Reviewing Estimates On Demand

Reviewing estimates allows you to make corrections to the estimate before uploading files to your business partner. By correcting compliance exceptions before uploading, you facilitate the business partner's ability to process the claim more quickly.

Note: Your Setup determines whether an estimate will be reviewed automatically, or on-demand. Even if you are set up to review estimates automatically, you can still use on-demand reviews as needed.

As soon as an .ems file is detected, the (Watching) icon changes to a red (Review) icon and a pop-up message appears in the Notification Area (System Tray).

To review the estimate, click the notification message that briefly appears above the red or click the red icon and select the estimate from the pop-up menu. Estimates are identified by the vehicle owner's name.

If you have more than one compliance profile, the Profile Selection window appears.

Select the profile you want to use from the drop down list, then click Review.

Note: You can also set the profile to be the default so you do not have to select it for each review. The default setting does not prevent you from selecting another profile.

If the estimate passes the compliance review, a pop-up message appears above the icon, indicating the estimate passed.
If the estimate does not pass the compliance review, the Review Estimate window appears.

To select an estimate manually

Start Estimate Review and then click Review Estimate.

The Select Estimate window appears.

If the list of estimates is very long, you can select Display Estimates Created Today Only below the list to limit the list to the most recent estimates.

Below the list of estimates, in the Select Profile list, choose the appropriate profile for the estimate.
In the list of estimates, select the estimate that you want to review. Then, click Review.

The Review Estimate window appears.

If the profile creates a log file, and the folder where the logs are to be saved does not exist, click Yes, when prompted, to create the folder.

Reference

Select Estimate Component Descriptions

Estimate List	Lists all estimates found in the .ems output folder, and includes the following information: Estimate # Files Date Insurance Co. Claim No. Insured Last Insured First Owner Last Owner First
	Click anywhere on a row to select the estimate.
Select Profile	Lists all available profiles.
Display Estimates Created Today Only	When selected, shows only today’s estimates.
	Review Click to review the selected estimate.
	Refresh Click to refresh the list with current data.
	Delete Click to delete the selected estimate from the Estimate Review database. This does not delete the estimate from your EMS Export path nor from your estimating system database.
	Main Click to return to the Main menu.