online diagnosis submission tutorial - choice home...
TRANSCRIPT
OnlineDiagnosisSubmissionTutorial
Theonlinediagnosissubmissionsystemcanbeaccessedwithoneoftwomethods.
Theonlinediagnosissubmissionsystemcanbeaccessedwithoneoftwomethods.
Theprimarylocationisfromyourvendorportal.
https://www.choicehomewarranty.com/vendors
Theonlinediagnosissubmissionsystemcanbeaccessedwithoneoftwomethods.
Theprimarylocationisfromyourvendorportal.
Youwillneedyourlogininformation.Enteryourcredentialsandclick“login”.https://www.choicehomewarranty.com/vendors
Theonlinediagnosissubmissionsystemcanbeaccessedwithoneoftwomethods.
Theprimarylocationisfromyourvendorportal.
Youwillneedyourlogininformation.Enteryourcredentialsandclick“login”.https://www.choicehomewarranty.com/vendors
Onceyou’veloggedin,clickonthehyperlinkfor“WorkOrders”
Onceyou’veloggedin,clickonthehyperlinkfor“WorkOrders”
Onceyou’veloggedin,clickonthehyperlinkfor“WorkOrders”
Thiswillbringupacompletelistofallworkordersassignedtoyouraccount.
Onceyou’veloggedin,clickonthehyperlinkfor“WorkOrders”
Thiswillbringupacompletelistofallworkordersassignedtoyouraccount.
Onceyou’veloggedin,clickonthehyperlinkfor“WorkOrders”
Thiswillbringupacompletelistofallworkordersassignedtoyouraccount.
Clicksubmitdiagnosistobegin!
Asimplerwaytoaccessthesubmissionsoftwareistovisitwww.choicehomewarranty.com/diagnosis.Thismethodwillonlyrequiretheworkorder(claim)number&doesnotrequirepasswordsorlogininformation.
Asimplerwaytoaccessthesubmissionsoftwareistovisitwww.choicehomewarranty.com/diagnosis.Thismethodwillonlyrequiretheworkorder(claim)number&doesnotrequirepasswordsorlogininformation.
Asimplerwaytoaccessthesubmissionsoftwareistovisitwww.choicehomewarranty.com/diagnosis.Thismethodwillonlyrequiretheworkorder(claim)number&doesnotrequirepasswordsorlogininformation.
Simplyenteryourworkordernumberandclicksubmit.
Onceyou’veselectedtheworkorder,youwillfindadiagnosisscreen.
Onceyou’veselectedtheworkorder,youwillfindadiagnosisscreen.
Onceyou’veselectedtheworkorder,youwillfindadiagnosisscreen.
Eachsystemorappliancewillhaveaslightlydifferentpagespecifictotheclaim,assomeoftheitemsarenotalwaysapplicable.
Onceyou’veselectedtheworkorder,youwillfindadiagnosisscreen.
Eachsystemorappliancewillhaveaslightlydifferentpagespecifictotheclaim,assomeoftheitemsarenotalwaysapplicable.
Thenameandcellphonenumberoftheonsitetechwillalwaysberequested.
Outcomesoftheclaimwillbetextedtothisnumber,andthisnumberwillbecalledifclarificationisneeded.
Onceyou’veselectedtheworkorder,youwillfindadiagnosisscreen.
Eachsystemorappliancewillhaveaslightlydifferentpagespecifictotheclaim,assomeoftheitemsarenotalwaysapplicable.
Thenameandcellphonenumberoftheonsitetechwillalwaysberequested.
Outcomesoftheclaimwillbetextedtothisnumber,andthisnumberwillbecalledifclarificationisneeded.
Itishelpfultoknowifthetechisactuallyatthehomewhenthediagnosisissubmitted.
Eachoftheremaininglinesshouldbefilledouttothebestofyourknowledge.
Itisbettertosubmit“illegible”foraserialnumberthantoleaveitblank.
Eachoftheremaininglinesshouldbefilledouttothebestofyourknowledge.
Itisbettertosubmit“illegible”foraserialnumberthantoleaveitblank.
Besuretogiveacauseforfailure.
Eachoftheremaininglinesshouldbefilledouttothebestofyourknowledge.
Itisbettertosubmit“illegible”foraserialnumberthantoleaveitblank.
Besuretogiveacauseforfailure.
Itisrequiredthatyougiveadescriptionofthefailuresfound.Everydetailisimportant;pleaseincludeasmuchaspossible.
Eachoftheremaininglinesshouldbefilledouttothebestofyourknowledge.
Itisbettertosubmit“illegible”foraserialnumberthantoleaveitblank.
