Other Action Walkthrough

Overview

The Other Actions tab includes a list of tools and functions available to intake users. These tools enable intake users to interact with the case and gather the requested information needed to serve the account holder. 

Actions

• Add a Note
• Request Case is Withdrawn
• Request Dispute is Reopened
• Upload a New File
• View Case Attachments
• View Case Notes
• View Claim Details
• View Communication
• View Disputed Transactions
• View Investigation Details

Actions and Case Statuses

Different actions are available on the claims based on claim status. This means that users will have fewer tools for cases that have been resolved.

Below is a list of the actions available based on claim status. 

Open

Paid

Denied