Page Comparison

How to access an existing claim

• Search bar

  • Understanding search results

• If the client has a widget, reference that

5 stages of the claim

• Define the stages

  • Received

  • Information Required

  • Investigating

  • Pursuing Recovery

  • Resolved

• How to tell what stage the claim is in

  • Compare resolved and opened claims

Case summary section

• What info is included here

• Compare denied, paid, and open disputes

Transaction table

• Filtering the data

• Define common dispute statuses

Actions on an open claim with notes and docs

• Required Actions - doc needed

• Other Actions

  • Add a note

    • Purpose, function, key details

  • Request case is withdrawn

    • Purpose, function, key details

  • Upload a new file

    • Purpose, function, key details

  • View case attachments

    • Purpose, function, key details

  • View claim details

    • Purpose, function, key details

  • View communication

    • Purpose, function, key details

  • View disputed transactions

    • Purpose, function, key details

  • View investigation details

    • Purpose, function, key details

Actions on a denied claim

• Request dispute is reopened

  • Purpose, function, key details

• View case attachments

  • Purpose, function, key details

• View case notes

  • Purpose, function, key details

• View claim detail

  • Purpose, function, key details

• View communication

  • Purpose, function, key details

• View disputed transactions

  • Purpose, function, key details

• View investigation details

  • Purpose, function, key details

Actions on a paid claim

• View case attachments

  • Purpose, function, key details

• View case notes

  • Purpose, function, key details

• View claim detail

  • Purpose, function, key details

• View communication

  • Purpose, function, key details

• View disputed transactions

  • Purpose, function, key details

• View investigation details

  • Purpose, function, key details