Besuretogiveacauseforfailure.
Itisrequiredthatyougiveadescriptionofthefailuresfound.Everydetailisimportant;pleaseincludeasmuchaspossible.
“Bearingsintheblowermotorareseizedfromnormaluse”ismuchpreferredto“motorisbad”
Thediagnosisboxiswherewegetthedetailsofthefailure.Ourtechsareoureyesandears.
Pleasemakenoteofanyimproperinstallations,improperrepairs,customermisuseorabuse,lackofmaintenance,pestdamageoranyotherfailurethatisnotattributedto“normalwearandtear”
Thesectionatthebottomofthediagnosispageiswhereyouwillsubmityourcostsforrepair.
Thesectionatthebottomofthediagnosispageiswhereyouwillsubmityourcostsforrepair.
Theboxesontheleftsidearereservedforpartnumbersorpartdescriptions.Again,moredetailisbetter.
Thesectionatthebottomofthediagnosispageiswhereyouwillsubmityourcostsforrepair.
Theboxesontheleftsidearereservedforpartnumbersorpartdescriptions.Again,moredetailisbetter.“motor”isnotsufficient“WR55X10942maincontrolboard”isrequired
Thesectionatthebottomofthediagnosispageiswhereyouwillsubmityourcostsforrepair.
Theboxesontheleftsidearereservedforpartnumbersorpartdescriptions.Again,moredetailisbetter.“motor”isnotsufficient“WR55X10942maincontrolboard”isrequiredForinterchangeableorgenericparts,“1/3HPCFM”isacceptable
Thesectionatthebottomofthediagnosispageiswhereyouwillsubmityourcostsforrepair.
Theboxesontheleftsidearereservedforpartnumbersorpartdescriptions.Again,moredetailisbetter.“motor”isnotsufficient“WR55X10942maincontrolboard”isrequiredForinterchangeableorgenericparts,“1/3HPCFM”isacceptable
Theseboxescanalsobeusedtodescriberepairsortasksthatarelistedonthepriceguide.Examplesare“laterallinecleanout”,“Contactor”,“20ampsinglepolebreaker”or“hotsurfaceigniter”.
Thesectionatthebottomofthediagnosispageiswhereyouwillsubmityourcostsforrepair.
Theboxesontheleftsidearereservedforpartnumbersorpartdescriptions.Again,moredetailisbetter.“motor”isnotsufficient“WR55X10942maincontrolboard”isrequiredForinterchangeableorgenericparts,“1/3HPCFM”isacceptable
Theseboxescanalsobeusedtodescriberepairsortasksthatarelistedonthepriceguide.Examplesare“laterallinecleanout”,“Contactor”,“20ampsinglepolebreaker”or“hotsurfaceigniter”.
Thecorrespondingpricesofthejoborpartshouldbeenteredintheboxontheright.
Thesectionatthebottomofthediagnosispageiswhereyouwillsubmityourcostsforrepair.
Theboxesontheleftsidearereservedforpartnumbersorpartdescriptions.Again,moredetailisbetter.“motor”isnotsufficient“WR55X10942maincontrolboard”isrequiredForinterchangeableorgenericparts,“1/3HPCFM”isacceptable
Theseboxescanalsobeusedtodescriberepairsortasksthatarelistedonthepriceguide.Examplesare“laterallinecleanout”,“Contactor”,“20ampsinglepolebreaker”or“hotsurfaceigniter”.
Thecorrespondingpricesofthejoborpartshouldbeenteredintheboxontheright.Nolettersorsymbolscanbeplacedinthepricesboxes,orthesystemwillnotrecognizeanyinformationinthebox!
Thesectionatthebottomofthediagnosispageiswhereyouwillsubmityourcostsforrepair.
Theboxesontheleftsidearereservedforpartnumbersorpartdescriptions.Again,moredetailisbetter.“motor”isnotsufficient“WR55X10942maincontrolboard”isrequiredForinterchangeableorgenericparts,“1/3HPCFM”isacceptable
Theseboxescanalsobeusedtodescriberepairsortasksthatarelistedonthepriceguide.Examplesare“laterallinecleanout”,“Contactor”,“20ampsinglepolebreaker”or“hotsurfaceigniter”.
Thecorrespondingpricesofthejoborpartshouldbeenteredintheboxontheright.Nolettersorsymbolscanbeplacedinthepricesboxes,orthesystemwillnotrecognizeanyinformationinthebox!
Ifthejobisnotonyourpriceguide,howlongwillittake?
Thesectionatthebottomofthediagnosispageiswhereyouwillsubmityourcostsforrepair.
