(Intro video)
Cover the homepage, searching for a case, layout, and a high-level overview of functionsDefine what "back-office" means, dispute lifecycle in QFD, and introduce the modules in part 1
Knowing the tools and actions available in QFD will allow us to use our toolkit effectively. The first part of back-office training aims to thoroughly cover the actions, assets, and functions in QFD’s back-office portal.
Module 1: Getting Started
We'll tour the homepage, discuss how to search for a case , and learn how work is assigned.
Module 2: Actions
We'll review the options in the Actions menu and discuss how to pay, deny, and pend a dispute.
Module 3: Case Assets
We'll take a look at the the claim and accountholder information.
Module 4:
...
Case Tools
XYZ
Module 5: Case Roll-up
Blah blah
...
We'll go over the case roll-up, define the case stages, and understand how disputes move from claim intake to resolution.
Module 6: Case Tabs
We'll explore the case tabs, know how to customize