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Provisional Credit

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Overview

The Provisional Credit step is critical to most claims workflows.  This is a decision point to determine if temporary credit will be issued to the account holder.  This step may be entirely automated, depending on your configuration.  See the Configuration section below for more details.  It is important to note that provisional credit is a claim-level decision that will impact all disputed transactions that have not already been resolved.


Configuration

Initial Interaction Decision

Pend PC for Documents

Provisional Credit Precondition

Provisional Credit Decision Approval

Provisional Credit Manual Override


Assignments

Provisional Credit Review


Additional Documentation

Review Provisional Credit Flow.pdf

Review Provisional Credit Flow.vsdx

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