for the Adjuster companies.

*Newly Added*

XactAnalysis® is a new web service which is now integratable with W5.

Through this integration, Xactimate data is accessible to W5 and data entered into W5 is accessible to Xactimate.

 

W5 is now able to accept new Claims, Documents, and Notes from an XactAnalysis® dataset.  Additionally W5 can export Documents and Notes to XactAnalysis®.  This means that you can accept new claims without having to repeat the data entry.  More specifically:


· The claim information is fed into Xactimate by the Adjuster which is then imported into W5.

– OR –

· The Insurance company enters information into Xactimate which is then imported into W5.

– OR –

· W5 sends the information to our clients which is then sent to Xactimate.


Next Steps If Desired:

The export and import functionality needs to be configured and setup by requesting this functionality from your XactAnalysis representative. Also, Burkitt Computer will need to configure this functionality on your server for you.


W5 Web Page Compatibility Improvement

The W5 web pages have undergone an overhaul to ensure that all pages are now fully compatible with recent versions of all major web browsers.  Gone are the days of needing to use Internet Explorer Compatibility View.  This is particularly important if you have your clients connecting and using the pages since they expect fully functional pages without excuses.


Previous W5 Claim Version

The Cool New W5 Claim V5.3.0.0

Some of the issues experienced:

· “menu button not working”
· “Blank screen when viewing the W5 web portal”
 


· “I don’t have the column that has the edit button so
   I can’t edit files”

*Compatibility Enhanced*

You no longer need to ensure that you are using Internet Explorer and that you have the web site in the compatibility view list.

http://windows.microsoft.com/en-US/internet-explorer/use-compatibility.


New Configurable Claim Entry Templates

Pre-defined templates can now be set up for different types of claims that you may frequently add within your W5.  These templates can vary on what information they collect.  Additionally some defaults can be setup for the new claim fields.

The Claim Entry Templates provide a way to set how the information is entered for new claims. The templates help those that enter the information understand what is needed (e.g., the entry sections that are needed are set and visible, or the error messages prompted if information is entered incorrectly).


Previous W5 Claim Version

The Cool New W5 Claim V5.3.0.0

A current method of entering claims

*Super cool new feature for entering claims!*

1.  In the file,

2.  Click on the New button

3.  Setup the top portion of the New Claim Form.

4.  Click on Save.

5.  Click on Add Client button, setup info.

     Skip the field entry where it doesn’t apply.

6.  Click on Add Name button, setup info.

7.  Repeat the above as needed for the claim.

1.  In the file,

2.  Click on the Claim Form button (on ribbon).

     You will have created a Claim Entry Template that      allows you to enter the claims and the other  

     information that you frequently add … all in one

     place!

3.  Select your customized Claim Entry Template.

4.  Complete the template; guided by preset entry forms, options, defaults, and more …

Use a generic entry form, some fields don’t apply.

Customize the entry form to suit the needs of your company.

The information being entered is at the discretion of the individual and can potentially be:

· incorrect

· inconsistent

· incomplete

The information entered is controlled by your Claim Entry Template

· Set the defaults for fields (to minimize incorrect
  selections

· Set menus to enforce consistency.

· Enforce completed fields through use of
  error messages.



Setting the Defaults


Customized Captions / Headings


Multiple Sections

When using the generic method you would need to create each entry individually. Consistently entered entries can now be entered in one place.



Next Steps If Desired:

If you want to pursue with this you need to consult with us.  We need to know what you want.  We can send a configuration form and connect with the person who understands what is needed and sets it up with us.


Other Highlights in This Update

Claim – Allow for Time Entry on Action Dates

Currently W5 allows you to specify custom Dates in the Actions Date section at the top left of the Claim form. This change optionally allows you to also enter the Time for each Date.


This is especially useful when:

· The date and time are needed for a service level agreement (i.e., certain tasks need to be done within a timeframe).

· You require a user configurable date/time (i.e., this information does not already exist in W5).

· Needed for time sensitive measurements such as KPI (Key Performance Indicators).  Example:  Sending metrics back to the client (e.g., how long it took to contact the client, etc.).


Note:

This information can be set as Action Triggers.


Next Steps If Desired:

This section only appears if you have Action dates configured. Please let us know if you have a need to record custom dates and we can assist you in setting this up.


Document Library - Various Usability Enhancements for Library and Template Documents

Various changes were made to this form to accommodate the new Enhanced Templates feature.  Library Documents now appear under their own “Library” folder in the left side panel.  Templates appear under a “Templates” folder, with additional sub-folders beneath for the various types of templates.  Sorting, Filtering, and Exporting capabilities were also added on this form.  Some details include:


Previous W5 Claim Version

The Cool New W5 Claim V5.3.0.0

The old Document Library

 

 

Both documents and templates appeared at
the same level.

