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January 2020
What’s New With CDA This Month?
Co-Pay
With the recent update to the CDA Desktop application, we now display an alert when a "Co-Pay" is needed from a ServicePower dispatch. When CDA does an import from ServicePower dispatches, we now look at the "co-pay" and display that amount in the main tab area.

To view a quick two-minute video use the link below, to learn about this new feature, as well as a detailed review of how it works

[YouTube]
Getting started video can be viewed HERE.
Message Center
The CDA Message Center is a powerful tool if you're looking to reduce email communication within your company and alert CDA users. In the past when you had concerns about a Claim, you'd email an employee, but today with the CDA Message Center, you simply send them a message built within CDA. Once that message is sent, the recipient(s) will get an alert of the message, and the specific Claim it's attached to.

There is no setup to use the Message Center, it's available right within the CDA application, as well as having its own tab within every Claim you open.

While in a Claim, you can message any other CDA user information that might be needed for that Claim you're in. The person(s) you just sent the message to will get a notification that they have a new unread message while they are still in CDA, or the next time they log into CDA, they will get a prompt that they have an unread message.

Just a few highlights of features:
  • Know whether a message has been read or not.
  • Message employees right within the Claim.
  • Display Claim work order while in Message Center.
  • Text the Customer right within Message Center without opening Claim.
  • Over seven list sorts available.
  • Archive messages.


[YouTube]
Getting started video can be viewed HERE.

CDA Pidgins Claim Integration
If you're not using the CDA Pidgins desktop application, you are certainly missing
better/faster customer communication, as well a reduction in call center labor cost. How? Let's review. 😃

Now, whenever a customer responds to a TXT message, if that phone is associated with a Claim, we pull the following information for you, so you don't have to waste time looking up the Claim information in CDA. You now have important information available to you right within the CDA Pidgins application. It's CDA Amazing; we agree with you.

Claim Information we Display (in order)
  • Claim Number
  • Date In
  • Schedule Date
  • In-House Sub-Status
  • FirstName
  • LastName
  • Notes (In House Comments) <Current 30 lines of notes>
  • Previous Claims

***[Tip / Trick] The question we get asked the most is what Claim number are we showing if the customer has several Claims associated with their phone number? We show the most current Claim number in your system. The rest of the Claim numbers is displayed below the "Notes' section.



[YouTube]
Getting started video can be viewed HERE.

Blog Post

As we continue to hear many of our customer pain points, we have fine-tuned our blog to address not only these types of concerns but also issues that the industry faces as a whole.


Many of the customer related issues that are preventing first-time completes, can be resolved by using CDA Software. These blog posts can be used as a tool for you and your company to creatively enact processes that will allow for more first-time completes.


One recent blog post speaks to the topic of long phone queue wait times, and what their ramifications are if ignored by businesses. Most companies are not immune to their phone system being bogged down with incoming phone calls, which inevitably lead to the long hold queue times. What can be done to address this issue? Read our blog post to learn more.



[Read Blog Post]

Long Phone Queue Wait Times Are Harming Your Business.

With the digital era in full effect, long phone queue wait times are more than likely costing you upset customers and poor performance reviews. Read HERE



That's it for this month's Newsletter.



Please feel free to forward this newsletter to someone else so they can learn about all the exciting features we have.



Have a great rest of your work week!
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