Part 2: Claim Follow-up

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  - Request case is withdrawn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