Theboxesontheleftsidearereservedforpartnumbersorpartdescriptions.Again,moredetailisbetter.“motor”isnotsufficient“WR55X10942maincontrolboard”isrequiredForinterchangeableorgenericparts,“1/3HPCFM”isacceptable
Theseboxescanalsobeusedtodescriberepairsortasksthatarelistedonthepriceguide.Examplesare“laterallinecleanout”,“Contactor”,“20ampsinglepolebreaker”or“hotsurfaceigniter”.
Thecorrespondingpricesofthejoborpartshouldbeenteredintheboxontheright.Nolettersorsymbolscanbeplacedinthepricesboxes,orthesystemwillnotrecognizeanyinformationinthebox!
Ifthejobisnotonyourpriceguide,howlongwillittake?Whatisyourhourlylaborcharge?
Thesectionatthebottomofthediagnosispageiswhereyouwillsubmityourcostsforrepair.
Theboxesontheleftsidearereservedforpartnumbersorpartdescriptions.Again,moredetailisbetter.“motor”isnotsufficient“WR55X10942maincontrolboard”isrequiredForinterchangeableorgenericparts,“1/3HPCFM”isacceptable
Theseboxescanalsobeusedtodescriberepairsortasksthatarelistedonthepriceguide.Examplesare“laterallinecleanout”,“Contactor”,“20ampsinglepolebreaker”or“hotsurfaceigniter”.
Thecorrespondingpricesofthejoborpartshouldbeenteredintheboxontheright.Nolettersorsymbolscanbeplacedinthepricesboxes,orthesystemwillnotrecognizeanyinformationinthebox!
Ifthejobisnotonyourpriceguide,howlongwillittake?Whatisyourhourlylaborcharge?Totallaborcost?
Thesectionatthebottomofthediagnosispageiswhereyouwillsubmityourcostsforrepair.
Theboxesontheleftsidearereservedforpartnumbersorpartdescriptions.Again,moredetailisbetter.“motor”isnotsufficient“WR55X10942maincontrolboard”isrequiredForinterchangeableorgenericparts,“1/3HPCFM”isacceptable
Theseboxescanalsobeusedtodescriberepairsortasksthatarelistedonthepriceguide.Examplesare“laterallinecleanout”,“Contactor”,“20ampsinglepolebreaker”or“hotsurfaceigniter”.
Thecorrespondingpricesofthejoborpartshouldbeenteredintheboxontheright.Nolettersorsymbolscanbeplacedinthepricesboxes,orthesystemwillnotrecognizeanyinformationinthebox!
Ifthejobisnotonyourpriceguide,howlongwillittake?Whatisyourhourlylaborcharge?Totallaborcost?Tax?
Theboxatthetopfor“ServiceCharge/DiagnosisFee”shouldonlybeusedincaseswherenorepairisneeded,ornoservicesareprovided.
Theboxatthetopfor“ServiceCharge/DiagnosisFee”shouldonlybeusedincaseswherenorepairisneeded,ornoservicesareprovided.
Thisboxshouldnotreflectanypaymentcollectedfromorduefromthecustomer.
Theboxatthetopfor“ServiceCharge/DiagnosisFee”shouldonlybeusedincaseswherenorepairisneeded,ornoservicesareprovided.
Thisboxshouldnotreflectanypaymentcollectedfromorduefromthecustomer.
Thedropdownboxshouldbeusedfortheamountofmoneyduefromthepolicyholder&shouldmatchyourworkorder.
Theboxatthetopfor“ServiceCharge/DiagnosisFee”shouldonlybeusedincaseswherenorepairisneeded,ornoservicesareprovided.
Thisboxshouldnotreflectanypaymentcollectedfromorduefromthecustomer.
Thedropdownboxshouldbeusedfortheamountofmoneyduefromthepolicyholder&shouldmatchyourworkorder.
Thisdropdownboxisusedtodescribehowyoureceivedtheservicecallfeefromthecustomer,ortomakenotethatthecustomerhasrefusedtopay.
Theboxatthetopfor“ServiceCharge/DiagnosisFee”shouldonlybeusedincaseswherenorepairisneeded,ornoservicesareprovided.
Thisboxshouldnotreflectanypaymentcollectedfromorduefromthecustomer.
Thedropdownboxshouldbeusedfortheamountofmoneyduefromthepolicyholder&shouldmatchyourworkorder.
Thisdropdownboxisusedtodescribehowyoureceivedtheservicecallfeefromthecustomer,ortomakenotethatthecustomerhasrefusedtopay.
Letusknowwhenthejobwillbedone.
