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Overview

Define "Case Status Widget"

How to access an existing claim

  • Search bar

  • Understanding search results

  • If the client has a widget, reference that

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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    • Request case is withdrawn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

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Intake users will access existing claims in order to respond to account holder inquires. The following pages document the tools and actions available to intake users on the Case Status Widget.  


Sections


Child pages (Children Display)


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