Review New Attachment

Overview

The Review New Attachment assignment is generated when a note is placed or a file is uploaded by the account holder or an intake user. Account holders can add a note and upload a file to the case if self-service is enabled.

Open

How-To

Step 1: Click on the Review New Attachment button

Open

Step 2: Review the attachment by clicking on the document link

A pop-up window will populate with the note or the file will be downloaded to your machine.

Step 3: Click the Apply button

Step 4: Click the Process Actions button

Step 5: Take the necessary action on the claim based on the attachment

Other Actions

The Other Actions menu offers additional actions and information that allows the user to effectively work the task. 

Mark Assignment As Unworkable

Assignments that cannot be worked due to a technical issue can be marked as unworkable. This action will move the unworkable task to the Unworkable Assignment Group where leadership can review the scenario and take steps to resolve it. 

Technical errors that require the task to be marked as unworkable include QFD not reflecting correct data or when a user takes an action on the task, the action does not process and the assignment loops. 

Bulk Actions

Bulk Actions enable users to apply action to multiple disputes at once, saving the user time. 

Bulk Take Action

This button is available when there are multiple disputes present in the selected node. The bulk action applied will impact only the disputes on the page you're currently viewing if there are multiple pages due to the number of disputed transactions.