Open with a Document Requirement

Overview

When there is a document requirement in claim intake, you will see the Required Actions tab. It's important to explain this tab and it's function to the learner group. 

How-To

Step 1: Open the Charged More than Once claim you’ve created

Use the Search bar to locate the Charge More than Once claim by entering the claim ID

Step 2: Place a note on the claim

Place a note on the claim that can be reviewed in training. 

1. Access the Notes hub in the Case Tools
   
   

2. Enter the following in the Subject line:
   Pended Dispute <last 4 digits of dispute ID>
   
   

3. Enter the following in the Note box:
   Waiting for accountholder to provide required documents, will follow-up on <date in 10 days mm/dd/yy>
   
   

4. Update Visibility to Contact Center
   
   

5. Click the Add button
   
   

6. The note has been added to the claim