This training session will cover the basics of the claim intake process and how to search for an existing claim.
Session Goals:
Know how the claim ID is created
Understand how to create a fraud claim
Understand how to create a non-fraud claim
Know how to search for a claim
Be familiar with the Case Status and Other Actions area
This session will take place after we have established staging connectivity through APIs and the completed Client Info prerequisites for intake have been returned.
Pre-Training
Intake e-Training and the Questionnaire Walkthroughs for any transaction types you will be utilizing when your portal goes live.