Theamountthatwillbeauthorizediswillcalculatedbytheseboxes.
Theamountthatwillbeauthorizediswillcalculatedbytheseboxes.
ServiceCharge
Theamountthatwillbeauthorizediswillcalculatedbytheseboxes.
ServiceCharge+Partprices
Theamountthatwillbeauthorizediswillcalculatedbytheseboxes.
ServiceCharge+Partprices+TotalLaborcharge
Theamountthatwillbeauthorizediswillcalculatedbytheseboxes.
ServiceCharge+Partprices+TotalLaborcharge+Tax
Theamountthatwillbeauthorizediswillcalculatedbytheseboxes.
ServiceCharge+Partprices+TotalLaborcharge+Tax+FreonTotal(ifapplicable)
Theamountthatwillbeauthorizediswillcalculatedbytheseboxes.
ServiceCharge+Partprices+TotalLaborcharge+Tax+FreonTotal(ifapplicable)–servicecallfeereceived.
Theamountthatwillbeauthorizediswillcalculatedbytheseboxes.
ServiceCharge+Partprices+TotalLaborcharge+Tax+FreonTotal(ifapplicable)–servicecallfeereceived.
Nothingwritteninanyotherboxwillbeconsidered;thecomputerdoesthecalculations.
(Totalcostforrepairiscalculatedbythecomputer.Totalboxisfortotallaboronly)
HelpfulHints
HelpfulHints• Moredescriptionisbetter–fillintheblanksforus
HelpfulHints• Moredescriptionisbetter–fillintheblanksforus• Iftherearetwodifferentunits(i.e.washer&dryer),theymustbeonseparateclaims
HelpfulHints• Moredescriptionisbetter–fillintheblanksforus• Iftherearetwodifferentunits(i.e.washer&dryer),theymustbeonseparateclaims• Iftherearetwoseparateunitsofthesametype(i.e.waterheater,furnace),theymustbeonseparatediagnoses
HelpfulHints• Moredescriptionisbetter–fillintheblanksforus• Iftherearetwodifferentunits(i.e.washer&dryer),theymustbeonseparateclaims• Iftherearetwoseparateunitsofthesametype(i.e.waterheater,furnace),theymustbeonseparatediagnoses• Alwaysincludeyournameandcellphonenumber
HelpfulHints• Moredescriptionisbetter–fillintheblanksforus• Iftherearetwodifferentunits(i.e.washer&dryer),theymustbeonseparateclaims• Iftherearetwoseparateunitsofthesametype(i.e.waterheater,furnace),theymustbeonseparatediagnoses• Alwaysincludeyournameandcellphonenumber• Neverusesymbols!=,%,$,#,””–anythingthatisnotanumberorlettermustbeavoided
HelpfulHints• Moredescriptionisbetter–fillintheblanksforus• Iftherearetwodifferentunits(i.e.washer&dryer),theymustbeonseparateclaims• Iftherearetwoseparateunitsofthesametype(i.e.waterheater,furnace),theymustbeonseparatediagnoses• Alwaysincludeyournameandcellphonenumber• Neverusesymbols!=,%,$,#,””–anythingthatisnotanumberorlettermustbeavoided• Ifthereisamajorcomponent,orafullsystemthatneedstobereplaced,pleasesenduspicturesviatextmessageto
848-234-9262
HelpfulHints• Moredescriptionisbetter–fillintheblanksforus• Iftherearetwodifferentunits(i.e.washer&dryer),theymustbeonseparateclaims• Iftherearetwoseparateunitsofthesametype(i.e.waterheater,furnace),theymustbeonseparatediagnoses• Alwaysincludeyournameandcellphonenumber• Neverusesymbols!=,%,$,#,””–anythingthatisnotanumberorlettermustbeavoided• Ifthereisamajorcomponent,orafullsystemthatneedstobereplaced,pleasesenduspicturesviatextmessageto
848-234-9262• Don’thesitatetocallauthorizationstofollowuporaskquestions.
HelpfulHints• Moredescriptionisbetter–fillintheblanksforus• Iftherearetwodifferentunits(i.e.washer&dryer),theymustbeonseparateclaims• Iftherearetwoseparateunitsofthesametype(i.e.waterheater,furnace),theymustbeonseparatediagnoses• Alwaysincludeyournameandcellphonenumber• Neverusesymbols!=,%,$,#,””–anythingthatisnotanumberorlettermustbeavoided• Ifthereisamajorcomponent,orafullsystemthatneedstobereplaced,pleasesenduspicturesviatextmessageto
848-234-9262• Don’thesitatetocallauthorizationstofollowuporaskquestions.