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Intake Training

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Overview

Intake training is our opportunity to strengthen learner knowledge on the claim creation process and claim follow-up capabilities. 

WHAT IS IN THIS PAGE???

Prep Work

  • Gain access to the staging environment
  • Create an intake user profile following the instructions here (Access group: Intake User)
  • Retrieve test accounts by reaching out to internal tech partners or review the existing claims in the staging environment
  • Create four claims following the instructions here
    • Fraud claim: Stolen
    • Fraud claim: Card secure
    • Dispute claim: Charged more than once
    • Dispute claim: Quality
  • Confirm the requested documentation screen shows for the following, where applicable:
    • Card Dispute: Charged More Than Once
    • Card Dispute: Credit Not Received
    • Card Dispute: Statement of Dispute
    • Card Dispute: Statement of Fraud
  • Action the four claims so you have a variety of examples following the instructions here


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