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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 claim and accountholder information.
Module 4: Case Tools
We'll dive into tools present in QFD.
Module 5: Case Roll-up
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 of any customization features, and understand dispute-level versus case-level content.
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