Intake Training

Owned by Jeanette Maack
Last updated: Jun 10, 2024 by Samantha Hedrick
1 min read

This training session will cover the basics of the claim intake process and how to search for an existing claim.

Session Goals:

  1. Know how the claim ID is created

  2. Understand how to create a fraud claim

  3. Understand how to create a non-fraud claim

  4. Know how to search for a claim

  5. 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

and the Questionnaire Walkthroughs for any transaction types you will be utilizing when your portal goes live.