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Introduction to Claim Intake
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We've put together interactive e-modules to assist with intake training. These modules are quick guides that provide an introductory glance at the intake questionnaires. Users will complete
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a short knowledge check or simulated questionnaires. Experience is the best teacher, after all!
Leaders are to communicate to their teams which e-modules to complete based on the relevant claim types.
SCORM files can be downloaded here and uploaded to the firm's LMS.
e-Module links:
Start here: Intro to Claim Intake
ACH Claim Intake
RTP Claim Intake
Zelle Claim Intake
Bill Pay Claim Intake
Check Claim Intake
Wire Claim Intake
Identity Theft Intake
Balance Transfer Claim Intake
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Questionnaire Walkthroughs | Case Status & Tools |
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