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Kristafanie Somers

Kristafanie Somers

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Overview

When there is a document requirement in claim intake, you will see the Required Actions tab. It's important to explain this tab and it's function to the learner group. 





How-To

Step 1: Open the Charged More than Once claim you’ve created

Use the Search bar to locate the Charge More than Once claim by entering the claim ID


Step 2: Place a note on the claim

Place a note on the claim that can be reviewed in training. 

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  1. Access the Notes hub in the Case Tools

  2. Enter the following in the Subject line:
    Pended Dispute <last 4 digits of dispute ID>

  3. Enter the following in the Note box:
    Waiting for accountholder to provide required documents, will follow-up on <date in 10 days mm/dd/yy>

  4. Update Visibility to Contact Center

  5. Click the Add button

  6. The note has been added to the claim









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