The Enhanced Document Library


You can now distinguish between the Library document and Templates.

The documents in the Library folder cannot be used as templates.

Column headings only



There is now a filter row, for searching.


The Document Type and Compressed Type options -- on their own allowed for illogical selections.


In this example both Doc and DocX indicated.

Do NOT parse template … on its own.

It is now setup in a menu to reduce selection errors (for the templates).

 

Note: The Standard – RTF Template is now the option for Compressed Type.

Do NOT parse template … now in menu.

This section searching Library Documents only. Does not apply to templates but appeared for both.



This section only appears when handling documents in the Library Documents folder. It no longer appears when handling templates.


Document Templates

The entry fields in no specific order.



The entry fields are now in a more logical order.

 


Enhanced Templates

Not previously available.

*NEW Enhance Template feature with NEW Functionality!


Standard default folder panel width.

Increased the default panel width.

In Document Templates

The order of column headings.



 

Reorganized some of the columns.



Template Type now listed!

In Enhanced Templates

Not previously available.

 

Shows the Usage column settings for each template.



Documents - Allow Document Class to Default the Private Flag to Private, Public, or the Site Config Default Value


THE PRIVATE SETTING FOR:

 AND

 

PRIVATE - To prevent the Note (or Document) from appearing on the web portal.  This effectively allows you to create “for staff eyes only” type notes. The W5 administrator may have set W5 to check this by default.

 

PUBLIC - To “publish” a Note (or Document) to the web portal.

We suggest that you practice caution and restraint in using private notes if you handle cases where, by their nature or their legal jurisdiction, there may be issues regarding “full disclosure”.  Having said that, private notes can be a valuable tool for providing certain instructions to internal staff without cluttering the information made available to clients and vendors on the web portal.

For those of you that have the W5 web pages in use, this feature may be useful for you.  Now each Document Class can help default the Private flag on Documents.  This allows you to rely on Document Classes to help you determine which documents should be seen by web users.

Previous W5 Claim Version

The Cool New W5 Claim V5.3.0.0

If the ¨ PRIVATE not selected (or deselected), it would set to the default.

Can control and now set per a Document Class (it can default the flag to whatever class is selected).

This takes away some of the burden on what the web user sees (or doesn’t see). Distinguishing what the web user sees (or does not see) through Document or Note classification.


How You Use This is Based on Site Options

How you set the classifications is based on how your Site Options are set:


If your PRIVATE default is set to PUBLIC– you would concentrate on creating and using PRIVATE class’s. Set a document classification for a set of documents the client cannot see.


– OR –


If your PRIVATE defaults is set to PRIVATE – you would concentrate on what to make public (class’s). Set a document classification for a set of documents the client can see.


Setting the PRIVATE Default on Documents in a File


1.  Click on the Documents tab (left panel).


2.  Click on the New button.


    – OR –


    Click on the Edit button.


3.  Click on the Document Class Lookup button.


4.  Select the Class that applies (e.g., would mark it Private if needed).


     


     – OR –


     Click on the Edit button for the Class to see how its set.


5.  Click on the Save button.


Note:

The PRIVATE setting in the Document Maintenance form will automatically update to the specified Document Class accordingly when set for new documents only. 



If you are changing from Private to Public OR Public to Private in an existing document (or note), the original  or  setting will not update to the change.


Setting up Classifications

1.  Click on the Admin tab.


2.  Click on Maintenance.


3.  Click on Standard.


4.  Select Document Class (or Note Class).


(a) Click on the New button to create a new one.


(b) Enter a Document Class code.


(c) Enter a Description.


(d) Select from the Default Private Flag on New Documents: Private or Public.


Remember that you set the Class opposite to the Default Private setting on your W5.



5.  What types of document can use this class?  Click in the Selected radio button.


(a) Checkmark the File checkbox.




Eforms - ability to print an Eform


You can now print Eforms by clicking the new “Print” button at the bottom each Eform panel.


In the file,


1.  Click on the Eforms (left pane).



2.  When predefined, select the Eform from the Add Eform menu.



3.  Click on the Add button and create and Save a new Eform form.


– OR –


4.  Expand on an existing Eform entry.



5.  Click on the Print button.



Prints the Eform to a report, which can then can be sent to a printer using the  button on the toolbar.


Reserves - add Reserve Methodology rule to enforce Reserve vs Payment totals at the Category level.

W5 can now enforce that the payment total cannot exceed the reserve total within a Category in a Reserve container.  An example:



Miscellaneous Enhancements

Name - Increased First, Middle, and Last Name fields to 80 characters each

Depending on the name fields, some were as low as 40 characters (e.g., First Claimant Insured).