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Part 2: Claim Follow-up

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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


  • 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      • Request case is withdrawn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

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